William Litton is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at Lexington Hill Partners since 2019 and previously at Cypress Point Wealth Management LLC from 2014 to 2019. 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, diversified portfolios with discretionary management and offers concierge-style consulting for complex family financial needs.

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.

Ian Cobb is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at GuideStone Capital Management and TD Ameritrade. Fluent Financial is a registered investment adviser managing approximately $330 million in discretionary assets, serving individuals, trusts, pension plans, and business entities. The firm offers asset management exclusively through wrap-fee accounts and provides financial planning and pension consulting, including participant education, using a range of investment strategies tailored to client objectives.

Szilvia Nador is a financial advisor at Moss, Luse & Womble, LLC with a Series 65 designation and four years of industry experience. Her prior work includes positions at KPMG, Whole Foods Market, and Wells Fargo. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach with proprietary investment models tailored to client risk profiles and also provides integrated accounting, tax preparation, payroll, and third-party administrator services to business clients and retirement plans.

Joshua Gideon is a CFP® with 14 years of industry experience, currently with Richard P. Slaughter Associates, Inc. He has previously worked at Charles Schwab and Charles Schwab Bank. Outside of his financial advisory roles, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm combines active asset management with comprehensive financial planning, employing various investment strategies including options and manager selection, and offers both discretionary and nondiscretionary account management.

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 Series 65-licensed financial advisor with 17 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2012. Moss, Luse & Womble, LLC advises 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 third-party administration support for retirement plans.

Jennifer Grant is a CFP® professional with 10 years of experience in the financial services industry. She has been with Perryman Financial Advisory, Inc. and Perryman Securities, Inc. since 2017. Prior to that, she worked at Financial Gravity Wealth Inc. and operated Grant Associates Consulting, which includes a family fitness camp business. Grant also serves on the finance committee of First United Methodist of Richardson and is a director overseeing the budget for The Ark House, a nonprofit providing low-cost housing to patients traveling to Dallas for medical care. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a team of eight advisors managing over $1 billion for approximately 510 clients. 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.

Caleb Madden is a financial advisor at Madden Asset Management in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Madden Asset Management, he worked at Hodges Capital Management. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, and other organizations, employing both fundamental and technical analysis to manage assets across multiple 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. His prior work includes roles at Arete Wealth Management and Medtronic. He is also a partner at Arno Wealth, LLC, an investment-related tax and financial planning service. 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 sub-advisory services, employing a range of analytical approaches 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.

Keith Pillers is a CFP® professional with seven years of industry experience. He has worked at Ackerman Capital Management since 2019 and previously held roles at Bank of Texas and THE MILESTONE GROUP, INC. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers separately managed accounts and retirement plan consulting, and also sponsors private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

Ryan Taylor is an advisor at Lemnis Capital in Richardson, TX, holding the ChFC® designation and Series 66 license with three years of industry experience. He has worked at several firms including Equitable Advisors and MassMutual, and also serves as a group fitness coach at Crossfit Gallant. Lemnis Capital manages approximately $97.9 million for around 352 clients and offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, trusts, and retirement plans. The firm uses model portfolios and customized asset allocation strategies, combining discretionary and non-discretionary management with multiple third-party platform partnerships.

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 the firm since 2012. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based discretionary portfolio management, financial planning, pension consulting, and provides accounting, tax preparation, and payroll services. Their investment approach uses tactical allocation based on fundamental analysis and proprietary risk models tailored to client objectives, primarily utilizing exchange-traded funds and mutual funds.

Daniel Dooley is a financial advisor at MIAI, Inc. in Dallas, TX, with 38 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. In addition to his advisory roles, he has served as a director of the Blanche Stanley Foundation since 2013, assisting with the management of its assets. MIAI, Inc. provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $213 million for around 274 clients through a team of four advisors, utilizing proprietary programs and platforms such as the MIAI Advisor Program and Fidelity Managed Account Xchange.

Owen Mccabe is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. He holds a Series 66 designation and has 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, an investment-related business. Astra Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing $1.568 billion in assets. The firm employs a long-term investment approach utilizing fundamental, technical, cyclical, and charting analysis to construct diversified portfolios across various asset types and offers both discretionary and non-discretionary account services.

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.

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.