Brooke Chandler is a financial advisor at Bright Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Parkway C&A, LP and the City of The Colony. 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 about 175 clients through a team of seven advisors, providing discretionary portfolio management with tailored asset-allocation models and ongoing portfolio supervision.

Kenneth Huffman is a financial advisor at Insight Folios with 13 years of industry experience. He holds the Series 66 designation and has worked at Insight Folios since 2015. Outside of advisory services, he manages Perimeter Diabetic Footwear, a diabetic footwear sales business that he owns through The Perimeter Group, Inc. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm employs a team-of-advisers approach and proprietary planning software, integrating fundamental, technical, and cyclical analysis with a long-term trading orientation.

Darrell Haynes is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC since 2025. He previously worked for 15 years at Team Financial Strategies. Outside of his advisory role, he is a 50% owner of Hayion Holdings LLC, a non-investment business based in Granbury, Texas. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm provides financial planning, consulting, and investment management services, employing a risk-focused, probability-based investment approach that incorporates multiple analytical methods and proprietary models.

Christa Bass is a CFP® with 12 years of experience in the financial industry, currently serving at Cottonwood Capital Advisors. Her prior experience includes roles at JPMorgan Chase bank NA and Commonwealth Financial Network. She spends a small portion of her time on fixed insurance sales conducted at her branch location. 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, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset-allocation approaches and acts as a fund sponsor and private-fund adviser managing pooled investment vehicles.

Paula Allgood is a financial advisor at Beaird Harris with 27 years of industry experience. She holds a Series 63 designation and has been with Beaird Harris Wealth Management, LLC since 1996 and Beaird Harris, PLLC since 1993. In addition to her advisory role, she serves as Vice President at Beaird Harris & Co. PC, focusing on tax consulting and preparation. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Max Rockwell is a financial advisor with Ascentis Asset Management, LLC, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Org Partners Asset Management, Golden State Asset Management, WealthShield LLC, and The Ayco Company, L.P./Mercer Allied. He is also a partner in CCDML Ventures Group LLC, where he oversees investments in wealth management-related businesses. Ascentis Asset Management provides sub-advisory portfolio modeling and model portfolio construction services to other investment advisers and Unified Managed Account (UMA) program sponsors, delivering tailored investment models and implementation guidance without directly managing client assets.

Charles Evans is a financial advisor with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes prior roles at Wells Fargo Advisors, Wells Fargo Clearing, RBC Capital Markets, and Morgan Stanley. Evans is also the owner of Evans Wealth LLC, a personal investment-related business. Astra Wealth Management Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages over $1.5 billion in assets, employing a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to construct diversified portfolios.

John Darden is a Series 66-licensed financial advisor at Astra Wealth Management Group in Plano, TX, with 11 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of investment management, he is an independent insurance agent providing insurance advice tailored to client needs. Astra Wealth Management Group offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios constructed from mutual funds, ETFs, individual securities, options, structured products, and certain alternatives.

Tyler Hastings is a CFP® with six years of experience in the financial services industry. He is currently with Parkway Wealth Management Group, LLC and has held prior roles at Raymond James and LPL Financial. He is also separately licensed as an independent insurance agent. Parkway Wealth Management Group, LLC manages over $1.2 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a personalized investment approach using diversified portfolios and offers services including portfolio management, comprehensive financial planning, and 401(k) plan advisory.

Matthew Harwell is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Veracity Capital since 2018, following eleven years at The Ayco Company, LP and a brief tenure at F3 Logic, LLC. He is also a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services mainly to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, along with option overlay strategies and discretionary management.

Bethany Ahlquist is a financial advisor with Meristead Wealth, LLC and holds a Series 65 designation. She has three years of industry experience, including time at Stansberry Asset Management and Goldman Sachs. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, with a focus on opportunistic, value-oriented investment strategies across global equities and credit. The firm also manages private credit funds tailored for accredited investors and certain retirement accounts.

John Vann is a financial advisor at Vann Equity Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and joined Vann Equity Management in 2019 following prior roles at Per Stirling Capital Management, LLC and Level Four Advisory Services. Outside of his advisory work, he is involved in ownership of several personal property entities in Bulgaria. Vann Equity Management LLC is an SEC-registered firm with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment strategies, leveraging quantitative, macro, technical, and fundamental analysis, and utilizes both individual equity and ETF allocations alongside sub-advisory relationships for real-estate-focused investments.

Stephen Engro is a financial advisor at Beacon Financial Group in Dallas, TX, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kestra Advisory and Kestra Investment Services for over two decades. Outside of his advisory role, he is involved in managing several real estate-related entities, including serving as owner and president of multiple property management and investment companies. Beacon Financial Group provides wealth management, financial planning, retirement, and trust/estate consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, and manages approximately $1.3 billion in assets.

Nicholas Blankl is a CFA® charterholder with 11 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2015 and is also affiliated with Black Oak Investment Management Company, where he provides retirement plan advisory services. Outside of advisory work, he serves as Treasurer for the International Leadership Academy, a French language immersion school, where he oversees financial management and long-term strategy. Consilium Wealth Advisory is a fee-based firm serving individuals, high-net-worth clients, and corporate entities with portfolio management, comprehensive financial planning, and consulting services. The firm employs a fiduciary approach and utilizes both quantitative and qualitative analysis to construct portfolios, including its discretionary equity-focused "Consilium Core" strategy.

Aaron Estrada is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Estrada Webb And Associates and Trinity Portfolio Advisors for the past 10 years. Outside of advisory work, he is involved in youth football coaching and provides tax preparation and business consulting services. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes downside risk quantification and probability-based decision making, employing a variety of analytical methods and proprietary strategies alongside independent manager allocations.

Justin Watson is a CFP® and PFS™ with 14 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2011. He is also a shareholder at Beaird Harris & Co. PC, where he performs tax consulting, preparation, and counseling. Additionally, he provides feedback to the University of Texas at Dallas Undergraduate Accounting Board to help improve accounting program curricula. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm applies Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and has expanded its offerings to include alternative investments such as private credit and digital-asset exposures.

Kody Followwill is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding a Series 65 license with six years of industry experience. His prior roles include positions at Cain Financial, NewEdge Advisors, Foundations Investment Advisors, and Mercer Global Advisors. Outside of his advisory work, he has been involved in insurance sales and services. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering discretionary portfolio management and access to third-party money managers. The firm utilizes proprietary technology, including its aiAlpha platform, to support model-based trading and operations for both internal and external advisors.

Charles Johnson is a financial advisor at Strategic Portfolio Solutions, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked for Holland Investment Management, Inc. for 10 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, consulting, and divorce-planning services, emphasizing tailored portfolios with continuous supervision and regular rebalancing.

Michael Womble is a CFP® and Series 65 certificant with 19 years of industry experience. He has worked at Moss, Luse & Womble, LLC since 2010 and previously was with Cain, Watters & Associates, LLC from 2007 to 2010. Moss, Luse & Womble serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary client portfolios using tactical allocation focused on exchange-traded funds and mutual funds, and it provides financial planning, pension consulting, and estate planning services through a combination of advisor meetings and technology-based tools.

Michael Lemich is a CFP® professional with 11 years of experience in financial advisory. He currently works at RFG Wealth Advisory and has prior experience at LPL Financial, SagePoint Financial, and Boda Financial Group. RFG Wealth Advisory serves individual and high-net-worth clients by providing wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts and applies a range of investment strategies including derivatives and options within separately managed accounts.