Jay Beerley is a financial advisor at Provision Asset, LLC with 10 years of industry experience. He holds a Series 65 designation and operates a separate insurance practice as an independent insurance agent. Beerley has been affiliated with Provision Asset since 2015 and also maintains a role as a sole proprietor in insurance sales and services. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm employs fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis and utilizes sub-advisors and third-party money managers as part of its service model.

Timothy Allin is a financial advisor at GDS Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at Norman Window Fashions and Shoppa's Material Handling. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, utilizing model portfolios based on Raymond James research to allocate investments across various asset classes.

Jeffrey Mccain is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and also maintains a role with MassMutual Life Insurance Company since 2006. Outside of advising, Mccain serves on the boards of Teen Life, Inc. and Wise County Christian Counseling, both nonprofit organizations. Trinity Portfolio Advisors operates as a team of eight advisors providing financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a risk-aware, probability-based investment approach that integrates multiple analytical techniques and leverages technology and independent managers to implement its strategies.

Aidan Daly is a CFA® charterholder at Brady Martz Wealth Solutions, LLC with one year of experience in financial services. Prior to joining Brady Martz, he worked at Cbiz, Avantax/Cetera, INPRS, and held roles in education at Miami University and Hudson High School. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, implementing client accounts primarily through mutual funds and ETFs while offering ongoing portfolio oversight and planning services.

Annie Adkison is a financial advisor at GDS Wealth Management with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Management Company and Raymond James Financial Services. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors, focusing on asset allocation using model portfolios developed with research from Raymond James.

Jennifer Dragon is a CFP®, PFS™, and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Main Street Retirement Planning since 2022 and previously held positions at MMWKM, Personal Consulting, and Deloitte. Jennifer is also licensed to sell insurance products. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions, managing over $716 million in assets. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client portfolios.

Holden Ziels is a CFP® and Series 66-registered advisor at Prestige Wealth Management with four years of industry experience. Prior to joining Prestige Wealth Management, he worked at Goldman Sachs for four years. Outside of his advisory role, he works part time at the Dallas Country Club and provides tax preparation services through an affiliated entity of his firm. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation investment approach and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax services.

Dewayne Nelson Jr. is a financial advisor with Collective Wealth Advisors LLC in Coppell, TX, holding Series 63 and 66 designations and bringing 32 years of industry experience. He previously worked at GENEOS Wealth Management Inc. and has operated as a sole proprietor. Outside of finance, Mr. Nelson serves as an interim pastor for St. Peter Lutheran Church, contributing to worship and religious education. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans. The firm employs a client-centered approach, utilizing third-party account administration and multiple sub-advisors to manage diversified portfolios, and is notable for offering educational seminars alongside its fiduciary services.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Patrick Thuemmel is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Samalin Wealth, where he is part of an eight-advisor team. His previous roles include positions at Process Capital Management, Northwest Asset Management, and Wells Fargo Clearing. He is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses, managing approximately $490 million in client assets. The firm employs a combined fundamental and cyclical investment approach and offers a range of services including retirement-plan consulting and wealth management through an affiliated divorce-planning entity.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

Zachary Laws is a financial advisor at Meristead Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. His background also includes roles outside finance such as at R&B Liquors and Neighborhood Harvest. Meristead Wealth, LLC serves high-net-worth individuals and families with discretionary portfolio management and financial planning, offering separately managed accounts and private credit funds. The firm employs a value-oriented investment approach combining macro analysis and fundamental research across global equities and credit.

Jeffrey Sargent is a financial advisor with Meristead Wealth, LLC, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Stansberry Asset Management, Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research, managing private credit funds and utilizing strategies such as special situations, distressed investments, and income-oriented positions.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

Andrew Gold is a financial advisor at Prestige Wealth Management in Southlake, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Edward Jones. Outside of advisory work, he is a licensed life insurance agent offering insurance products to clients. Prestige Wealth Management serves a range of clients including individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 relationships. The firm employs an asset-allocation approach utilizing equities, ETFs, alternative investments, and other vehicles, and offers discretionary investment management alongside financial planning and retirement plan advisory services.

Daniel Amador is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with GDS Wealth Management and has prior experience at Schwab Private Client Advisory, Charles Schwab & Co., Inc., and other firms. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Ji Seon is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining GDS, Ji worked at Republic Services, The Boston Consulting Group, and Ford Motor Company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research that include a range of equity and fixed income allocations.

Chase Mcmellian is a financial advisor at CFO4Life in Coppell, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at PwC and Reagor Dykes, and he has been affiliated with Ausdal Financial Partners since 2018. Outside of advising, he is also involved in insurance sales on a limited basis. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models using mutual funds, ETFs, direct indexing, and third-party managers, with ongoing portfolio monitoring and analysis tailored to client objectives.