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.

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.

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.

John Brickhouse is a CFP® with 27 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2016 and also holds roles at affiliated firms including D.H. Hill Securities and Brokers International. Brickhouse is a licensed independent insurance agent involved in the sale and servicing of fixed insurance products. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies managed by an Investment Committee and offers custom portfolios through its Direct and Connect platforms, along with access to alternative investments and insurance-related advice.

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.

Diana Brown is a financial advisor at CMG Wealth Management with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Diana has been with CMG Wealth Management since 2018. CMG Wealth Management provides 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 with modern portfolio theory to implement tailored investment strategies.

Lance Purcell is a CFP® professional with over 15 years of experience in the financial and banking industries. He is currently with Black Knight Wealth Management, LLC and previously worked at Citizens Bank and FirstBank Southwest. Outside of his advisory role, he serves as a bank director and manages a legal practice as an attorney. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a multi-disciplinary investment approach that includes fundamental, quantitative, and technical analysis, and typically manages accounts on a discretionary, asset-based basis using model Income and Growth portfolios tailored to client needs.

Craig Greenway is a CFP® professional with 26 years of experience in financial advising. He has been with SFMG Wealth Advisors since 2007, currently serving as an advisor at their Plano, TX office. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients, focusing on a planning-first approach that integrates financial planning with investment management through a centralized Investment Committee. The firm employs advanced modeling tools for retirement planning and offers access to private equity, private credit, and specialized consulting services.

Cipriano Gomez is a financial advisor at Nobles & Richards Advisors, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including The Vanguard Group, Inc. and Charles Schwab. Outside of advisory roles, he is involved with Yrefy, LLC, a securities sales business, and works part-time in restaurant hospitality. Nobles & Richards Advisors, LLC provides investment advisory, financial planning, and consulting services to individual clients, institutional investors, and charitable organizations. The firm primarily operates on a non-discretionary basis, combining fundamental and market-based investment analysis with multiple custodial and sub-advisory arrangements.

Jeffrey Burandt is a CFP® with 32 years of industry experience, currently serving as an advisor at Worth Asset Management. He has worked previously at Harbor Wealth Management and Worth Financial Group Inc. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans, combining various security analysis methods and utilizing outside managers while maintaining overall advisory responsibility.

Stuart Connelly is a financial advisor at Brooklyn FI, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Brooklyn FI. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and routinely aggregates held-away assets for comprehensive client portfolio oversight.

Erik Wyse is a financial advisor with WealthStar Advisors, LLC, holding a Series 63 designation and 28 years of industry experience. He has been with WealthStar Advisors since 2012. Outside of his advisory role, Wyse serves on the Richardson Chamber of Commerce board, the City of Richardson TIF board, and a homeowners association board, all on a non-paid basis. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and a broad set of options and quantitative tools, managing approximately $791 million in discretionary assets through a 10-advisor team.

Beth Johnson is a financial advisor with Worth Asset Management in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of her advisory role, Johnson is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a blend of security analysis techniques and utilizes outside managers and turnkey asset management relationships to tailor portfolios according to client objectives.

John Maness is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Citi Group, and service in the United States Marine Corps Reserve. Astra Wealth Management provides wealth 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 utilizing diversified portfolios that include mutual funds, ETFs, options, and other instruments, serving both discretionary and non-discretionary accounts.

Alexander Wagner is a CFP® with three years of industry experience, currently serving as a financial advisor at Moss, Luse & Womble, LLC. He has been with the firm since 2019 and previously worked at Harding University from 2015 to 2019. Moss, Luse & Womble, LLC advises individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting, tax preparation, payroll, and retirement plan administration.

Sohrab Mirzabeigifini is a CFP® with 10 years of industry experience, currently serving at Atlas since 2026. He previously worked for Northwestern Mutual in various capacities from 2015 to 2026. Atlas provides wealth management and financial planning services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, index-based investment approach supplemented by internal equity and bond strategies, and is active as a general partner and sponsor of private credit funds.

Michael Christians is a financial advisor at Black Knight Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 1999 to 2018. Outside of his advisory role, Christians partners with his brother in a house-flipping business in Illinois. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a multi-disciplinary investment approach using fundamental, quantitative, and technical analysis alongside modern portfolio theory, and offers tailored strategies through discretionary management.