Robert Williams is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX. He holds a Series 65 designation and has six years of industry experience. Williams has been with Peak American Investment Advisors since 2020 and has also been involved with Peak American Financial Group since 2008, where he advises on indexed annuities and life insurance. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax strategy and insurance coordination into retirement and income planning.

Bryan Leinart is a financial advisor at TFR Capital with 18 years of industry experience. He holds a Series 65 credential and has previously worked at SCF Investment Advisors, Heritage Wealth Management, and TFR Advisors LLP. Outside of his advisory role, Leinart serves as a director at Cambridge Advisors, Inc. and is involved in consulting and life, health, and disability insurance sales. TFR Capital provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm’s investment process integrates fundamental, quantitative, and technical analysis, overseen by an investment committee and implemented by a chief investment officer.

Travis Duren is a financial advisor at Crescent Advisor Group, Inc. in Plano, TX, with 33 years of industry experience. He holds a Series 63 designation and has served as president of multiple affiliated entities, including D2 Equity Holdings, Inc. and Sovereign Equity Insurance Agency. In addition to his advisory role, he oversees an insurance agency and has experience managing a brokerage firm and limited partnership investments. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and non-profits. The firm employs a combination of technical and fundamental analysis across a range of investment strategies and maintains affiliated businesses such as a broker-dealer and insurance agency.

Leslie King is a financial advisor at CFO4Life with four years of industry experience. She holds the Series 66 designation and has worked at Ausdal Financial Partners Inc since 2021 while also being affiliated with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models across various investment types and uses institutional research and technology to tailor portfolios to client objectives, risk tolerance, and time horizons.

Christopher Delaura is a CFP® with 24 years of industry experience, currently serving at Meristead Wealth, LLC. His prior work includes roles at Stansberry Asset Management LLC and Fieldpoint Private Securities LLC. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research and manages private credit funds for accredited or qualified investors.

Ty Trosky is affiliated with Meristead Wealth, LLC and holds a Series 65 designation. His professional background includes roles at Stansberry Asset Management, Santa Clara University, Conserv Fuel, and Laguna Blanca High School, with a total of several years of diverse experience. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, specializing in separately managed accounts and third-party asset management programs. The firm employs an opportunistic, value-oriented investment approach that integrates top-down macro analysis with bottom-up research across global equities and credit, and also manages multiple private credit funds targeting accredited and qualified investors.

Christopher Sorrow is a CFA® charterholder and Series 66 licensee with 23 years of experience in the financial industry. He has worked at Probity Advisors, Inc. since 2002 and also holds roles with Wealth Services Alliance and FA Holdings, Inc., a technology services company that provides data analytics and integration services to Probity Advisors. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs an investment approach that combines active stock and fixed-income management with ETF-based tactical allocation, using fundamental, technical, quantitative, and cyclical analysis tailored to client objectives and risk tolerances.

Landon Mc Intyre is a financial advisor at Prestige Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual. Outside of advising, he spends time as a life insurance agent representing various carriers. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach and offers discretionary investment management, financial planning, retirement plan advisory, and consulting services.

Cheree Burnette is a financial advisor at Collective Wealth Advisors LLC with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Collective Wealth Advisors in 2024, she operated Burnette Financial Planning, LLC for seven years and has worked at several firms including Clark & Burnette Wealth Management, Securian Financial Services, New England Securities, and Sunamerica Securities. Collective Wealth Advisors LLC provides fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines third-party account administration with model implementation and access to multiple sub-advisors, offering a blend of institutional support and educational seminars aimed at clients and the community.

Matthew Fitzsimmons is a financial advisor with The Watchman Group, Inc. in Plano, TX, holding a Series 66 designation and 25 years of industry experience. His prior work includes 13 years at True North Advisors, LLC and three years at Lockwood Financial Services, Inc. Fitzsimmons is not engaged in any other investment-related business activities outside of his advisory role. The Watchman Group provides fee-only wealth management, investment management, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and emphasizes strategic asset allocation, managing portfolios primarily on a discretionary basis while also offering consulting and standalone planning engagements.

Julian Johnson is a financial advisor with Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Northwestern Mutual Wealth Management Company and its related entities since 2009. Castleview provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering tailored strategies through discretionary portfolio management and access to third-party money managers. The firm also operates a proprietary platform, aiAlpha, which supports model-based trading and rebalancing for both its own accounts and those managed by other advisers.

Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.

Malcolm Walton is a financial advisor at Gannett Wealth Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm provides wealth management, financial planning, retirement plan consulting, and tax preparation, combining passive and active investment strategies while offering trust-affiliated custody and crypto-related services.

Stewart Fields is a CFP®-certified financial advisor at OpenAir Financial, LLC with 13 years of industry experience. He has worked at OpenAir Financial since 2019 and previously held roles at Lake Point Wealth Management, Advisor Resource Council, United Capital Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved in an affiliated insurance business, OpenAir Advisory, LLC. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment programs are discretionary and founded on fundamental analysis, offering a range of strategies tailored to client goals and risk tolerance.

Paul Heemann is a financial advisor at WSA Affiliates, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with WSA Affiliates since 2011. Outside of advisory work, he conducts limited administrative services for Robbins, Cobb, Jenkins and Assoc. PLLC. WSA Affiliates provides advisory referral and financial planning services to individual and high-net-worth clients, focusing on assessing client needs and coordinating referrals to other advisors. The firm operates with a small team and does not manage client assets directly.

Michael Tull is a financial advisor at RFG Wealth Advisory with a Series 65 designation and one year of industry experience. Prior to joining RFG Wealth Advisory in 2025, he worked at Guaranty Bank & Trust and has a background in commercial real estate brokerage with Stag Commercial, where he maintains a license for referral purposes. RFG Wealth Advisory serves primarily individual and high-net-worth clients, offering wealth management, financial planning, and portfolio consulting. The firm employs a range of investment strategies, including derivatives and options within separately managed accounts, and manages over $550 million in client assets across approximately 415 households.

Julie Nielsen is a Series 65 licensed advisor at Vann Equity Management LLC in Plano, TX, with six years of industry experience. Her prior work includes roles at Edward Jones, LPL Financial dba PWG Financial, and several other firms. She also works part-time as an administrative assistant at Edward Jones in a non-investment capacity. Vann Equity Management LLC is a mid-sized, SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized strategies across various asset classes and incorporates sub-advisory relationships for specialized real estate investments.

Paul Ruedi is a CFP® with 12 years of industry experience and is the principal advisor at Ruedi Wealth Management, Inc., where he has worked since 2015. He holds a Series 65 license and is based in The Colony, TX. Outside of his advisory role, he manages a short-term rental property in Galveston, TX. Ruedi Wealth Management, Inc. is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, with an emphasis on asset allocation, periodic rebalancing, and tax-sensitive trading.

Chad Bailey is a CFA® charterholder with 18 years of industry experience, currently serving at GuideStone Advisors since 2008. He holds Series 63 and 65 licenses and has worked within various GuideStone entities for over 20 years. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios with a faith-based investing policy and a range of discretionary and managed-account programs.

John Jackson III is a financial advisor at Madden Asset Management in Dallas, TX, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Madden Securities Corporation since 2002. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm develops client-specific investment policies and allocates assets across multiple instruments using both fundamental and technical analysis.