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 Series 65 credentialed advisor with 22 years of industry experience. He has been with Ackerman Capital Advisors, LLC since 2002. Ackerman Capital Management provides wealth management services to high-net-worth individuals, families, trusts, corporations, charitable entities, and certain pension plans. The firm offers actively managed portfolios primarily using ETFs and no-load mutual funds, along with comprehensive financial planning and retirement plan consulting. It also sponsors and advises private pooled funds, including a municipal bond fund and a multi-strategy digital-asset fund.

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.

Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. He has been with TKC Wealth Management since 2016. Outside of his advisory role, he serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm employs a blend of fundamental intrinsic-value analysis and tactical asset allocation across various strategies tailored to client risk tolerances, and it offers comprehensive services including portfolio management, ERISA plan consulting, and insurance product recommendations.

Holly Lansidel is a CFP®-designated financial advisor at Burford Brothers, Inc. in Dallas, TX, with five years of industry experience. She has worked at Burford Brothers since 2021 and previously held roles in consulting and the food service industry. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans with discretionary asset management, retirement plan consulting, and financial consulting. The firm offers tailored investment advice across various asset classes and operates a multi-family office division for ultra-high-net-worth clients.

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.

Mark Stegman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Insight Wealth Partners since 2021. He previously worked for Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he owns and operates Stegman Honey, a small-scale beekeeping and honey production business. Insight Wealth Partners provides financial planning, portfolio management, and pension consulting for individuals, trusts, retirement plans, and businesses. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, offers a Synthetic Equity Portfolio approach, and conducts due diligence on third-party managers while maintaining ongoing client engagement.

Paula Allgood is a financial advisor at Beaird Harris with 27 years of industry experience. She holds a Series 63 designation and has been with Beaird Harris Wealth Management, LLC since 1996 and Beaird Harris, PLLC since 1993. In addition to her advisory role, she serves as Vice President at Beaird Harris & Co. PC, focusing on tax consulting and preparation. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Max Rockwell is a financial advisor with Ascentis Asset Management, LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Org Partners Asset Management, Golden State Asset Management, WealthShield LLC, and The AYCO Company, L.P./Mercer Allied. He is involved in overseeing investments related to wealth management businesses through Golden State Asset Management and as a partner at CCDML Ventures Group LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services primarily to other investment advisers, Unified Management Account programs, and third-party platforms. The firm focuses on model portfolio construction using various analytical methods and licenses its investment models and algorithms rather than directly managing retail client accounts.

Charles Evans is a financial advisor at Astra Wealth Management Group in Plano, TX, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with Evans Wealth LLC, an investment-related business he owns and operates. Astra Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.3 billion using a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to build portfolios tailored to client goals and risk tolerances.