Dustin Nunley is a CFP® professional with nine years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2017. Prior to joining the firm, he worked at RGT Wealth Advisors for three years. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on exchange-traded funds and mutual funds, and also offers ancillary services including accounting and tax preparation for business clients.

Michael Mansur is a CFP® with 24 years of experience in financial advisory roles. He is currently affiliated with Ascentis Wealth Management, LLC and holds positions at ORG Wealth Partners, ORG Partners, and Castleview Advanced Planning. Mansur has served as president of ORG Partners since 2021 and is also an insurance agent in Dallas, TX. Ascentis Wealth Management serves individual and high-net-worth clients, as well as institutional plan sponsors, trusts, estates, and business entities. The firm provides financial planning, investment management, retirement plan consulting, and related services, implementing portfolios through strategic and tactical asset allocation with both in-house and third-party model strategies.

Robert Williams is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX. He holds a Series 65 designation and has six years of industry experience. Williams has been with Peak American Investment Advisors since 2020 and has also been involved with Peak American Financial Group since 2008, where he advises on indexed annuities and life insurance. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax strategy and insurance coordination into retirement and income planning.

Bryan Leinart is a financial advisor at TFR Capital with 18 years of industry experience. He holds a Series 65 designation and has worked at firms including SCF Investment Advisors, Inc. and Heritage Wealth Management, LLC. Leinart also serves as a director for Cambridge Advisors, Inc. in a consulting capacity and is involved in the sale and service of life, health, and disability insurance. TFR Capital serves individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm provides personalized financial planning, discretionary investment management, and retirement-plan advisory services using a mix of fundamental, quantitative, and technical analysis focused on primarily long-term strategies.

Travis Duren is a financial advisor with Crescent Advisor Group, Inc. in Dallas, TX, holding a Series 63 designation and 32 years of industry experience. He has served as president of multiple affiliated entities since 2001, including D2 Equity Holdings, Inc., Crescent Advisor Group, and Crescent Securities Group. Outside of his advisory roles, he is president of Sovereign Equity Insurance Agency, an insurance sales business. Crescent Advisor Group provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combination of technical and fundamental analysis and offers a range of investment strategies, supported by affiliated broker-dealer and insurance operations.

Matthew Gentry is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at 360 Wealth Management, LLC and LPL Financial, LLC. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, utilizing fundamental, quantitative, and technical analysis within a long-term trading approach. The firm is notable for sponsoring a wrap fee program and managing primarily non-discretionary assets while offering oversight of held-away retirement accounts.

Wayne Smith III is a CFP® with 31 years of industry experience and has been with Insight Wealth Partners since 2010. He holds a Series 63 license and serves as the managing member of a commercial real estate management company in Plano, TX. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a strategic investment process that integrates Modern Portfolio Theory, sector rotation, momentum modeling, and a Synthetic Equity Portfolio strategy, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Matthew Fitzsimmons is a financial advisor at The Watchman Group, Inc. in Plano, TX, holding a Series 66 designation with 25 years of industry experience. He has been with The Watchman Group since 2017 and also has a long tenure at True North Advisors, LLC dating back to 2003. Fitzsimmons is not engaged in any investment-related business outside of his advisory role. The Watchman Group provides fee-only wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes customized, asset-allocation-driven portfolios and employs a mix of fundamental, quantitative, and qualitative analysis in its research process.

Julian Johnson is a financial advisor with Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Northwestern Mutual Wealth Management Company and its related entities since 2009. Castleview provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering tailored strategies through discretionary portfolio management and access to third-party money managers. The firm also operates a proprietary platform, aiAlpha, which supports model-based trading and rebalancing for both its own accounts and those managed by other advisers.

Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.

Benino Torrez III is a financial advisor at Insight Wealth Partners in Plano, TX, holding a Series 65 designation with three years of industry experience. He has been with Insight Wealth Partners since 2022 and previously worked for the City of Fort Worth for eleven years. Insight Wealth Partners offers financial planning, portfolio management, and pension consulting services to individuals, trusts, retirement plans, and businesses. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, and conducts due diligence on third-party managers while providing ongoing portfolio oversight.

Todd Berger is a financial advisor with SteadTrust, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, and United Advisors Services. He is also involved with RDL Wealth Management LLC, a financial securities business conducted through SteadTrust. SteadTrust LLC is a team advisory firm managing approximately $439 million with nine advisors, serving individuals, high-net-worth clients, pension plans, and business entities. The firm offers portfolio management, financial planning, and pension consulting, using a range of investment strategies and typically managing accounts on a discretionary basis.

Julie Nielsen is a Series 65 licensed advisor at Vann Equity Management LLC in Plano, TX, with six years of industry experience. Her prior work includes roles at Edward Jones, LPL Financial dba PWG Financial, and several other firms. She also works part-time as an administrative assistant at Edward Jones in a non-investment capacity. Vann Equity Management LLC is a mid-sized, SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized strategies across various asset classes and incorporates sub-advisory relationships for specialized real estate investments.

Paul Ruedi is a CFP® with 12 years of industry experience and is the principal advisor at Ruedi Wealth Management, Inc., where he has worked since 2015. He holds a Series 65 license and is based in The Colony, TX. Outside of his advisory role, he manages a short-term rental property in Galveston, TX. Ruedi Wealth Management, Inc. is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, with an emphasis on asset allocation, periodic rebalancing, and tax-sensitive trading.

Chad Bailey is a CFA® charterholder with 18 years of industry experience, currently serving at GuideStone Advisors since 2008. He holds Series 63 and 65 licenses and has worked within various GuideStone entities for over 20 years. GuideStone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios with a faith-based investing policy and a range of discretionary and managed-account programs.

John Jackson III is a financial advisor at Madden Asset Management in Dallas, TX, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Madden Securities Corporation since 2002. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm develops client-specific investment policies and allocates assets across multiple instruments using both fundamental and technical analysis.

Spencer McGowan is a financial advisor with McGowan Group Asset Management, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with SPIRE Securities, LLC and McGowan Asset Management, Inc. since 2010. Outside of investment management, he is president and primary shareholder of McGowan Publishing Company, Inc., which owns the International Bond Exchange website and NetWorthRadio broadcasts. McGowan Group Asset Management, Inc. is an eight-advisor team providing fee-based asset management and advisory services to individual and high-net-worth investors, trusts, retirement plans, and business entities. The firm employs a model-driven, multi-asset class investment approach with discretionary portfolio management and a formal wrap-fee program.

Landry Thompson is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, Landry worked in retail and food service roles while completing academic studies. Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans. The firm uses a multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Katie Bosler is a financial advisor at Apeiron with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Atlas Wealth, Raymond James & Associates, Truist Advisory Services, and BB&T Securities. Apeiron provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, utilizing various methods of analysis and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

Cody Lummus is a financial advisor at Delos Private Client Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Lear Investment Management. Outside of his advisory role, he serves as co-trustee for his parents' trust and is a licensed insurance agent. Delos Private Client Group, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and charitable organizations. The firm uses a range of investment approaches including technical, fundamental, and cyclical analysis, and offers an Institutional Research subscription for wealth advisors and institutional clients.