David Dryden is a CFP® and Series 65-licensed advisor at Insight Wealth Partners with four years of industry experience. His background includes roles in financial advisory and academic positions at Kansas State University and Baylor University. He is also an independent life insurance agent, assisting clients with policy applications and reviews. Insight Wealth Partners manages over $1.1 billion in discretionary assets, serving individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a multi-advisor team approach and combines strategic and tactical asset allocation with fundamental and technical analysis to provide comprehensive portfolio management and planning services.

Trevor Freeman is a CFP® professional at Moss, Luse & Womble, LLC with approximately four years of industry experience. His background includes roles at Ernst & Young, LLP and Baylor University prior to joining his current firm. 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 employs a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, and payroll services to business clients.

Norma Spencer is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation and nine years of industry experience. She has worked with Bland Garvey, PC, and Bland Garvey Wealth Advisors since 2006. Outside of her advisory role, Spencer manages retirement services at Bland Garvey, PC, dedicating significant time to this non-investment-related accounting function. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting to individuals, charitable organizations, corporations, trusts, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily using passively managed mutual funds and model portfolios.

James Perryman is a CFP® professional with 23 years of industry experience. He is affiliated with Perryman Financial Advisory, Inc. and Perryman Securities, Inc., where he has worked since 2001 and 2002, respectively. He serves on the investment committee for the Ronald McDonald House of Dallas, overseeing the endowment’s outside investment manager. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for about 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that combines fundamental and technical analysis with ongoing portfolio management.

Walter Nelson is a financial advisor with Cabin Advisors, LLC in Rockwall, TX, holding Series 66 and Series 63 credentials and 15 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in motivational speaking and corporate coaching through Bethany Williams Enterprises and serves as a board member and partner of Blue Line Ambassadors, a nonprofit supporting Fort Worth police officers. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a blend of fundamental, technical, cyclical, and asset-allocation analysis in its investment approach.

Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Landolt Securities, Inc. and CTBC Bank. Outside of TKC, he is a registered representative at Landolt Securities, where he sells investment products. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients, offering portfolio management, retirement consulting, and advisor selection. The firm employs a fundamental and strategic investment approach across diverse asset classes and provides customized reporting and educational seminars.

Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and Apex Fintech Solutions prior to joining Beacon Retirement Planning Services Inc. Ariana’s background includes roles in both financial services and education. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

John Congdon is a Series 65-licensed advisor at Peak American Investment Advisors, Inc. in Plano, TX, with six years of industry experience. He has been with Peak American Investment Advisors since 2020 and is also involved with Peak American Financial Group, Inc. as a Client Solutions Manager focused on insurance sales. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, integrating retirement tax strategy, insurance coordination, and estate planning. The firm employs a blend of technical and fundamental analysis and uses a third-party platform to support portfolio management and client services.

Nathan Hilliard is a CFP® professional at Moss, Luse & Womble, LLC with approximately 9 years of experience. His background includes roles at PricewaterhouseCoopers and Level Legal prior to joining Moss, Luse & Womble in 2026. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, employing a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and offering additional accounting and payroll services.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Shashin Shah is a CFP® and CFA® with 32 years of industry experience, currently serving at SFMG Wealth Advisors since 2016. He participates as an ambassador for the CFP Board and contributes to the Investments and Wealth Institute as well as Wiley's CIMA review and guide. Shah is also a part-owner of Confidence Period, LLC, a private investment entity based in Plano, Texas, though he has no active management role. SFMG Wealth Advisors is a Dallas-area wealth management firm managing approximately $2.96 billion in client assets with an 18-advisor team. The firm offers personalized wealth management combining financial planning and portfolio management for individuals, families, retirement plans, trusts, and corporate clients through a planning-first process and a centralized Investment Committee that applies strategic asset allocation and tactical adjustments.

Justin Elovitz is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 license with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Equitable Advisors, and SCH Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients, utilizing both discretionary and non-discretionary portfolio management along with subscription-based financial planning memberships. The firm employs third-party platforms and strategists to deliver specialized investment strategies and offers structured subscription memberships with education and decision support.

Lynn Hebert is a CFP®-designated financial advisor at Perryman Financial Advisory, Inc. in Dallas, TX, with four years of industry experience. Prior to joining Perryman, Hebert worked for eight years at Lufkin Independent School District. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis alongside ongoing portfolio monitoring and rebalancing.

Cameron Teel is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Moss, Luse & Womble, LLC in Plano, TX. His prior experience includes roles at Howard, LLP and BKD, LLP. 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 uses a tactical allocation approach with proprietary risk-profile investment models and fundamental analysis to manage discretionary client portfolios.

Mark Filardi is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Filardi is involved as a partner in Astra Wealth Management Group and owns companies operating as registered investment advisors. Astra Wealth Management Group provides wealth management, investment management, financial planning, retirement plan advisory, and a subscription-based consulting service to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios and incorporates options and derivatives in separately managed accounts.

Susan Sylvest is a financial advisor at Murphy & Sylvest with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has led Sylvest Advisors, LLC since 2013. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm employs a strategic asset allocation approach grounded in modern portfolio theory and uses multiple analytical methods to select investments, reviewing client accounts at least annually.

Kimberly Atchley is a financial advisor at Guidestone Advisors in Dallas, TX, with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GuideStone Financial Resources, Wells Nelson & Associates, LLC, and TAYLOR STEPHENS, Inc. Outside of her advisory role, she works part-time helping with pizza delivery and restaurant support. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers a range of programs that incorporate affiliated GuideStone Funds within a faith-based investing framework and integrates model portfolios with third-party investment options.

Ryan Mckee is a financial advisor at McElhenny Sheffield Capital Management, LLC in Dallas, TX, holding a Series 65 designation with 16 years of industry experience. He has been with McElhenny Sheffield Capital Management since 2016. McElhenny Sheffield Capital Management provides investment management and financial planning services to individuals, high-net-worth clients, businesses, and institutional retirement plans, employing a rules-based investment approach focused on tactical ETF strategies guided by proprietary quantitative models and risk controls. The firm also acts as a sub-adviser to other advisers and manages an actively traded ETF.

Ian Fritz is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Fisher Investments. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm uses a combination of internally managed models, third-party model marketplaces, and direct holdings, supported by its aiAlpha platform which delivers operational and trading services to Castleview-managed and external accounts.

Ryan Wood is a CFP® with 15 years of industry experience. He is currently with Lemnis Capital and Innovation Partners LLC, having previously worked at Equitable Advisors and Axa Advisors, LLC. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized allocations, along with subscription-based financial planning memberships and retirement plan consulting.