Madison Broyles is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, Americana Partners, and Axa Advisors. Astra Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion and employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerances.

Spencer Jones is a CFP® and Series 66 registered financial advisor with three years of industry experience. He is currently with Trinity Portfolio Advisors, LLC and previously worked at Ameriprise Financial Services, LLC. Prior to his financial career, he held roles at Texas Tech University and Marcus High School. Trinity Portfolio Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a risk-focused investment philosophy using fundamental, technical, cyclical, and charting analysis, and offers both discretionary and non-discretionary management across various account types.

Logan Cox is a financial advisor at Cabin Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Arete Wealth Advisor LLC and Park Avenue Securities. Outside of his advisory work, Cox is a partner in Eric and Logans Sports Card Adventure LLP, a business involved in buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and unified managed accounts using a range of investment analyses and due diligence on alternative investments.

Delonte Harrell is a financial advisor at QuadCap Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has held roles in various fields, including investment advisory and valet parking services. Prior to joining QuadCap, Harrell worked at companies such as Golden Crown Valet and McAdam LLC. QuadCap Wealth Management provides investment management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines traditional portfolio management with technology-enabled estate planning and tax preparation services tailored to clients’ specific goals and circumstances.

Jason Kobza is a CFA® charterholder with six years of industry experience. He has been with Moss, Luse & Womble, LLC since 2019 and previously worked at MSCI from 2011 to 2019. Outside of his advisory role, he is a member of MLWK Holdings, a Dallas-based accounting software company involved in project management. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical asset allocation, with an investment focus on exchange-traded funds and mutual funds supported by fundamental analysis.

Colesen Evans is a financial advisor with Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and eight years of industry experience. Prior to joining Lexington Hill Partners in 2019, he worked at Cypress Point Wealth Management and Winstead PC. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Robert Maxwell is a financial advisor at Collective Wealth Advisors LLC with 20 years of industry experience. He holds a Series 65 designation and has held roles at several homebuilding companies including D. R. Horton, Toll Brothers, Olivia Clarke Homes, Mattamy Homes, and Lennar. Outside of his advisory work, he is also active as a real estate agent with Toll Brothers. Collective Wealth Advisors LLC offers fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines independent account administration, access to multiple sub-advisors, and educational seminars to support client goals and provide plan-level fiduciary services.

Jonathon Bolt is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crescent Advisor Group, Inc. and Crescent Securities Group, Inc. since 2019, following earlier roles at Lowell & Company Inc, Prosperity Bank, and Raider Ranch. He occasionally sells life insurance as a sole proprietor. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, using a combination of technical and fundamental analysis. The firm offers a range of strategies from long-term investments to alternative products and maintains affiliated business lines including a broker-dealer and insurance agency.

James Hughes is a CFP® professional with seven years of experience in financial advisory roles, currently serving at Guidestone Advisors since 2026. His prior experience includes positions at CWM, LLC and Shane Hall Financial. He has also been involved with LakeRidge Baptist Church in a financial capacity. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes model portfolios with a faith-based investing policy and maintains close integration with affiliated entities such as GuideStone Funds and GuideStone Capital Management.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

Levi McMellian is a financial advisor at CFO4Life with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CFO4Life and its related entities since 2007. Beyond his advisory role, he owns a fitness center and an Anytime Fitness franchise in Coppell, Texas. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate investment education, and cash-management solutions. The firm emphasizes diversified asset-allocation models and utilizes technology platforms like Morningstar, BlackRock’s Aladdin, and Orion to monitor portfolios.

Trevor Freeman is a CFP® professional at Moss, Luse & Womble, LLC with approximately four years of industry experience. His background includes roles at Ernst & Young, LLP and Baylor University prior to joining his current firm. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, and payroll services to business clients.

Jeffrey Starr is a financial advisor at Meristead Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stansberry Asset Management, NYLIFE Securities LLC, Tarella Financial Group, and Citizens Bank. He is also a commissioned notary public. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm combines macroeconomic and fundamental research in a value-oriented investment approach, managing private credit funds and utilizing strategies including special situations and distressed investments.

Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and Apex Fintech Solutions prior to joining Beacon Retirement Planning Services Inc. Ariana’s background includes roles in both financial services and education. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Robert St Claire is a financial advisor at CFO4Life in Coppell, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Ausdal Financial Partners, Charles Schwab & Co., and Blume Capital Management. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, and corporate financial wellness programs. The firm employs diversified asset-allocation models using mutual funds, ETFs, equities, fixed income, and alternative investments, and typically manages accounts on a discretionary basis with ongoing portfolio monitoring and educational services.

Steven Myers is a financial advisor at Keener Financial Planning with four years of industry experience. He holds the Series 65 credential and has worked at Keener Financial Planning since 2021. Prior to his financial advising career, Myers held various positions across multiple industries, including insurance and education. Keener Financial Planning serves individuals, trusts, small businesses, and organizations with modular financial planning and portfolio management, emphasizing a long-term, largely passive investment approach using low-cost index funds and ETFs complemented by selective active funds. The firm operates on a fee-only basis, offering hourly, flat-fee, and retainer engagements, and manages approximately $479 million in SEC-registered assets while advising on about $1.48 billion in total client assets.

John Congdon is a Series 65-licensed advisor at Peak American Investment Advisors, Inc. in Plano, TX, with six years of industry experience. He has been with Peak American Investment Advisors since 2020 and is also involved with Peak American Financial Group, Inc. as a Client Solutions Manager focused on insurance sales. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, integrating retirement tax strategy, insurance coordination, and estate planning. The firm employs a blend of technical and fundamental analysis and uses a third-party platform to support portfolio management and client services.

Nathan Hilliard is a CFP® professional at Moss, Luse & Womble, LLC with approximately 9 years of experience. His background includes roles at PricewaterhouseCoopers and Level Legal prior to joining Moss, Luse & Womble in 2026. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, employing a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and offering additional accounting and payroll services.

Michael Dotti is a Series 65-licensed financial advisor with Aspen Creek Wealth Management, LLC, bringing four years of industry experience. Prior to his advisory career, he spent 28 years at North Country Family Practice PA and has been involved in life insurance sales and private investment management through partnerships and general partner roles. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm manages approximately $38.5 million for about 109 clients and offers access to structured products and alternative investments through a disciplined, multi-method investment approach.

Shashin Shah is a CFP® and CFA® professional with 32 years of industry experience. He has been with SFMG Wealth Advisors since 2016 and previously worked at Cambridge Investment Research Advisors and Mutual Service Corporation. Shah serves as a CFP Board Ambassador and contributes to the Investments and Wealth Institute and Wiley’s CIMA review and guide. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management, using both institutional and proprietary research to build personalized investment programs guided by an investment policy statement and a centralized Investment Committee.