Paul Harvey is a CFA® charterholder with 39 years of industry experience, currently serving at Vaquero Private Wealth, Ltd. since 2019. His prior roles include positions at Syntal Capital Partner, Bank of America, N.A., and Merrill. Outside of advisory work, he is co-owner of Mountain Limo, a ground transportation company, and serves on the Board of Directors of Matador Resources, Inc. Vaquero Private Wealth is an independent advisory firm that serves individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments across multiple asset classes.

Ilonka Nobles is a financial advisor at Nobles & Richards Advisors, LLC with 28 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Nobles & Richards Advisors since 2016, having previously worked at Nobles & Richards, Inc. since 2008. Outside of financial advising, Nobles is the owner and consultant at Telemarketing Law Compliance, LLC. Nobles & Richards Advisors, LLC provides investment advisory, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, state and municipal entities, and corporate clients. The firm employs a mainly non-discretionary investment approach, incorporating fundamental and market-based analysis, and offers access to various investment strategies including structured products and sub-advised models.

Lyndsey Monahan is a financial advisor at Precision Wealth Strategies, LLC with 11 years of industry experience. She holds the ChFC® and Series 63 credentials and has previously worked at firms including Women Inspire Wealth, Transamerica Financial Advisors, and New York Life. Outside of advisory work, she is co-owner of a family farm and serves as CEO of her own consulting firm. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a Life-Timing Allocation approach to align assets with clients’ cash-flow needs and risk tolerance, and offers specialized retirement plan consulting and fiduciary services.

Jennifer Ziesk is a financial advisor with Kilter Group, holding Series 63 and Series 65 designations and 21 years of industry experience. She has previously worked at Lifetime Wealth Management P.C. and BFT Financial Group, LLC. In addition to her advisory role, she is licensed as an insurance agent, spending less than 10% of her time on this activity. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and uses technology-enabled tools for portfolio management and financial planning across multiple offices.

Phillip Maxwell is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Probity Advisors, he was self-employed for one year and worked at Fort Worth Presbyterian Church for five years. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of active stock selection, fixed-income management, and ETF-based tactical allocation tailored to clients' objectives and risk tolerances.

Robert Rice Jr. is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Generational Wealth Advisors since 2026 and previously spent nine years at Charles Schwab and three years at Grand Financial, Inc. Robert is based in Richardson, Texas, and holds Series 63 and Series 65 licenses. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing a variety of institutional investment vehicles and offering family-office style arrangements when appropriate.

Elise Henderson is a financial advisor with Spectrum Advisors, Inc. in Plano, TX. She holds a Series 65 designation and has one year of industry experience, including prior roles at CX Institutional, CD Wealth Management, and Schuster Financial Services. Spectrum Advisors serves individuals, families, trusts, estates, charitable organizations, private business owners, and qualified retirement plans with portfolio management, financial planning, and consulting services. The firm manages approximately $160 million in assets, emphasizes customized asset allocation, and is notable for operating five offices and offering educational seminars for clients nearing or in retirement.

Cynthia Besek is an Investment Advisor Representative with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer at Maplewood Investments, Inc. Her roles include client investment assistance as well as managerial, operational, and trading functions. MIAI, Inc. is a team-based firm managing approximately $213 million for around 274 clients. The firm provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, corporations, and charitable organizations, utilizing proprietary and third-party platforms to implement discretionary portfolio management.

Roddy Warren is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He currently works at Astra Wealth Management Group, having previously been with Avior Wealth Management and Stowe Financial Planning. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build portfolios tailored to client goals, utilizing a range of investment vehicles including options and structured products.

Timothy Stansbury is a financial advisor at Orion Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at SG Long & Company for 11 years before joining Orion Wealth Management and LPL Financial in 2025. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, combining fundamental, quantitative, and technical analysis with modern portfolio theory. The firm offers ongoing client oversight and utilizes both discretionary and non-discretionary account management, including sponsorship of a wrap fee program.

James Torrey is a financial advisor at The Watchman Group, Inc. in Plano, TX, with 22 years of industry experience. He holds the Series 63 designation and has worked at The Watchman Group since 2019, following a 35-year tenure at Cornerstone Advisory Corporation. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios using fundamental, quantitative, and qualitative analysis, and employs primarily discretionary strategies with a range of investment tools and products.

Scott Schwitzer is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Fisher Investments and LPL Financial. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy planning. The firm uses a combined technical and fundamental analysis approach and integrates tax strategy and insurance coordination into retirement and income planning.

Craig Love is a financial advisor at Fulcrum Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc. and FulcrumIO. He has been associated with Fulcrum Equity Management, LLC since 2011. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm develops individualized investment strategies using both fundamental and technical analysis and offers sub-advisory services while maintaining fiduciary responsibilities under ERISA guidance.

Janet Griffith is a Certified Financial Planner (CFP®) with nine years of industry experience, currently serving at AssetBuilder, Inc. since 2017. Prior to joining AssetBuilder, she spent 15 years at Canyon Creek Baptist Church. AssetBuilder, Inc. is a nine-advisor, fee-only registered advisory firm managing approximately $813 million for about 700 clients. The firm provides discretionary portfolio management, financial planning, and consulting services, following a long-term, buy-and-hold investment strategy grounded in Modern Portfolio Theory and utilizing institutional Dimensional Fund Advisors funds.

David Ackerman is a CFP®, CFA®, and holds a Series 65 license with 21 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002 and is based in Dallas, TX. Ackerman Capital Management serves individuals, families, charitable entities, corporations, and certain retirement plans through separately managed portfolios, financial planning, and retirement plan consulting. The firm distinguishes itself by sponsoring and advising private investment partnerships, including vehicles targeting closed-end municipal fund exposures and multi-strategy digital-asset funds, alongside its separate-account business.

Elizabeth Rauschmayer is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her role at Parkway, she was with Cabot Lodge Securities, LLC. Outside of finance, she is involved with the 4/4 School of Music. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios and offers portfolio management, comprehensive financial planning, 401(k) plan advisory services, and ad hoc financial consulting.

Jennifer Vendryes is a financial advisor at Eagle Financial Advisors, LLC with one year of industry experience. She holds the Series 65 designation. Her prior work includes four years at Methodist Medical Center and over two decades at Silver Tree Financial. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other business entities by providing portfolio management and selection or solicitation of third-party managers. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative techniques, third-party research, and client-specific investment policies.

Brooke Chandler is a financial advisor at Bright Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Parkway C&A, LP and the City of The Colony. Bright Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for about 175 clients through a team of seven advisors, providing discretionary portfolio management with tailored asset-allocation models and continuous portfolio supervision.

Grant Winger is a financial advisor at Insight Wealth Partners in Plano, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at The Vanguard Group and various self-employed positions. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, pension consulting, and referrals to third-party money managers. The firm employs a blend of Modern Portfolio Theory–based asset allocation and satellite strategies, including a Synthetic Equity Portfolio, and offers both discretionary and non-discretionary account management.

Christa Bass is a CFP® with 12 years of experience in the financial industry, currently serving at Cottonwood Capital Advisors. Her prior experience includes roles at JPMorgan Chase bank NA and Commonwealth Financial Network. She spends a small portion of her time on fixed insurance sales conducted at her branch location. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset-allocation approaches and acts as a fund sponsor and private-fund adviser managing pooled investment vehicles.