Emmanuel Iroko is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Plero, Artium, Selby Lane Capital, and Giverise, where he is also Founder and CEO. Outside of advisory work, he founded Varens SoftTech LLC, a technology talent recruitment and software development business. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team approach and actively manages portfolios using a range of strategies and analyses tailored to client objectives.

Gwendolyn Louie is a Series 65 licensed financial advisor with Provision Asset, LLC, based in Little Elm, TX. She has four years of industry experience and has been with Provision Asset in various capacities since 2018. Prior to her advisory career, she worked at HomeMaker from 2009 to 2018. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis and offers services including portfolio management, comprehensive financial planning, and qualified plan consulting.

Jordan Salim is a ChFC® credentialed financial advisor with one year of industry experience. He is currently with Corus Family Wealth Advisors, Inc. and has previously worked at 3:23 Financial Services LLC, Patmos Capital Partners, and Pinnacle Family Office. Outside of his advisory role, he serves as an analyst at Patmos Capital Partners. Corus Family Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on diversified, low-cost institutional mutual funds and ETFs guided by modern portfolio theory, with access to private placements and alternative investments tailored to client needs.

Cole Mc Clellan is a financial advisor at Corus Family Wealth Advisors, Inc. in McKinney, TX, holding a Series 65 credential with five years of industry experience. Prior to joining Corus Family Wealth Advisors, he worked at PwC from 2017 to 2021. He is also the manager of First Light Brothers, LP, where he oversees land investment evaluation and assists with accounting, tax, and legal matters. Corus Family Wealth Advisors provides discretionary portfolio management, financial planning, and family office services to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset allocation-driven investment approach using diversified mutual funds, ETFs, separately managed accounts, and occasionally private placements and proprietary private funds.

Michael Digiacinto is a Chartered Financial Consultant (ChFC®) with 25 years of industry experience. He has been with Worth Financial Group Inc. since 2018 and previously held roles at Financial Planning of McKinney and multiple 1st Global entities. Outside of his advisory work, he is also a licensed CPA and an independent agent involved in the marketing and sales of traditional insurance products. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, integrating fundamental, technical, and charting methods to tailor portfolios based on client risk tolerance and objectives.

George Townsend is a CFP® professional with 12 years of experience in financial planning and wealth advisory. He has been with Consilium Wealth Advisory, LLC since 2015 and previously operated as a sole proprietor. Townsend is also licensed as an insurance agent. Consilium Wealth Advisory serves individuals, high-net-worth clients, and corporate entities with fee-based investment management, comprehensive financial planning, and consulting services, employing both quantitative and qualitative analysis to build and monitor portfolios.

Lisa Sharp is a CFP® professional with 16 years of industry experience, currently serving at Spectrum Asset Management Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Gunter, TX. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis within tailored model portfolios, focusing on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.

Jakub Kubrak is a financial advisor at Silver Grove Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning, Texas Capital Bank Private Wealth Advisors, Fisher Investments, and Chase Investment Services Corp. Outside of his advisory role, he owns and operates a small business buying and selling used items on online marketplaces. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and options as needed, and offers a variety of delivery models including discretionary management and referrals to independent managers.

Tony Kim is a financial advisor at WealthStar Advisors, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with WealthStar Advisors since 2015. He also has a long tenure with IDS Life Insurance Company dating back to 1999. WealthStar Advisors serves individuals, high-net-worth clients, and small business owners by providing investment advice, discretionary portfolio management, and comprehensive financial planning. The firm uses a quantitative, customized approach incorporating client questionnaires, optimization models, and option strategies, including a proprietary Equity Substitution Strategy that employs fixed-income vehicles paired with long-dated equity options.

Cliff Demarest is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2012. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate/business entities. The firm employs both quantitative and qualitative analysis to build and monitor portfolios, offers comprehensive financial planning, and provides discretionary and non-discretionary portfolio management services.

