William Moore is a CFP® professional at Versant Capital Management, Inc. in Dallas, TX, with one year of industry experience. Prior to joining Versant, he held positions at Tolleson Wealth Management, Simmons Bank, and several other firms. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and family office services. The firm builds diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and alternative investments.

Luke Schlenker is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Fisher Investments and Texas Mortgage Lending, LLC. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy services. The firm employs a combined technical and fundamental investment approach and integrates tax and insurance planning into its retirement and income strategies.

Stephen Ropes is a financial advisor at Keener Financial Planning with one year of industry experience. He holds a Series 65 designation and previously worked in various roles including at the University of North Texas and North Central Texas College. Outside of financial services, he has been involved with Ropes Repairs. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and occasional pension plans. The firm provides modular financial planning and portfolio management through hourly, flat-fee, or ongoing retainer arrangements, focusing on a long-term, largely passive investment approach using low-cost index funds and ETFs combined with selective active management.

Evan Daniels is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Nexus One, he worked at Quantum Lending Corp. for five years and was employed at the YMCA of the USA and Chick-Fil-A. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning services, emphasizing customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual stocks, bonds, and alternative investments as appropriate.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

David Faulkner is a CFP® professional with 22 years of experience in financial advising. He has been a partner at Spectrum Advisors, Inc. since 2016. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance products through Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, qualified retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and regular client reporting as part of its investment approach.

Alan Haworth is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Clare Market in 2018, he worked at Oppenheimer & Co. from 2011 to 2018. Outside of his advisory role, he owns a vinyl record store, Declassified Records LLC, and manages the development of a financial data application called Stalking Butler App. Clare Market Investments provides discretionary investment management, financial planning, and sub-advisor oversight for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $556 million in assets across about 206 client relationships.

Debra Keitzer Outlaw is a CFP® with 29 years of industry experience. She has worked at Perryman Financial Advisory, Inc. since 2000 and Perryman Securities, Inc. since 2002. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for approximately 510 clients with a team of eight advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, using both fundamental and technical analysis to build diversified portfolios.

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.

Charles Lanza is a financial advisor at Crescent Advisor Group, Inc. with 14 years of industry experience. He previously worked at Titan Securities for 12 years before joining Crescent Advisor Group and Realta Equities in 2023. Outside of his advisory roles, he is a managing member of Medico PS, LLC, a business involved in the sales and rental of durable medical equipment. 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 across various investment strategies and maintains a network of affiliated business lines and professionals.

Jamie Alworden is a financial advisor with M Financial Asset Management, Inc. in Dallas, TX, holding Series 65, Series 63, and Series 66 credentials. He has 11 years of industry experience, with prior roles at M Holdings Securities, Charles Schwab and Co., TD Ameritrade, Geneos Wealth Management, WFG Investments, Capital Asset Advisory Services, and Wealth Advisory Group. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm focuses on diversified, risk-based asset allocation through mutual funds, ETFs, individual securities, and third-party managers, offering discretionary portfolio management and a wrap-fee managed portfolio program.

Tyler Tenney is a CFP® and holds a Series 65 license, currently serving at SFMG Wealth Advisors in Plano, TX. He has one year of experience at SFMG Wealth Advisors and previously worked at Deloitte for five years. His background also includes roles in insurance agencies and a university setting. SFMG Wealth Advisors is a team-based wealth management firm offering integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm employs a centralized Investment Committee to guide personalized investment programs and emphasizes ongoing planning relationships and regular portfolio reviews.

Mark Robinson is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with The Watchman Group, Inc. in Plano, TX, since 2004. The Watchman Group is a team of four advisors providing fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios using a combination of fundamental, quantitative, and qualitative analysis, implementing primarily discretionary strategies across a broad range of investment products.

David Mott is a financial advisor at Nexus One Financial Advisors LLC in Plano, TX, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Retirement Planners of America and Ball DPF, LLC. He joined Nexus One Financial Advisors in 2025. Nexus One Financial Advisors LLC is an SEC-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, focusing on customized, predominantly long-term portfolio construction using diversified mutual funds and ETFs, while also incorporating individual securities and alternative investments when appropriate.

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.

Jeremy Knight is a financial advisor with Leo Wealth Americas, LLC and holds Series 63 and Series 65 licenses, bringing nine years of industry experience. He has served in various roles including managing director of Knight Time Holdings, a vending machine company, and owner of Barklee Financial Group, a tax and accounting services firm. He also has experience in veterinary services through Knight Animal Wellness, although he is not currently active in that business. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Kyle Summerville is a CFP® professional with four years of industry experience. He is currently with Moss, Luse & Womble, LLC and has previous experience at Charles Schwab & Co., Inc., Mass Mutual Life Insurance Company, and Deloitte & Touche LLP. Before his financial advisory career, he held various roles including positions in golf club management. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach using proprietary risk-profile models and fundamental analysis, focusing primarily on ETFs and mutual funds.

Brannon Albritton is a financial advisor at Requisite Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities LLC from 2011 to 2024. Requisite Capital Management provides wealth management, investment management, financial planning, and private fund advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and certain institutional clients. The firm employs a customized portfolio approach using fundamental and technical analysis with a generally long-term orientation, while also accommodating shorter-term trading as client objectives or market conditions require.

Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.