Bradyn Markham is a financial advisor with Lemnis Capital in Richardson, TX, holding a Series 66 designation. He has one year of industry experience and also has a background in martial arts instruction and education, having worked at Fight Right Martial Arts and various schools prior to joining the financial industry. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other institutional clients. The firm utilizes model portfolios and customized asset allocation, offering both discretionary and non-discretionary management, with a focus on ongoing education and decision support through a subscription membership model.

Caitlin Brown is a financial advisor at Moss, Luse & Womble, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Moss, Luse & Womble since 2011. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical asset allocation focused primarily on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, payroll services, and third-party administration for defined contribution plans.

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.

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.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Russell Boaz is a CFP® and Series 63 registered advisor with 18 years of industry experience. He is currently affiliated with CFO4Life Group, LLC and Ausdal Financial Partners, where he has worked since 2013. In addition to his advisory roles, he provides tax planning services through a separate business. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm’s investment approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with ongoing portfolio monitoring and periodic reviews.

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 at Nobles & Richards Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including The Vanguard Group, Inc. and Charles Schwab. Outside of advisory roles, he is involved with Yrefy, LLC, a securities sales business, and works part-time in restaurant hospitality. Nobles & Richards Advisors, LLC provides investment advisory, financial planning, and consulting services to individual clients, institutional investors, and charitable organizations. The firm primarily operates on a non-discretionary basis, combining fundamental and market-based investment analysis with multiple custodial and sub-advisory arrangements.

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 by providing household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and routinely aggregates held-away assets for comprehensive client portfolio oversight.

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.

Brian Drolet is a CFP® with 18 years of experience in the financial services industry. He is currently part of the team at Prestige Wealth Management and has held prior roles at firms including Arbor Point Advisors and Securities America. Outside of advisory work, he is licensed as an insurance agent with various carriers. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm uses an asset-allocation approach across multiple investment vehicles and offers services including discretionary investment management, financial planning, retirement plan advisory, and tax preparation coordination through an affiliated entity.

Maurice Whittaker is a financial advisor at Meristead Wealth, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Stansberry Asset Management, E*TRADE Capital Management, LORD, ABBETT DISTRIBUTOR, and Equitable Advisors. Meristead Wealth provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and private credit funds for accredited investors. The firm employs a value-oriented investment approach combining top-down macro analysis with bottom-up research across global equities and credit.

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.