Michael Cowles is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding the CFP® designation along with Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles has been with SFMG Wealth Advisors since 2021. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management for individuals, families, pension plans, trusts, and corporate clients. The firm employs a combination of institutional and proprietary research, offering personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Robert Aikey is a financial advisor with Strategic Portfolio Solutions, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Strategic Portfolio Solutions since 2014. Outside of his advisory role, he is the founder of a health and life insurance business and is involved in photography and art on weekends. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolios with continuous supervision and uses a range of investment strategies, including traditional equities, fixed income, ETFs, and more active approaches such as options and short-term trading.

Christopher Troseth is a CFP® with 29 years of industry experience. He has been with The Watchman Group, Inc. since 2013, where he works as part of a four-advisor team. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach.

David Bennett is a financial advisor with Expand Financial Group, LLC in Celina, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes 12 years at G.A. Repple & Company and running his own firm, David Bennett, Inc., for 15 years. Outside of financial advising, he serves as president of Expand Ministry, LLC and is involved in community church consulting and fundraising coaching, as well as serving on the board of the Excel Leadership Network. Expand Financial Group provides asset and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a variety of analytical approaches to manage portfolios comprised of stocks, bonds, ETFs, mutual funds, and alternative investments, and serves clients on both discretionary and non-discretionary bases.

Kathryn Atkins is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schubert & Company since 2017. Prior to that, she worked at Lucas Christian Academy for six years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy based on modern portfolio theory, utilizing diversified portfolios mainly composed of ETFs and institutional mutual funds, with options for separately managed accounts.

Morgan Luck is a financial advisor with Moss, Luse & Womble, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Edward Jones and Abilene Christian University. He serves as treasurer for Shelby's Grace, LLC, a nonprofit organization in Brownwood, TX. Moss, Luse & Womble, LLC provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, and businesses. The firm employs a tactical allocation approach, primarily recommending exchange-traded funds and mutual funds, and also offers accounting, tax preparation, payroll services, and third-party plan administration.

Diana Brown is a financial advisor with CMG Wealth Management in Plano, TX, holding a Series 63 designation and 27 years of industry experience. Her career includes roles at Wells Fargo Clearing and UBS Financial Services. She has been with CMG Wealth Management since 2018 as part of a six-advisor team. CMG Wealth Management serves individuals, non-profits, corporations, and other business entities with asset management, retirement-plan consulting, and due diligence reports on private investments. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client objectives and risk tolerances.

Lance Purcell is a CFP® professional with over 15 years of experience in the financial and banking industries. He is currently with Black Knight Wealth Management, LLC and previously worked at Citizens Bank and FirstBank Southwest. Outside of his advisory role, he serves as a bank director and manages a legal practice as an attorney. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a multi-disciplinary investment approach that includes fundamental, quantitative, and technical analysis, and typically manages accounts on a discretionary, asset-based basis using model Income and Growth portfolios tailored to client needs.

Craig Greenway is a CFP® professional with 27 years of industry experience. He has worked at SFMG Wealth Advisors since 2007, including his current tenure beginning in 2024, and previously held roles at Caton Consulting Group, PC and Southwest Strategies. SFMG Wealth Advisors is a team-based firm serving individuals, families, pension plans, trusts, and corporate clients with integrated financial planning and discretionary portfolio management. The firm employs a centralized Investment Committee to guide personalized investment programs that may include mutual funds, ETFs, private equity, and values-based investing options.

Cipriano Gomez is a financial advisor with Nobles & Richards Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked previously at firms including The Vanguard Group, USAA Investment Services, Charles Schwab, and Banc of America Investment Services. Outside of advisory roles, he is employed by Yrefy, LLC, a securities sales business, and works part-time in restaurant and hospitality support. Nobles & Richards Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension plans, charitable organizations, municipalities, and businesses. The firm manages approximately $34 million in assets across about 128 client relationships and utilizes both direct portfolio oversight and third-party sub-advisers, typically operating on a non-discretionary basis with a focus on fundamental and market-based investment analysis.

Jeffrey Burandt is a CFP® with 32 years of industry experience, currently serving as an advisor at Worth Asset Management. He has worked previously at Harbor Wealth Management and Worth Financial Group Inc. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans, combining various security analysis methods and utilizing outside managers while maintaining overall advisory responsibility.

Stuart Connelly is a financial advisor at Brooklyn FI, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Brooklyn FI. Brooklyn FI serves individual and high-net-worth clients, offering discretionary investment management, retirement-account advice, and subscription-based comprehensive financial planning. The firm emphasizes passive portfolio construction and household-level management while also employing third-party managers and model strategies as appropriate.

Erik Wyse is a financial advisor with WealthStar Advisors, LLC, holding a Series 63 designation and 28 years of industry experience. He has been with WealthStar Advisors since 2012. Outside of his advisory role, Wyse serves on the Richardson Chamber of Commerce board, the City of Richardson TIF board, and a homeowners association board, all on a non-paid basis. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and a broad set of options and quantitative tools, managing approximately $791 million in discretionary assets through a 10-advisor team.

Beth Johnson is a financial advisor with Worth Asset Management in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of her advisory role, Johnson is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a blend of security analysis techniques and utilizes outside managers and turnkey asset management relationships to tailor portfolios according to client objectives.

John Maness is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Citi Group, and service in the United States Marine Corps Reserve. Astra Wealth Management provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach utilizing diversified portfolios that include mutual funds, ETFs, options, and other instruments, serving both discretionary and non-discretionary accounts.

Alexander Wagner is a CFP® professional with three years of industry experience. He has worked at Moss, Luse & Womble, LLC since 2019 and has a background that includes four years at Harding University. Moss, Luse & Womble serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm manages discretionary client portfolios through a tactical allocation approach, using proprietary risk-profile models and fundamental analysis to guide investment selections.

Sohrab Mirzabeigifini is a CFP® with 10 years of industry experience, currently serving at Atlas since 2026. He previously worked for Northwestern Mutual in various capacities from 2015 to 2026. Atlas provides wealth management and financial planning services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, index-based investment approach supplemented by internal equity and bond strategies, and is active as a general partner and sponsor of private credit funds.

Christian Marroquin is a financial advisor with United Advisors America holding a Series 65 designation and has been in the industry for one year. Before joining the firm, he worked at Boeing and Chick-fil-A. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm applies a Modern Portfolio Theory approach with model portfolios, mutual funds, ETFs, and additional exposure to digital currencies.

Michael Christians is a financial advisor at Black Knight Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 1999 to 2018. Outside of his advisory role, Christians partners with his brother in a house-flipping business in Illinois. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a multi-disciplinary investment approach using fundamental, quantitative, and technical analysis alongside modern portfolio theory, and offers tailored strategies through discretionary management.

Joshua Hargrove is a CFP® with 13 years of industry experience, currently serving at Insight Wealth Partners since 2018. Prior to joining Insight Wealth Partners, he worked at Northwestern Mutual in various capacities from 2012 to 2018. Outside of his advisory role, he is the owner of a short-term vehicle rental business and serves as the Booster Club President at Lucas Christian Academy, a private school in Texas. Insight Wealth Partners is a multi-advisor team managing over $1.1 billion in discretionary assets, providing comprehensive financial planning, asset management, and pension consulting for individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a strategy combining Modern Portfolio Theory-based asset allocation with fundamental and technical analysis, and it offers specialized options strategies to manage risk and potential upside.