Derek Soliz is a financial advisor at Fulcrum Wealth Management in Plano, TX, with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at FulcrumIO from 2016 to 2019. He has been associated with Fulcrum Equity Management, LLC since 2015. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs fundamental and technical analysis to build individualized strategies and also offers sub-advisory services and serves as a wrap fee program sponsor.

Jon Reppert is a CFP® with 39 years of experience in the financial services industry. He is a senior partner and sole owner at Spectrum Advisors, Inc., where he has worked since 1984. His prior experience includes roles at Kalos Capital, Inc. and Madison Avenue Securities, LLC. Reppert also works as an insurance agent with Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and qualified retirement plan consulting, utilizing asset-allocation models, fundamental analysis, and third-party money managers.

Casey Short is a financial advisor with Provision Asset, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Provision Asset since 2016 and also serves as president of Provision Retirement, LLC. Additionally, Short works as a seminar instructor for the Council of Financial Educators, focusing on retirement topics. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis, and employs sub-advisors and third-party money managers to construct and monitor diversified portfolios.

Howard Chen is a financial advisor with WealthStar Advisors, LLC in Plano, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with WealthStar Advisors since 2013 and also maintains affiliations with Independent Financial Partners and Peregrine Diversified Investment Services. Outside of traditional advisory roles, Chen serves as an independent contractor with the UFC, selling fixed products and insurance. 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 combining fixed-income allocations with options and quantitative tools to manage approximately $791 million in discretionary assets across a 10-advisor team.

Johnny Borrelli is a financial advisor at Crescent Advisor Group, Inc. with nine years of industry experience and holds a Series 66 designation. He has worked at multiple firms, including Realta Investment Advisors, Inc. and Concorde Asset Management. Outside of his advisory role, Borrelli serves as COO of Access VA Benefits, an organization assisting veterans with disability claims. Crescent Advisor Group, Inc. provides financial planning and portfolio management to a diverse client base, including individuals, families, high-net-worth clients, and institutional investors. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies alongside due diligence and monitoring of sub-advisers.

Alex Goldstein is a financial advisor with Atlas in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. He is the founder of Spreadwise LLC, a financial services entity affiliated with Atlas, and serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internal equity and bond strategies, and sponsors private investment vehicles including a private credit fund.

Benjamin Campbell is a financial advisor at Lemnis Capital with three years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, Innovation Partners LLC, and Brodnax21c Printers. Lemnis Capital is an SEC-registered firm managing approximately $97.9 million for around 352 clients and offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions. The firm uses both model portfolios and customized asset-allocation strategies, incorporating third-party platforms and emphasizes client education through workshops and subscription services.

Benjamin Schmuhl is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at Ryan Everet Insurance and Charles Schwab & Co., Inc. Outside of finance, he was involved with Juicy Pig Barbecue for five years. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, using model portfolios supported by research from Raymond James.

Samuel Pokluda is a CFP® credentialed financial advisor with four years of industry experience. He is currently with GDS Wealth Management and previously worked at Merrill Lynch and Fidelity Investments. GDS Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and investment management. The firm employs model portfolios developed with research from Raymond James, focusing primarily on asset allocation across various securities.

Tommy Willams is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Southern Methodist University and Dew Wealth Management. AssetBuilder serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with investment management and financial planning. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, focusing on diversified portfolios primarily using Dimensional Fund Advisors products.

Candy Hawkins is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and 29 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and its affiliated entities spanning from 2009 to 2023. Outside of her advisory work, she serves as director and owner of Page’s House, a nonprofit focused on educating teen mothers in basic living skills. Astra Wealth Management is an SEC-registered advisory firm managing approximately $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a blend of fundamental, technical, cyclical, and charting analysis, offering a range of services including comprehensive wealth management and a subscription-based advisor-on-call program.

Kevin Gray is a financial advisor with Ascentis Wealth Management, LLC in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. His prior firms include Ayco Co., A Goldman Sachs Company, and Purshe Kaplan Sterling Investments. He is also the owner of Ascentis Holdings, a holding company related to his advisory firm. Ascentis Wealth Management serves individuals, including high-net-worth clients, as well as institutional and corporate clients such as pension plans, trusts, and charitable organizations. The firm offers financial planning, investment consulting, and discretionary and non-discretionary investment management, employing strategic and tactical asset allocation across multiple asset classes.

Patrick Beaird is a financial advisor at Beaird Harris Wealth Management, LLC with 29 years of industry experience. He holds the PFS™ designation and Series 65 license. Mr. Beaird has been with Beaird Harris since 1996 and also serves as president of Beaird Harris & Co. PC, a tax consulting firm, and North Dallas Fiduciaries, which provides bill paying services. Additionally, he is a shareholder and board member of Savant Capital Management. Beaird Harris Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs Modern Portfolio Theory with diversified, low-cost mutual funds and ETFs, and integrates tax-managed and alternative investments, leveraging its affiliation with a CPA firm and membership in the Zero Alpha Group.

Jeffery Butler is a financial advisor at OpenAir Financial, LLC with six years of industry experience. He holds a Series 65 designation and has worked with OpenAir Financial since 2021. In addition to his advisory role, Butler is the owner and attorney at Butler Law Office, PLLC dba Atrium Legal Group, a legal practice he has maintained since 2014. 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 employs a fundamental analysis-based investment approach with a focus on personalized portfolio management, quarterly account reviews, and offers educational workshops at no charge.

Andrew Schmuhl is a financial advisor at GDS Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms including SWMG, LLC and Strittmatter Wealth Management. Prior to his advisory career, he was involved with Juicy Pig BBQ and the University of North Texas. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research and employing a range of equity and fixed income allocations.

Mikayla Born is a financial advisor at Lemnis Capital with seven years of industry experience. She holds a Series 66 designation and has previously worked at Innovation Partners LLC, Equitable Advisors, AXA Advisors, and Northwestern Mutual. Lemnis Capital is an SEC-registered advisory firm managing approximately $97.9 million for about 352 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and direct indexing solutions for individuals, retirement plans, trusts, and other entities, utilizing model portfolios, customized asset allocations, and various third-party platforms and sub-advisors.

Garrett Williams is a financial advisor at Corus Family Wealth Advisors, Inc. based in McKinney, TX. He holds a Series 65 credential and has four years of industry experience. His prior work includes roles at Schubert & Company, Financial Innovations LLC, and Beacon Pointe Advisors. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using diversified portfolios mainly composed of ETFs and institutional mutual funds, supplemented by a broad range of asset classes and third-party research.

Cody Mason is a CFP® with 19 years of industry experience. He is currently with Worth Asset Management and has previously worked at Fidelity Investments in various roles from 2006 to 2025. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering tailored portfolios through a combination of security analysis methods and utilization of outside managers and sub-advisors. The firm also delivers financial planning, cash management, distribution planning, and insurance-related advice.

Stephen Engels is a financial advisor with CMG Wealth Management in Plano, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Wells Fargo Clearing Services, and Wells Fargo Advisors. Engels serves as a trustee for a family insurance trust and owns SME Global Holdings LLC and CMG Global Holdings LLC, both investment-related entities. 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 along with modern portfolio theory to manage diversified portfolios across multiple asset classes.

Helen Conley is a financial advisor at Parkway Wealth Management Group, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and Westwood Wealth Management. Outside of her advisory role, she is involved in a family business, Solely Foster, and is licensed as an independent insurance agent. 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 offers comprehensive financial planning and portfolio management using a personalized investment approach with portfolios diversified across multiple asset classes and strategies.