Jason Luse is a financial advisor with Moss, Luse & Womble, LLC in Plano, TX, holding a Series 65 designation and 20 years of industry experience. He has been with Moss, Luse & Womble since 2010. Moss, Luse & Womble advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting, tax preparation, and payroll offerings for separate compensation.

Kenneth Hopkins is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked with LPL Financial LLC and Advisor Resource Council. Hopkins serves as a FINRA arbitrator in Texas. 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 with modern portfolio theory, focusing on long-term trading across various asset classes and offers both custody account management and advisory oversight of held-away retirement accounts.

Bradley Phelan is a financial advisor with Crescent Advisor Group, Inc. in Plano, TX, holding a Series 65 credential and having 10 years of industry experience. Since 2016, he has also been the owner and sole shareholder of GJ 627, Inc., a consulting business that advises business owners on strategy, processes, and planning. Crescent Advisor Group, Inc. serves a diverse client base including individuals, families, high-net-worth clients, and institutional entities, offering financial planning, portfolio management, and pension consulting. The firm employs a comprehensive investment approach that integrates technical and fundamental analysis and manages both traditional and alternative investment strategies.

Jeffrey Wolf is a CFP® with 28 years of industry experience and has been with WealthStar Advisors, LLC since 2013. He also maintains a role at Independent Financial Partners. Outside of his advisory work, he is a partner and owner of a real estate holding company that owns the building used for financial planning. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm specializes in discretionary portfolio management through a firm-sponsored wrap fee program and employs a proprietary Equity Substitution Strategy using fixed-income allocations combined with options and quantitative tools.

Wesley Mc Millan is a financial advisor at Murphy & Sylvest with one year of industry experience. He holds a Series 65 designation and has previously worked at Pinnacle Elite and Financial Service Transition. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process combining strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach.

Gary Estes is a financial advisor at Perryman Financial Advisory, Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with Perryman Financial Advisory since 2010. In addition to his advisory role, he is president of Garmarjon, LLC, an oil and gas company. Perryman Financial Advisory, Inc. is a six-advisor team managing approximately $796 million for around 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, combining fundamental and technical analysis with ongoing portfolio management.

Charles Triplett is a financial advisor at Parkway Wealth Management Group, LLC in Plano, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkway Wealth Management Group in various capacities since 2016. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm offers a personalized investment approach that includes portfolio management, financial planning, 401(k) advisory services, and ad hoc consulting, utilizing both in-house and third-party asset allocation models.

Madison Broyles is a financial advisor at Astra Wealth Management Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, Americana Partners, and Axa Advisors. Astra Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion and employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerances.

Kayla Taylor is a financial advisor at AssetBuilder, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining AssetBuilder, she was involved with Neon Cycle LLC and worked as a registered sales assistant for David Means. Outside of advisory work, she is a managing member and 50% owner of LILY AMONG THORNS LLC. AssetBuilder, Inc. is a fee-only, SEC-registered advisory firm composed of nine advisors managing approximately $813 million for about 700 clients, including individuals, trusts, pension plans, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, using institutional Dimensional Fund Advisors funds as core holdings tailored to client risk profiles.

Donald Hall is a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at MIAI, Inc. and Maplewood Investment Advisors since 2012. MIAI, Inc. is a team-based advisory firm managing approximately $213 million for around 274 clients, providing investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations. The firm offers services through its proprietary MIAI Advisor Program and the Fidelity Managed Account Xchange platform, typically managing assets on a discretionary basis guided by client questionnaires and investment policy statements.

Delonte Harrell is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with three years of industry experience. He holds a Series 65 credential and has worked in various roles, including non-investment activities such as valet parking. 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 AI-enabled tools for estate planning and incorporates tax preparation and trustee services into its offerings.

Jason Kobza is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Moss, Luse & Womble, LLC since 2019. Prior to this, he worked at MSCI for eight years. Outside of his advisory role, he is a member of MLWK Holdings, a Dallas-based accounting software company, where he is involved in project management. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, and pension consulting. The firm combines investment advisory services with accounting, tax preparation, payroll services, and Third-Party Administrator support for retirement plans, employing a tactical allocation approach based on fundamental analysis and proprietary risk models.

Colesen Evans is a financial advisor with Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation and eight years of industry experience. Prior to joining Lexington Hill Partners in 2019, he worked at Cypress Point Wealth Management and Winstead PC. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

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.

Ethan Mayo is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Private Client Services and Fidelity Investments. Mayo’s background includes diverse work experience outside finance, such as roles in property management, fitness, and hospitality. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management through wrap-fee accounts and provides financial planning and pension consulting, employing a range of investment strategies guided by fundamental, technical, and cyclical analysis.

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.

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.

Raymond Brubaker is a financial advisor at View Capital RIA, LP in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with View Capital RIA and its affiliated firm, VCA Securities, since 2011. View Capital RIA, LP manages approximately $1.82 billion for a client base that includes individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm provides advisory and consulting services through two programs, offers access to multiple asset classes, and employs a combination of fundamental and technical analysis, asset allocation modeling, and independent manager selection within both discretionary and non-discretionary account structures.

Stephanie Byrd is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Bluffview Ria since 2005. Byrd is based in Dallas, TX. View Capital RIA, LP provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios by selecting and monitoring independent asset managers and oversees pooled investment vehicles that offer access to private equity, direct debt, and energy opportunities.

Trevor Freeman is a CERTIFIED FINANCIAL PLANNER™ at Moss, Luse & Womble, LLC with approximately five years of industry experience. His prior positions include roles at Ernst & Young, LLP and Baylor University. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach based on fundamental analysis with proprietary investment models tailored to client risk profiles and offers integrated financial planning, portfolio management, and pension consulting services.