David Droppo is a CFP® with 21 years of industry experience, currently serving at Apeiron and Parallel Advisors, LLC. He previously worked at WFG Investments for five years. Outside of his advisory roles, he owns a business management entity, PAAK-EDGE, LLC, and acts as an independent insurance agent, dedicating about 10% of his time to selling recommended insurance products. Apeiron provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, churches, and institutions. The firm employs a holistic, discretionary approach to portfolio management that combines various analytical methods and utilizes both in-house and third-party investment programs.

Cipriano Gomez is a financial advisor with Nobles & Richards Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked previously at firms including The Vanguard Group, USAA Investment Services, Charles Schwab, and Banc of America Investment Services. Outside of advisory roles, he is employed by Yrefy, LLC, a securities sales business, and works part-time in restaurant and hospitality support. Nobles & Richards Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension plans, charitable organizations, municipalities, and businesses. The firm manages approximately $34 million in assets across about 128 client relationships and utilizes both direct portfolio oversight and third-party sub-advisers, typically operating on a non-discretionary basis with a focus on fundamental and market-based investment analysis.

Jeffrey Burandt is a CFP® with 32 years of industry experience, currently serving as an advisor at Worth Asset Management. He has worked previously at Harbor Wealth Management and Worth Financial Group Inc. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans, combining various security analysis methods and utilizing outside managers while maintaining overall advisory responsibility.

Ansley Dale is a financial advisor at Guidestone Advisors with one year of industry experience. Prior to joining Guidestone, Dale worked at Merrill for two years and has professional experience at Baylor University and Prestonwood Christian Academy. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, utilizing model portfolios that primarily include affiliated GuideStone Funds under a faith-based investing policy.

Erik Wyse is a financial advisor with WealthStar Advisors, LLC, holding a Series 63 designation and 28 years of industry experience. He has been with WealthStar Advisors since 2012. Outside of his advisory role, Wyse serves on the Richardson Chamber of Commerce board, the City of Richardson TIF board, and a homeowners association board, all on a non-paid basis. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm employs a proprietary Equity Substitution Strategy and a broad set of options and quantitative tools, managing approximately $791 million in discretionary assets through a 10-advisor team.

Beth Johnson is a financial advisor with Worth Asset Management in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of her advisory role, Johnson is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a blend of security analysis techniques and utilizes outside managers and turnkey asset management relationships to tailor portfolios according to client objectives.

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® 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.

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.

Carl Zuckerberg is a CFP® with 26 years of industry experience, currently serving at RZH Advisors LLC in Dallas, TX. He has been with Relyea, Zuckerberg & Hanson, LLC since 2000. RZH Advisors provides wealth management services, combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships and typically implements diversified allocations using mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

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 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 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 nine years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2024. His prior experience includes roles at Comerica Bank, Suntrust Advisory Services, Bb&T Asset Management, and Merrill. Outside of advising, he is a partner at Bierds Publishing LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, trusts, and institutional clients. The firm employs household-level Investment Policy Statements and combines in-house oversight with third-party managers to construct and rebalance portfolios, leveraging its affiliation with Fifth Third Bank for capital market insights and operational 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.