Edmund Cordero is a financial advisor with WealthStar Advisors, LLC in McKinney, TX, holding a Series 63 designation and 27 years of industry experience. He has been with WealthStar Advisors since 2013 and also affiliated with IFP since 2012. Cordero holds a one-third interest in CRJ Advisors, LLC, a real estate company. WealthStar Advisors provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners, employing a quantitatively informed, customized approach that includes discretionary portfolio management and comprehensive financial planning. The firm is notable for its use of derivatives and long-dated options within separately managed strategies and offers its discretionary services exclusively through a sponsored wrap fee program.

Eduardo Gandara is a financial advisor at Consilium Wealth Advisory, LLC with a Series 65 credential and two years of industry experience. Prior to joining Consilium Wealth Advisory, he worked at Ecentria and has held positions outside the financial industry, including roles at Stephen F. Austin State University and Lamps Plus. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to build investment strategies, including a discretionary equity-focused approach balanced between value and growth.

Kelley Schubert is a CFP® with 26 years of industry experience, currently serving at Corus Family Wealth Advisors, Inc. in McKinney, TX. She has held leadership roles in multiple oil and gas exploration partnerships and maintains an affiliated accounting practice, Kelley J. Schubert, P.C. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, utilizing a long-term, asset-allocation approach grounded in modern portfolio theory. The firm typically employs diversified portfolios of ETFs and institutional mutual funds, with access to a broad range of asset classes including private credit, private real estate, and oil and gas partnership interests.

David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and has previous experience at HighGround Advisors, High Street Logistics Properties, and Sandia National Laboratories. Wulfert also spent several years working in education-related roles, including at Dallas Baptist University and Pensacola Christian Academy. Corus Family Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on diversified, low-cost institutional mutual funds and ETFs, guided by modern portfolio theory, while also employing tailored allocations that may include private credit, private real estate, oil and gas partnerships, and derivatives in certain accounts.

Terrance Hutchins is a CFP® with 16 years of industry experience. He is currently with Stevens Capital Partners and previously worked at Logos Financial Group LLC, Logos Tax and Business Solutions, and Allstate Insurance Co. He is a partner in SCP Tax LLC, a tax preparation and CFO services firm. Stevens Capital Partners is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses with approximately $810 million in assets under management. The firm provides customized investment management and comprehensive financial planning, utilizing fundamental analysis and modern portfolio theory.

Tanner Mathis is a financial advisor at MDRN Capital with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, JPMorgan Securities, Raymond James, and LPL Financial. Outside of his advisory role, he is a co-owner of Beard Key, a business that sells all-natural beard care products. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, offering portfolios that may include independent managers, mutual funds, ETFs, and individual securities.

Wayne Goldstein is a financial advisor at Atlas with Series 65 and Series 66 licenses and one year of industry experience. He has worked at Atlas and Spreadwise since 2025 and previously held positions at Planet Healthcare, Kencor Health, and Merrill. Outside of finance, he is the owner of Boca Raton Podiatry and Sports Medicine Institute. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internally managed equity and bond strategies and offers both discretionary and non-discretionary portfolio management.

Austin Sorem is a financial advisor at United Advisors America with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, he held various roles including a position with the Oklahoma City Thunder and work at Leslie's Pool & Spa Supplies. He is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations, primarily implementing strategies through mutual funds and ETFs.

Jonathan Hendler is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Black Knight Wealth Management, he worked at JP Morgan Chase and has a military background, having served six years in the US Army. Outside of finance, he is employed by Life Time Fitness. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm manages accounts using a variety of investment strategies and also sponsors private funds through an affiliated adviser.

Jack Clemans is a CFP® credentialed advisor with four years of industry experience, currently serving at Fruitful. His prior roles include positions at Ernst & Young Investment Advisers LLP and his own firm, Clemans Financial LLC. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership. The firm focuses on personalized planning with passive, low-cost investment strategies centered on exchange-traded funds and index funds.