Matthew Mcintyre is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 license and nine years of industry experience. He has been affiliated with various entities under the Peak American umbrella since 2018 and previously worked at AE Wealth Management and Secure Legacy Financial Group. Outside his advisory role, he serves as President and CEO of both Peak American Financial Group, Inc., and Peak American Financial Companies, Inc. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning that includes retirement tax strategy, insurance coordination, and estate planning. The firm uses a combination of technical and fundamental analysis in portfolio construction and integrates tax and insurance considerations into its retirement and income planning.

William Mckenna is a financial advisor with Gordian Wealth Advisors, LLC in Richardson, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Gordian Wealth Advisors, he spent ten years at Blue Hen Capital, LLC. Gordian Wealth Advisors manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm employs tailored asset allocation and manager selection processes overseen by an investment committee and utilizes strategies such as covered-call overlays and endowment-style diversified models.

Ting Chen is a CFP® professional with over 31 years of industry experience, currently serving at TKC Wealth Management LLC in Dallas, TX. His prior roles include positions at Landolt Securities, Inc., TKC International Financial Services, LLC, and Richfield Orion International, Inc. Chen is a member of the executive committee of the Hong Kong Association of Northern Texas and serves on the advisory board of the UT Dallas Taiwan Studies Initiative. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing discretionary and non-discretionary portfolio management, retirement consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types, with a notable presence of non-U.S. clients and an emphasis on educational seminars.

Mousumi Mukherjee is a financial advisor at WealthStar Advisors, LLC with 21 years of industry experience. She holds the Series 66 designation and has been with WealthStar Advisors since 2013. She is also associated with LPL Financial LLC since 2012. Mukherjee is involved with WealthStar Financial, a related business entity based in Plano, TX. 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 firm-sponsored wrap fee program, 401(k) participant advisory services, and standalone financial planning, utilizing a proprietary Equity Substitution Strategy that incorporates options and quantitative tools to manage risk and return.

Abigail Caldwell is a CFP® professional with five years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2020. Prior to joining Strata, she worked at Carter Financial Management from 2018 to 2020 and was employed at Texas A&M University from 2014 to 2018. Strata Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and cash management services to individuals, trusts, estates, and institutional clients. The firm’s investment approach includes tailored portfolios with a range of asset classes and employs technology and third-party platforms to support tax efficiency and client reporting.

Robert Rothrock is a financial advisor at Insight Folios with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Texas Elite Advisory, Safe Retirements, and his own Rothrock Financial Group. Outside of advising, he serves as president of Rothrock Insurance Solutions, an insurance agency focusing on life and health insurance, fixed and fixed-index annuities, and Medicare. 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 adviser firms. The firm employs a multi-adviser approach supported by proprietary planning software and incorporates fundamental, technical, and cyclical analysis with a long-term trading orientation.

Kristine Sawyer is a financial advisor at Steadtrust with 14 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, National Securities Corp, and WFG Investments Inc. Outside of her advisory role, she owns and operates Bold Bunnys Rabbitry, a business involved in showing, breeding, and selling rabbits. Steadtrust LLC is a team advisory firm managing approximately $438.9 million with 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/401(k) consulting services.

Paul Lightfoot is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Optima Asset Management Inc. since 2008, contributing to the firm’s operations for 18 years. Based in Dallas, TX, he works within a two-advisor team. Optima Asset Management provides fee-only investment advisory and limited financial planning services to individuals, high-net-worth investors, and pension and trust clients. The firm employs a top-down, asset-class approach using modern portfolio theory and proprietary models to construct tax-efficient, low-turnover portfolios managed on a non-discretionary basis.

Anthony Rose is an advisor at Orion Wealth Management LLC holding a Series 65 designation with no prior advisory industry experience. His work history includes roles at Sodexo, Samuel P. Rose CPA, and Lidl US. Orion Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, emphasizing long-term trading and regular portfolio oversight.

Jeffrey Rupp is an investment advisor with View Capital RIA, LP in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at View Capital since 2003 and previously spent 14 years at VCA Securities, LP. Rupp serves as an advisory board member for Velosis Fund II, which focuses on real estate investments. View Capital RIA 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 to offer access to private equity, direct debt, and energy opportunities.

Aaron Hutchinson is a financial advisor at DHL Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Sonic Automotive. Hutchinson is also licensed to sell insurance with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach, offers estate-planning referrals, and conducts educational seminars and workshops.

Jeffrey Bradley is a financial advisor at McElhenny Sheffield Capital Management, LLC with 20 years of industry experience. He has been with McElhenny Sheffield since 2014. Bradley holds Series 63 and Series 65 designations. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based investment process focused on tactical ETF strategies using proprietary quantitative models with risk controls and offers model portfolios to third-party platforms as well as sub-advisory services, including managing an actively managed ETF.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

David Wilkins is a financial advisor with Gerald Baker Financial Group, L.L.C. dba Baker Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Baker Financial Group since 2005 and is also associated with GRB Financial, LLC. In addition to his advisory role, Wilkins specializes in life, health, disability, and long-term care insurance. Gerald Baker Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $833.2 million in discretionary assets. The firm focuses on capital preservation and employs a long-term, asset-allocation investment strategy utilizing active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Douglas Gill is a CFP® professional with 34 years of industry experience. He is a principal at Castleview Partners, LLC, where he has worked for over a decade, and previously was involved with Kovack Securities, Inc. and Gill Capital Management, Inc. Outside of his advisory work, he serves as a board member for the Rotary Club of Park Cities Foundation and chairs a committee at Northridge Presbyterian Church. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm offers discretionary portfolio management, access to third-party money managers, and model-based accounts, supported by its proprietary aiAlpha platform that delivers operational and trading support to other registered investment advisers.

Craig Caudle is a financial advisor at Burford Brothers, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 33 years of industry experience. His work history includes roles at RBC Capital Markets and LEE Financial Company, LLC. Caudle is involved in several family limited partnerships and serves as a director for a charitable organization. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans with discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm offers a multi-family office division for ultra-high-net-worth clients and employs a range of investment approaches, including options strategies and both fundamental and technical analysis.

Kenneth Painter is a CFP® professional with 24 years of industry experience, currently serving at Strata Wealth Advisors, LLC since 2017. His prior experience includes roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of financial advising, he is president of Education Without Borders, a charity focused on educational projects for underprivileged individuals. Strata Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, options, and alternative investments, supported by technology platforms and sub-advisors.

Andrew Gold is a financial advisor at Prestige Wealth Management in Southlake, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Edward Jones. Outside of advisory work, he is a licensed life insurance agent offering insurance products to clients. Prestige Wealth Management serves a range of clients including individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 relationships. The firm employs an asset-allocation approach utilizing equities, ETFs, alternative investments, and other vehicles, and offers discretionary investment management alongside financial planning and retirement plan advisory services.

Joseph Dowdall is a CFP® professional with 19 years of experience in financial advising. He is currently with Worth Asset Management, where he has worked since 2021. Prior to that, he held roles at MMWKM Advisors, LLC, Cambridge Investment Research Advisors, and SEI Investments Management Corp. He also works as an independent insurance agent, focusing on marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a mix of security analysis methods and utilizes outside managers and turnkey asset management relationships while maintaining overall advisory responsibility.

Austin Garron is a financial advisor at Peak American Investment Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments, Cetera, and New York Life prior to joining Peak American. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, integrating tax strategy and insurance coordination into retirement and income planning. The firm uses a combination of technical and fundamental analysis to construct portfolios and offers referrals to CPAs and estate attorneys as part of its service model.