Maurice Whittaker is a financial advisor with Meristead Wealth, LLC, holding Series 63, Series 65, and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Stansberry Asset Management, E*TRADE Capital Management LLC, LORD, ABBETT DISTRIBUTOR, LLC, and Equitable Advisors. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm employs a value-oriented investment approach combining macro analysis and fundamental research, managing private credit funds focused on special situations, distressed investments, and income-oriented strategies.

Chandler Blake is a CFP® with eight years of industry experience, currently serving as an advisor at Guidestone Advisors in Dallas, TX. His prior roles include positions at GuideStone Financial Resources and Fidelity Investments. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm primarily uses model portfolios with affiliated GuideStone Funds and applies a faith-based investing policy, integrating institutional resources across its affiliates.

Alexander Wagner is a CFP® professional with three years of industry experience. He has worked at Moss, Luse & Womble, LLC since 2019 and has a background that includes four years at Harding University. Moss, Luse & Womble serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm manages discretionary client portfolios through a tactical allocation approach, using proprietary risk-profile models and fundamental analysis to guide investment selections.

Sohrab Mirzabeigifini is a CFP® with 10 years of industry experience, currently serving at Atlas since 2026. He previously worked for Northwestern Mutual in various capacities from 2015 to 2026. Atlas provides wealth management and financial planning services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, index-based investment approach supplemented by internal equity and bond strategies, and is active as a general partner and sponsor of private credit funds.

Christian Marroquin is a financial advisor with United Advisors America holding a Series 65 designation and has been in the industry for one year. Before joining the firm, he worked at Boeing and Chick-fil-A. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm applies a Modern Portfolio Theory approach with model portfolios, mutual funds, ETFs, and additional exposure to digital currencies.

Michael Christians is a financial advisor at Black Knight Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 1999 to 2018. Outside of his advisory role, Christians partners with his brother in a house-flipping business in Illinois. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a multi-disciplinary investment approach using fundamental, quantitative, and technical analysis alongside modern portfolio theory, and offers tailored strategies through discretionary management.

Joshua Hargrove is a CFP® with 13 years of industry experience, currently serving at Insight Wealth Partners since 2018. Prior to joining Insight Wealth Partners, he worked at Northwestern Mutual in various capacities from 2012 to 2018. Outside of his advisory role, he is the owner of a short-term vehicle rental business and serves as the Booster Club President at Lucas Christian Academy, a private school in Texas. Insight Wealth Partners is a multi-advisor team managing over $1.1 billion in discretionary assets, providing comprehensive financial planning, asset management, and pension consulting for individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a strategy combining Modern Portfolio Theory-based asset allocation with fundamental and technical analysis, and it offers specialized options strategies to manage risk and potential upside.

Hannah Vickery is a Series 65-licensed financial advisor with AssetBuilder, Inc. in Allen, TX, where she has worked for six years. She has five years of industry experience, including prior roles at Mosel & Ginn PLLC, Mims Accounting, and Dallas Baptist University. AssetBuilder, Inc. is a fee-only, SEC-registered investment adviser managing approximately $813 million through a team of eight advisors. The firm serves individual clients and other account types, employing a buy-and-hold investment approach grounded in modern portfolio theory and diversified asset allocation.

Cassandra Sanchez is a financial advisor with Financial & Tax Architects, LLC in Plano, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior experience includes roles at Fisher Investments and TIAA. Outside of finance, she worked with Drunken Donkey, a non-financial business venture. Financial & Tax Architects serves individual and high-net-worth clients, particularly those nearing or in retirement, offering discretionary portfolio management and financial planning. The firm uses proprietary model-based strategies primarily focused on ETFs, U.S. Treasuries, and fixed-income instruments, and also provides sub-advisory services to other registered investment advisers.

Geoffrey Erwin is a CFP® with 28 years of industry experience, currently serving as a financial advisor at BakerAvenue Asset Management. He was previously with Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services. BakerAvenue is an SEC-registered multi-team wealth manager that serves individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive planning services, employing a range of quantitative and fundamental strategies alongside alternative investments and tax and estate planning support.

Shawn Baxter is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors, Inc. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Angela Winstead is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. She has held roles at multiple firms including Compass Retirement LLC and AE Wealth Management LLC. Outside of her advisory work, she is a co-founder of RetireSimply, where she is involved in insurance sales and services. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering services through a large network of representatives and employing model portfolios with an asymmetric rebalancing approach.

Jeffrey Schiller is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, he serves as the Financial Vice President for Congregation Tiferet Israel in Plano, TX, and is president of Schiller Wealth Asset Group, a sole proprietorship focused on investments. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent adviser representatives who utilize various program structures and investment strategies.

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.

Paul Nelson is a financial advisor at Cain, Watters & Associates, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Cain, Watters & Associates in 2024, he worked at Forvis Mazars LLP for six years and has additional experience in fitness-related roles. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, utilizing both discretionary and non-discretionary investment solutions across multiple platforms. The firm also offers specialized services for practice transitions and dental service organizations.

Carolyn French is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. She previously worked at UBS Financial Services and Citigroup Global Markets. Outside of her advisory role, she serves on several nonprofit boards and is president of the Shining Light Foundation, which provides financial assistance to individual children. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing roughly $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Brandon Fresard is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 registrations and 18 years of industry experience. His prior roles include positions at USAA Financial Services and Chase Investment Services. He is also involved with Foundation Wealth Partners, operating as a DBA for his LPL business. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to offer a range of portfolio strategies and custom solutions, and utilizes third-party platforms to align investment approaches with client objectives.

Jason Bednarz is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Prospera Financial Services since 2009 and previously held positions at RBC Capital Markets and Morgan Stanley DW Inc. from 1997 to 2009. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, Cetera Advisor Networks, and LPL Financial. He is also co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across a range of net worth levels. The firm provides financial planning, consulting, and wealth and investment management services, employing tailored investment programs with ETFs, mutual funds, individual securities, and third-party managers.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently serving as an advisor at AlphaCore Capital LLC since 2025. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, Frontier Investment Management Co, USAA Financial Planning Services, Rosenthal Advisory Services, and National Planning Corporation. She serves as an HOA board member for Wichita Estates HOA. AlphaCore Capital LLC is an independent wealth advisory firm with about 70 advisors managing approximately $13 billion. The firm serves individuals, entities, and institutional investors with comprehensive financial planning and investment management, emphasizing multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.