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.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Russell Boaz is a CFP® and Series 63 registered advisor with 18 years of industry experience. He is currently affiliated with CFO4Life Group, LLC and Ausdal Financial Partners, where he has worked since 2013. In addition to his advisory roles, he provides tax planning services through a separate business. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm’s investment approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with ongoing portfolio monitoring and periodic reviews.

Daniel Korth is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prosperity Financial Group, Inc. and World Equity Group. Outside of advising, he assists clients with estate planning documentation and is involved in business cost reduction programs through Integrity Business Solutions. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

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.

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.

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.

Brian Drolet is a CFP® with 17 years of industry experience, currently serving at Prestige Wealth Management since 2025. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, Kestra Financial, and SagePoint Financial. He also works as an insurance agent outside of his advisory practice. 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 using various investment vehicles and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax preparation through an affiliated entity.

Maurice Whittaker is a financial advisor with Meristead Wealth, LLC, holding Series 63, Series 66, and Series 65 designations and 17 years of industry experience. His prior roles include positions at Stansberry Asset Management and E*TRADE Capital Management. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm manages multiple private credit funds and engages in specialized investment approaches including distressed and income-oriented positions.

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.

Debbie Feuer is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Fulcrum Equity Management, Securities America Advisors, Securities America, Inc., and WFG Investments. She serves on the Board of Trustees for the Moores Music Society at the University of Houston, supporting scholarships and special projects for the Moores School of Music. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and acts as a wrap fee program sponsor.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.

Paul Nelson is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, bringing one year of industry experience. Prior to joining Cain, Watters & Associates, he worked six years at Forvis Mazars LLP and has held roles in both fitness and academic settings. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering services that include ERISA plan advisory, unified managed accounts, and donor-advised fund management. The firm uses both discretionary and non-discretionary investment solutions and maintains formal affiliations with related financial and accounting entities.

Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Capital Analysts in 2018, he worked at Lincoln Investment, Voya Financial Advisors, and Valic Financial Advisors. He is also the founding partner of Red River Wealth Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes, with services that include custom portfolios and ERISA retirement plan advisory.