Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

Thomas Murphy is a CFP® and ChFC® with 30 years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. He has been with Sylvest Advisors, LLC since 2013 and operates a separate life and health insurance agency under Thomas E Murphy, CFP, LLC dba NTFPA. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, strategic asset allocation approach using various analytical methods and offers a range of investment products including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.

Russell Travis is a financial advisor at Crescent Advisor Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crescent Advisor Group since 2012, also serving at Crescent Securities Group since 2001. Outside of advisory work, he is Vice President of Retail Operations at Crescent Securities Group, overseeing broker-dealer operations and assisting with compliance. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, pension plans, trusts, and institutions. The firm employs a combination of technical and fundamental analysis across various investment strategies and distinguishes itself through a network of affiliated business lines and professionals.

James Nipp is a CFP® professional with 13 years of industry experience. He has been with SFMG Wealth Advisors since 2009. Outside of his advisory role, he is a part-owner of Confidence Period, LLC, an investment-related entity based in Plano, Texas. SFMG Wealth Advisors serves individuals, high-net-worth families, pension, and trust clients with personalized wealth management that integrates financial planning and investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios.

Chris Oberling is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Parkway Wealth Management Group, LLC, where he has worked since 2020, following previous roles at Raymond James Financial Services and Ameriprise. Oberling is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, and institutional clients. The firm employs a goal-based approach utilizing in-house and third-party asset allocation models to deliver portfolio management, financial planning, consulting, and 401(k) plan services.

Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.

Erica Dore is a financial advisor with GDS Wealth Management, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and Merrill. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, using model portfolios informed by Raymond James research across a range of equity and fixed-income allocations.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Consilium since 2016. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate/business entities. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and project-based consulting, employing quantitative and qualitative analyses to manage portfolios including a discretionary equity-focused strategy.

Michael Demings is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 credential and joined the firm in 2026. Prior to this, he held positions at TFR Capital, Cadence Bank, and First Citizens Bank, among others. Outside of financial advising, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in assets through a team-based approach that emphasizes asset allocation using model portfolios developed with research from Raymond James.

Matthew Engels is a financial advisor at CMG Wealth Management in Plano, TX, holding a Series 65 designation with one year of industry experience. He has been with CMG Wealth Management since 2021. CMG Wealth Management provides ongoing asset management and advisory services to individuals, high-net-worth clients, non-profit organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to implement customized investment strategies across a range of asset classes.

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Adaptation Financial, and New York Life Insurance Company. He serves as a board member for the Southern Gateway Deck Park. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that includes discretionary account management using model portfolios and access to a range of investment options, including private funds managed by its affiliated adviser.

James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harbor Wealth Management from 2009 to 2021. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm offers financial planning and insurance-related advice, using a variety of security analysis methods and incorporating outside managers and sub-advisors while conducting regular account reviews.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has worked at Eagle Financial Advisors since 2014 and Eagle Financial Group since 2019. Vendryes is also the owner and president of Silver Tree Financial LLC, which provides health insurance, fixed index annuities, and life insurance. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $113 million in assets primarily on a non-discretionary basis. The firm employs quantitative techniques and third-party research to build client-specific investment policies and may recommend independent third-party managers and platform services.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Caitlin Brown is a financial advisor at Moss, Luse & Womble, LLC in Plano, TX, holding a Series 65 designation with nine years of industry experience. She has been with the firm since 2011. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting-related services. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting and payroll offerings.

Michael Cowles is a CFP® professional with 11 years of industry experience. He has worked at SFMG Wealth Advisors since 2021 and previously held roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles maintains a longstanding affiliation with Southwestern Investment Group dating back to 2013. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm integrates financial planning and investment management through a planning-first process, employing a centralized Investment Committee and advanced modeling tools to support retirement and scenario planning.

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.

Sean Alford is a CFP® professional with 13 years of experience in financial advising. He is currently with CFO4Life and has previously worked at Quotient Wealth Partners, LLC and GuideStone Financial Services. 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, financial wellness programs, and cash-management solutions. The firm emphasizes diversified asset-allocation models and typically manages accounts on a discretionary basis while offering periodic reviews and educational seminars.

Morgan Luck is a financial advisor at Moss, Luse & Womble, LLC with six years of industry experience. He holds the Series 66 designation and previously worked 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 serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach using proprietary investment models to align with client risk profiles and provides integrated accounting, tax, and administrative services to business clients and retirement plans.