Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Adaptation Financial, and New York Life Insurance Company. He serves as a board member for the Southern Gateway Deck Park. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that includes discretionary account management using model portfolios and access to a range of investment options, including private funds managed by its affiliated adviser.

Kevin Nelson is a CFP® professional with 19 years of experience in financial advising. He has been with Schubert & Company, Inc. since 2006 and currently works at Corus Family Wealth Advisors, Inc. in McKinney, TX. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy using diversified portfolios mainly composed of ETFs and institutional mutual funds, complemented by a broad range of asset classes and third-party research.

James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harbor Wealth Management from 2009 to 2021. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm offers financial planning and insurance-related advice, using a variety of security analysis methods and incorporating outside managers and sub-advisors while conducting regular account reviews.

Peter Adamson is a financial advisor at Autumn Glory Partners, LLC in Dallas, TX, holding a Series 65 credential with eight years of industry experience. He previously worked at Hall Capital for five years before joining Autumn Glory Partners in 2017. Adamson serves on the investment committee of the Ronald McDonald House of Dallas and holds several directorships on private companies connected to his family investments and firm clients. Autumn Glory Partners, LLC provides discretionary investment management and advisory services to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, allocation-driven approach and incorporates third-party research and proprietary screening methods to guide investment decisions, managing a substantial asset base as a single-advisor firm.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has worked at Eagle Financial Advisors since 2014 and Eagle Financial Group since 2019. Vendryes is also the owner and president of Silver Tree Financial LLC, which provides health insurance, fixed index annuities, and life insurance. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $113 million in assets primarily on a non-discretionary basis. The firm employs quantitative techniques and third-party research to build client-specific investment policies and may recommend independent third-party managers and platform services.

Grace Butterfield is a CFP® at Howard Financial Services, Ltd. in Dallas, TX, with two years of industry experience. Her prior roles include positions at Charles Schwab and H-E-B, among others. Howard Financial Services provides personalized investment management and financial planning to high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation and combines fundamental, technical, and quantitative analysis in portfolio construction.

David Dryden is a CFP® and ChFC® with 34 years of experience in financial advising. He has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is involved in commercial real estate management and aircraft leasing through several business entities. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio, and conducts ongoing client portfolio oversight.

Karla Lema is a financial advisor at Steadtrust with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Asset Management. Steadtrust is a team advisory firm managing approximately $439 million across 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 consulting, employing a mix of investment strategies and managing accounts on a discretionary basis.

Jeffrey Everett is a financial advisor at Generational Wealth Advisors with 26 years of industry experience. He has worked at Talis Advisory Services, LLC since 2005 and serves as a managing member of Talis Financial Services, LLC. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to a diverse client base including individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and an investment approach focused on strategic asset allocation and diversification, utilizing institutional-share mutual funds, ETFs, and separately managed accounts.

Samuel Whitney is a financial advisor at Lexington Hill Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Lexington Hill Partners in 2023, he worked at PGT Industries and was affiliated with Furman University. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, managing approximately $170.7 million across a small client roster. The firm focuses on long-term, low-turnover portfolios using diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Caitlin Brown is a financial advisor at Moss, Luse & Womble, LLC in Plano, TX, holding a Series 65 designation with nine years of industry experience. She has been with the firm since 2011. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting-related services. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting and payroll offerings.

Michael Cowles is a CFP® professional with 11 years of industry experience. He has worked at SFMG Wealth Advisors since 2021 and previously held roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles maintains a longstanding affiliation with Southwestern Investment Group dating back to 2013. SFMG Wealth Advisors provides personalized wealth management services to individuals, high-net-worth families, pension, and trust clients. The firm integrates financial planning and investment management through a planning-first process, employing a centralized Investment Committee and advanced modeling tools to support retirement and scenario planning.

Robert Aikey is a financial advisor with Strategic Portfolio Solutions, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Strategic Portfolio Solutions since 2014. Outside of his advisory role, he is the founder of a health and life insurance business and is involved in photography and art on weekends. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolios with continuous supervision and uses a range of investment strategies, including traditional equities, fixed income, ETFs, and more active approaches such as options and short-term trading.

Christopher Troseth is a CFP® with 29 years of industry experience. He has been with The Watchman Group, Inc. since 2013, where he works as part of a four-advisor team. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm focuses on customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach.

Becca Brister is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. ISC Advisors, Inc. serves individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, charitable institutions, foundations, and other U.S. and international institutions. The firm manages approximately $1.6 billion in assets for roughly 1,780 clients and offers portfolio management, financial planning, and pension consulting through a range of discretionary and non‑discretionary strategies.

Kathryn Atkins is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schubert & Company since 2017. Prior to that, she worked at Lucas Christian Academy for six years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy based on modern portfolio theory, utilizing diversified portfolios mainly composed of ETFs and institutional mutual funds, with options for separately managed accounts.

John Brickhouse is a CFP® with 27 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2016 and also holds roles at affiliated firms including D.H. Hill Securities and Brokers International. Brickhouse is a licensed independent insurance agent involved in the sale and servicing of fixed insurance products. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies managed by an Investment Committee and offers custom portfolios through its Direct and Connect platforms, along with access to alternative investments and insurance-related advice.

David Rea Jr. is a financial advisor at Probity Advisors, Inc. in Dallas, TX, holding a Series 65 designation. He has one year of industry experience, with prior roles at GuideStone Financial Resources and KPMG, LLC. Probity Advisors, Inc. provides discretionary portfolio management, financial planning, annuity allocation, consulting, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mixed active and quantitative investment approach tailored to clients’ objectives and offers regular client communications and participant education as part of its retirement services.

Morgan Luck is a financial advisor at Moss, Luse & Womble, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Abilene Christian University. He serves as Treasurer for Shelby's Grace, LLC, a nonprofit organization in Brownwood, TX. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach using proprietary investment models to align with client risk profiles and provides integrated accounting, tax, and administrative services to business clients and retirement plans.

Diana Brown is a financial advisor at CMG Wealth Management with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Diana has been with CMG Wealth Management since 2018. CMG Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, non-profit organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis with modern portfolio theory to implement tailored investment strategies.