Robert Wirth is a financial advisor at Worth Financial Group Inc. in Dallas, TX, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Momentum Independent Network Inc. for 25 years. In addition to his advisory role, Wirth owns Retirement Plan.com, LLC, which administers retirement plans, and is involved in marketing and sales of life, health, and disability insurance. Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, incorporating charting, fundamental, and technical methods, and customizes portfolios based on client objectives and risk tolerance.

Ryan Blair is a CFP® professional with 17 years of industry experience and has been with SFMG Wealth Advisors since 2006. He is part-owner of Confidence Period, LLC, an investment-related entity based in Plano, Texas, though he does not actively manage it. SFMG Wealth Advisors is a team-based firm that offers integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm combines financial planning with a variety of investment options including mutual funds, ETFs, private equity, and private credit, using a centralized Investment Committee to guide strategic and tactical asset allocation.

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.

Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

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®-certified advisor with 25 years of industry experience. He is a member of the six-advisor team at CMG Wealth Management in Plano, TX. Prior to joining CMG, Pacholek held roles at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Citigroup Global Markets, and Fidelity. Outside of his advisory work, he serves as president and pastor of First Pentecostal Church of Dallas and leads The Apothecary, a preaching ministry. CMG Wealth Management serves individuals, nonprofits, corporations, and other entities with asset management, retirement-plan consulting, and due diligence on private investments. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to manage separately tailored accounts.

Joshua Wardle is a financial advisor with Parkway Wealth Management Group, LLC in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cabot Lodge Securities LLC, Raymond James Financial Services, and Uptick Partners, LLC. Outside of his advisory work, he operates an independent contractor business, Wardle Wisdom LLC, which is used for tax purposes. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a holistic, personalized investment approach with diversified portfolios across various asset classes, managing accounts primarily on a discretionary basis.

Jackson Mc Daniel is a financial advisor with Moss, Luse & Womble, LLC, holding a Series 65 designation and having 10 years of industry experience. He has been with Moss, Luse & Womble since 2015. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on ETFs and mutual funds, offering financial planning, pension consulting, and estate planning supported by technology tools.

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 with Astra Wealth Management Group in Plano, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. Carrion has an ownership interest in GLC Legacy LLC, a related investment business. Astra Wealth Management Group 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 and offers a subscription-based consulting service, managing over $1.5 billion in assets.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with ACP Capital Management since 2015 and is also registered with ACP Securities, LLC. Mr. White is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm employs both in-house and third-party model portfolios, managing investments primarily through ETFs, mutual funds, and UCITS, and offers wrap-fee and non-wrap account options.

Oliver Matison is a CFP® professional with 30 years of experience in financial advising. He is currently with Beacon Financial Group, where he has worked since 2014, and has held prior roles at Kestra Advisory, USAA Financial Planning Services, and Fidelity. Beacon Financial Group provides wealth management, financial planning, retirement, and trust consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business organizations. The firm manages discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning alongside asset management.

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 Series 65 and Series 63 designations and has previously worked at firms including Equitable Advisors, Axa Advisors, and Inwood Asset Management. Bright Wealth Management, LLC 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 through a team of seven advisors, using tailored asset-allocation models and discretionary portfolio management that incorporates a variety of investment vehicles and active supervision.

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.

Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

Taylor Fazand is a CFP® with 11 years of experience in financial advisory. He has been with Guidestone Financial Resources since 2013. GuideStone Advisors, LLC 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 uses model portfolios and discretionary management with a faith-based investing policy and manages approximately $1.59 billion in discretionary assets.

Thomas Murphy is a CFP® and ChFC® with 30 years of industry experience, currently serving as an advisor at Murphy & Sylvest in Dallas, TX. He has been with Sylvest Advisors, LLC since 2013 and operates a separate life and health insurance agency under Thomas E Murphy, CFP, LLC dba NTFPA. Murphy & Sylvest provides portfolio management, financial planning, and project-based consultations to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, strategic asset allocation approach using various analytical methods and offers a range of investment products including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.