Aaron Hutchinson is a financial advisor at DHL Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Sonic Automotive. Hutchinson is also licensed to sell insurance with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a long-term, modern portfolio theory-based approach, offers estate-planning referrals, and conducts educational seminars and workshops.

Kira La Sage is a financial advisor at Lemnis Capital with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Lemnis Capital, she worked at Equitable Advisors, LLC. She is also engaged as a painter with La Sage Contracting Services and has worked as a food delivery driver for Uber Eats. 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 uses model portfolios and customized asset allocations, offering both discretionary and non-discretionary management, along with subscription-based financial planning memberships and retirement plan consulting.

Joshua Gideon is a CFP® with 14 years of industry experience, currently with Richard P. Slaughter Associates, Inc. He has previously worked at Charles Schwab and Charles Schwab Bank. Outside of his financial advisory roles, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm combines active asset management with comprehensive financial planning, employing various investment strategies including options and manager selection, and offers both discretionary and nondiscretionary account management.

Ryan Taylor is a ChFC® and Series 66-licensed advisor at Lemnis Capital with three years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, and Equitable Advisors. Outside of his financial career, Taylor coaches group fitness classes at CrossFit Gallant. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors and participants, trusts, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management using model portfolios and customized asset allocation, along with subscription-based financial planning memberships and retirement plan consulting.

Thomas Hamilton is a financial advisor at Orion Wealth Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and his own firm, Hamilton & Associates. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to manage long-term investments across various asset classes, and it is notable for sponsoring a wrap fee program and managing primarily non-discretionary assets.

Guy Collins is a CFP® with 25 years of industry experience. He is currently with Alden Investment Group and previously worked at Triad Advisors, Kestra Investment Services, Burns-Fazzi, Brock, and Newport Group Securities. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using a customized investment approach that incorporates proprietary strategies, third-party managers, and technology platforms for comprehensive asset management.

John Weatherly is a financial advisor at Insight Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has been with Insight Wealth Partners since 2017. Prior to his advisory role, he worked at Dallas Baptist University for three years. Insight Wealth Partners is a multi-team firm serving individuals, trusts, retirement plans, and businesses with financial planning, portfolio management, and pension consulting. The firm combines Modern Portfolio Theory–based asset allocation with tactical strategies and offers a Synthetic Equity Portfolio strategy, while maintaining ongoing portfolio oversight and due diligence on third-party managers.

Stephen Hart is a CFP® with 10 years of industry experience and has been with Talis Advisory Services, LLC since 2015. He is also a licensed insurance agent for life, accident, and health insurance. He is based in Richardson, TX and works with Generational Wealth Advisors. Generational Wealth Advisors provides discretionary investment management, financial planning, and risk-management advice to a diverse client base including 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.

Paden Demuth is a financial advisor at DHL Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Paycom and Peak American Investment Advisors, Inc. In addition to his advisory role, he is licensed to sell insurance with American Senior Benefits. DHL Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm creates individualized Investment Policy Statements and offers estate-planning referrals, educational seminars, and uses custodial services at Schwab Institutional alongside third-party managers.

Heath Flock is a financial advisor at Generational Wealth Advisors with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Talis Advisory Services LLC and Generational Equity, LLC, where he currently serves as Chief Operating Officer and Chief Financial Officer in a non-investment capacity. 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 team-based approach focused on strategic asset allocation, diversification, and periodic rebalancing, primarily employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

John Ryer is a financial advisor at Nobles & Richards Advisors, LLC in Plano, TX, with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with several firms, including Farmers Insurance and Foundations Investment Advisors. Outside of his advisory role, he is involved with Yrefy, LLC. Nobles & Richards Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing 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, with an investment approach that incorporates fundamental and market-based analysis alongside a range of investment vehicles.

Scott Stockton is a Certified Financial Planner® with 29 years of industry experience. He has been with WealthStar Advisors, LLC since 2013 and is also affiliated with Independent Financial Partners. Outside of his advisory role, he is a half owner of a pass-through LLC that owns the office building used by his firm and leases to other tenants. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm offers discretionary portfolio management through a wrap fee program and employs a proprietary Equity Substitution Strategy that uses options and quantitative tools alongside third-party sub-advisors to manage approximately $791 million in assets.

Kenneth Hopkins is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked with LPL Financial LLC and Advisor Resource Council. Hopkins serves as a FINRA arbitrator in Texas. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with modern portfolio theory, focusing on long-term trading across various asset classes and offers both custody account management and advisory oversight of held-away retirement accounts.

Jeffrey Wolf is a CFP® with 29 years of industry experience, currently serving at WealthStar Advisors, LLC since 2013. His prior roles include positions at Independent Financial Partners, Peregrine Diversified Investment Services Corp., Concordius Capital Advisors, Brewer Investment Advisors, and Ameriprise. Outside of his advisory work, he is a partner and owner of Chase Oaks LLC, a real estate holding company established for financial planning purposes. WealthStar Advisors, LLC provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners. The firm uses a customized, quantitatively informed approach incorporating client questionnaires, optimization models, and a proprietary Equity Substitution Strategy that employs fixed-income vehicles alongside long-dated options and derivatives in portfolio management.

Kayla Taylor is a financial advisor with AssetBuilder, Inc. in Allen, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Neon Cycle LLC, David Means, and Equitable Advisors. Outside of advising, she is a managing member and 50% owner of Lily Among Thorns LLC. AssetBuilder, Inc. is a fee-only investment adviser managing approximately $813 million through a team of eight advisors. The firm provides discretionary portfolio management and financial planning, focusing on diversified asset allocation with a buy-and-hold approach centered on Dimensional Fund Advisors funds.

Cameron Ressetar is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with SteadTrust, where he has worked since 2025. Prior to this, he held roles at Apeiron Planning Partners, Atlas Wealth Advisors LLC, National Asset Management, National Securities Corporation, and WFG Investments Inc. Outside of his advisory work, Ressetar owns Caddie Collaborative Divorce, a divorce consulting service that assists clients with financial organization and settlement planning. SteadTrust LLC is a team advisory firm managing approximately $438.9 million in assets across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting with a diversified investment approach that includes discretionary account management and alternative investment strategies.

David Dryden is a CFP® and Series 65-licensed advisor at Insight Wealth Partners with four years of industry experience. His background includes roles in financial advisory and academic positions at Kansas State University and Baylor University. He is also an independent life insurance agent, assisting clients with policy applications and reviews. Insight Wealth Partners manages over $1.1 billion in discretionary assets, serving individuals, families, trusts, corporations, and retirement plan sponsors. The firm employs a multi-advisor team approach and combines strategic and tactical asset allocation with fundamental and technical analysis to provide comprehensive portfolio management and planning services.

Norma Spencer is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation and nine years of industry experience. She has worked with Bland Garvey, PC, and Bland Garvey Wealth Advisors since 2006. Outside of her advisory role, Spencer manages retirement services at Bland Garvey, PC, dedicating significant time to this non-investment-related accounting function. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting to individuals, charitable organizations, corporations, trusts, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily using passively managed mutual funds and model portfolios.

Walter Nelson is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at firms including Arete Wealth Advisors, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he is a part owner of BWE LLC, which focuses on motivational speaking, corporate coaching, and book publishing, and serves as a board member and partner for Blue Line Ambassadors, a nonprofit supporting Fort Worth police officers. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning, portfolio management, and other services, utilizing both in-house and third-party model portfolios with a comprehensive investment approach.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.