Jonathon Bolt is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crescent Advisor Group, Inc. and Crescent Securities Group, Inc. since 2019, following earlier roles at Lowell & Company Inc, Prosperity Bank, and Raider Ranch. He occasionally sells life insurance as a sole proprietor. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, using a combination of technical and fundamental analysis. The firm offers a range of strategies from long-term investments to alternative products and maintains affiliated business lines including a broker-dealer and insurance agency.

James Hughes is a CFP® professional with seven years of experience in financial advisory roles, currently serving at Guidestone Advisors since 2026. His prior experience includes positions at CWM, LLC and Shane Hall Financial. He has also been involved with LakeRidge Baptist Church in a financial capacity. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm utilizes model portfolios with a faith-based investing policy and maintains close integration with affiliated entities such as GuideStone Funds and GuideStone Capital Management.

Cameron Ressetar is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with SteadTrust, where he has worked since 2025. Prior to this, he held roles at Apeiron Planning Partners, Atlas Wealth Advisors LLC, National Asset Management, National Securities Corporation, and WFG Investments Inc. Outside of his advisory work, Ressetar owns Caddie Collaborative Divorce, a divorce consulting service that assists clients with financial organization and settlement planning. SteadTrust LLC is a team advisory firm managing approximately $438.9 million in assets across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting with a diversified investment approach that includes discretionary account management and alternative investment strategies.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

David Dryden is a CFP® and Series 65-licensed advisor at Insight Wealth Partners with four years of industry experience. His background includes roles in financial advisory and academic positions at Kansas State University and Baylor University. He is also an independent life insurance agent, assisting clients with policy applications and reviews. Insight Wealth Partners manages over $1.1 billion in discretionary assets, serving individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a multi-advisor team approach and combines strategic and tactical asset allocation with fundamental and technical analysis to provide comprehensive portfolio management and planning services.

Levi McMellian is a financial advisor at CFO4Life with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CFO4Life and its related entities since 2007. Beyond his advisory role, he owns a fitness center and an Anytime Fitness franchise in Coppell, Texas. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate investment education, and cash-management solutions. The firm emphasizes diversified asset-allocation models and utilizes technology platforms like Morningstar, BlackRock’s Aladdin, and Orion to monitor portfolios.

Trevor Freeman is a CFP® professional at Moss, Luse & Womble, LLC with approximately four years of industry experience. His background includes roles at Ernst & Young, LLP and Baylor University prior to joining his current firm. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, and payroll services to business clients.

Norma Spencer is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation and nine years of industry experience. She has worked with Bland Garvey, PC, and Bland Garvey Wealth Advisors since 2006. Outside of her advisory role, Spencer manages retirement services at Bland Garvey, PC, dedicating significant time to this non-investment-related accounting function. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting to individuals, charitable organizations, corporations, trusts, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily using passively managed mutual funds and model portfolios.

James Perryman is a CFP® professional with 23 years of industry experience. He is affiliated with Perryman Financial Advisory, Inc. and Perryman Securities, Inc., where he has worked since 2001 and 2002, respectively. He serves on the investment committee for the Ronald McDonald House of Dallas, overseeing the endowment’s outside investment manager. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for about 432 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a process that combines fundamental and technical analysis with ongoing portfolio management.

Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining TKC Wealth Management, he was associated with Landolt Securities, Inc. He is also registered as a representative at Landolt Securities, where he sells investment products. TKC Wealth Management is an SEC-registered advisory firm that serves individuals, pension and profit-sharing plans, small businesses, and institutional clients. The firm provides discretionary and non-discretionary portfolio management using a blend of fundamental intrinsic-value analysis and tactical asset allocation, offering multiple investment strategies tailored to client risk profiles.

Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and Apex Fintech Solutions prior to joining Beacon Retirement Planning Services Inc. Ariana’s background includes roles in both financial services and education. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Robert St Claire is a financial advisor at CFO4Life in Coppell, TX, holding Series 63 and Series 65 licenses with one year of industry experience. He has previously worked at Charles Schwab & Co., Inc. and Ausdal Financial Partners, INC. He has diverse prior experience including roles outside finance such as at Grand Lake Kitchen and CVS. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm uses diversified asset-allocation models combining mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with regular reviews and education offerings.

John Congdon is a Series 65-licensed advisor at Peak American Investment Advisors, Inc. in Plano, TX, with six years of industry experience. He has been with Peak American Investment Advisors since 2020 and is also involved with Peak American Financial Group, Inc. as a Client Solutions Manager focused on insurance sales. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, integrating retirement tax strategy, insurance coordination, and estate planning. The firm employs a blend of technical and fundamental analysis and uses a third-party platform to support portfolio management and client services.

Nathan Hilliard is a CFP® professional at Moss, Luse & Womble, LLC with approximately 9 years of experience. His background includes roles at PricewaterhouseCoopers and Level Legal prior to joining Moss, Luse & Womble in 2026. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, employing a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and offering additional accounting and payroll services.

Shashin Shah is a CFP® and CFA® professional with 32 years of industry experience. He has been with SFMG Wealth Advisors since 2016 and previously worked at Cambridge Investment Research Advisors and Mutual Service Corporation. Shah serves as a CFP Board Ambassador and contributes to the Investments and Wealth Institute and Wiley’s CIMA review and guide. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm provides integrated financial planning and discretionary portfolio management, using both institutional and proprietary research to build personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

Justin Elovitz is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 license with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Equitable Advisors, and SCH Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients, utilizing both discretionary and non-discretionary portfolio management along with subscription-based financial planning memberships. The firm employs third-party platforms and strategists to deliver specialized investment strategies and offers structured subscription memberships with education and decision support.

Lynn Hebert is a CFP®-designated financial advisor at Perryman Financial Advisory, Inc. in Dallas, TX, with four years of industry experience. Prior to joining Perryman, Hebert worked for eight years at Lufkin Independent School District. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis alongside ongoing portfolio monitoring and rebalancing.

Max Tiraboschi is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Before joining GDS Wealth Management in 2025, he worked at Northwestern Mutual Investment Services LLC and held positions in automotive sales and marketing. 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 across a multi-advisor team, using model portfolios based on Raymond James research that range from balanced to fully equity-focused allocations.

Cameron Teel is a CFP® with three years of industry experience currently working at Moss, Luse & Womble, LLC. His career includes roles at Howard, LLP and BKD, LLP, among others. Moss, Luse & Womble serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios mainly with exchange-traded funds and mutual funds through tactical allocation and proprietary risk-profile investment models.

Mark Filardi is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Wells Fargo Clearing, and Merrill Lynch. Filardi is also involved in entrepreneurial activities, owning support companies related to registered investment advisory operations. 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 employs a primarily long-term investment approach utilizing a mix of fundamental, technical, and cyclical analyses and offers diversified portfolios that may include mutual funds, ETFs, options, and alternatives.