Richard Lucas II is a financial advisor at NestEgg Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Brookstone Capital Management LLC and Veritrust Financial, LLC. Outside of advising, he is involved in selling rare gold and silver coins as an independent contractor. NestEgg Wealth Advisors is an independent financial planning firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides financial plans, client education through newsletters and seminars, and refers clients to third-party money managers under solicitor agreements.

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 financial advisor at DHL Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Paycom and Peak American Investment Advisors, Inc. In addition to his advisory role, he is licensed to sell insurance with American Senior Benefits. DHL Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm creates individualized Investment Policy Statements and offers estate-planning referrals, educational seminars, and uses custodial services at Schwab Institutional alongside third-party managers.

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.

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 financial advisor at Castellano & Associates with 10 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments and The Prudential Insurance Company of America. Castellano also operates as a sole proprietor insurance agent. Castellano & Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, corporations, and pension plans. The firm integrates tax planning with its advisory services, utilizing a range of management strategies and maintaining a significant accounting practice alongside its investment advisory work.

Luis Razo is a financial advisor at Guiding Wealth Management, LLC in Richardson, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avant Enterprises and periods of unemployment. Guiding Wealth Management serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning services. The firm employs a combined approach of fundamental and technical analysis within a small team structure, managing approximately $59 million for a limited client base across multiple offices.

Renee Sneed is a CFP® professional with five years of industry experience, currently serving at Leo Wealth, LLC. She has held roles at BFT Financial Group, LLC, Rockwall Wealth Management, Inc., and Dirkse and Associates, Ltd., where she also works as a tax accountant in a non-investment capacity. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies with an emphasis on tax efficiency and continuous account monitoring.

Andrew Abramson is a financial advisor at Olympus Capital, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including Lincoln Wealth, Merrill, and Bank of America. Outside of finance, Abramson is a managing partner in North Texas Warriors Select Sports, a youth basketball development program where he is involved in operations and coaching. Olympus Capital, LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of charting, fundamental, and technical analysis to tailor portfolios and serves a focused client base with approximately $55 million in assets under management.

Teresa Farmer Clemens is a financial advisor with Vega Financial LLC holding a Series 65 designation and three years of industry experience. She has a background in education, having worked for the Plano Independent School District and Texas Connections Academy. She also serves as a substitute teacher for Plano ISD on a limited basis. Vega Financial serves individual, high-net-worth, and corporate clients, offering portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by tactical analysis and options strategies, with a small advisory team providing personalized service.

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 designation and less than one year of industry experience. He previously worked in a variety of roles including student loan consulting for Dr. Meredith Jones, LLC. Outside of investment services, he has co-ownership in a property management company. Allvet Financial serves individual clients, primarily veterinary professionals, offering discretionary asset management and integrated student loan repayment planning. The firm follows passive, buy-and-hold strategies based on modern portfolio theory and emphasizes long-term financial planning.

Michael Collins is a financial advisor at Trajan Wealth, L.L.C. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab and LPL Financial. In addition to his advisory role, he is also active as a licensed insurance agent involved in the sale of various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Richard Dirkse is a financial advisor at Leo Wealth, LLC with 38 years of industry experience. He holds the CFP® designation and the Series 63 license. Dirkse has been involved in multiple financial firms including Rockwall Wealth Management, Inc., BFT Financial Group, LLC, and his own firm, Dirkse and Associates Ltd., where he also provides bookkeeping, tax preparation, and IRS representation services. Leo Wealth offers investment advisory and financial planning services to a wide range of clients, including individuals, trusts, institutions, and retirement plans. The firm combines diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies, emphasizing tax efficiency and continuous account monitoring.

Wesley Pingelton is a CFP®, CFA®, and Series 66 licensed advisor with 22 years of industry experience. He has worked at Fullcircle Wealth LLC since 2012 and was previously with Triad Advisors, Inc. for 11 years before joining Northill Aims, LLC in 2025. Outside of his advisory role, he is involved in youth and adult soccer organizations in Texas, serving on the board of a youth soccer club and assisting with business practices for related sports groups. FullCircle Wealth serves individuals, high-net-worth clients, estates, partnerships, charitable organizations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm builds customized asset allocation strategies and utilizes third-party tools for risk profiling and reporting, distinguishing itself by incorporating derivatives and allowing margin in certain client portfolios.

Glenda Lenox is a financial advisor with Castellano Wealth Planning in Plano, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has operated as a sole proprietor since 2015. Outside of her advisory work, she is also a licensed health insurance agent. Castellano Wealth Planning is an independent firm that provides discretionary asset management and financial planning services to individuals 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 and ETFs, model portfolios, and sub-advisor strategies, offering financial planning at no additional charge.

Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Stephen Blum is a CFP® and ChFC® with 22 years of experience in financial advising. He is the sole advisor at Strategic Wealth Planning and has held roles at Realta Equities, Inc. since 2018 and Purshe Kaplan Sterling Investments from 2009 to 2018. Blum is also involved with Levine Academy in Dallas, TX. Strategic Wealth Planning, operating as Blum Financial L.P., provides investment advisory and financial planning services to individuals, families, businesses, and plan sponsors. The firm offers both discretionary and non-discretionary portfolio management, pension consulting, and financial planning, with additional services including bookkeeping, tax preparation, and insurance through affiliated businesses.

Stephen Cramm is a financial advisor at Insight Wealth Partners with a Series 65 designation and two years of industry experience. Prior to joining Insight Wealth Partners in 2024, he worked at Goldman Sachs from 2020 to 2024 and Ragnar Events LLC from 2016 to 2020. Insight Wealth Partners is a multi-advisor team that provides asset management, financial planning, pension consulting, and referrals to third-party money managers for individuals, families, trusts, corporations, and retirement plan sponsors. The firm combines strategic and tactical asset allocation with continuous supervision and offers a Synthetic Equity Portfolio strategy designed to balance upside participation with downside risk mitigation.