Robert Alston Jr. is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quadcap Wealth Management for over a decade. 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 technology-driven solutions, including an AI-enabled platform for estate planning and integrated tax preparation, tailoring strategies to clients’ specific goals and needs.

Jeffrey Moss is a CFP® and Series 66 registered advisor with 21 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2010 and previously worked at Cain, Watters & Associates, LLC, and Kestra Investment Services, LLC. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm manages discretionary client portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds, employing proprietary risk-profile investment models and fundamental analysis.

Dustin Nunley is a CFP® professional with nine years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2017. Prior to joining the firm, he worked at RGT Wealth Advisors for three years. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on exchange-traded funds and mutual funds, and also offers ancillary services including accounting and tax preparation for business clients.

Michael Mansur is a CFP® with 24 years of experience in financial advisory roles. He is currently affiliated with Ascentis Wealth Management, LLC and holds positions at ORG Wealth Partners, ORG Partners, and Castleview Advanced Planning. Mansur has served as president of ORG Partners since 2021 and is also an insurance agent in Dallas, TX. Ascentis Wealth Management serves individual and high-net-worth clients, as well as institutional plan sponsors, trusts, estates, and business entities. The firm provides financial planning, investment management, retirement plan consulting, and related services, implementing portfolios through strategic and tactical asset allocation with both in-house and third-party model strategies.

Michael Cooper is a financial advisor at United Advisors America with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at United Advisors America since 2009 and Alliance America Corporation since 2010. In addition to his advisory role, he serves as a Regional Sales Director at Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations, using mutual funds, ETFs, and select exchange-traded products, while allowing clients to set reasonable investment restrictions.

Robert Williams is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX. He holds a Series 65 designation and has six years of industry experience. Williams has been with Peak American Investment Advisors since 2020 and has also been involved with Peak American Financial Group since 2008, where he advises on indexed annuities and life insurance. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax strategy and insurance coordination into retirement and income planning.

Bryan Leinart is a financial advisor at TFR Capital with 18 years of industry experience. He holds a Series 65 designation and has worked at firms including SCF Investment Advisors, Inc. and Heritage Wealth Management, LLC. Leinart also serves as a director for Cambridge Advisors, Inc. in a consulting capacity and is involved in the sale and service of life, health, and disability insurance. TFR Capital serves individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm provides personalized financial planning, discretionary investment management, and retirement-plan advisory services using a mix of fundamental, quantitative, and technical analysis focused on primarily long-term strategies.

Travis Duren is a financial advisor with Crescent Advisor Group, Inc. in Dallas, TX, holding a Series 63 designation and 32 years of industry experience. He has served as president of multiple affiliated entities since 2001, including D2 Equity Holdings, Inc., Crescent Advisor Group, and Crescent Securities Group. Outside of his advisory roles, he is president of Sovereign Equity Insurance Agency, an insurance sales business. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies, supported by affiliated broker-dealer and insurance operations.

Leslie King is a financial advisor at CFO4Life with four years of industry experience. She holds the Series 66 designation and has worked at Ausdal Financial Partners Inc since 2021 while also being affiliated with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models across various investment types and uses institutional research and technology to tailor portfolios to client objectives, risk tolerance, and time horizons.

Christopher Delaura is a CFP® with 24 years of industry experience, currently serving at Meristead Wealth, LLC. His prior work includes roles at Stansberry Asset Management LLC and Fieldpoint Private Securities LLC. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research and manages private credit funds for accredited or qualified investors.

Ty Trosky is affiliated with Meristead Wealth, LLC and holds a Series 65 designation. His professional background includes roles at Stansberry Asset Management, Santa Clara University, Conserv Fuel, and Laguna Blanca High School, with a total of several years of diverse experience. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, specializing in separately managed accounts and third-party asset management programs. The firm employs an opportunistic, value-oriented investment approach that integrates top-down macro analysis with bottom-up research across global equities and credit, and also manages multiple private credit funds targeting accredited and qualified investors.

Robert Koerner is a financial advisor with CLG LLC in Prosper, TX, holding Series 63, 65, and 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and has been with CLG LLC since 2023, including prior tenure at Cetera Advisor Networks from 2013 to 2023. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary portfolio management alongside access to insurance and alternative investment strategies.

Landon Mc Intyre is a financial advisor at Prestige Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual. Outside of advising, he spends time as a life insurance agent representing various carriers. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach and offers discretionary investment management, financial planning, retirement plan advisory, and consulting services.

Cheree Burnette is a financial advisor with Collective Wealth Advisors LLC, holding a ChFC® designation and Series 63 and 65 licenses. She has 28 years of industry experience, including nine years running Burnette Financial Planning, LLC, which she continues to operate during the transition of clients to Collective Wealth Advisors. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans, combining institutional support with client education through portfolio management, fiduciary services, and educational workshops.

Matthew Fitzsimmons is a financial advisor at The Watchman Group, Inc. in Plano, TX, holding a Series 66 designation with 25 years of industry experience. He has been with The Watchman Group since 2017 and also has a long tenure at True North Advisors, LLC dating back to 2003. Fitzsimmons is not engaged in any investment-related business outside of his advisory role. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its research process.

Julian Johnson is a financial advisor with Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Northwestern Mutual Wealth Management Company and its related entities since 2009. Castleview provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering tailored strategies through discretionary portfolio management and access to third-party money managers. The firm also operates a proprietary platform, aiAlpha, which supports model-based trading and rebalancing for both its own accounts and those managed by other advisers.

Malcolm Walton is a financial advisor with Gannett Wealth Advisors in Frisco, TX. He holds the Series 66 designation and has six years of industry experience. His prior firms include Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors provides wealth management, comprehensive financial planning, retirement plan consulting, and tax preparation primarily for individual and high-net-worth clients, as well as charitable and corporate plan sponsors. The firm combines passive and active investment strategies with a focus on asset allocation and Modern Portfolio Theory, offering tailored client service through multiple offices and integrating specialized services such as bitcoin custody and tax preparation.

Stewart Fields is a CFP® professional with 12 years of industry experience, currently serving as an advisor at OpenAir Financial, LLC. Prior to joining OpenAir Financial in 2019, he worked at Lake Point Wealth Management, LLC for three years. Fields is also active as an owner and insurance agent at OpenAir Advisory, LLC, where he dedicates part of his time to insurance sales. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis for its investment strategies and offers ongoing portfolio management tailored to client goals, with regular account reviews and various implementation platforms.

Michael Tull is a Series 65-licensed advisor with RFG Wealth Advisory, joining the firm in 2025. Prior to this, he held roles at Guaranty Bank & Trust and commercial real estate firms including Stag Commercial and Scott Brown Commercial. He maintains a real estate brokerage license for referral purposes. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary accounts, using strategies that include modern portfolio theory, fundamental and technical analysis, and options, and oversees over $550 million in client assets.

Julie Nielsen is a Series 65 licensed advisor at Vann Equity Management LLC in Plano, TX, with six years of industry experience. Her prior work includes roles at Edward Jones, LPL Financial dba PWG Financial, and several other firms. She also works part-time as an administrative assistant at Edward Jones in a non-investment capacity. Vann Equity Management LLC is a mid-sized, SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized strategies across various asset classes and incorporates sub-advisory relationships for specialized real estate investments.