Gabriel Pelphrey is a financial advisor with Stewarded, LLC in Southlake, TX. He holds the Series 66 designation and has 14 years of industry experience. Prior to joining Stewarded, he worked at Lion Street Financial and Northwestern Mutual. Pelphrey is also owner of Strategic Legacy Partners, LLC and Verity Capital, which focus on deferred compensation services and introducing institutional investors to alternative investments. Stewarded, LLC provides discretionary portfolio management and consulting to individuals, families, high-net-worth clients, trusts, estates, corporations, and not-for-profit organizations. The firm also offers retirement plan consulting for nonqualified executive benefit arrangements, blending multiple analytical approaches and option strategies in its investment process.

Before founding SharpEdge Financial, Joel achieved a lifelong dream of playing professional hockey. This unique career path has helped him build the confidence and resiliency needed to launch a financial planning firm. Joel is a CERTIFIED FINANCIAL PLANNER® (CFP®) and helps his clients with a variety of complex financial planning topics. His specialization in working with young professionals, and especially young attorneys, stems from being married to a former Big Law attorney, now in-house counsel. In fact, prior to his wife, Courtney, leaving Big Law, Joel built a detailed financial plan that gave him and Courtney the confidence they needed to navigate her transition to in-house counsel. 𝗛𝗼𝘄 𝗛𝗲 𝗚𝗼𝘁 𝗛𝗲𝗿𝗲 Joel spent his youth in Quebec, Canada, where he balanced school and hockey up until he was drafted by the Colorado Avalanche in the 2008 NHL Draft. He signed his first professional contract in 2010 and moved to the United States to play for the Avalanche’s affiliate team in Cleveland, OH. This is where he would eventually meet the love of his life, Courtney. Like many professional athletes, his career had highs and lows. To prepare for life after hockey, he pursued a bachelor’s degree during his downtime away from the rink. After playing for seven different teams over nine years, Joel’s last stop was Allen, TX, where he and his family decided to plant roots. Immediately after hanging up his skates, Joel entered the financial services industry and started selling life and disability insurance. His primary focus was to help his clients protect their wealth. He eventually morphed into a more complete financial planner and started advising his clients on how to build wealth as well as how to protect it. Even though he is now a fee-only financial advisor (i.e., he does not receive a commission for selling products), he still keeps that same approach to financial planning: prioritize defensive planning to protect assets, then strategically go on the offensive to grow wealth. Fast forward to today, Joel and Courtney have two boys, Julien and Luca, and a goldendoodle named Harley. He still spends considerable time at the hockey rink either watching, playing, or coaching. And when time allows, he trades his hockey stick for a golf club or a pickleball paddle.

Murtaza Shahbazker is a CFA® charterholder and principal of Astute Consulting, LLC, an independent advisory firm based in Flower Mound, TX. He has experience in financial training and consultancy through roles at Astute Consultancy FZ-LLC and Kaplan Professional Middle East, among others. Outside his advisory role, he is involved in financial training and consultancy activities. Astute Consulting, LLC provides discretionary portfolio management to individual and high-net-worth clients, creating customized portfolios based on documented client goals, time horizon, and risk tolerance. The firm’s investment approach relies primarily on technical analysis and implements strategies largely through exchange-traded funds and actively traded portfolios, with daily account monitoring and trade-level client notifications.

Glenn Williams is a CFP® professional with 34 years of experience in financial advising. He is the owner of Williams Financial Planning, Inc., an independent firm he has led since 2017, following 14 years at Linsco/Private Ledger. In addition to advisory services, he is a licensed insurance agent offering annuities, Medicare supplements, and life insurance products. Williams Financial Planning, Inc. serves individual and high-net-worth clients, providing ongoing portfolio management and written financial planning. The firm emphasizes client education through seminars and workshops and employs a long-term trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

Kyle Watkins is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at CF Financial in Fort Worth, TX. His prior experience includes five years with Regal Investment Advisors, LLC. Outside of his advisory work, Watkins is a licensed insurance agent and markets himself under the name Carrington Wealth Advisors. CF Financial serves individuals and high-net-worth clients, offering discretionary portfolio management, ongoing financial planning, and third-party adviser selection. The firm uses fundamental analysis and modern portfolio theory with a long-term trading approach, providing individualized Investment Policy Statements and periodic market updates to clients.

Jackson Fleming is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Fleming Wealth, LLC in Fort Worth, TX. His career includes roles at Charles Schwab & Co., Wells Fargo Advisors, and other financial firms. Outside of financial services, he was involved with USA Hockey for nearly a decade. Fleming Wealth, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients. The firm follows an asset allocation approach grounded in Modern Portfolio Theory, combining passive and active fund selections with fundamental, technical, and cyclical analysis, and offers advisor-facilitated estate planning through a third-party platform.

Jeffrey Steiner is the principal of Second Opinion Financial and holds a Series 65 designation with two years of industry experience. Prior to founding Second Opinion Financial in 2022, he worked at UT Southwestern Medical Center for 15 years. He is also co-owner of Two Pugs Publishing, a self-publishing education business he has been involved with since 2012. Second Opinion Financial, established in 2023, provides investment management, financial planning, and educational seminars primarily to individuals, trusts, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary services alongside subscription-based planning and monitoring.

