James Palmersheim is a financial advisor with Signal Securities, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Signal Securities since 2005 and concurrently works at American Airlines as a captain and director of veterans initiatives. He also serves as Co-chair and Vice President of the Tribute to Valor Foundation, a military and education nonprofit. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios tailored to client financial data, time horizon, and risk tolerance, typically implementing recommendations with client consent.

David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and has previous experience at HighGround Advisors, High Street Logistics Properties, and Sandia National Laboratories. Wulfert also spent several years working in education-related roles, including at Dallas Baptist University and Pensacola Christian Academy. Corus Family Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on diversified, low-cost institutional mutual funds and ETFs, guided by modern portfolio theory, while also employing tailored allocations that may include private credit, private real estate, oil and gas partnerships, and derivatives in certain accounts.

Ronald Skalberg is a financial advisor with Beaird Harris Wealth Management, LLC in Dallas, TX, holding a Series 65 designation and 29 years of industry experience. He has been with Beaird Harris Wealth Management since 1996 and with Beaird Harris, PLLC since 1988. Outside of advisory work, he serves as Vice President of Beaird Harris & Co. PC, focusing on tax consulting, preparation, and counseling. Beaird Harris Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, offering discretionary portfolio management and financial planning, and maintains a close affiliation with a certified public accounting firm.

Szilvia Nador is a Series 65 licensed financial advisor with Moss, Luse & Womble, LLC, where she has worked since 2022. She has prior experience with KPMG, Wells Fargo, and Whole Foods Market. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation primarily focused on exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Jacob Andrew Howeth is a Series 66-registered advisor at Generational Wealth Advisors with eight years of industry experience. His work history includes roles at Fisher Investments, CUSO Financial Services, and Fidelity before joining Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Bryan is a financial advisor at Moss, Luse & Womble, LLC with 17 years of industry experience. He has held his current position since 2012 and previously worked at Cain, Watters & Associates, LLC. Bryan holds the Series 65 designation. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation and fundamental analysis, primarily recommending exchange-traded funds and mutual funds, and offers additional services such as accounting, tax preparation, payroll, and estate-planning support.

Jennifer Grant is a CFP® with ten years of industry experience, currently serving as an advisor at Perryman Financial Advisory, Inc. in Dallas, Texas. She has worked with Perryman since 2017 and previously held roles at Financial Gravity Wealth Inc. and Grant Associates Consulting. Outside of advisory work, she co-owns a family fitness business and serves on the finance committee of First United Methodist Church of Richardson, as well as acting as a director overseeing the budget for The Ark House, a nonprofit providing low-cost housing to patients traveling for medical care. 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 and comprehensive financial planning services catering to individuals, trusts, estates, charitable organizations, and various retirement plans, using both fundamental and technical analysis across a broad range of investment types.

Christopher Wood is a financial advisor with Cabin Advisors, LLC in Grapevine, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Cabin Advisors, he worked at Arete Wealth Management and has a background in the medical device industry with Medtronic and Alcon. He is also a partner at Arno Wealth, LLC, which provides investment-related tax and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, employing a range of investment analyses and due diligence on alternative investments.

Terrance Hutchins is a CFP® with 16 years of industry experience. He is currently with Stevens Capital Partners and previously worked at Logos Financial Group LLC, Logos Tax and Business Solutions, and Allstate Insurance Co. He is a partner in SCP Tax LLC, a tax preparation and CFO services firm. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with approximately $810 million in assets under management. The firm provides customized investment management and comprehensive financial planning, utilizing fundamental analysis and modern portfolio theory.

Ryan Taylor is a ChFC® and Series 66-licensed advisor at Lemnis Capital with three years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Equitable Advisors. Outside of his financial career, Taylor coaches group fitness classes at CrossFit Gallant. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management using model portfolios and customized asset allocation, along with subscription-based financial planning memberships and retirement plan consulting.

Travis Ferguson is a financial advisor at Moss, Luse & Womble, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Moss, Luse & Womble since 2012. 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 uses a tactical allocation approach with proprietary risk-profile investment models and focuses on exchange-traded funds and mutual funds while offering additional services such as accounting, tax preparation, payroll, and estate planning support.

Anders Ting is a financial advisor at TKC Wealth Management LLC in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank and Comerica Securities, Inc. Outside of his advisory role, Ting is involved in mortgage loan origination through Loan Smart Mortgage LLC. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing portfolio management, retirement and pension consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types and offers educational seminars and workshops for clients.

Daniel Dooley is a financial advisor with MIAI, Inc. in Dallas, TX, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with MIAI since 2004. Dooley also serves as a director of the Blanche Stanley Foundation, assisting in managing the foundation’s assets. MIAI, Inc. is an SEC-registered investment adviser managing approximately $235 million for about 295 clients through a team of five advisors. The firm serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, employing a mix of fundamental and technical analysis with various strategies including long- and short-term trading, options, and margin, typically on a discretionary basis.

Owen Mccabe is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the sole managing member of OTM Family Investments, LLC. Astra Wealth Management Group provides wealth management, investment 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 using diversified portfolios and offers both discretionary and non-discretionary account management.

Mary Harris is a financial advisor at QuadCap Wealth Management, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at QuadCap since 2017. Prior to joining QuadCap, she was associated with Stephen Cook, FullCircle Wealth, and Triad Advisors, Inc. from 2015 to 2017. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory work with innovative tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Peter Mahony is a financial advisor at Meristead Wealth, LLC holding a Series 65 designation with three years of industry experience. His prior work includes roles at Stansberry Asset Management and Stevens Transport. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, emphasizing separately managed accounts and third-party asset management programs. The firm integrates macroeconomic analysis with fundamental research to pursue value-oriented allocations across global equities and credit, and it manages private credit funds targeted to accredited and qualified investors.

Douglas Bartol is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding the CFP® and ChFC® designations with 29 years of industry experience. Before joining Nexus One in 2025, he worked for Retirement Planners of America for 14 years. Bartol is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management and financial planning, emphasizing customized, long-term portfolio construction with diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments as appropriate.

Emma Callaway is a financial advisor at Guidestone Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at GuideStone Financial Resources and BlueSprig. Emma also has a background in education and retail, having worked at Dallas Baptist University and Chick-fil-A. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm applies a faith-based investing policy and uses model portfolios primarily composed of affiliated GuideStone Funds, with options for unaffiliated mutual funds and third-party managed accounts.

Corey Drejas is a financial advisor with Meristead Wealth, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Stansberry Asset Management and Trustco Bank. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented investment strategies across global equities and credit.

Andrew Herzog is a CFP® with three years of industry experience, currently serving as an advisor at The Watchman Group, Inc. in Plano, TX. His prior experience includes roles at Beacon Pointe Advisors, Wisniewski Wealth Management, and Northwestern Mutual. 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 using a combination of fundamental, quantitative, and qualitative analysis, primarily implementing discretionary strategies.