Michael George is a Series 65-credentialed advisor at CMG Wealth Management with one year of industry experience. He previously worked at Blackland Group LLC for 16 years. Michael is based in Plano, TX, and is part of a six-advisor team. CMG Wealth Management serves individuals, non-profit organizations, corporations, and other business entities, offering asset management, retirement-plan consulting, and due diligence reports on private investments. The firm employs a blend of fundamental and technical analysis with modern portfolio theory to tailor investment strategies to client objectives and risk tolerances.

Douglas White is a CFP® with 25 years of industry experience, currently serving as an advisor at Guidestone Advisors since 2009. He has been affiliated with Guidestone Financial Resources since 2001. Guidestone Advisors 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 manages approximately $1.59 billion in discretionary assets and typically implements client strategies through model portfolios and discretionary management, applying a faith-based investing policy.

David White is a financial advisor at SFMG Wealth Advisors with 24 years of industry experience. He holds a Series 63 designation and has been with SFMG Wealth Advisors since 2007. SFMG Wealth Advisors is a team-based firm that provides integrated financial planning and discretionary portfolio management to individuals, families, pension plans, trusts, and corporate clients. The firm uses a centralized Investment Committee to implement personalized investment programs and emphasizes ongoing team-based planning and regular portfolio reviews.

Mark Lagrone is a CFA® charterholder and holds the Series 66 designation with 13 years of industry experience. He is currently with Bright Wealth Management, LLC and its affiliate Bright Equities, LLC, where he has held roles since 2016, including Senior Vice President and Director of Bright Equities. In that capacity, he manages deal flow and due diligence for private and public investments and assists in managing model portfolios. 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 about 175 clients through a team of seven advisors, offering discretionary portfolio management based on tailored asset-allocation models and continuous supervision.

David Evaul is a financial advisor at Crescent Advisor Group, Inc. based in Plano, TX, holding a Series 65 designation with 20 years of industry experience. He serves as general counsel to USSSA and is president of 300 Resources, Inc., both roles outside the investment industry. Crescent Advisor Group, Inc. 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 a network of affiliated business lines and professionals.

Juan Martinez Sr. is a financial advisor with Crescent Advisor Group, Inc. holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has served as a professor at Dallas College since 2007. Martinez also holds an officer position with The 3525 Condominium, a nonprofit organization, where he oversees budgeting and financial obligations. 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 variety of investment strategies, supported by a network of affiliated business lines and professionals.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Golden State Equity Partners, ORG Partners, LLC, Castleview Partners, LLC, and TD Ameritrade, INC. Ascentis Asset Management provides sub-advisory portfolio modeling and model portfolio construction services to other investment advisers and Unified Managed Account program sponsors. The firm uses various analytical methods to build asset allocations and select investments, delivering model portfolios and implementation guidance without directly managing client assets.

Jacob King is a CFP® professional with 17 years of experience at Beaird Harris Wealth Management, where he has worked since 2004. He 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 employs a diversified investment approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Alisha Reilly is a CFP® with 12 years of industry experience, currently serving at Ascentis Wealth Management, LLC. Her prior roles include positions at ORG Wealth Partners, Lane Gorman Trubitt, PLLC, and Lido Advisors, LLC. She is a licensed insurance agent and provides pro bono financial planning services in Tucson, AZ. Ascentis Wealth Management advises individuals, including high-net-worth clients, as well as institutional and corporate clients such as pension plans and charitable organizations. The firm offers financial planning, retirement plan consulting, and both discretionary and non-discretionary investment management, employing strategic and tactical asset allocation across various investment vehicles.

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.

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. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Sylvest Advisors, LLC, he worked at J.P. Morgan Securities and Equitable Advisors. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, using a disciplined, long-term investment approach that incorporates strategic asset allocation and both fundamental and quantitative analysis.

Samuel Ellis is a CFP® professional with eight years at Requisite Capital Management LLC and a total of five years in the financial advisory industry. Prior to joining Requisite, he had brief roles at Publicis Hawkeye and UBS Financial Services. He is based in Dallas, TX. Requisite Capital Management LLC provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a generally long-term focus, offering a varied investment menu that includes ETFs, equities, fixed income, options, private equity, and credit funds, among other strategies.

Elizabeth Sullivan is a CFP® professional with five years of industry experience, currently serving at Murphy & Sylvest in Dallas, TX. She previously worked at Ameriprise and Enterprise Holdings. Sullivan serves as President on the Board of Directors for For the Love of the Lake and is involved with the Plano Chamber of Commerce Women's Division. Murphy & Sylvest 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 integrates strategic asset allocation with fundamental and quantitative analysis, typically using 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 since 2016. SFMG Wealth Advisors is a team-based wealth management firm serving individuals, families, pension plans, trusts, and corporate clients. The firm offers integrated financial planning and discretionary portfolio management, employing a centralized Investment Committee to guide personalized investment programs with options for values-based investing.

Glen Smith is a CFP® with 21 years of industry experience, currently serving at GDS Wealth Management. His prior experience includes roles at Raymond James Financial Services and Bank of America. He is also the proprietor of GGTLS and has passive investments in a cleaning product company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

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.