John Maness is a financial advisor with Astra Wealth Management Group in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Citi Group, and service in the United States Marine Corps Reserve. Astra Wealth Management provides 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 primarily long-term investment approach utilizing diversified portfolios that include mutual funds, ETFs, options, and other instruments, serving both discretionary and non-discretionary accounts.

Jeffrey Broaddus is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and MMA Securities LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth, and incorporates mutual funds and ETFs in its investment approach.

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® with three years of industry experience, currently serving as a financial advisor at Moss, Luse & Womble, LLC. He has been with the firm since 2019 and previously worked at Harding University from 2015 to 2019. Moss, Luse & Womble, LLC advises individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting, tax preparation, payroll, and retirement plan administration.

Charles Norton is a CFA® charterholder with 23 years of industry experience. He has been with Penn Davis McFarland Inc. since 2015, working as part of a seven-advisor team based in Dallas, TX. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, primarily on a discretionary basis. The firm employs a fundamental, long-term investment approach with relatively concentrated portfolios and serves mostly high-net-worth clients.

Charles Burford is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hilltop Securities Independent Network Inc. He is also an independent insurance agent involved in insurance sales. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations, offering asset management, financial consulting, retirement plan advisory, and family office services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and employs a range of investment vehicles and third-party money managers.

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.

Michael Hernandez is a financial advisor with D.H. Hill Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Arive Capital Markets and Edi Financial Inc. Outside of finance, he works as a sales and project manager at Halo Roofing and Construction. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as to employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through multiple platforms and employs a range of investment strategies including tactical asset allocation, active and passive management, and tax-management techniques.

Hannah Vickery is a financial advisor at AssetBuilder, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at AssetBuilder since 2020. Her prior work includes roles at Mosel & Ginn PLLC, Mims Accounting, and Dallas Baptist University. AssetBuilder, Inc. is a fee-only advisory firm organized as a nine-advisor team managing approximately $813 million for about 700 clients, including individuals, trusts, and pension plans. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, using institutional Dimensional Fund Advisors funds and tailoring portfolios by risk profile through systematic quarterly reviews.

Debbie Feuer is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Fulcrum Equity Management, Securities America Advisors, Securities America, Inc., and WFG Investments. She serves on the Board of Trustees for the Moores Music Society at the University of Houston, supporting scholarships and special projects for the Moores School of Music. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and acts as a wrap fee program sponsor.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Ryan Bierds is a CFA® charterholder with eight years of experience in the financial industry. He is currently an advisor at Fifth Third Wealth Advisors LLC and has previously worked at Comerica Bank, Suntrust Advisory Services, Inc., and Bb&T Asset Management, Inc. Outside of his advisory role, Mr. Bierds is a partner at Bierds Publishing LLC. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and other institutions. The firm employs tailored strategic asset allocation frameworks and commonly delegates to third-party managers while leveraging affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

Shawn Baxter is a financial advisor at Prospera Financial Services, Inc. with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Avantax Investment Services, Inc. and 1st Global Capital Corp. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Angela Winstead is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and four years of industry experience. She has worked at multiple firms including Compass Retirement LLC and AE Wealth Management LLC. Outside of her advisory role, 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 individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios with discretionary or non-discretionary authority assigned to investment adviser representatives.

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.

Roger Leibowitz is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Cabot Lodge Securities LLC and World Equity Group Inc. and has been with CL Wealth Management since 2013. Leibowitz serves on the advisory board of the Morris Brown College Foundation, providing occasional input on foundation decisions. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies to clients’ objectives and risk tolerance through a combination of fundamental and technical analysis.

Carolyn French is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Prospera in 2018. Outside of her advisory role, she serves on multiple nonprofit boards, including Vita, Shining Light Foundation—where she is president—and Friends of Music at the University of Louisiana, among others. Prospera Financial Services, Inc. is a multi-team firm serving a diverse client base including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of advisory and financial planning services across various platforms, utilizing both firm and third-party models with discretionary or non-discretionary management.

Clayton Kuhnen is a financial advisor at M HOLDINGS SECURITIES, Inc. in Dallas, TX, with four years of industry experience. He holds Series 66 and Series 63 licenses and has previous experience at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by various platform providers and sub-advisory relationships.

Brandon Fresard is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at multiple firms including USAA Financial Planning Services and LPL Financial, and currently provides investment advisory services at Advisor Resource Council and Foundation Wealth Partners. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering comprehensive asset management, financial planning, and consulting services. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various asset classes.

Jason Bednarz is a financial advisor with Prospera Financial Services, Inc. in McKinney, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Prospera Financial Services since 2009. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering a range of investment advisory and financial planning services delivered through multiple platforms and customizable portfolio solutions.