James Pacholek is a CFP® professional with 24 years of experience in financial advising. He is currently with CMG Wealth Management and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory work, he serves as president and pastor of the First Pentecostal Church of Dallas and leads The Apothecary, a preaching ministry. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profits, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies across various asset classes.

Joshua Wardle is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. He holds Series 65 and Series 63 credentials and has three years of industry experience. Prior to joining Parkway, Wardle had roles at Cabot Lodge Securities LLC, Raymond James Financial Services, and Uptick Partners, among others. He is also the owner of Wardle Wisdom LLC, a support company used for tax purposes. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, and institutional clients. The firm employs a holistic, personalized investment approach, offering portfolio management, comprehensive financial planning, and 401(k) advisory services using both in-house and third-party asset management strategies.

Jackson Mc Daniel is a financial advisor at Moss, Luse & Womble, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Moss, Luse & Womble since 2015. Moss, Luse & Womble serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach with proprietary investment models and also provides accounting, tax preparation, payroll, and third-party administrator services to business clients and retirement plans.

Katrina Robertson is a financial advisor at Black Knight Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Strongtower Wealth Management and G.A. Repple & Company. Outside of advising, she is an author, public speaker, and serves as campaign treasurer for the Garland County Tax Collector. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a diversified investment approach incorporating fundamental, quantitative, and technical analysis, and offers tailored strategies through discretionary management and model portfolios.

Gail Carrion is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she owns GLC Legacy LLC, a related investment entity. Astra Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a long-term investment approach combined with fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Oliver Matison is a CFP® certificant with 29 years of industry experience. He is currently with Beacon Financial Group in Dallas, TX, where he has worked since 2014. His background includes roles at Kestra Advisory and Kestra Investment Services. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets, employing a combination of fundamental, technical, and cyclical analysis tailored to clients' goals and risk tolerance.

Christopher Colon is a CFP® with 13 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. His prior experience includes roles at Morgan Stanley from 2012 to 2018 and multiple positions within Parkway and Raymond James Financial Services. He is also licensed as an independent insurance agent through Once Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach with diversified portfolios and offers services such as portfolio management, financial planning, and 401(k) advisory.

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.

Taylor Fazand is a CFP® with 11 years of experience in financial advisory. He has been with Guidestone Financial Resources since 2013. GuideStone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm uses model portfolios and discretionary management with a faith-based investing policy and manages approximately $1.59 billion in discretionary assets.

Thomas Murphy is a CFP® and ChFC® with 30 years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. He has been with Sylvest Advisors, LLC since 2013 and operates a separate life and health insurance agency under Thomas E Murphy, CFP, LLC dba NTFPA. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, strategic asset allocation approach using various analytical methods and offers a range of investment products including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.

Russell Travis is a financial advisor at Crescent Advisor Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Crescent Advisor Group since 2012, also serving at Crescent Securities Group since 2001. Outside of advisory work, he is Vice President of Retail Operations at Crescent Securities Group, overseeing broker-dealer operations and assisting with compliance. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, pension plans, trusts, and institutions. The firm employs a combination of technical and fundamental analysis across various investment strategies and distinguishes itself through a network of affiliated business lines and professionals.

Matthew Bouton is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 designation. He has been with Lemnis Capital since 2026 and has prior experience at Innovation Partners LLC, Texas A&M University, Estes Express Lines, and other roles in education and corporate sectors. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for around 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions, utilizing model portfolios and customized asset allocation across various investment vehicles for individuals, retirement plans, trusts, and other entities.

Angela Mcclain is a CFP®-certified financial advisor with 18 years of industry experience. She has been with Guidestone Advisors and its affiliated entities since 2006, serving in various roles across the organization. Based in Dallas, TX, her career includes work with Guidestone Financial Resources of SBC and GuideStone Financial Services. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs a faith-based investing approach, using model portfolios and discretionary management primarily through affiliated mutual funds and third-party managers.

James Nipp is a CFP® professional with 13 years of industry experience. He has been with SFMG Wealth Advisors since 2009. Outside of his advisory role, he is a part-owner of Confidence Period, LLC, an investment-related entity based in Plano, Texas. SFMG Wealth Advisors serves individuals, high-net-worth families, pension, and trust clients with personalized wealth management that integrates financial planning and investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios.

Chris Oberling is a CFP® with 18 years of industry experience, currently serving as an advisor at Parkway Wealth Management Group, LLC. His prior roles include positions at Raymond James Financial Services and Ameriprise. He is also separately licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, pension plans, charitable entities, and institutional clients. The firm provides portfolio management, comprehensive financial planning, and 401(k) plan advisory services, employing a holistic investment approach with portfolios spanning equities, fixed income, mutual funds, ETFs, annuity sub-accounts, and alternative investments.

Richard Stainsby is a CFP® with 35 years of industry experience, currently serving at WealthStar Advisors, LLC since 2021. His prior roles include positions at Spc, Sigma Financial Corporation, and Ameriprise Financial Services, Inc. He is also involved as a licensed insurance agent with various insurance companies. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and utilizes option strategies and quantitative tools in portfolio construction, managing approximately $791 million in discretionary assets across a 10-advisor team.

Daniel Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding a Series 66 designation and five years of industry experience. He has worked at Worth Financial Group since 2020 and previously operated Gesin Consulting for fourteen years. In addition to his advisory role, he is involved in non-investment-related facilities management at Amazon. Worth Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm’s investment process combines cyclical security analysis with fundamental and technical methods, supported by in-house research and third-party financial data.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Consilium since 2016. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate/business entities. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and project-based consulting, employing quantitative and qualitative analyses to manage portfolios including a discretionary equity-focused strategy.

Matthew Engels is a financial advisor at CMG Wealth Management in Plano, TX, holding a Series 65 designation with one year of industry experience. He has been with CMG Wealth Management since 2021. CMG Wealth Management provides ongoing 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 alongside modern portfolio theory to implement customized investment strategies across a range of asset classes.

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Adaptation Financial, and New York Life Insurance Company. He serves as a board member for the Southern Gateway Deck Park. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that includes discretionary account management using model portfolios and access to a range of investment options, including private funds managed by its affiliated adviser.