Daniel Gesin is a financial advisor at Worth Financial Group Inc. in Dallas, TX, holding a Series 66 credential with five years of industry experience. Prior to his advisory role, he founded Gesin Consulting, where he worked for 14 years, and he currently has a non-investment role managing facilities at Amazon. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients, utilizing cyclical security analysis and a blend of charting, fundamental, and technical research. The firm customizes portfolios based on client objectives and risk tolerance and manages approximately $137.9 million in client assets.

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 at GDS Wealth Management with one year of industry experience and holds a Series 65 designation. Prior to joining GDS Wealth Management, he worked at TFR Capital, Cadence Bank, and First Citizens Bank, among other positions. Outside of his advisory role, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management provides financial planning, consulting, and investment management services to individuals, including high-net-worth households. The firm manages approximately $1.8 billion in client assets and implements portfolios primarily through model-based asset allocation using 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.

Kevin Nelson is a CFP® professional with 19 years of experience in financial advising. He has been with Schubert & Company, Inc. since 2006 and currently works at Corus Family Wealth Advisors, Inc. in McKinney, TX. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy using diversified portfolios mainly composed of ETFs and institutional mutual funds, complemented by a broad range of asset classes and third-party research.

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.

David Dryden is a CFP® and ChFC® with 34 years of experience in financial advising. He has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is involved in commercial real estate management and aircraft leasing through several business entities. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio, and conducts ongoing client portfolio oversight.

Karla Lema is a financial advisor at Steadtrust with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Asset Management. Steadtrust is a team advisory firm managing approximately $439 million across nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, employing a mix of investment strategies and managing accounts on a discretionary basis.

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.

Jeffrey Everett is a financial advisor at Generational Wealth Advisors with 27 years of industry experience. He has worked at Talis Advisory Services, LLC since 2005 and serves as a managing member of Talis Financial Services, LLC. Generational Wealth Advisors offers discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach with an emphasis on strategic asset allocation, diversification, and periodic rebalancing, utilizing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Bradyn Markham is a financial advisor with Lemnis Capital in Richardson, TX, holding a Series 66 designation. He has one year of industry experience and also has a background in martial arts instruction and education, having worked at Fight Right Martial Arts and various schools prior to joining the financial industry. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other institutional clients. The firm utilizes model portfolios and customized asset allocation, offering both discretionary and non-discretionary management, with a focus on ongoing education and decision support through a subscription membership model.

Caitlin Brown is a financial advisor at Moss, Luse & Womble, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Moss, Luse & Womble since 2011. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical asset allocation focused primarily on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, payroll services, and third-party administration for defined contribution plans.

Michael Cowles is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding the CFP® designation along with Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles has been with SFMG Wealth Advisors since 2021. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management for individuals, families, pension plans, trusts, and corporate clients. The firm employs a combination of institutional and proprietary research, offering personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

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.

David Bennett is a financial advisor with Expand Financial Group, LLC in Celina, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes 12 years at G.A. Repple & Company and running his own firm, David Bennett, Inc., for 15 years. Outside of financial advising, he serves as president of Expand Ministry, LLC and is involved in community church consulting and fundraising coaching, as well as serving on the board of the Excel Leadership Network. Expand Financial Group provides asset and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a variety of analytical approaches to manage portfolios comprised of stocks, bonds, ETFs, mutual funds, and alternative investments, and serves clients on both discretionary and non-discretionary bases.

Kathryn Atkins is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schubert & Company since 2017. Prior to that, she worked at Lucas Christian Academy for six years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy based on modern portfolio theory, utilizing diversified portfolios mainly composed of ETFs and institutional mutual funds, with options for separately managed accounts.

Morgan Luck is a financial advisor with Moss, Luse & Womble, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes positions 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, LLC provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, and businesses. The firm employs a tactical allocation approach, primarily recommending exchange-traded funds and mutual funds, and also offers accounting, tax preparation, payroll services, and third-party plan administration.