Gianna Mossotti is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with six years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments, Exencial Wealth Advisors, Charles Schwab, and First Republic Bank. 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 tailored asset allocation with technology-driven tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Timothy Foster is a financial advisor at Quadcap Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Texas Tech University and the Coalition of Community Assistance Volunteers. Foster serves as a major in the United States Army Reserve, where he is responsible for training resource development for the Marrietta, Georgia office of the Selective Service System. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm employs a blended asset allocation approach and incorporates third-party AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.

August Payne is a financial advisor at Beacon Financial Group in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Beacon, he has been associated with Kestra Advisory and Kestra Investment Services for over a decade. Outside of his advisory role, Payne is the owner of a consulting business, Dos Veces Inc. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis, manages approximately $1.3 billion in discretionary assets, and offers both discretionary portfolio management and third-party manager oversight.

Robert Engels is a financial advisor at CMG Wealth Management with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and Wells Fargo Advisors prior to joining CMG. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, providing discretionary and non-discretionary asset management, retirement-plan consulting, and due diligence reports on private investments. The firm applies a combination of fundamental and technical analysis alongside modern portfolio theory to manage accounts tailored to client objectives and risk tolerances.

Kyle Summerville is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience. He is currently with Moss, Luse & Womble, LLC and previously worked at Charles Schwab & Co., Inc. and several other firms including Deloitte & Touche LLP and Fidelity Investments. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach using proprietary investment models and provides additional accounting, tax, payroll, and administration services to business clients and retirement plans.

Gustavo Delafuente is a financial advisor at Kingstone Capital Partners Texas, LLC with two years of industry experience. He holds a Series 65 designation and has worked with Kingstone Capital Partners Texas LLC and Kingstone Financial since 2023. Outside of his advisory role, Delafuente serves on the boards of the San Diego-Tijuana Smart Border Coalition and the International Community Foundation, which supports philanthropic initiatives between the U.S. and Mexico. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily fundamental, bottom-up research process combined with top-down allocation and uses derivatives and leveraged ETFs for tactical exposure within a documented risk-management framework.

Steven Adams is the sole advisor at Adams Asset Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since its founding in 2005. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals and institutional clients. The firm utilizes both fundamental and quantitative analysis, including proprietary models, to tailor investment decisions to each client’s objectives.

Nancy Phillips is a CFP® with 23 years of experience at Perryman Financial Advisory, Inc. and over 40 years running her own CPA practice, Nancy K. Phillips, PC. She has been associated with Perryman Securities, Inc. since 2004. Outside of financial advising, she operates a sole proprietorship selling bead necklaces and earrings. Perryman Financial Advisory, Inc. is a six-advisor SEC-registered firm managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, combining fundamental and technical analysis with regular portfolio monitoring and rebalancing.

Edmund Cordero is a financial advisor with WealthStar Advisors, LLC in McKinney, TX, holding a Series 63 designation and 27 years of industry experience. He has been with WealthStar Advisors since 2013 and also affiliated with IFP since 2012. Cordero holds a one-third interest in CRJ Advisors, LLC, a real estate company. WealthStar Advisors provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners, employing a quantitatively informed, customized approach that includes discretionary portfolio management and comprehensive financial planning. The firm is notable for its use of derivatives and long-dated options within separately managed strategies and offers its discretionary services exclusively through a sponsored wrap fee program.

David Cain is a financial advisor at Castleview Partners, LLC in Dallas, TX, with nine years of industry experience. He holds the Series 65 designation and has previously worked at Mercer Global Advisors and Lake Point Wealth Management. Outside of his advisory work, he operates Cain Financial Solutions, LLC and acts as an independent insurance agent. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers discretionary portfolio management, access to third-party money managers, and utilizes its aiAlpha platform to support model-based trading and operational services for both internal and external advisers.

James Sullivan is a CFP® and CFA® with 25 years of industry experience. He has worked at Beaird Harris Wealth Management since 2017 and previously spent 18 years at Fidelity Investments. Based in Dallas, TX, he holds Series 63 and Series 66 licenses. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure through low-cost mutual funds and ETFs, including alternative investments, and maintains an affiliation with a certified public accounting firm that supports referral opportunities and integrated services.

Philip Athey is a CFP®-credentialed financial advisor with 22 years of industry experience, currently serving clients at Apeiron in Dallas, TX. He has worked at Aperion RIA, LLC since 2017 and previously at WFG Investments, Inc. from 2012 to 2017. In addition to advisory services, he may recommend and sell insurance products as an independent agent, dedicating approximately 10% of his time to this activity. Apeiron RIA manages approximately $730 million for about 746 clients through a team of 11 advisors, serving individuals, trusts, retirement plans, businesses, and institutional clients. The firm employs a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, retirement plan consulting, and licensed insurance product recommendations.

Kevin Margolis is a financial advisor at SFMG Wealth Advisors in Plano, Texas, with 22 years of industry experience. He holds a Series 66 designation and has been with SFMG Wealth Advisors since 2007. Mr. Margolis serves on the advisory boards of Clear Sky Capital and Phoenix Fund, both investment managers for private fund issues, dedicating a few hours per quarter to these roles without compensation. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm emphasizes a planning-first approach supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios and develop written investment policy statements.

John Strickland is a financial advisor at Parkway Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 credential and has worked at Parkway Wealth Management Group since 2016, including prior roles at Raymond James Financial Services. Outside of advisory services, he is the owner of Cajun Spirit Enterprises Inc., a support company. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach using diversified portfolios and both in-house and third-party asset allocation models.

Thi Hong Van Nguyen is a CFA® charterholder currently with Synergy Asset Management, LLC in Dallas, TX. Nguyen has held roles at several firms including Cathay United Bank and HSBC Bank, accumulating experience across financial institutions since 2015. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis to manage approximately $1.05 billion in assets, offering customized portfolio management and advisory services.

James Simmons is a financial advisor at Beaird Harris Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Beaird Harris since 2007. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs a Modern Portfolio Theory approach, focusing on diversified asset-class exposure through low-cost mutual funds and ETFs, and offers investment advisory services, discretionary portfolio management, and financial planning.

Bernardo Velasco Linares is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Equitable Advisors, and other positions outside the financial sector. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients through a team of nine investment professionals. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, retirement plans, trusts, and other entities, utilizing model portfolios, customized asset-allocation strategies, and third-party platforms to support various client needs.

Megan Manning is a Series 65-licensed advisor at Burford Brothers, Inc. in Dallas, TX, with approximately one year of industry experience. Her work history includes roles at Empyrean, Harrell Investment Partners, and self-employment, alongside her academic background at the University of Texas. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans by providing discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm offers tailored investment advice across various securities and operates a multi-family office division for ultra-high-net-worth clients.

Daniel Carlton is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, holding a Series 65 credential with 6 years of industry experience. His prior roles include positions at Goldman Sachs & Company and AXA Advisors, LLC. Vaquero Private Wealth provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and various institutional and tax-advantaged accounts. The firm constructs customized portfolios across public and private markets using fundamental, cyclical, and technical research to guide long-term asset allocation and tactical adjustments.

Gary Coats is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at GuideStone Advisors since 2013. He holds the Series 63 designation and is based in Dallas, TX. Outside of his advisory role, he is president of Crazy A Ranch, LLC, a timber and outdoor recreation land leasing business. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and plan participants, managing approximately $1.59 billion in discretionary assets. The firm employs a faith-based investing policy and utilizes model portfolios and discretionary management, including affiliated mutual funds and third-party managed accounts.