Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Erika Howell is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Moss, Luse & Womble, LLC since 2025 and previously held roles at Ausdal Financial Partners, INC and CFO4Life. Moss, Luse & Womble serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios on a discretionary basis through tactical allocation primarily using exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Archie Ponce is a CFP® with 9 years of industry experience and has been with Optima Asset Management Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Optima Asset Management provides fee-only investment advisory, master investment advisory, and consultancy services to individuals, high-net-worth investors, and institutional clients. The firm employs a top-down, asset-class approach using quantitative screening and proprietary models to construct portfolios focused on low turnover and tax efficiency, managing approximately $607 million on a non-discretionary basis.

James Plumlee is a financial advisor with CS Planning Corp in Dallas, Texas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with CS Planning Corp since 2021 and also serves as Managing Partner of MPAC Consulting Group LLC, an insurance and consulting firm where he is a licensed insurance agent appointed with multiple carriers. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory and financial planning services to individuals, businesses, retirement plans, and various organizations. The firm uses a multi-advisor model to create broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Scott Hayes is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Institutional Securities Corp since 2016 and at ISC Investment Management LLC since 2013. Hayes serves as Director and Treasurer for the St John Land Conservancy, a nonprofit organization, contributing time to awareness and fundraising efforts. ISC Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporate pension plans, and charitable institutions. The firm manages approximately $1.6 billion in assets, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal Investment Committee.

Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Sylvest Advisors, LLC, he worked at J.P. Morgan Securities and Equitable Advisors. He has a background that includes roles outside finance, such as at the Cincinnati Athletic Club and the University of Cincinnati. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment approach that combines strategic asset allocation with fundamental and quantitative analysis.

Samuel Ellis is a CFP® professional with eight years at Requisite Capital Management LLC and a total of five years in the financial advisory industry. Prior to joining Requisite, he had brief roles at Publicis Hawkeye and UBS Financial Services. He is based in Dallas, TX. Requisite Capital Management LLC provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a generally long-term focus, offering a varied investment menu that includes ETFs, equities, fixed income, options, private equity, and credit funds, among other strategies.

Elizabeth Sullivan is a CFP® professional with five years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. She spent one year at Ameriprise before joining Sylvest Advisors LLC, dba Murphy & Sylvest, where she has worked for four years. Outside of her advisory role, Sullivan is the President of the nonprofit board For the Love of the Lake and is involved with the Plano Chamber of Commerce Women's Division. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment approach that incorporates strategic asset allocation, fundamental and quantitative analysis, and uses discretionary authority to implement client-specific Investment Policy Statements.

Mark Petersen is a financial advisor at Crescent Advisor Group, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lighthouse Life Capital and Emerson Equity LLC. Outside of his advisory role, he serves as Vice President of Another Story, Inc., a nonprofit educational and advocacy organization. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a range of investment strategies from long-term purchases to alternative investments. The firm distinguishes itself through its network of affiliated business lines and a multi-disciplinary team approach.

Adam Bronson is a CFP®, CFA®, and holds a Series 66 license, with 21 years of industry experience. He has been with Probity Advisors, Inc. in Dallas, TX since 2003. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs both active management and quantitative strategies across multiple asset classes and offers fiduciary consulting and participant education as part of its service model.

Jeffrey Moss is a CFP® with 22 years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2010. He previously worked at Cain, Watters & Associates, LLC and Kestra Investment Services, LLC. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using tactical allocation and primarily invests in exchange-traded funds and mutual funds, offering additional services such as financial planning, pension consulting, and estate planning.

Judd Garrett is a financial advisor at Nova Wealth Management, Inc. in Dallas, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Nova Wealth Management, he was employed by the Dallas Cowboys Football Club for 12 years. Garrett also has a current role at St. Matthews School. Nova Wealth Management offers personalized financial planning and discretionary investment management primarily for individuals, high-net-worth clients, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and provides services including retirement plan consulting and management of held-away accounts.

Daniel Stewart is a CFA® charterholder with 24 years of industry experience. He has been with Revere Asset Management since 2016 and holds Series 63 and Series 65 licenses. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that integrates technical, fundamental, and cyclical analysis, emphasizing systematic risk control and daily transparency.

Jason Dallmann is a financial advisor at WealthStar Advisors, LLC in Plano, TX, with 22 years of industry experience. He holds a Series 66 designation and has worked at WealthStar Advisors since 2013 and LPL Financial since 2012. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools to seek equity-like returns with reduced direct equity exposure.

Lori Eads is a financial advisor at Bland Garvey Wealth Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been a CPA and shareholder at the accounting firm Bland, Garvey, Eads, Medlock & Deppe, P.C. since 1994, where she spends the substantial majority of her business time. She has also been associated with Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, retirement plans, trusts, and small businesses. The firm’s approach is based on Modern Portfolio Theory and emphasizes long-term, buy-and-hold asset allocation using primarily passively managed mutual funds and model portfolios.

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.

Bryan Leinart is a financial advisor at TFR Capital with 18 years of industry experience. He holds a Series 65 credential and has previously worked at SCF Investment Advisors, Heritage Wealth Management, and TFR Advisors LLP. Outside of his advisory role, Leinart serves as a director at Cambridge Advisors, Inc. and is involved in consulting and life, health, and disability insurance sales. TFR Capital provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm’s investment process integrates fundamental, quantitative, and technical analysis, overseen by an investment committee and implemented by a chief investment officer.

Travis Duren is a financial advisor at Crescent Advisor Group, Inc. in Plano, TX, with 33 years of industry experience. He holds a Series 63 designation and has served as president of multiple affiliated entities, including D2 Equity Holdings, Inc. and Sovereign Equity Insurance Agency. In addition to his advisory role, he oversees an insurance agency and has experience managing a brokerage firm and limited partnership investments. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and non-profits. The firm employs a combination of technical and fundamental analysis across a range of investment strategies and maintains affiliated businesses such as a broker-dealer and insurance agency.

Matthew Gentry is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at 360 Wealth Management, LLC and LPL Financial, LLC. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, utilizing fundamental, quantitative, and technical analysis within a long-term trading approach. The firm is notable for sponsoring a wrap fee program and managing primarily non-discretionary assets while offering oversight of held-away retirement accounts.

Christopher Sorrow is a CFA® charterholder and Series 66 licensee with 23 years of experience in the financial industry. He has worked at Probity Advisors, Inc. since 2002 and also holds roles with Wealth Services Alliance and FA Holdings, Inc., a technology services company that provides data analytics and integration services to Probity Advisors. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that combines active stock and fixed-income management with ETF-based tactical allocation, using fundamental, technical, quantitative, and cyclical analysis tailored to client objectives and risk tolerances.