Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Gary Brittain is a financial advisor at Legacy Folios in McKinney, TX, holding a Series 65 designation and bringing 18 years of industry experience. He previously worked at AssetBuilder for 15 years before founding Legacy Folios in 2022. Legacy Folios offers discretionary portfolio management to individuals and high-net-worth clients, emphasizing modern portfolio theory and a long-term investment horizon. The firm manages approximately $70 million in assets across about 60 client relationships, creating customized Investment Policy Statements and utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Jeffrey Reddick is a CFP® professional with 25 years of experience in the financial services industry. He is currently with WG Plan LLC and has previously worked at firms including Proline Investment Management and Guideline Capital Management. Outside of his advisory work, he serves as Managing Director and CFO for VPR Ventures LLC, a litigation finance business, and provides life insurance and annuity solutions through Guideline Capital Management. WG Plan LLC offers asset management and financial planning services to individual and high-net-worth clients, utilizing a mix of fundamental and technical analysis alongside proprietary quantitative models. The firm emphasizes discretionary portfolio management, incorporating structured products and maintains affiliations with legal and insurance professionals to support estate planning and insurance needs.

Stephen Blum is a CFP® and ChFC® with 22 years of experience in financial advising. He is the sole advisor at Strategic Wealth Planning and has held roles at Realta Equities, Inc. since 2018 and Purshe Kaplan Sterling Investments from 2009 to 2018. Blum is also involved with Levine Academy in Dallas, TX. Strategic Wealth Planning, operating as Blum Financial L.P., provides investment advisory and financial planning services to individuals, families, businesses, and plan sponsors. The firm offers both discretionary and non-discretionary portfolio management, pension consulting, and financial planning, with additional services including bookkeeping, tax preparation, and insurance through affiliated businesses.

Joseph Nappi is a financial advisor with Legacy Folios, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Investment Advisors, Bank of America, Merrill, and Citigroup. Outside of Legacy Folios, he serves as Chief Risk Officer at Goldlake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm’s investment approach combines multiple analytical methods and strategic asset allocation to align portfolios with clients’ risk tolerance and time horizons.

Owen Stewart is a financial advisor with Macro Wealth Advisors, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Macro Financial Advisors and its related entities since 1994. Outside of advisory work, he serves as president of Macro Financial Concepts, Inc., a non-investment business. Macro Wealth Advisors is a small, state-registered firm serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management primarily through third-party asset manager programs, complemented by in-house model portfolios and ongoing financial planning tailored to client goals.

Stephen Cramm is a financial advisor at Insight Wealth Partners with a Series 65 designation and two years of industry experience. Prior to joining Insight Wealth Partners in 2024, he worked at Goldman Sachs from 2020 to 2024 and Ragnar Events LLC from 2016 to 2020. Insight Wealth Partners is a multi-advisor team that provides asset management, financial planning, pension consulting, and referrals to third-party money managers for individuals, families, trusts, corporations, and retirement plan sponsors. The firm combines strategic and tactical asset allocation with continuous supervision and offers a Synthetic Equity Portfolio strategy designed to balance upside participation with downside risk mitigation.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.

Liam Coll is an advisor at Nobles & Richards Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Fidelity Investments, Merrill, and Charles Schwab & Co., Inc. Nobles & Richards Advisors, LLC serves a diverse client base that includes high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory, financial planning, and consulting services, primarily using a non-discretionary model with a range of investment strategies including alternative investments and sub-advised models.

Gina Aldaz is a financial advisor at Generational Wealth Advisors with eight years of industry experience. She holds a Series 65 credential and previously worked at NetEffect Marketing and Talis Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification using institutional-share mutual funds, ETFs, and separately managed accounts.

Chloe Silva is a financial advisor at Corus Family Wealth Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Corus, she worked at Charles Schwab & Co., Inc. and has held various roles including Autism Support Specialist and swim instructor. Corus Family Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes diversified, low-cost mutual funds and ETFs guided by modern portfolio theory, while also incorporating tailored allocations that may include private credit, private real estate, and derivatives.

Thomas Eifler Jr. is a financial advisor at WealthTrust Asset Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Peak Trust Financial Group Inc., PTF Investment Advisors, Inc., Canyon Creek Capital LLC, and Advisors Excel. In addition to his advisory roles, he is involved in insurance-related business activities through Canyon Creek Capital and other affiliated entities. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning. The firm’s investment approach integrates quantitative screening with fundamental analysis through model portfolios, and it also provides services to unaffiliated registered investment advisers via sub-advisory and third-party platforms.

Jackson Parrish is a financial advisor with Lemnis Capital in Richardson, TX, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Innovation Partners LLC, Equitable Advisors, and National Utilisource. Outside of his advisory work, he has worked as a delivery driver for Uber Eats and DoorDash. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and other business and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, employing model portfolios and customized asset allocation, and features a structured subscription membership emphasizing ongoing education and decision support.

Daniel Bramschreiber is a financial advisor at DMK Advisor Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Great Point Advisors, Arque Capital Ltd, and U.S. Allianz Securities. Outside of investment advising, he is involved with DAB Wealth Management, where he performs due diligence, product placement, and service review. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, focusing on mutual funds and ETFs with a blend of technical and fundamental analysis.

Karen Rosson is a financial advisor at Lemnis Capital with nine years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and AXA Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients, employing both discretionary and non-discretionary portfolio management through model portfolios and customized asset allocation. The firm utilizes third-party platforms and strategists to offer specialized strategies, with a subscription-based financial planning membership that includes ongoing education and decision support.

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.

Lisa More is a CFP® professional with seven years of industry experience. She currently serves as an advisor at Steadtrust LLC and previously worked at B. Riley Wealth Advisors, Inc., National Financial Asset Management, and Wells Fargo. Steadtrust LLC is a team advisory firm managing approximately $439 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies and typically managing accounts on a discretionary basis.

Ross Powell is a CFP® professional with five years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2020. Prior to this, he worked for six years at KHA Accountants, PLLC. He is also a Certified Public Accountant and Licensed Insurance Agent, providing tax preparation, accounting services, and insurance product recommendations outside of his advisory role. Insight Wealth Partners is a multi-team advisory firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

James Rose is a financial advisor with Steadtrust LLC, holding a Series 66 license and 20 years of industry experience. Prior to joining Steadtrust in 2025, he worked at B. Riley Wealth Advisors, Inc., National Asset Management, and United Advisors Services, LLC. Outside of his advisory role, he co-administers family investments and is involved in managing a tree farm as a partner. Steadtrust LLC is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, using a range of investment strategies including long- and short-term trading and alternative vehicles, typically managing accounts on a discretionary basis.