Gary Wright is the sole advisor at Premier Wealth Management, LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Premier Wealth Management since 2007. Additionally, Wright has operated Premier Life Planning, an insurance and tax sales business, since 1987. Premier Wealth Management serves individual clients primarily through third-party money managers and a co-advisor arrangement, focusing on portfolio management, financial planning, and consulting services while clients retain custody of their assets. The firm emphasizes model portfolio selection and oversight, with trade execution and custody handled externally.

James Still is a CFP® professional with 13 years of experience in financial advising. He has led JASI Financial, Inc. since 2012 and concurrently works as a consultant with Andrea M Still, CPA PC, a non-investment related CPA firm. JASI Financial, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, small businesses, and retirement plan sponsors and participants. The firm employs a buy-and-hold, long-term investment strategy focused on diversified asset allocation using primarily low-cost, passively managed funds and offers both discretionary and non-discretionary management.

Kermit Gable is a CFP® with 33 years of industry experience, currently serving as the sole advisor at Fidelis FS, LLC since 2016. Prior to this, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2012 to 2016. He also serves as a commander in the United States Army Reserve, a role he has held since 2009. Fidelis FS, LLC provides discretionary asset management and financial planning services to individuals and business entities, utilizing fundamental and technical analysis in its investment process. The firm manages assets on a discretionary basis and offers strategies including long- and short-term holdings, option writing, and margin trading tailored to client objectives and risk tolerances.

Zita Enloe is the sole advisor at Enloe Financial Advisory LLC in Fort Worth, Texas, holding a Series 63 designation with 23 years of industry experience. She has led her independent advisory firm since 2013. Enloe Financial Advisory LLC provides portfolio management and investment supervisory services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis and offers non-discretionary, actively managed portfolios that include long-term and short-term trading, short sales, and options strategies tailored to client goals and risk tolerance.

Samir Patel is a Series 65-licensed financial advisor with nine years of industry experience. He has been the sole advisor at Askeladden Capital Management LLC since 2015. Askeladden Capital is an independent, single-advisor firm that provides discretionary portfolio management through separately managed accounts and manages private funds for institutional clients such as trusts, family offices, and charitable organizations. The firm employs a value-oriented investment approach focused on micro-, small-, and mid-cap equities over a multi-year horizon and incorporates AI-assisted research tools in its process.

Britton Taylor is a CFP® with nine years of industry experience and operates Taylor & Taylor Financial Services in Keller, TX. He has been associated with Taylor & Taylor Financial Services since 2000 and is also involved with the Church of God a Worldwide Association and the United Church of God. Additionally, he provides tax preparation services as a sole proprietor. Taylor & Taylor Financial Services offers comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, as well as corporations and trusts. The firm employs a detailed planning process to create individualized plans covering retirement, tax, estate, and risk management, and manages portfolios across various asset classes.

Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.

Jamie Grant is a financial advisor with LPL Financial based in Arlington, TX, holding a Series 66 designation and 25 years of industry experience. He has been with JDG Wealth Management Group, LLC and LPL Financial since 2009. Grant also serves as an adjunct professor at Paul Quinn College and operates a family farm in Streetman, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with two years of industry experience. He has worked in financial services since 2018, including roles at New York Life Insurance Company and Vivid Financial Group. In addition to his advisory work, Grant spends approximately half of his time as a licensed insurance agent. Vivid Wealth Management LLC provides investment advice to individuals and high-net-worth clients by recommending and coordinating with third-party money managers rather than managing portfolios directly. The firm assists clients in selecting appropriate managers, handling account paperwork, and monitoring performance, while operating through formal referral relationships.

David Megarity is a CFP® professional with 33 years of industry experience. He is the principal of Stratia Wealth Management, LLC, an independent advisory firm based in Coppell, TX. Prior to founding Stratia Wealth Management in 2025, he spent 16 years at Wells Fargo Advisors and two years at Merrill. He is also an independent insurance agent involved in insurance and annuity product sales. Stratia Wealth Management is a single-advisor firm serving high-net-worth individuals and business entities. The firm provides discretionary asset management, assets-under-advisement services, and financial planning, employing technical and cyclical analysis along with a mix of investment approaches tailored to client needs.

Jemimah Stratford is a financial advisor at JOS Planning with a Series 65 credential and two years of industry experience. Her prior work includes positions at First Pacific Financial, North Carolina Central University, Texas Tech, Macy’s, and Bank of America. JOS Planning Firm LLC offers fee-only financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, corporations, estates, and trusts. The firm utilizes third-party advisers and a turn-key asset management platform focused on asset allocation, passive investments, and Modern Portfolio Theory, with options for ESG criteria and charitable gift planning.

John Adams is a financial advisor at Adams Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, J.P. Morgan Securities, Baker Tilly Wealth Management, and Morgan Stanley. Adams Advisory Services provides discretionary portfolio management and comprehensive investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios, long-term investing, diversification, and tax-aware decisions, and often uses sub-advisors to implement investment strategies.