Avery Klatsky is a CFP® professional at SFMG Wealth Advisors in Plano, TX, with experience dating back to 2015 across multiple roles including prior work at Bayntree Wealth Advisors and involvement with The State Press at Arizona State University. Avery has been with SFMG Wealth Advisors since 2022. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension and trust clients, combining financial planning and investment management. The firm employs a planning-first approach supported by a centralized Investment Committee and advanced retirement modeling tools.

Cliff Demarest is a financial advisor at Consilium Wealth Advisory, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Consilium Wealth Advisory since 2012. Consilium Wealth Advisory provides investment management and wealth advisory services primarily to high-net-worth and individual clients, as well as corporate and business entities. The firm offers client-specific investment strategies, family wealth stewardship, business valuation research, and employer financial-wellness programs.

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Emily Lopez is a CFP® professional with three years of industry experience. She works at Mills Wealth Advisors, LLC and previously held roles at Cain Watters & Associates and KPMG. In addition to her financial advisory work, Lopez is a Certified Public Accountant. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining broadly diversified, low-cost core holdings with selective satellite positions and emphasizes tax-aware trading and ongoing portfolio monitoring.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Ellen Seitzler is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AssetBuilder, she held roles at Hotworx, Lower Colorado River Authority, and SouthStar Bank, along with various positions during her academic years. AssetBuilder provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, emphasizing diversification primarily through Dimensional Fund Advisors products.

Lane Moore is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Sanders Morris Harris since 2016 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Sanders Morris LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages discretionary accounts through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to provide diversified investment allocations tailored to client objectives and risk tolerance.

Patrick Thuemmel is a CFP® with 20 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at Northwest Asset Management and Sigma Planning Corporation. He is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis with a diversified investment approach, managing approximately $490 million in client assets across eight advisors.

Luke Schlenker is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Fisher Investments and Texas Mortgage Lending, LLC. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy services. The firm employs a combined technical and fundamental investment approach and integrates tax and insurance planning into its retirement and income strategies.

Evan Daniels is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Nexus One, he worked at Quantum Lending Corp. for five years and was employed at the YMCA of the USA and Chick-Fil-A. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning services, emphasizing customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual stocks, bonds, and alternative investments as appropriate.

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.

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.

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.

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.

Robert Mitchell is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Steadtrust LLC and has prior experience at B. Riley Wealth Management, National Asset Management, National Securities Corp, Wfg Investments, Inc, and also worked at the University of Delaware and Mitchell Lane Publishers. Steadtrust LLC is a team advisory firm managing approximately $439 million across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting with a diverse investment approach that includes both traditional and alternative strategies.

Tyler Tenney is a CFP® and holds a Series 65 license, currently working at SFMG Wealth Advisors in Plano, TX. He joined the firm in 2026 and has previous experience at Deloitte, Farmers Insurance, Clearlink Insurance Agency, Utah Valley University, and the Church of Jesus Christ. SFMG Wealth Advisors is a Dallas-area firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm provides personalized wealth management for individuals, families, retirement plans, trusts, and corporate clients through a planning-first process and a centralized Investment Committee that oversees strategic asset allocation and tactical adjustments.

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.

David Mott is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Retirement Planners of America and Ball DPF, LLC. He joined Nexus One Financial Advisors in 2025. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, focusing on customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments when appropriate.