Michael Womble is a CFP® with 19 years of industry experience and has been with Moss, Luse & Womble, LLC since 2010. He is based in Plano, TX, and holds a Series 65 license. Moss, Luse & Womble, LLC advises a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting, tax preparation, payroll, and retirement plan administration.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 19 years of industry experience. She has been with CFO4Life since 2013 and also works with Ausdal Financial Partners. Outside of advisory roles, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. CFO4Life serves affluent individuals, executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm employs diversified asset-allocation strategies with a range of investment vehicles and typically manages client accounts on a discretionary basis.

Michael Crawford is a financial advisor at TFR Capital with nine years of industry experience. He holds a Series 65 designation and previously worked at SCF Investment Advisors, Inc. and Texas Financial Resources. Outside of his advisory role, Crawford officiates youth baseball games and serves as Vice Chair of the Board of Directors for the Princeton Economic Development Corporation. TFR Capital is a registered investment adviser serving individuals, high-net-worth clients, and entities such as family offices and trusts. The firm offers personalized financial planning, discretionary investment management, and retirement-plan advisory services, focusing on long-term strategies supported by fundamental, quantitative, and technical analysis.

Brandon Gibson is a CFP® with 22 years of industry experience, currently serving as an advisor at Apeiron RIA, LLC since 2022. He previously worked for First Financial Equity Corporation from 2009 to 2022. Outside of financial advising, he is a classical singer affiliated with The Dallas Opera. Apeiron RIA manages approximately $730 million for about 746 clients through a team of 11 advisors. The firm serves individuals, trusts, estates, retirement plans, corporations, small businesses, churches, and other institutional clients with a holistic investment approach that integrates multiple analytical methods and offers discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Wirth is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Worth Financial Group since 2017 and owns Retirement Plan.com, LLC, which administers retirement plans. Additionally, he has been involved in the marketing, service, and sales of life, health, and disability insurance since 1974. Worth Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm utilizes a cyclical security analysis approach supplemented by fundamental and technical methods, managing approximately $122.8 million across about 55 accounts.

Laura Ragsdale is a CFP® professional with one year of industry experience, currently serving at Insight Wealth Partners in Plano, TX. Her prior roles include positions at Texas Tech University and Fox Sports Southwest. Insight Wealth Partners manages assets for individuals, families, trusts, corporations, and retirement plan sponsors, using a multi-advisor team to provide portfolio management and financial planning. The firm employs a combined strategic and tactical asset allocation approach, integrating Modern Portfolio Theory with fundamental and technical analysis.

Ryan Blair is a CFP® professional with 17 years of industry experience, currently serving at SFMG Wealth Advisors since 2006. He is based in Plano, Texas, and is a part-owner of Confidence Period, LLC, an investment-related entity focused on private investments. He does not have active duties with this entity. SFMG Wealth Advisors serves individuals, high-net-worth families, pension, and trust clients with personalized wealth management that integrates financial planning and investment management. The firm emphasizes a planning-first process supported by a centralized Investment Committee and employs advanced tools to model retirement scenarios and investment outcomes.

Paul Nolte is a CFA® charterholder with 17 years of industry experience. He is currently with Murphy & Sylvest, where he has worked since 2023, following nine years at Kingsview Asset Management, LLC. Located in Dallas, TX, Nolte holds Series 63 and Series 66 licenses. Murphy & Sylvest provides portfolio management, financial planning, and project-based consulting 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 using a long-term, buy-and-hold approach supported by written Investment Policy Statements.

Earl Castleman is a financial advisor at Signal Securities, Inc. in Plano, TX, holding a Series 63 designation with 50 years of industry experience. He has been with Signal Securities since 2005. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to tailor model portfolios or investment mixes, primarily implementing strategies on a non-discretionary basis with a focus on long-term asset allocation and periodic rebalancing.

James Pacholek is a CFP® professional with 24 years of experience in financial advising. He is currently with CMG Wealth Management and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory work, he serves as president and pastor of the First Pentecostal Church of Dallas and leads The Apothecary, a preaching ministry. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profits, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies across various asset classes.

Joshua Wardle is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX. He holds Series 65 and Series 63 credentials and has three years of industry experience. Prior to joining Parkway, Wardle had roles at Cabot Lodge Securities LLC, Raymond James Financial Services, and Uptick Partners, among others. He is also the owner of Wardle Wisdom LLC, a support company used for tax purposes. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, and institutional clients. The firm employs a holistic, personalized investment approach, offering portfolio management, comprehensive financial planning, and 401(k) advisory services using both in-house and third-party asset management strategies.

Jackson Mc Daniel is a financial advisor at Moss, Luse & Womble, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Moss, Luse & Womble since 2015. Moss, Luse & Womble serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach with proprietary investment models and also provides accounting, tax preparation, payroll, and third-party administrator services to business clients and retirement plans.

James Howard is a PFS™ credentialed financial advisor with over 31 years of industry experience. He has been with Howard Financial Services, Ltd. since 1994 and also serves as president of Howard, LLP, a CPA firm he founded in 1981. Howard Financial Services, Ltd. is a fee-only wealth management firm serving high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers personalized investment management and financial planning through its Wealth Management and Capital Partners divisions, typically implementing strategic asset allocation with discretionary portfolio management.

Katrina Robertson is a financial advisor at Black Knight Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Strongtower Wealth Management and G.A. Repple & Company. Outside of advising, she is an author, public speaker, and serves as campaign treasurer for the Garland County Tax Collector. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a diversified investment approach incorporating fundamental, quantitative, and technical analysis, and offers tailored strategies through discretionary management and model portfolios.

Gail Carrion is a financial advisor at Astra Wealth Management Group with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she owns GLC Legacy LLC, a related investment entity. Astra Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.3 billion in assets. The firm employs a long-term investment approach combined with fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Oliver Matison is a CFP® certificant with 29 years of industry experience. He is currently with Beacon Financial Group in Dallas, TX, where he has worked since 2014. His background includes roles at Kestra Advisory and Kestra Investment Services. Beacon Financial Group provides wealth management, financial planning, retirement, and trust and estate consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages approximately $1.3 billion in discretionary assets, employing a combination of fundamental, technical, and cyclical analysis tailored to clients' goals and risk tolerance.

Daniel Harper is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation. He has been with Lexington Hill Partners since 2022 and has no prior industry experience before joining the firm. Lexington Hill Partners provides wealth management and investment advisory services primarily to individuals and high-net-worth families. The firm emphasizes long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Christopher Colon is a CFP® with 13 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. His prior experience includes roles at Morgan Stanley from 2012 to 2018 and multiple positions within Parkway and Raymond James Financial Services. He is also licensed as an independent insurance agent through Once Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves a diverse client base including individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach with diversified portfolios and offers services such as portfolio management, financial planning, and 401(k) advisory.

Christopher Caporaletti is a financial advisor at Bright Wealth Management, LLC with 13 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including Equitable Advisors and AXA Advisors. Caporaletti has been with Bright Wealth Management since 2022 as part of a seven-advisor team. 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 around 175 clients, building tailored asset-allocation models and providing ongoing portfolio supervision using a mix of equities, ETFs, mutual funds, and other securities.

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.