Ian Fritz is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Fisher Investments. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm uses a combination of internally managed models, third-party model marketplaces, and direct holdings, supported by its aiAlpha platform which delivers operational and trading services to Castleview-managed and external accounts.

Ryan Wood is a CFP® with 15 years of industry experience. He is currently with Lemnis Capital and Innovation Partners LLC, having previously worked at Equitable Advisors and Axa Advisors, LLC. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized allocations, along with subscription-based financial planning memberships and retirement plan consulting.

Ryan Ferguson is a CFP® professional with 16 years of industry experience, currently serving at Insight Wealth Partners in Plano, TX. He has been with the firm since 2010. Outside of his advisory role, Ferguson is a partner at Ferguson Group, LLC, where he prepares a limited number of tax returns, and he is involved in commercial real estate management as the managing member of 3333 Premier Properties, LLC. Insight Wealth Partners provides asset management, comprehensive financial planning, pension consulting, and referrals to third-party money managers for a diverse client base including individuals, families, trusts, corporations, and retirement plan sponsors. The firm uses a multi-advisor team approach and employs investment strategies that combine both strategic and tactical asset allocation with fundamental and technical analysis.

Bruce Griffith is a financial advisor at AssetBuilder, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with AssetBuilder since 2007. AssetBuilder provides investment management and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, focusing on diversification primarily through Dimensional Fund Advisors products, with portfolios tailored to client objectives and risk profiles.

Michael Lowe is a financial advisor at Insight Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he manages commercial real estate through 3333 Premier Properties, LLC and owns a ranching operation at Red Arrow Ranch, LLC. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses, offering financial planning, portfolio management, and pension consulting. The firm utilizes a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and a Synthetic Equity Portfolio strategy, and it provides ongoing oversight and due diligence for client accounts.

Howard Chen is a financial advisor at WealthStar Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise and Concordius Capital Advisors, prior to joining WealthStar Advisors in 2013. Chen also works as an independent contractor with the UFC, selling fixed products and insurance. WealthStar Advisors provides investment advice and financial planning to individuals, high-net-worth clients, and small business owners. The firm employs a customized, quantitatively informed approach using client questionnaires, optimization models, and incorporates derivatives and long-dated options as part of its portfolio management strategies.

Benjamin Campbell is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Lemnis Capital, he worked at Equitable Advisors and Innovation Partners LLC. Outside of financial advising, his background includes roles in various industries such as printing and delivery services. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized asset allocations, supported by third-party platforms and strategists.

Tommy Willams is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Southern Methodist University and Dew Wealth Management. AssetBuilder serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with investment management and financial planning. The firm employs a buy-and-hold, asset-allocation strategy based on Modern Portfolio Theory, focusing on diversified portfolios primarily using Dimensional Fund Advisors products.

Mikayla Born is a financial advisor at Lemnis Capital with seven years of industry experience. She holds a Series 66 designation 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. The firm offers both discretionary and non-discretionary portfolio management, using model portfolios and customized asset allocation, and provides subscription-based financial planning memberships along with retirement plan consulting and participant education.

Spiro Nanakos is a financial advisor at Golden Eagle Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. since 2022. Nanakos also serves as Director of Consulting Services at JHME Real Estate Advisors, where he oversees construction monitoring and technical due diligence for real estate projects. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing in its asset management programs, serving both U.S. and non-U.S. clients.

Daniel Stewart is a CFA® charterholder with 24 years of industry experience. He has been with Revere Asset Management since 2016 and holds Series 63 and Series 65 licenses. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that integrates technical, fundamental, and cyclical analysis, emphasizing systematic risk control and daily transparency.

Jason Dallmann is a financial advisor at WealthStar Advisors, LLC in Plano, TX, with 22 years of industry experience. He holds a Series 66 designation and has worked at WealthStar Advisors since 2013 and LPL Financial since 2012. 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 to seek equity-like returns with reduced direct equity exposure.

Matthew Gentry is a financial advisor with Orion Wealth Management LLC in Richardson, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at 360 Wealth Management, LLC and LPL Financial, LLC. Orion Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, utilizing fundamental, quantitative, and technical analysis within a long-term trading approach. The firm is notable for sponsoring a wrap fee program and managing primarily non-discretionary assets while offering oversight of held-away retirement accounts.

Wayne Smith III is a CFP® with 31 years of industry experience and has been with Insight Wealth Partners since 2010. He holds a Series 63 license and serves as the managing member of a commercial real estate management company in Plano, TX. 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 strategic investment process that integrates Modern Portfolio Theory, sector rotation, momentum modeling, and a Synthetic Equity Portfolio strategy, while also conducting due diligence on third-party managers and providing ongoing portfolio oversight.

Benino Torrez III is a financial advisor at Insight Wealth Partners in Plano, TX, holding a Series 65 designation with three years of industry experience. He has been with Insight Wealth Partners since 2022 and previously worked for the City of Fort Worth for eleven years. Insight Wealth Partners offers financial planning, portfolio management, and pension consulting services to individuals, trusts, retirement plans, and businesses. The firm employs a blend of Modern Portfolio Theory–based asset allocation and tactical strategies, including a Synthetic Equity Portfolio, and conducts due diligence on third-party managers while providing ongoing portfolio oversight.

Landry Thompson is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, Landry worked in retail and food service roles while completing academic studies. Generational Wealth Advisors provides 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 multi-disciplinary team approach focused on strategic asset allocation, diversification, and periodic rebalancing, employing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.

William Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation. He has been with Generational Wealth Advisors since 2023 and has prior experience working in various educational institutions. Outside of advising, he holds a 30% equity stake in a start-up LLC focused on small construction remodeling projects in Houston, Texas. 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, diversification, and multifactor exposures based on Modern Portfolio Theory.

Travis Carter is a CFP® with 32 years of industry experience, currently serving as an advisor at Insight Wealth Partners since 2010. He also manages a commercial real estate business, 3333 Premier Properties, LLC. Insight Wealth Partners is a multi-team firm providing financial planning, portfolio management, pension consulting, and referrals to third-party money managers for individuals, trusts, retirement plans, and businesses. The firm employs a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and unique strategies such as a Synthetic Equity Portfolio.

Kennon Grose is a financial advisor at AssetBuilder, Inc. with 19 years of industry experience. He holds the Series 65 designation and has been with AssetBuilder since 2004. AssetBuilder provides investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a buy-and-hold, asset-allocation approach based on Modern Portfolio Theory, primarily using Dimensional Fund Advisors products, and emphasizes diversification and documented client objectives through Investment Policy Statements.

John Pritchett is a CFP® professional with seven years of industry experience, currently serving at Generational Wealth Advisors in Richardson, TX. His career includes roles at North Ridge Wealth Advisors, Raymond James Financial Services, and other firms. Generational Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family offices, and qualified retirement plans. The firm employs a team-based approach focusing on strategic asset allocation, diversification, and periodic portfolio rebalancing, utilizing institutional mutual funds, ETFs, separately managed accounts, and alternative investments.