Sarah Lassberg is a financial advisor at Better Pockets Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, Lassberg is the founder and executive director of Elf Army of Light, a nonprofit that provides support to individuals who have experienced pregnancy loss and infant death, and she serves on the board of Women Organizing Women Democrats, a political engagement organization. Better Pockets Financial serves individual clients and small employer plan sponsors with financial planning, investment management, and employee benefit services. The firm combines planning and investment advice using a structured approach that incorporates both passive and active strategies, supported by institutional investment platforms and personalized client engagement.

John Riley is a financial advisor with Cornerstone Investment Services in Nevada, TX. He holds the Series 65 designation and has been with Cornerstone since 2026. His prior work experience includes roles at Integrity Risk Management LLC and various positions in the insurance and service industries. Cornerstone Investment Services provides investment supervisory and consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies, focusing on ETFs and options-writing within a managed wrap fee program.

James Fowler is a financial advisor at Crestview Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has a background spanning over two decades in chiropractic care and currently maintains roles at Genesis Back and Neck and First Step Chiropractic, P.A. Outside of his advisory work, Fowler is president of Vital Coaching, L.L.C., a property management business. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm employs a client-driven investment process that incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies aligned to clients’ objectives.

Krishna Velaga is a Series 65-licensed advisor with Velaga Advisors in Allen, TX, bringing two years of industry experience. He previously worked at Texas Instruments for 28 years. Outside of advisory work, he is involved in managing several property ownership entities. Velaga Advisors is a boutique registered investment adviser serving individual and high-net-worth clients, focusing on family relationships. The firm integrates discretionary portfolio management with financial and tax planning, utilizing fundamental and quantitative analysis combined with tax-aware portfolio construction.

Chad Rose is a financial advisor at Olympus Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Bank of America and Merrill. Outside of his advisory role, he holds a secretary position at a family-run business, Rose Management Inc., without active duties or compensation. Olympus Capital, LLC provides asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios across various asset classes and offers both discretionary and non-discretionary services.

Jason Gould is a financial advisor at Lifetime Wealth Management P.C. in Rockwall, TX, with 8 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes positions at Gould Capital and Traditum Group. Lifetime Wealth Management P.C. provides personalized financial planning and investment management to individuals, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite approach combining index and exchange-traded funds with active managers and individual securities, and offers specialized services such as private investment review, placement assistance, and Puerto Rico Act 60 consulting.

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

James Suttles is a financial advisor at Better Pockets Financial with three years of industry experience. He holds a Series 65 designation and has prior experience at Montoya Wealth and in academic roles at the University of Dallas, University of Texas at Dallas, and Collin College. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services through structured packages. The firm employs a combination of passive and active investment strategies via third-party platforms and emphasizes public educational seminars and workplace retirement participant support.

Howard Johnson III is a financial advisor with Crestview Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. His career includes roles at Mercer Global Advisors, Lake Point Wealth Management, and Sterling National Financial Group. In addition to his advisory work, he is an independent insurance agent focusing on annuities, life insurance, and long-term care. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm’s investment process incorporates asset allocation, dollar-cost averaging, technical analysis, and a mix of long- and short-term strategies tailored to clients’ time horizons and risk tolerances.

Richard Lucas II is the sole advisor at NestEgg Wealth Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has managed NestEgg Wealth Advisors since 2014 and is involved in Rare Coins of New Hampshire as an independent contractor selling gold and silver coins. Lucas also holds an insurance license and operates an affiliated insurance business. NestEgg Wealth Advisors is an independent financial planning firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers under written solicitor agreements and focuses on financial planning through client interviews and analysis without exercising discretionary trading authority.

Tiffany Finney Johnson is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with New Dimensions Wealth Management, L.L.C. since 2012. The firm serves individual and high-net-worth clients, providing personalized financial planning and discretionary investment management through a fee-only model that avoids commissions and finder’s fees. Their investment approach emphasizes a low-cost, passively oriented, buy-and-hold strategy using broadly diversified no-load mutual funds and ETFs.

