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.

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.

Michael Mansur is a CFP® and holds a Series 66 license with 24 years of industry experience. He is currently with Ascentis Wealth Management, LLC in Dallas, TX, and has held positions at firms including Castleview Advanced Planning, Stifel, Stanford Group Company, and Morgan Stanley. Mansur is also president of ORG Partners and has involvement as an insurance agent. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients on financial planning, investment consulting, and management. The firm uses a goal-oriented approach that incorporates strategic and tactical asset allocation across various investment vehicles and manages assets both discretionarily and non-discretionarily.

Michael Cooper is a financial advisor at United Advisors America with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at United Advisors America since 2009 and Alliance America Corporation since 2010. In addition to his advisory role, he serves as a Regional Sales Director at Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations, using mutual funds, ETFs, and select exchange-traded products, while allowing clients to set reasonable investment restrictions.

Robert Williams is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX. He holds a Series 65 designation and has six years of industry experience. Williams has been with Peak American Investment Advisors since 2020 and has also been involved with Peak American Financial Group since 2008, where he advises on indexed annuities and life insurance. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax strategy and insurance coordination into retirement and income planning.

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.

Leslie King is a financial advisor at CFO4Life with four years of industry experience. She holds the Series 66 designation and has worked at Ausdal Financial Partners Inc since 2021 while also being affiliated with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models across various investment types and uses institutional research and technology to tailor portfolios to client objectives, risk tolerance, and time horizons.

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.

Wayne Smith III is a CFP® with 31 years of industry experience and has been with Insight Wealth Partners since 2010. He holds a Series 63 license and serves as the managing member of a commercial real estate management company in Plano, TX. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a strategic investment process that integrates Modern Portfolio Theory, sector rotation, momentum modeling, and a Synthetic Equity Portfolio strategy, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Quan Nguyen is a financial advisor with Catalyst Wealth Management LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovation Partners LLC, GWN Securities, Inc, and Equitable Advisors, LLC. Outside of his advisory work, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans. The firm primarily employs turnkey asset management programs and 401(k)/403(b) plan administration, managing approximately $105 million in assets for over 9,500 clients.

Matthew Fitzsimmons is a financial advisor with The Watchman Group, Inc. in Plano, TX, holding a Series 66 designation and 25 years of industry experience. His prior work includes 13 years at True North Advisors, LLC and three years at Lockwood Financial Services, Inc. Fitzsimmons is not engaged in any other investment-related business activities outside of his advisory role. The Watchman Group provides fee-only wealth management, investment management, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and emphasizes strategic asset allocation, managing portfolios primarily on a discretionary basis while also offering consulting and standalone planning engagements.

Julian Johnson is a financial advisor with Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Northwestern Mutual Wealth Management Company and its related entities since 2009. Castleview provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering tailored strategies through discretionary portfolio management and access to third-party money managers. The firm also operates a proprietary platform, aiAlpha, which supports model-based trading and rebalancing for both its own accounts and those managed by other advisers.

Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.

Malcolm Walton is a financial advisor at Gannett Wealth Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm provides wealth management, financial planning, retirement plan consulting, and tax preparation, combining passive and active investment strategies while offering trust-affiliated custody and crypto-related services.

Benino Torrez III is a financial advisor at Insight Wealth Partners in Plano, TX, holding a Series 65 designation with three years of industry experience. He has been with Insight Wealth Partners since 2022 and previously worked for the City of Fort Worth for eleven years. Insight Wealth Partners offers financial planning, portfolio management, and pension consulting services to individuals, trusts, retirement plans, and businesses. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, and conducts due diligence on third-party managers while providing ongoing portfolio oversight.