Brandon Cumba is a CFP® professional with 13 years of industry experience. He has worked at Strata Wealth Advisors, LLC since 2017 and previously held roles at Lincoln Financial Advisors and Trent Capital Management, Inc. Outside of his advisory role, he is an independent insurance agent. Strata Wealth Advisors is a multi-office team serving individuals, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fiduciary, tailored approach using a range of securities and technology, including AI controls and third-party managers, to meet client objectives.

Erica Dore is a financial advisor at GDS Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Raymond James Financial Services. Erica has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, primarily implementing client portfolios using model allocations developed with Raymond James research.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC in Frisco, TX. He holds a Series 65 designation and has three years of industry experience. He has been with Consilium Wealth Advisory since 2016, initially with the predecessor firm and continuing after its transition. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and project-based consulting, utilizing both quantitative and qualitative analysis to build portfolios, including an equity-focused "Consilium Core" strategy.

Michael Demings is a financial advisor at GDS Wealth Management with one year of industry experience and holds a Series 65 designation. Prior to joining GDS Wealth Management, he worked at TFR Capital, Cadence Bank, and First Citizens Bank, among other positions. Outside of his advisory role, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management provides financial planning, consulting, and investment management services to individuals, including high-net-worth households. The firm manages approximately $1.8 billion in client assets and implements portfolios primarily through model-based asset allocation using research from Raymond James.

Matthew Engels is a financial advisor at CMG Wealth Management in Plano, TX, holding a Series 65 designation with one year of industry experience. He has been with CMG Wealth Management since 2021. CMG Wealth Management provides ongoing 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 alongside modern portfolio theory to implement customized investment strategies across a range of asset classes.

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc., New York Life Insurance Company, and Merrill. He serves as a board member for the Southern Gateway Deck Park Board. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, managing portfolios through model Income and Growth strategies or tailored approaches. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and offers access to a broad range of investments, including private funds managed by an 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 with Autumn Glory Partners, LLC in Dallas, TX, holding a Series 65 designation and nine years of industry experience. Prior to founding Autumn Glory Partners in 2017, he worked at Hall Capital from 2012 to 2017. Outside of advising, he participates on the investment committee of the Ronald McDonald House of Dallas and serves in several nonprofit and private company board roles. Autumn Glory Partners serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, providing discretionary investment management, third-party manager selection, and retirement-plan fiduciary services. The firm employs a top-down asset allocation approach combined with fundamental analysis and proprietary screening to implement diversified portfolios that include various investment vehicles and private placements.

Thomas Vendryes is a financial advisor with Eagle Financial Advisors, LLC in Frisco, TX. He holds Series 65 and Series 66 credentials and has 14 years of industry experience. He has been associated with Eagle Financial Advisors since 2014 and also owns Silver Tree Financial, which provides health insurance and fixed annuity products. Eagle Financial Advisors serves individuals, high-net-worth clients, trusts, and corporations by offering portfolio management and third-party manager selection primarily on a non-discretionary basis. The firm uses quantitative techniques, third-party research, and model portfolios to construct and monitor client allocations.

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, National Asset Management, and RBC Capital Markets. SteadTrust provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages accounts on a discretionary basis using a variety of investment strategies and maintains over $600 million in assets under management across multiple offices.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Jeffrey Everett is a financial advisor at Generational Wealth Advisors with 27 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 offers 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 with an emphasis on strategic asset allocation, diversification, and periodic rebalancing, utilizing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

Bradyn Markham is a financial advisor with Lemnis Capital in Richardson, TX, holding a Series 66 designation. He has one year of industry experience and also has a background in martial arts instruction and education, having worked at Fight Right Martial Arts and various schools prior to joining the financial industry. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other institutional clients. The firm utilizes model portfolios and customized asset allocation, offering both discretionary and non-discretionary management, with a focus on ongoing education and decision support through a subscription membership model.

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 with nine years of industry experience. She holds a Series 65 designation and has been with Moss, Luse & Womble since 2011. Moss, Luse & Womble provides fee-based portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages client portfolios on a discretionary basis using tactical asset allocation focused primarily on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, payroll services, and third-party administration for defined contribution plans.

Michael Cowles is a financial advisor at SFMG Wealth Advisors in Plano, TX, holding the CFP® designation along with Series 63 and 66 licenses. He has 12 years of industry experience, including prior roles at TD Ameritrade, Southwestern Investment Advisory Services, and Fidelity Investments. Cowles has been with SFMG Wealth Advisors since 2021. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management for individuals, families, pension plans, trusts, and corporate clients. The firm employs a combination of institutional and proprietary research, offering personalized investment programs guided by an investment policy statement and a centralized Investment Committee.

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.