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.

Samuel Ellis is a CFP® professional at Requisite Capital Management LLC in Dallas, TX, with eight years at the firm and a total of four years in the financial industry. Prior to joining Requisite, he had brief roles at Publicis Hawkeye and UBS Financial Services. Requisite Capital Management provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and insurance company clients. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, while also executing shorter-term trades for rebalancing or client needs.

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 with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Quadcap since 2015. Quadcap Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment management, comprehensive financial planning, and third-party manager selection. The firm emphasizes individualized asset-allocation plans tailored to clients’ goals, time horizons, risk tolerance, liquidity needs, and tax situations, with particular focus on those near or in retirement.

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.

Lori Eads is a financial advisor at Bland Garvey Wealth Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been a CPA and shareholder at the accounting firm Bland, Garvey, Eads, Medlock & Deppe, P.C. since 1994, where she spends the substantial majority of her business time. She has also been associated with Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, retirement plans, trusts, and small businesses. The firm’s approach is based on Modern Portfolio Theory and emphasizes long-term, buy-and-hold asset allocation using primarily passively managed mutual funds and model portfolios.

Dustin Nunley is a CFP® professional with eight years of experience in financial advising. He has worked at Moss, Luse & Womble, LLC since 2017 and was previously with RGT Wealth Advisors from 2014 to 2017. Moss, Luse & Womble, LLC serves individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting, tax preparation, payroll, and retirement plan administration offerings.

Michael Mansur is a CFP® with 24 years of experience in financial advisory roles. He is currently affiliated with Ascentis Wealth Management, LLC and holds positions at ORG Wealth Partners, ORG Partners, and Castleview Advanced Planning. Mansur has served as president of ORG Partners since 2021 and is also an insurance agent in Dallas, TX. Ascentis Wealth Management serves individual and high-net-worth clients, as well as institutional plan sponsors, trusts, estates, and business entities. The firm provides financial planning, investment management, retirement plan consulting, and related services, implementing portfolios through strategic and tactical asset allocation with both in-house and third-party model strategies.

Robert Williams is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX. He holds a Series 65 designation and has six years of industry experience. Williams has been with Peak American Investment Advisors since 2020 and has also been involved with Peak American Financial Group since 2008, where he advises on indexed annuities and life insurance. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax strategy and insurance coordination into retirement and income planning.

Bryan Leinart is a financial advisor at TFR Capital with 18 years of industry experience. He holds a Series 65 designation and has worked at firms including SCF Investment Advisors, Inc. and Heritage Wealth Management, LLC. Leinart also serves as a director for Cambridge Advisors, Inc. in a consulting capacity and is involved in the sale and service of life, health, and disability insurance. TFR Capital serves individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm provides personalized financial planning, discretionary investment management, and retirement-plan advisory services using a mix of fundamental, quantitative, and technical analysis focused on primarily long-term strategies.

Travis Duren is a financial advisor with Crescent Advisor Group, Inc. in Dallas, TX, holding a Series 63 designation and 32 years of industry experience. He has served as president of multiple affiliated entities since 2001, including D2 Equity Holdings, Inc., Crescent Advisor Group, and Crescent Securities Group. Outside of his advisory roles, he is president of Sovereign Equity Insurance Agency, an insurance sales business. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies, supported by affiliated broker-dealer and insurance operations.

Christopher Sorrow is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He is a vice president and control person at Probity Advisors, Inc., where he has worked since 2002, and he is also president and 50% owner of FA Holdings, Inc., a technology services company supporting his firm. Additionally, he serves as secretary of WSA Affiliates, LLC, an affiliated registered investment advisor. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, plans, charitable organizations, and corporations. The firm integrates active stock and fixed-income management with ETF-based tactical allocation and quantitative rebalancing, employing a combination of fundamental, technical, quantitative, and cyclical analysis tailored to clients’ objectives and risk profiles.

Wayne Smith III is a CFP® with 31 years of industry experience and has been with Insight Wealth Partners since 2010. He holds a Series 63 license and serves as the managing member of a commercial real estate management company in Plano, TX. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a strategic investment process that integrates Modern Portfolio Theory, sector rotation, momentum modeling, and a Synthetic Equity Portfolio strategy, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Matthew Fitzsimmons is a financial advisor at The Watchman Group, Inc. in Plano, TX, holding a Series 66 designation with 25 years of industry experience. He has been with The Watchman Group since 2017 and also has a long tenure at True North Advisors, LLC dating back to 2003. Fitzsimmons is not engaged in any investment-related business outside of his advisory role. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its research process.