David Droppo is a CFP® with 21 years of industry experience, currently serving at Apeiron and Parallel Advisors, LLC. He previously worked at WFG Investments for five years. Outside of his advisory roles, he owns a business management entity, PAAK-EDGE, LLC, and acts as an independent insurance agent, dedicating about 10% of his time to selling recommended insurance products. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and institutions. The firm employs a holistic, discretionary approach to portfolio management that combines various analytical methods and utilizes both in-house and third-party investment programs.

Jeffrey Burandt is a CFP® with 32 years of industry experience, currently serving as an advisor at Worth Asset Management. He has worked previously at Harbor Wealth Management and Worth Financial Group Inc. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans, combining various security analysis methods and utilizing outside managers while maintaining overall advisory responsibility.

Ansley Dale is a financial advisor at Guidestone Advisors with one year of industry experience. Prior to joining Guidestone, Dale worked at Merrill for two years and has professional experience at Baylor University and Prestonwood Christian Academy. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios that primarily include affiliated GuideStone Funds under a faith-based investing policy.

Beth Johnson is a financial advisor with Worth Asset Management in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of her advisory role, Johnson is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a blend of security analysis techniques and utilizes outside managers and turnkey asset management relationships to tailor portfolios according to client objectives.

John Maness is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Citi Group, and service in the United States Marine Corps Reserve. Astra Wealth Management provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach utilizing diversified portfolios that include mutual funds, ETFs, options, and other instruments, serving both discretionary and non-discretionary accounts.

Brian Drolet is a CFP® with 17 years of industry experience, currently serving at Prestige Wealth Management since 2025. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, Kestra Financial, and SagePoint Financial. He also works as an insurance agent outside of his advisory practice. 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 using various investment vehicles and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax preparation through an affiliated entity.

Maurice Whittaker is a financial advisor with Meristead Wealth, LLC, holding Series 63, Series 66, and Series 65 designations and 17 years of industry experience. His prior roles include positions at Stansberry Asset Management and E*TRADE Capital Management. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm manages multiple private credit funds and engages in specialized investment approaches including distressed and income-oriented positions.

Chandler Blake is a CFP® with eight years of industry experience, currently serving as an advisor at Guidestone Advisors in Dallas, TX. His prior roles include positions at GuideStone Financial Resources and Fidelity Investments. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm primarily uses model portfolios with affiliated GuideStone Funds and applies a faith-based investing policy, integrating institutional resources across its affiliates.

Alexander Wagner is a CFP® with three years of industry experience, currently serving as a financial advisor at Moss, Luse & Womble, LLC. He has been with the firm since 2019 and previously worked at Harding University from 2015 to 2019. Moss, Luse & Womble, LLC advises individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting, tax preparation, payroll, and retirement plan administration.

Sohrab Mirzabeigifini is a CFP® with 10 years of industry experience, currently serving at Atlas since 2026. He previously worked for Northwestern Mutual in various capacities from 2015 to 2026. Atlas provides wealth management and financial planning services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, index-based investment approach supplemented by internal equity and bond strategies, and is active as a general partner and sponsor of private credit funds.

Michael Christians is a financial advisor at Black Knight Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 1999 to 2018. Outside of his advisory role, Christians partners with his brother in a house-flipping business in Illinois. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a multi-disciplinary investment approach using fundamental, quantitative, and technical analysis alongside modern portfolio theory, and offers tailored strategies through discretionary management.

Debbie Feuer is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Fulcrum Equity Management, Securities America Advisors, Securities America, Inc., and WFG Investments. She serves on the Board of Trustees for the Moores Music Society at the University of Houston, supporting scholarships and special projects for the Moores School of Music. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and acts as a wrap fee program sponsor.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Shawn Baxter is a financial advisor at Prospera Financial Services, Inc. with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Avantax Investment Services, Inc. and 1st Global Capital Corp. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.

Paul Nelson is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, bringing one year of industry experience. Prior to joining Cain, Watters & Associates, he worked six years at Forvis Mazars LLP and has held roles in both fitness and academic settings. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering services that include ERISA plan advisory, unified managed accounts, and donor-advised fund management. The firm uses both discretionary and non-discretionary investment solutions and maintains formal affiliations with related financial and accounting entities.

Carolyn French is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She worked at UBS Financial Services from 2008 to 2018 before joining Prospera in 2018. Outside of her advisory role, she advises family members on patents and inventions through her sole proprietorship and serves on multiple nonprofit boards, including the Shining Light Foundation, where she is president. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base that includes individuals, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services, utilizing firm-sponsored and third-party platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Trudy Turner is a CFP® and PFS™ with 13 years of experience in financial advising, currently with United Capital Financial Advisors in Frisco, TX since 2015. She also serves as an instructor in the Personal Financial Planning program at Southern Methodist University, teaching approximately fifty hours annually. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients, employing discretionary portfolio management with customizable strategies including ESG and faith-based options.

Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Capital Analysts in 2018, he worked at Lincoln Investment, Voya Financial Advisors, and Valic Financial Advisors. He is also the founding partner of Red River Wealth Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes, with services that include custom portfolios and ERISA retirement plan advisory.