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 and is also employed as a painter at La Sage Contracting Services. Additionally, she has worked as a food delivery driver for Uber Eats. 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 utilizing model portfolios and customized asset allocation, along with subscription-based financial planning memberships and retirement plan consulting.

Eric Reed is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, New York Life Insurance Co, and NYLife Securities. Reed is co-founder and managing partner of Audible Financial Group LLC and Audible Consulting LLC, where he provides insurance and financial services and mentors insurance agents. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis and bottom-up stock selection, maintaining ongoing portfolio monitoring and rebalancing through an investment committee.

David Wulfert is a financial advisor at Corus Family Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and has previous experience at HighGround Advisors, High Street Logistics Properties, and Sandia National Laboratories. Wulfert also spent several years working in education-related roles, including at Dallas Baptist University and Pensacola Christian Academy. Corus Family Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on diversified, low-cost institutional mutual funds and ETFs, guided by modern portfolio theory, while also employing tailored allocations that may include private credit, private real estate, oil and gas partnerships, and derivatives in certain accounts.

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 a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise, LLC, Prudential Insurance Company of America, and Pruco Securities, LLC. 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 alongside modern portfolio theory, emphasizing long-term trading and regular account reviews.

Joseph Badinger is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with three years of industry experience. Prior to joining AssetBuilder in 2022, he worked at Deloitte & Touche from 2019 to 2022. AssetBuilder provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a buy-and-hold, asset-allocation strategy centered on Dimensional Fund Advisors products and emphasizes diversification and disciplined portfolio 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.

Jack Clemans is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Fruitful since 2025 and previously held positions at Clemans Financial LLC and Ernst & Young Investment Advisers LLP. Clemans also has a background including roles at Baylor University and Credent Wealth Management. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm uses a subscription-based model and focuses on diversified, low-cost portfolios built primarily with passive ETFs and index funds.

Heath Flock is a financial advisor at Generational Wealth Advisors in Richardson, TX, holding a Series 65 designation with 11 years of industry experience. He has worked with Talis Advisory Services, LLC since 2018 and serves as Chief Operating Officer and Chief Financial Officer of Generational Equity, LLC, a sell-side advisory firm focused on mergers and acquisitions, where he oversees accounting, human resources, IT, client service, and business evaluation. 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 employs a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, using institutional mutual funds, ETFs, separately managed accounts, and alternative investments when appropriate.

John Ryer is a financial advisor at Nobles & Richards Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Farmers Insurance and Foundations Investment Advisors, LLC. Outside of his advisory role, he is involved with Yrefy, LLC and operates the Win Group Insurance John Ryer Agency. Nobles & Richards Advisors, LLC serves individual clients, pension and profit-sharing plans, charitable organizations, state and municipal entities, and corporate clients. The firm provides investment advisory, financial planning, and consulting services, primarily using a non-discretionary approach with fundamental and market-based investment analysis.

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 28 years of industry experience and has been with WealthStar Advisors, LLC since 2013. He also maintains a role at Independent Financial Partners. Outside of his advisory work, he is a partner and owner of a real estate holding company that owns the building used for financial planning. WealthStar Advisors is an independent asset management and financial planning firm serving individuals, high-net-worth clients, and small business owners. The firm specializes in discretionary portfolio management through a firm-sponsored wrap fee program and employs a proprietary Equity Substitution Strategy using fixed-income allocations combined with options and quantitative tools.

Kayla Taylor is a financial advisor at AssetBuilder, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining AssetBuilder, she was involved with Neon Cycle LLC and worked as a registered sales assistant for David Means. Outside of advisory work, she is a managing member and 50% owner of LILY AMONG THORNS LLC. AssetBuilder, Inc. is a fee-only, SEC-registered advisory firm composed of nine advisors managing approximately $813 million for about 700 clients, including individuals, trusts, pension plans, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, using institutional Dimensional Fund Advisors funds as core holdings tailored to client risk profiles.

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.

Justin Elovitz is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 license with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Equitable Advisors, and SCH Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients, utilizing both discretionary and non-discretionary portfolio management along with subscription-based financial planning memberships. The firm employs third-party platforms and strategists to deliver specialized investment strategies and offers structured subscription memberships with education and decision support.

Benjamin Gerald is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Investors Services, New York Life Insurance Company, and Eagle Strategies. Gerald is the founder and president of 75INC LLC, a professional networking association, and serves as president of NAIFA - Dallas. He is also co-founder and managing partner of Audible Financial Group and Audible Consulting, focusing on fixed insurance solutions and coaching insurance agents. Quartz Partners Investment Management provides model-based investment management for individual investors, retirement plans, institutions, and financial intermediaries. The firm combines top-down macro analysis with bottom-up stock selection across multiple model portfolios, offering discretionary account management and advisory services through various delivery platforms.