Lyndsey Monahan is a ChFC® credentialed financial advisor at Precision Wealth Strategies, LLC with 11 years of industry experience. She has worked at several firms including Women Inspire Wealth, Black Mammoth, Transamerica Financial Advisors, World Financial Group, and New York Life. Outside of her advisory role, she is co-owner of Two Kites, LLC, a family farm, and serves as CEO of Lyndsey Monahan Consulting, a management consulting business. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, including high-net-worth clients, and entities such as trusts and pension plans. The firm uses a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves qualified retirement plans as a 3(38) fiduciary, offering specialized plan consulting and management services.

Mark Harris is a financial advisor at RPR Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including IHT Wealth Management LLC, Personal Financial Group, LPL Financial, and RBC Capital Markets. Outside of his advisory role, he manages a small real estate rental business. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates accounting services through an affiliated CPA practice.

Nicholas Blankl is a CFA® charterholder with 11 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2015 and is also affiliated with Black Oak Investment Management Company, where he provides retirement plan advisory services. Outside of advisory work, he serves as Treasurer for the International Leadership Academy, a French language immersion school, where he oversees financial management and long-term strategy. Consilium Wealth Advisory is a fee-based firm serving individuals, high-net-worth clients, and corporate entities with portfolio management, comprehensive financial planning, and consulting services. The firm employs a fiduciary approach and utilizes both quantitative and qualitative analysis to construct portfolios, including its discretionary equity-focused "Consilium Core" strategy.

Aubrey Paganelli is a financial advisor at United Advisors America with 13 years of industry experience. She holds a Series 65 designation and has worked at United Advisors America and its affiliated entities since 2013. In addition to her advisory role, Paganelli is a full-time insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management alongside complimentary financial planning.

Katrina Robertson is a financial advisor at Black Knight Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Strongtower Wealth Management and G.A. Repple & Company. Outside of advising, she is an author, public speaker, and serves as campaign treasurer for the Garland County Tax Collector. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a diversified investment approach incorporating fundamental, quantitative, and technical analysis, and offers tailored strategies through discretionary management and model portfolios.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC in Frisco, TX. He holds a Series 65 designation and has three years of industry experience. He has been with Consilium Wealth Advisory since 2016, initially with the predecessor firm and continuing after its transition. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and project-based consulting, utilizing both quantitative and qualitative analysis to build portfolios, including an equity-focused "Consilium Core" strategy.

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc., New York Life Insurance Company, and Merrill. He serves as a board member for the Southern Gateway Deck Park Board. Black Knight Wealth Management provides advisory services to individual and high-net-worth clients, managing portfolios through model Income and Growth strategies or tailored approaches. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and offers access to a broad range of investments, including private funds managed by an affiliated adviser.

Kevin Nelson is a CFP® professional with 19 years of experience in financial advising. He has been with Schubert & Company, Inc. since 2006 and currently works at Corus Family Wealth Advisors, Inc. in McKinney, TX. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy using diversified portfolios mainly composed of ETFs and institutional mutual funds, complemented by a broad range of asset classes and third-party research.

David Bennett is a financial advisor with Expand Financial Group, LLC in Celina, Texas, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior experience includes 12 years at G.A. Repple & Company and running his own firm, David Bennett, Inc., for 15 years. Outside of financial advising, he serves as president of Expand Ministry, LLC and is involved in community church consulting and fundraising coaching, as well as serving on the board of the Excel Leadership Network. Expand Financial Group provides asset and portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a variety of analytical approaches to manage portfolios comprised of stocks, bonds, ETFs, mutual funds, and alternative investments, and serves clients on both discretionary and non-discretionary bases.

Kathryn Atkins is a financial advisor at Corus Family Wealth Advisors, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Schubert & Company since 2017. Prior to that, she worked at Lucas Christian Academy for six years. Corus Family Wealth Advisors provides investment supervisory and advisory services primarily to individuals and high net worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation strategy based on modern portfolio theory, utilizing diversified portfolios mainly composed of ETFs and institutional mutual funds, with options for separately managed accounts.

Lance Purcell is a CFP® professional with over 15 years of experience in the financial and banking industries. He is currently with Black Knight Wealth Management, LLC and previously worked at Citizens Bank and FirstBank Southwest. Outside of his advisory role, he serves as a bank director and manages a legal practice as an attorney. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a multi-disciplinary investment approach that includes fundamental, quantitative, and technical analysis, and typically manages accounts on a discretionary, asset-based basis using model Income and Growth portfolios tailored to client needs.

Stuart Connelly is a financial advisor at Brooklyn FI, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments for 13 years before joining Brooklyn FI. Brooklyn FI serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and routinely aggregates held-away assets for comprehensive client portfolio oversight.

Sohrab Mirzabeigifini is a CFP® with 10 years of industry experience, currently serving at Atlas since 2026. He previously worked for Northwestern Mutual in various capacities from 2015 to 2026. Atlas provides wealth management and financial planning services to a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, index-based investment approach supplemented by internal equity and bond strategies, and is active as a general partner and sponsor of private credit funds.

Christian Marroquin is a financial advisor with United Advisors America holding a Series 65 designation and has been in the industry for one year. Before joining the firm, he worked at Boeing and Chick-fil-A. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm applies a Modern Portfolio Theory approach with model portfolios, mutual funds, ETFs, and additional exposure to digital currencies.

Michael Christians is a financial advisor at Black Knight Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 1999 to 2018. Outside of his advisory role, Christians partners with his brother in a house-flipping business in Illinois. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a multi-disciplinary investment approach using fundamental, quantitative, and technical analysis alongside modern portfolio theory, and offers tailored strategies through discretionary management.

Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. Awan is also the founding partner of Red River Wealth Advisors, a financial services firm serving client financial needs. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management approaches, supported by an in-house research team and third-party managers.

Nancy Dinh is a financial advisor at Capital Analysts with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Valic Financial Advisors. Outside of her advisory role, she serves as Executive Vice-President of the DFW Asian American Citizens Council and is a part owner of PC CONNECT, LLC, an IT support services business. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers both discretionary and non-discretionary investment management through an in-house research team, independent advisors, and third-party managers, delivering customized portfolios and specialized services nationwide.

Luke Martin is a financial advisor with Eversource Wealth Advisors, LLC in McKinney, TX, holding a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked at Brasfield and Gorrie and spent time at Auburn University Harbert College of Business. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, alongside turnkey asset management and sub-advisory solutions, utilizing multiple investment programs and platforms tailored to client profiles and values.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently advising at AlphaCore Capital LLC since 2025. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, and Frontier Investment Management Co. She serves as an HOA Board member of Wichita Estates HOA, where she participates in community decision-making. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, offering discretionary management and specialized advisory services including tax preparation and ERISA plan consulting.

Shyan Moayedi is a financial advisor at Madison Partners with 14 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Madison Partners in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services for five years, followed by roles at Charles Schwab and Morgan Stanley. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is customized and primarily long-term focused, using a mix of ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.