Edmund Cordero is a financial advisor with WealthStar Advisors, LLC in McKinney, TX, holding a Series 63 designation and 27 years of industry experience. He has been with WealthStar Advisors since 2013 and also affiliated with IFP since 2012. Cordero holds a one-third interest in CRJ Advisors, LLC, a real estate company. WealthStar Advisors provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners, employing a quantitatively informed, customized approach that includes discretionary portfolio management and comprehensive financial planning. The firm is notable for its use of derivatives and long-dated options within separately managed strategies and offers its discretionary services exclusively through a sponsored wrap fee program.

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.

Kevin Margolis is a financial advisor at SFMG Wealth Advisors in Plano, Texas, with 22 years of industry experience. He holds a Series 66 designation and has been with SFMG Wealth Advisors since 2007. Mr. Margolis serves on the advisory boards of Clear Sky Capital and Phoenix Fund, both investment managers for private fund issues, dedicating a few hours per quarter to these roles without compensation. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm emphasizes a planning-first approach supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios and develop written investment policy statements.

Jeffrey Sargent is a financial advisor with Meristead Wealth, LLC, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Stansberry Asset Management, Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research, managing private credit funds and utilizing strategies such as special situations, distressed investments, and income-oriented positions.

John Strickland is a financial advisor at Parkway Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 credential and has worked at Parkway Wealth Management Group since 2016, including prior roles at Raymond James Financial Services. Outside of advisory services, he is the owner of Cajun Spirit Enterprises Inc., a support company. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach using diversified portfolios and both in-house and third-party asset allocation models.

James Simmons is a financial advisor at Beaird Harris Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Beaird Harris since 2007. 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 a Modern Portfolio Theory approach, focusing on diversified asset-class exposure through low-cost mutual funds and ETFs, and offers investment advisory services, discretionary portfolio management, and financial planning.

Bernardo Velasco Linares is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Equitable Advisors, and other positions outside the financial sector. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients through a team of nine investment professionals. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, retirement plans, trusts, and other entities, utilizing model portfolios, customized asset-allocation strategies, and third-party platforms to support various client needs.

Gary Coats is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at GuideStone Advisors since 2013. He holds the Series 63 designation and is based in Dallas, TX. Outside of his advisory role, he is president of Crazy A Ranch, LLC, a timber and outdoor recreation land leasing business. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and plan participants, managing approximately $1.59 billion in discretionary assets. The firm employs a faith-based investing policy and utilizes model portfolios and discretionary management, including affiliated mutual funds and third-party managed accounts.

Matthew Mcintyre is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 license and nine years of industry experience. He has been affiliated with various entities under the Peak American umbrella since 2018 and previously worked at AE Wealth Management and Secure Legacy Financial Group. Outside his advisory role, he serves as President and CEO of both Peak American Financial Group, Inc., and Peak American Financial Companies, Inc. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning that includes retirement tax strategy, insurance coordination, and estate planning. The firm uses a combination of technical and fundamental analysis in portfolio construction and integrates tax and insurance considerations into its retirement and income planning.

William Mckenna is a financial advisor at Gordian Wealth Advisors, LLC in Richardson, TX, holding Series 65 and Series 63 credentials with one year of industry experience. He previously worked for Blue Hen Capital, LLC for ten years. Outside of advisement, he owns and operates a personal rental property management business. Gordian Wealth Advisors, LLC manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm employs tailored asset-allocation and manager-selection processes overseen by an investment committee and utilizes strategies including covered-call overlays and endowment-style diversified models.

Mousumi Mukherjee is a financial advisor at WealthStar Advisors, LLC with 21 years of industry experience. She holds the Series 66 designation and has been with WealthStar Advisors since 2013. She is also associated with LPL Financial LLC since 2012. Mukherjee is involved with WealthStar Financial, a related business entity based in Plano, TX. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a firm-sponsored wrap fee program, 401(k) participant advisory services, and standalone financial planning, utilizing a proprietary Equity Substitution Strategy that incorporates options and quantitative tools to manage risk and return.

Robert Rothrock is a financial advisor at Insight Folios with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Texas Elite Advisory, Safe Retirements, and his own Rothrock Financial Group. Outside of advising, he serves as president of Rothrock Insurance Solutions, an insurance agency focusing on life and health insurance, fixed and fixed-index annuities, and Medicare. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment adviser firms. The firm employs a multi-adviser approach supported by proprietary planning software and incorporates fundamental, technical, and cyclical analysis with a long-term trading orientation.

Kristine Sawyer is a financial advisor at Steadtrust with 14 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, National Securities Corp, and WFG Investments Inc. Outside of her advisory role, she owns and operates Bold Bunnys Rabbitry, a business involved in showing, breeding, and selling rabbits. Steadtrust LLC is a team advisory firm managing approximately $438.9 million with nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension/401(k) consulting services.

Anthony Rose is a financial advisor at Orion Wealth Management LLC based in Richardson, TX. He holds a Series 65 designation and has professional experience working at Sodexo, Samuel P. Rose CPA, and Lidl US. Orion Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients. The firm emphasizes long-term trading and uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, managing accounts through mutual funds, ETFs, equities, fixed income, and insurance products.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

Douglas Gill is a CFP® with 34 years of experience in the financial industry. He is a principal at Castleview Partners, LLC and also serves as president and sole shareholder of Gill Capital Management, Inc., a holding company for investments in real estate, private equity, and public securities. Outside of his advisory work, Gill participates in community service as a board member of the Rotary Club of Park Cities Foundation and chairs a committee at Northridge Presbyterian Church. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers tailored portfolio management using a combination of internally managed models, third-party strategies, and direct holdings, supported by its proprietary aiAlpha platform that serves both Castleview and external advisers.

Andrew Gold is a financial advisor at Prestige Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked previously at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and Edward Jones. Outside of advising, he is licensed to offer life insurance as an additional product option to clients. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach and offers discretionary investment management, financial planning, retirement plan advisory, and consulting services, often utilizing sub-advisors and third-party tools.

Joseph Dowdall is a CFP® with 18 years of experience in the financial industry. He has been with Worth Asset Management since 2021 and previously worked for MMWKM Advisors, LLC for 10 years. In addition to his advisory role, he works as an independent insurance agent, focusing on 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 uses a combination of security analysis methods and works with outside managers and sub-advisors, while offering financial planning and insurance-related advice.

Austin Garron is a financial advisor at Peak American Investment Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments, Cetera, and New York Life prior to joining Peak American. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, integrating tax strategy and insurance coordination into retirement and income planning. The firm uses a combination of technical and fundamental analysis to construct portfolios and offers referrals to CPAs and estate attorneys as part of its service model.