Aubrey Paganelli is a financial advisor at United Advisors America with 13 years of industry experience. She holds a Series 65 designation and has worked at United Advisors America and its affiliated entities since 2013. In addition to her advisory role, Paganelli is a full-time insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management alongside complimentary financial planning.

Charles Johnson is a financial advisor at Strategic Portfolio Solutions, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked for Holland Investment Management, Inc. for 10 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, consulting, and divorce-planning services, emphasizing tailored portfolios with continuous supervision and regular rebalancing.

Michael Womble is a CFP® with 19 years of industry experience and has been with Moss, Luse & Womble, LLC since 2010. He is based in Plano, TX, and holds a Series 65 license. Moss, Luse & Womble, LLC advises a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting, tax preparation, payroll, and retirement plan administration.

Michael Lemich is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with RFG Wealth Advisory and has previously worked at LPL Financial, SagePoint Financial, and Boda Financial Group. RFG Wealth Advisory provides investment advisory services to individual and high-net-worth clients, offering wealth management, financial planning, and portfolio consulting. The firm uses fundamental and technical analysis alongside modern portfolio theory to build diversified portfolios and employs derivatives and option-writing strategies within separately managed accounts.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 18 years of industry experience. She has worked at CFO4Life Group, LLC since 2017 and has been affiliated with Ausdal Financial Partners since 2013. Outside of her advisory role, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. 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 combines mutual funds, ETFs, direct indexing, and third-party separate account managers to tailor portfolios to clients’ objectives and risk tolerances.

Michael Crawford is a financial advisor at TFR Capital with eight years of industry experience. He holds a Series 65 credential and previously worked at SCF Investment Advisors, Inc. and Texas Financial Resources. Outside of his advisory role, he serves as Vice Chair of the Board of Directors for the Princeton Economic Development Corporation and officiates youth baseball games as an umpire. TFR Capital is a registered investment adviser serving individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages approximately $403 million for around 260 clients, employing a long-term investment approach that incorporates fundamental, quantitative, and technical analysis, with a preference for low-fee investment vehicles.

Ryan Blair is a CFP® professional with 17 years of industry experience, currently serving at SFMG Wealth Advisors since 2006. He is based in Plano, Texas, and is a part-owner of Confidence Period, LLC, an investment-related entity focused on private investments. He does not have active duties with this entity. SFMG Wealth Advisors serves individuals, high-net-worth families, pension, and trust clients with personalized wealth management that integrates financial planning and investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and employs advanced tools to model retirement scenarios and investment outcomes.

Paul Nolte is a CFA® charterholder with 17 years of industry experience. He is currently with Murphy & Sylvest, where he has worked since 2023, following nine years at Kingsview Asset Management, LLC. Located in Dallas, TX, Nolte holds Series 63 and Series 66 licenses. Murphy & Sylvest provides portfolio management, financial planning, and project-based consulting to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach supported by written Investment Policy Statements.

Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

Earl Castleman is a financial advisor at Signal Securities, Inc. in Plano, TX, holding a Series 63 designation with 50 years of industry experience. He has been with Signal Securities since 2005. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to tailor model portfolios or investment mixes, primarily implementing strategies on a non-discretionary basis with a focus on long-term asset allocation and periodic rebalancing.

James Pacholek is a CFP® professional with 24 years of experience in financial advising. He is currently with CMG Wealth Management and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory work, he serves as president and pastor of the First Pentecostal Church of Dallas and leads The Apothecary, a preaching ministry. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profits, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies across various asset classes.

Joshua Wardle is a financial advisor at Parkway Wealth Management Group, LLC in Plano, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Raymond James Financial Services and Cabot Lodge Securities. Outside of advising, he is the owner of Wardle Wisdom LLC, an independent contractor business used for tax purposes. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets for individuals, families, business owners, and institutional clients. The firm employs a holistic, goal-based approach utilizing in-house and third-party model portfolios across various asset classes and offers services including portfolio management, comprehensive financial planning, and 401(k) plan solutions.

Jackson Mc Daniel is a financial advisor at Moss, Luse & Womble, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Moss, Luse & Womble since 2015. Moss, Luse & Womble serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach with proprietary investment models and also provides accounting, tax preparation, payroll, and third-party administrator services to business clients and retirement plans.

Katrina Robertson is a financial advisor at Black Knight Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Strongtower Wealth Management and G.A. Repple & Company. Outside of advising, she is an author, public speaker, and serves as campaign treasurer for the Garland County Tax Collector. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a diversified investment approach incorporating fundamental, quantitative, and technical analysis, and offers tailored strategies through discretionary management and model portfolios.

Gail Carrion is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she owns GLC Legacy LLC, a related investment entity. Astra Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a long-term investment approach combined with fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with ACP Capital Management since 2015 and is also associated with ACP Securities, LLC. Mr. White is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm employs a combination of proprietary and third-party model portfolios and manages private investment vehicles while offering consolidated wealth reporting services.

Oliver Matison is a CFP® certificant with 29 years of industry experience. He is currently with Beacon Financial Group in Dallas, TX, where he has worked since 2014. His background includes roles at Kestra Advisory and Kestra Investment Services. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets, employing a combination of fundamental, technical, and cyclical analysis tailored to clients' goals and risk tolerance.

Christopher Colon is a CFP® with 13 years of industry experience and is currently affiliated with Parkway Wealth Management Group, LLC. His prior experience includes roles at Morgan Stanley and Raymond James Financial Services, Inc. He is also separately licensed as an independent insurance agent through Once Insurance Solutions. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, and institutional clients. The firm provides portfolio management, comprehensive financial planning, and 401(k) plan services using a goal-based approach with both in-house and third-party model portfolios.

Christopher Caporaletti is a financial advisor at Bright Wealth Management, LLC with 13 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Equitable Advisors and AXA Advisors. Caporaletti has been with Bright Wealth Management since 2022 as part of a seven-advisor team. Bright Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for around 175 clients, building tailored asset-allocation models and providing ongoing portfolio supervision using a mix of equities, ETFs, mutual funds, and other securities.

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.