Thomas Kowalczyk is a financial advisor at SteadTrust with 16 years of industry experience. He holds the Series 66 designation and has previous experience at B.Riley Wealth Management and WFG Investments. SteadTrust is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension/401(k) consulting, employing a variety of investment strategies and managing accounts primarily on a discretionary basis.

Alisha Reilly is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ascentis Wealth Management, LLC. Her prior roles include positions with ORG Wealth Partners, Lane Gorman Trubitt, PLLC, and Lido Advisors, LLC. She also provides pro bono financial planning services through Financial Planner for 3rd Decade in Tucson, AZ. Ascentis Wealth Management advises individuals—including high-net-worth clients—as well as institutional and corporate clients, offering financial planning, investment consulting for retirement plans, and discretionary and non-discretionary investment management. The firm emphasizes tailored, goal-oriented recommendations using strategic and tactical asset allocation across various investment vehicles and may engage third-party managers or sub-advisers.

Erika Howell is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Moss, Luse & Womble, LLC since 2025 and previously held roles at Ausdal Financial Partners, INC and CFO4Life. Moss, Luse & Womble serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios on a discretionary basis through tactical allocation primarily using exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Archie Ponce is a CFP® with 9 years of industry experience and has been with Optima Asset Management Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Optima Asset Management provides fee-only investment advisory, master investment advisory, and consultancy services to individuals, high-net-worth investors, and institutional clients. The firm employs a top-down, asset-class approach using quantitative screening and proprietary models to construct portfolios focused on low turnover and tax efficiency, managing approximately $607 million on a non-discretionary basis.

James Plumlee is a financial advisor with CS Planning Corp in Dallas, Texas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with CS Planning Corp since 2021 and also serves as Managing Partner of MPAC Consulting Group LLC, an insurance and consulting firm where he is a licensed insurance agent appointed with multiple carriers. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory and financial planning services to individuals, businesses, retirement plans, and various organizations. The firm uses a multi-advisor model to create broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Kenneth Blattenbauer Jr. is a financial advisor at Kingstone Capital Partners Texas, LLC with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has held leadership roles including CEO and CCO at Kingstone Capital Partners Texas since 2015. His background includes positions at Firethorn Investment Advisory LLC, KB Squared Investments, LLC, and Midland National Life Insurance Co. He is also licensed as an insurance agent and involved in multiple affiliated entities related to insurance and financial planning. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a combination of bottom-up fundamental analysis and top-down overlays in its Core Investment Strategy, incorporating direct equity holdings, ETFs, derivatives exposure, and quantitative risk controls.

Steven Lugar is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm applies Modern Portfolio Theory with diversified asset-class exposure mainly through low-cost mutual funds and ETFs, and offers discretionary portfolio management along with financial planning and retirement-plan consulting.

Scott Hayes is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Institutional Securities Corp since 2016 and at ISC Investment Management LLC since 2013. Hayes serves as Director and Treasurer for the St John Land Conservancy, a nonprofit organization, contributing time to awareness and fundraising efforts. ISC Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporate pension plans, and charitable institutions. The firm manages approximately $1.6 billion in assets, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, with investment decisions guided by an internal Investment Committee.

Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. He has worked at Sylvest Advisors, J.P. Morgan Securities, Equitable Advisors, and Paramount Residential Mortgage Group. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment process combining strategic asset allocation with fundamental and quantitative analysis.

Samuel Ellis is a CFP® professional with five years of industry experience. He has been with Requisite Capital Management LLC since 2018 and previously worked at Publicis Hawkeye and UBS Financial Services in 2017. Requisite Capital Management LLC provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, pooled investment vehicles, and insurance company clients. The firm employs a combination of fundamental and technical analysis with a long-term orientation, offering both discretionary and non-discretionary portfolio management across a broad investable universe.

Elizabeth Sullivan is a financial advisor at Murphy & Sylvest with CFP®, Series 66, and Series 65 credentials and five years of industry experience. She previously worked at Ameriprise and Enterprise Holdings. Sullivan serves as President of the nonprofit For the Love of the Lake and is active in the Plano Chamber of Commerce Women's Division. Murphy & Sylvest, a seven-advisor team, provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically following a long-term, buy-and-hold strategy.

Christopher Cayet is a CFA® charterholder with four years of industry experience. He has been with SFMG Wealth Advisors in Plano, TX since 2016. SFMG Wealth Advisors provides personalized wealth management to individuals, high-net-worth families, pension, and trust clients, integrating financial planning with investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and uses advanced tools to model retirement scenarios and performance illustrations.

Mark Petersen is a financial advisor at Crescent Advisor Group, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lighthouse Life Capital and Emerson Equity LLC. Outside of his advisory role, he serves as Vice President of Another Story, Inc., a nonprofit educational and advocacy organization. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to individual and institutional clients, employing a range of investment strategies from long-term purchases to alternative investments. The firm distinguishes itself through its network of affiliated business lines and a multi-disciplinary team approach.

Adam Bronson is a CFP®, CFA®, and holds a Series 66 license, with 21 years of industry experience. He has been with Probity Advisors, Inc. in Dallas, TX since 2003. Probity Advisors, Inc. provides discretionary investment supervisory services, financial planning, and retirement-plan advisory to individuals, pension plans, charitable organizations, and businesses. The firm employs both active management and quantitative strategies across multiple asset classes and offers fiduciary consulting and participant education as part of its service model.

Robert Alston Jr. is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quadcap Wealth Management for over a decade. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory work with technology-driven solutions, including an AI-enabled platform for estate planning and integrated tax preparation, tailoring strategies to clients’ specific goals and needs.

Jeffrey Moss is a CFP® and Series 66 registered advisor with 21 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2010 and previously worked at Cain, Watters & Associates, LLC, and Kestra Investment Services, LLC. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm manages discretionary client portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds, employing proprietary risk-profile investment models and fundamental analysis.

Judd Garrett is a financial advisor at Nova Wealth Management, Inc. in Dallas, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Nova Wealth Management, he was employed by the Dallas Cowboys Football Club for 12 years. Garrett also has a current role at St. Matthews School. Nova Wealth Management offers personalized financial planning and discretionary investment management primarily for individuals, high-net-worth clients, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and provides services including retirement plan consulting and management of held-away accounts.

Daniel Stewart is a CFA® charterholder with 24 years of industry experience. He has been with Revere Asset Management since 2016 and holds Series 63 and Series 65 licenses. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that integrates technical, fundamental, and cyclical analysis, emphasizing systematic risk control and daily transparency.

Jason Dallmann is a financial advisor at WealthStar Advisors, LLC in Plano, TX, with 22 years of industry experience. He holds a Series 66 designation and has worked at WealthStar Advisors since 2013 and LPL Financial since 2012. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools to seek equity-like returns with reduced direct equity exposure.

Lori Eads is a financial advisor at Bland Garvey Wealth Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been a CPA and shareholder at the accounting firm Bland, Garvey, Eads, Medlock & Deppe, P.C. since 1994, where she spends the substantial majority of her business time. She has also been associated with Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, retirement plans, trusts, and small businesses. The firm’s approach is based on Modern Portfolio Theory and emphasizes long-term, buy-and-hold asset allocation using primarily passively managed mutual funds and model portfolios.