Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

David Faulkner is a CFP® professional with 22 years of experience in financial advising. He has been a partner at Spectrum Advisors, Inc. since 2016. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance products through Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, qualified retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and regular client reporting as part of its investment approach.

Alan Haworth is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Clare Market in 2018, he worked at Oppenheimer & Co. from 2011 to 2018. Outside of his advisory role, he owns a vinyl record store, Declassified Records LLC, and manages the development of a financial data application called Stalking Butler App. Clare Market Investments provides discretionary investment management, financial planning, and sub-advisor oversight for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $556 million in assets across about 206 client relationships.

Debra Keitzer Outlaw is a CFP® with 29 years of industry experience. She has worked at Perryman Financial Advisory, Inc. since 2000 and Perryman Securities, Inc. since 2002. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for approximately 510 clients with a team of eight advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, using both fundamental and technical analysis to build diversified portfolios.

Charles Lanza is a financial advisor at Crescent Advisor Group, Inc. with 14 years of industry experience. He previously worked at Titan Securities for 12 years before joining Crescent Advisor Group and Realta Equities in 2023. Outside of his advisory roles, he is a managing member of Medico PS, LLC, a business involved in the sales and rental of durable medical equipment. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis across various investment strategies and maintains a network of affiliated business lines and professionals.

Jamie Alworden is a financial advisor at M Financial Asset Management, Inc. with 11 years of industry experience. He holds Series 65, Series 63, and Series 66 designations and has worked with firms including Charles Schwab, TD Ameritrade, and Geneos Wealth Management. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm emphasizes diversified, risk-based asset allocation using mutual funds, ETFs, selected individual securities, and third-party managers, supported by regular rebalancing and ongoing model monitoring.

Tyler Tenney is a CFP® and holds a Series 65 license, currently serving at SFMG Wealth Advisors in Plano, TX. He has one year of experience at SFMG Wealth Advisors and previously worked at Deloitte for five years. His background also includes roles in insurance agencies and a university setting. SFMG Wealth Advisors is a team-based wealth management firm offering integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm employs a centralized Investment Committee to guide personalized investment programs and emphasizes ongoing planning relationships and regular portfolio reviews.

Mark Robinson is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with The Watchman Group, Inc. in Plano, TX, since 2004. The Watchman Group is a team of four advisors providing fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios using a combination of fundamental, quantitative, and qualitative analysis, implementing primarily discretionary strategies across a broad range of investment products.

August Payne is a financial advisor with Beacon Financial Group in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Kestra Advisory since 2016 and with Kestra Investment Services and Beacon Retirement Planning since 2011. Outside his advisory role, he is the owner of Dos Veces Inc, a consulting business based in Austin, TX. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets, customizing portfolios using fundamental, technical, and cyclical analysis and engaging independent managers as part of its investment approach.

Robert Engels is a financial advisor at CMG Wealth Management with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and Wells Fargo Advisors prior to joining CMG. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, providing discretionary and non-discretionary asset management, retirement-plan consulting, and due diligence reports on private investments. The firm applies a combination of fundamental and technical analysis alongside modern portfolio theory to manage accounts tailored to client objectives and risk tolerances.

Brannon Albritton is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 14 years of industry experience. He previously worked at J.P. Morgan Securities from 2011 to 2024 before joining Requisite Capital Management. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a blend of fundamental and technical analysis with a generally long-term orientation, offering a broad range of investment options including ETFs, equities, fixed income, options, private equity, and private credit funds.

Sheree Stacy is a financial advisor at Worth Financial Group Inc. with 33 years of industry experience. She has held Series 63 and Series 65 licenses and has worked at Worth Financial Group since 2009, following five years at Wells Fargo Clearing. In addition to her advisory role, she is also an insurance agent specializing in life insurance and fixed annuities. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach that combines charting, fundamental, and technical methods, and customizes portfolios based on clients' objectives and risk tolerance.

Steven Adams is the sole advisor at Adams Asset Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since its founding in 2005. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals and institutional clients. The firm utilizes both fundamental and quantitative analysis, including proprietary models, to tailor investment decisions to each client’s objectives.

Nancy Phillips is a CFP® with 23 years of experience at Perryman Financial Advisory, Inc. and over 40 years running her own CPA practice, Nancy K. Phillips, PC. She has been associated with Perryman Securities, Inc. since 2004. Outside of financial advising, she operates a sole proprietorship selling bead necklaces and earrings. Perryman Financial Advisory, Inc. is a six-advisor SEC-registered firm managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, combining fundamental and technical analysis with regular portfolio monitoring and rebalancing.

David Cain is a financial advisor at Castleview Partners, LLC in Dallas, TX, with nine years of industry experience. He holds the Series 65 designation and has previously worked at Mercer Global Advisors and Lake Point Wealth Management. Outside of his advisory work, he operates Cain Financial Solutions, LLC and acts as an independent insurance agent. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers discretionary portfolio management, access to third-party money managers, and utilizes its aiAlpha platform to support model-based trading and operational services for both internal and external advisers.

James Sullivan is a CFP® and CFA® with 25 years of industry experience. He has worked at Beaird Harris Wealth Management since 2017 and previously spent 18 years at Fidelity Investments. Based in Dallas, TX, he holds Series 63 and Series 66 licenses. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure through low-cost mutual funds and ETFs, including alternative investments, and maintains an affiliation with a certified public accounting firm that supports referral opportunities and integrated services.

Evan Troop is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has worked at MSH Capital Advisors and M.S. Howells & Co. since 2025 and concurrently has roles at JP Morgan Chase Bank NA and JP Morgan Securities LLC since 2015. Outside of advisory work, he owns Evan Troop Music LLC, which manages music royalties. MSH Capital Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm delivers tailored advice through a network of independent representatives and utilizes third-party platforms and sub-advisers offering specialized strategies.

Philip Athey is a CFP® professional with 22 years of industry experience, currently affiliated with Apeiron in Dallas, TX. His prior work includes roles at Ameriprise, WFG Investments, Aperion RIA, LLC, and Three Oaks Advisory Group. He also operates as an independent insurance agent, allocating about 10% of his time to recommending and selling insurance products. Apeiron serves a diverse client base that includes individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutions. The firm employs a holistic, discretionary approach to portfolio management, utilizing a range of analytical methods and a mix of in-house and third-party platforms, while acting as a fiduciary for retirement accounts.

Kevin Margolis is a financial advisor with SFMG Wealth Advisors in Plano, Texas. He holds a Series 66 credential and has 23 years of industry experience, including roles at Tolleson Private Wealth Management and Momentum Independent Network Inc. Mr. Margolis serves on the advisory boards of Clear Sky Capital and Phoenix Fund, both investment managers for private funds, in unpaid roles. SFMG Wealth Advisors is a team-based firm that provides integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm combines financial planning with investment management using a centralized Investment Committee, offering a range of investment options including mutual funds, private equity, and values-based strategies.

Thi Hong Van Nguyen is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Synergy Asset Management, LLC. Prior to joining Synergy, she held positions at NYCC Management LLC, J.C. Pace Ltd., Caitlynminimalist, EY, Cathay United Bank, and HSBC Bank. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm employs an active, adaptive investment approach that integrates tactical asset allocation, fundamental analysis, and quantitative methods across a range of custom strategies.