Jacob King is a CFP® professional with 17 years of experience at Beaird Harris Wealth Management, where he has worked since 2004. He is based in Dallas, TX. 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 employs a diversified investment approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Tyler Floyd is a Certified Financial Planner® at SFMG Wealth Advisors with five years of industry experience. He has been with SFMG Wealth Advisors since 2017, including his current tenure beginning in 2019. Prior to his advisory career, he attended Texas Tech University. SFMG Wealth Advisors provides wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm focuses on a planning-first approach that includes a written investment policy statement and centralized investment decision-making, offering a range of services such as estate planning, private equity access, and scenario modeling for retirement planning.

Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Alisha Reilly is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She currently works with ORG Wealth Partners and ORG Partners LLC and has previously held roles at Lane Gorman Trubitt, LGT Financial Advisors, and other firms. In addition to her advisory work, she provides pro bono financial planning services through Financial Planner for 3rd Decade in Tucson, Arizona. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities. The firm offers financial planning, investment management, retirement plan consulting, and related services, employing both in-house and third-party strategies tailored through documented investment policy statements.

Erika Howell is a CFP® with three years of industry experience, currently serving as an advisor at Moss, Luse & Womble, LLC. She previously worked at Ausdal Financial Partners, INC and CFO4Life, among other firms. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach based on fundamental analysis and employs multiple proprietary investment models to align with client risk profiles, emphasizing ETFs and mutual funds in portfolio construction.

Archie Ponce is a CFP® with 9 years of industry experience and has been with Optima Asset Management Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Optima Asset Management provides fee-only investment advisory, master investment advisory, and consultancy services to individuals, high-net-worth investors, and institutional clients. The firm employs a top-down, asset-class approach using quantitative screening and proprietary models to construct portfolios focused on low turnover and tax efficiency, managing approximately $607 million on a non-discretionary basis.

James Plumlee is a financial advisor with CS Planning Corp in Dallas, Texas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with CS Planning Corp since 2021 and also serves as Managing Partner of MPAC Consulting Group LLC, an insurance and consulting firm where he is a licensed insurance agent appointed with multiple carriers. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory and financial planning services to individuals, businesses, retirement plans, and various organizations. The firm uses a multi-advisor model to create broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Black Knight Wealth Management since 2021 and previously worked at Vision Advisors, Inc. for 13 years. Corjay is also a co-owner and CFO of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a diversified investment approach, including fundamental, quantitative, and technical analysis, and maintains multiple offices and affiliated investment activities.

Kenneth Blattenbauer Jr. is a financial advisor at Kingstone Capital Partners Texas, LLC with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has held leadership roles including CEO and CCO at Kingstone Capital Partners Texas since 2015. His background includes positions at Firethorn Investment Advisory LLC, KB Squared Investments, LLC, and Midland National Life Insurance Co. He is also licensed as an insurance agent and involved in multiple affiliated entities related to insurance and financial planning. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a combination of bottom-up fundamental analysis and top-down overlays in its Core Investment Strategy, incorporating direct equity holdings, ETFs, derivatives exposure, and quantitative risk controls.

Steven Lugar is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. 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 mainly through low-cost mutual funds and ETFs, and offers discretionary portfolio management along with financial planning and retirement-plan consulting.

Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. He has worked at Sylvest Advisors, J.P. Morgan Securities, Equitable Advisors, and Paramount Residential Mortgage Group. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment process combining strategic asset allocation with fundamental and quantitative analysis.

Elizabeth Sullivan is a financial advisor at Murphy & Sylvest with CFP®, Series 66, and Series 65 credentials and five years of industry experience. She previously worked at Ameriprise and Enterprise Holdings. Sullivan serves as President of the nonprofit For the Love of the Lake and is active in the Plano Chamber of Commerce Women's Division. Murphy & Sylvest, a seven-advisor team, provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically following a long-term, buy-and-hold strategy.

Christopher Cayet is a CFA® charterholder with four years of industry experience. He has been with SFMG Wealth Advisors in Plano, TX since 2016. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios and performance illustrations.

Mark Petersen is a financial advisor at Crescent Advisor Group, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lighthouse Life Capital and Emerson Equity LLC. Outside of his advisory role, he serves as Vice President of Another Story, Inc., a nonprofit educational and advocacy organization. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a range of investment strategies from long-term purchases to alternative investments. The firm distinguishes itself through its network of affiliated business lines and a multi-disciplinary team approach.

Adam Bronson is a CFP®, CFA®, and holds a Series 66 license, with 21 years of industry experience. He has been with Probity Advisors, Inc. in Dallas, TX since 2003. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs both active management and quantitative strategies across multiple asset classes and offers fiduciary consulting and participant education as part of its service model.

Robert Alston Jr. is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quadcap Wealth Management for over a decade. 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 combines traditional advisory work with technology-driven solutions, including an AI-enabled platform for estate planning and integrated tax preparation, tailoring strategies to clients’ specific goals and needs.

Jeffrey Moss is a CFP® professional with 21 years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2010. He holds the Series 66 designation and is based in Plano, TX. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting, tax preparation, payroll, and retirement plan administration, with ancillary services separately compensated.

Judd Garrett is a financial advisor at Nova Wealth Management, Inc. in Dallas, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Nova Wealth Management, he was employed by the Dallas Cowboys Football Club for 12 years. Garrett also has a current role at St. Matthews School. Nova Wealth Management offers personalized financial planning and discretionary investment management primarily for individuals, high-net-worth clients, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and provides services including retirement plan consulting and management of held-away accounts.

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.