Steven Zurlis is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He owns and operates Zurlis Wealth Management, LLC, a separate investment-related business. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a combination of fundamental, technical, cyclical, and charting analysis to build portfolios using mutual funds, ETFs, individual securities, options, and structured products tailored to client goals and risk tolerances.

Cooper Segars is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at SWMG, LLC and Baird. Segars also spent six years at Texas Tech University and had entrepreneurial involvement with Clean Air Lawn Care. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers tailored asset allocation strategies, family office coordination, trustee services, in-house tax preparation, and employs an AI-enabled platform to assist with estate planning.

Arthur Crowley is a Series 65 credentialed advisor with 13 years of industry experience. He has worked at Bright Wealth Management, LLC since 2019 and previously spent six years with Financial Gravity Tax, Inc. and Pollock Advisory Group, Inc. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for around 175 clients using tailored asset-allocation models and continuous portfolio supervision, employing a mix of equity securities, ETFs, mutual funds, and other investment vehicles.

Dallas Killman is a CFP® professional with two years of industry experience, currently serving as an advisor at CFO4Life. His background includes roles at Ausdal Financial Partners, INC and Evensky & Katz LLC. Outside of his advisory work, he contributes as a finance advisor for the Alpha Delta Pi collegiate chapter. CFO4Life serves affluent individuals, executives, retirement plans, corporations, and trusts by providing comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm emphasizes diversified asset-allocation models and integrates tools such as Morningstar and BlackRock’s Aladdin to monitor portfolios, typically managing accounts on a discretionary basis with ongoing reviews and educational offerings.

Joshua Biggs is a CFP® professional with 15 years of industry experience, currently serving at Guidestone Advisors since 2008. He holds a Series 63 license and is based in Dallas, TX. Guidestone Advisors 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 employs a faith-based investing policy and offers discretionary management primarily through affiliated mutual funds and third-party separately managed accounts.

Thomas Hamilton is a financial advisor at Orion Wealth Management LLC with a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise, LLC, Prudential Insurance Company of America, and Pruco Securities, LLC. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, emphasizing long-term trading and regular account reviews.

Nicole Williams is a financial advisor at Guidestone Advisors in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Fidelity Investments, the City of Philadelphia Law Department, and Bank of America, N.A. Outside of finance, she operated Thekari Designs Custom Woodwork for eight years. 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 employs model portfolios and discretionary management with a faith-based investing policy and offers various packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Corbin Caudle is a financial advisor with Burford Brothers, Inc. in Dallas, TX, holding a Series 65 designation and two years of industry experience. He has prior experience with Burford Caudle Family Capital and Lee Financial, and has worked with Northwestern Mutual since 2017. Outside of advising, he performs bookkeeping for a family-owned commercial office leasing business. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, and financial consulting. The firm provides multi-family office–style services through its Burford Caudle Family Capital division, employing a range of investment strategies tailored to each client’s needs.

Victoria Areingdale is a CFP® professional with 11 years of industry experience, currently serving as an advisor at CFO4Life. Her prior roles include positions at Ausdal Financial Partners, USAA investment and financial advisory firms, and Charles Schwab Co. She is also involved in assisting advisors with client-related planning activities through CFO4LIFE, LLC. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, and cash-management solutions. The firm emphasizes diversified asset-allocation models across a range of investment vehicles and typically manages accounts on a discretionary basis while offering participant education and corporate financial wellness programs.

Chris Massenburg is a financial advisor at OpenAir Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OpenAir Advisory, LLC since 2019. Prior to joining OpenAir Financial, he was with Lake Point Wealth Management, LLC from 2015 to 2019. Outside of investment advising, he is also active as an insurance agent through OpenAir Advisory, dedicating a portion of his time to that role. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment programs are based on fundamental analysis and include a range of strategies, with regular portfolio reviews and trade aggregation where appropriate.

Stephanie Williams is a CFA® charterholder with 17 years of industry experience. She is currently with TFR Capital, a team-based firm where she has worked since 2024. Prior to joining TFR Capital, she was employed at Envestnet Asset Management for five years and had a four-year period as a homemaker. TFR Capital serves individuals, including high-net-worth clients, as well as entities such as family offices, trusts, estates, and qualified retirement plans. The firm offers personalized financial planning and discretionary investment management, employing a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies using low-fee investment vehicles.

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.

Daniel Gibson is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at firms including Rock & Co LLC, Rockefeller Financial LLC, Bank of America, and Merrill prior to joining MSH Capital Advisors LLC and M.S. Howells & Co. in 2025. Outside of his advisory role, he owns and manages a short-term rental property in Mena, Arkansas. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm delivers personalized advice through independent advisors and utilizes third-party platforms and sub-advisers to implement specialized investment strategies.

Stephen Shipley is a financial advisor with Cottonwood Capital Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Commonwealth Financial Network before joining Cottonwood Capital in 2023. Shipley is a co-owner and managing partner of Cottonwood Ventures, LLC, which operates securities, advisory, and insurance businesses. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a broad range of investment products and sponsors special purpose vehicles to facilitate client investments in pooled vehicles, blending advisor-led portfolio construction with model portfolios and asset-allocation strategies.

Charles Thomas is a CFP® with 10 years of industry experience, currently serving as a financial advisor at SFMG Wealth Advisors since 2022. His prior experience includes roles at Howard Financial Services, Ltd., Birdsong CPA, Elm Valley Group, and Cain Watters & Associates. He is the owner and founder of Elm Valley Group, a tax consulting and compliance business. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients, combining financial planning with investment management. The firm emphasizes a planning-first approach supported by an Investment Committee and employs advanced tools to model retirement scenarios.

Grayson Hatfield is a CFP® professional with 11 years of experience at Moss, Luse & Womble, LLC. He has worked with the firm since 2015 in their Plano, TX office. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models to tailor portfolios primarily constructed with ETFs and mutual funds, and also provides accounting, tax preparation, and payroll services to business clients.

Joseph Badinger is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with three years of industry experience. Prior to joining AssetBuilder in 2022, he worked at Deloitte & Touche from 2019 to 2022. AssetBuilder provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy centered on Dimensional Fund Advisors products and emphasizes diversification and disciplined portfolio management.

Cody Caldwell is a CFP® professional with three years of industry experience. He has been with Moss, Luse & Womble, LLC since 2019, following brief roles at Saville, Dodgen & Co. and Northrop Grumman Corporation. Prior to his financial career, he spent three years at Dallas Baptist University. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using proprietary risk models and combines investment advisory services with accounting, tax preparation, and payroll offerings.

Ryan Shea is a CFP® certificant with 10 years of industry experience currently with Apeiron in Dallas, TX. His prior experience includes roles at Charles Schwab, Merrill, Bank of America, and Fidelity Investments. Apeiron provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, using a range of analytical methods and investment vehicles while acting as a fiduciary for retirement accounts.

Rodney Madden is a financial advisor with Madden Asset Management based in Dallas, TX, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has worked at Cumberland Hill Capital Management, LLC since 2006 and has been with Madden Asset Management since 2002. Outside of his advisory role, he serves as managing director and general partner in multiple non-investment related business ventures, including several Ironwood Funding Management entities and ownership interests in two LLCs. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm employs a client-specific approach to asset allocation across equities, fixed income, cash, and alternatives, using both fundamental and technical analysis and offering various implementation strategies.