Kennon Grose is a financial advisor at AssetBuilder, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at AssetBuilder since 2004. AssetBuilder, Inc. is an SEC-registered, fee-only investment adviser managing approximately $813 million through a team of eight advisors. The firm serves individual clients and other account types, employing a buy-and-hold investment approach based on modern portfolio theory, with diversified asset allocation and portfolios built largely around Dimensional Fund Advisors funds.

Cortnie Rodriguez is a financial advisor at QuadCap Wealth Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has been with QuadCap since 2014. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers services including family office coordination, trustee services, and integrated tax preparation, utilizing a combination of traditional advisory work and a third-party AI-enabled platform to assist with estate planning.

John Pritchett is a CFP® professional with seven years of industry experience, currently serving as an advisor at Generational Wealth Advisors. His prior roles include positions at North Ridge Wealth Advisors, Raymond James Financial Services, and Richard P. Slaughter Associates. 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 employs a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, utilizing primarily institutional mutual funds, ETFs, and alternative investments.

Mason Pusateri is an advisor at Lemnis Capital with Series 65 and Series 63 credentials. He has been with Lemnis Capital and Innovation Partners LLC since 2026. His prior work experience includes roles in various industries such as hospitality and retail. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and other business and institutional clients. The firm uses a combination of model portfolios, customized asset allocation, and third-party platforms to deliver both discretionary and non-discretionary management tailored to clients’ objectives and risk tolerance.

Brandon Sherbert is an Investment Advisor Representative and Chief Operating Officer at Beacon Financial Group with 27 years of industry experience. He has held advisory roles at Kestra Advisory Services and Kestra Investment Services since 2013 and previously worked at Fortitude Advisory Group. Outside of his advisory work, Sherbert manages a consulting business offering general business advice to small and medium-sized companies. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and organizational entities. The firm offers discretionary portfolio management using fundamental, technical, and cyclical analysis, incorporating mutual funds, ETFs, individual securities, and Independent Managers, with a client-focused approach tailored to goals and risk tolerance.

Stephanie Molina is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at GuideStone Financial Resources, Avantax Investment Services, and Hilltop Securities. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm employs a faith-based investing policy, uses model portfolios and discretionary management, and offers packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Robert Poynor III is a financial advisor at Castleview Partners, LLC in Plano, TX. He holds the Series 65 and Series 63 designations and has accumulated over a decade of industry experience through roles at Reino Capital, Mercer Advisors, Compass Retirement, and Cain Financial Solutions. Castleview Partners serves individuals, corporations, non-profits, and retirement plans with a range of investment advisory and financial planning services. The firm employs tailored strategies that incorporate internally managed models, third-party money managers, and various asset types, supported by its proprietary aiAlpha platform, which also provides operational support to other registered investment advisers.

James Clark is a financial advisor at Worth Asset Management with 42 years of industry experience. He has been with Worth Asset Management since 2013 and previously worked at Worth Financial Group from 2001 to 2020. Clark is also an independent insurance agent involved in marketing and sales of traditional insurance, life insurance, and annuities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm combines multiple security analysis methods and utilizes outside managers and sub-advisors to tailor portfolios according to client objectives.

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 with Nobles & Richards Advisors, LLC in Plano, Texas. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. In addition to her advisory role, she is the owner of Telemarketing Law Compliance, LLC, a consulting business. Nobles & Richards Advisors, LLC serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, municipalities, and businesses. The firm offers investment management, financial planning, and consulting, using both direct portfolio management and third-party sub-advisers, with a focus on fundamental and market-based analysis.

Lyndsey Monahan is a ChFC® credentialed financial advisor at Precision Wealth Strategies, LLC with 11 years of industry experience. She has worked at several firms including Women Inspire Wealth, Black Mammoth, Transamerica Financial Advisors, World Financial Group, and New York Life. Outside of her advisory role, she is co-owner of Two Kites, LLC, a family farm, and serves as CEO of Lyndsey Monahan Consulting, a management consulting business. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, including high-net-worth clients, and entities such as trusts and pension plans. The firm uses a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves qualified retirement plans as a 3(38) fiduciary, offering specialized plan consulting and management services.

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 a financial advisor with MIAI, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with MIAI, Inc. since 2002 and also serves as Senior Vice President and Chief Operating Officer of Maplewood Investment Advisors, Inc. in Dallas. MIAI, Inc. is an SEC-registered investment adviser managing approximately $235 million for nearly 300 clients through a team of five advisors. The firm serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting with strategies that include fundamental and technical analysis, long- and short-term trading, and options.

Roddy Warren is a financial advisor at Astra Wealth Management Group with 13 years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Avior Wealth Management and Stowe Financial Planning. Astra Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using diversified portfolios that may include mutual funds, ETFs, individual securities, options, structured products, and alternatives.

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.

Janet Griffith is a CFP® and Series 65-licensed advisor with nine years of industry experience, currently with AssetBuilder, Inc. She has been with AssetBuilder since 2017 and previously worked for 15 years at Canyon Creek Baptist Church. AssetBuilder, Inc. is a fee-only, SEC-registered investment adviser managing approximately $813 million through a team of eight advisors. The firm serves individual clients and other account types, using a buy-and-hold approach based on modern portfolio theory with diversified asset allocation primarily in mutual funds, ETFs, and cash.