Sylvia Mc Crackin is a financial advisor at Lifetime Wealth Management P.C. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years. Mc Crackin is active in her community, serving as a board member and secretary of the Rockwall Rotary and participating in local business and women's organizations. Lifetime Wealth Management P.C. provides personalized financial planning and investment management to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm employs a core-and-satellite investment approach, offers discretionary and non-discretionary portfolio management, and is among a few team firms accepting performance-based fees.

Paden Demuth is a Series 65-licensed financial advisor with DHL Wealth Management LLC in Richardson, TX. He has four years of industry experience, including roles at Paycom and Peak American Investment Advisors. In addition to his advisory work, Demuth is licensed to sell insurance with American Senior Benefits and works part-time as a client services manager at Paycom. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes a modern portfolio theory-based investment approach with discretionary management, offering personalized investment policy statements and estate-planning referrals.

Jusmeet Virmani is a financial advisor at Symphony Retirement Partners LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Copiam Wealth Management LLC and Ameriprise Financial Services Inc. Outside of advising, Virmani is involved in filmmaking as a consultant, actor, writer, and director, and serves as a board member for the Stonehaven Place South Homeowners Association in Plano, TX. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, tiered financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and predominantly client-directed non-discretionary accounts.

Nathaniel Thiemann is a financial advisor at Exemplar Wealth Partners LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Conley Rose, Han Santos, and NYLIFE Securities LLC. Outside of his advisory role, he performs light consulting work for a law firm specializing in AI and cybersecurity intellectual property. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management and fixed-fee financial plans. The firm employs a client-specific investment approach that integrates multiple analysis methods and maintains monthly account reviews, managing approximately $24.2 million in discretionary assets across about 29 client relationships.

Douglas Wall is a financial advisor with 1836 Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has previously worked at Grey Rock Asset Management, LLC and Raymond James & Associates. Outside of his advisory role, Wall is a partner in YardSale Texas, LLC, a business that sells overstocked items through multiple channels including online platforms. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership strategy combined with a variety of investment approaches tailored to client objectives, utilizing subadvisers to implement portfolio models.

Molly Mccarthy is a ChFC® and holds a Series 65 license with 16 years of industry experience. She has been with LD Lowe Wealth Advisory since 2006, where she is the sole advisor. LD Lowe Wealth Advisory provides discretionary wealth management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a wrap-fee program that integrates portfolio management with planning and consulting services, utilizing a range of investment vehicles and maintaining regular portfolio monitoring and updates.

Zachary Taylor is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Lifetime Wealth Management P.C. and previously held roles at Connemara Group, Todd County Public Schools, and SLAM Miami among others. Lifetime Wealth Management P.C. provides personalized financial planning and investment management services to individuals, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach combining index and exchange-traded funds with active managers and individual securities, and offers specialized services such as private investment review, placement assistance, and Puerto Rico Act 60 consulting.

Connor Castellano is a CFP® professional with 10 years of industry experience. He is the sole advisor at Castellano Wealth Planning, an independent firm based in Plano, TX. Prior to founding his current firm, he held roles with Arnold Castellano & Associates, Prudential Insurance Company of America, and Purshe Kaplan Sterling Investments. Castellano is also a licensed insurance agent operating as a sole proprietor. Castellano Wealth Planning provides discretionary asset management and financial planning services for individual clients and retirement plans, including limited-scope ERISA 3(21) fiduciary services. The firm employs a long-term, diversified investment approach using low-cost index funds, ETFs, direct indexing, and tax-loss harvesting, managing client assets through model portfolios and sub-advisor strategies.

Richard Alston is a Certified Financial Planner® with 27 years of industry experience. He has been with New Dimensions Wealth Management, L.L.C. since 2009. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing globally diversified, low-cost, passively managed investments and a buy-and-hold approach.