Alex Goldstein is a financial advisor at Atlas with seven years of industry experience and holds a Series 66 designation. He has worked at several firms including Bank of America, Merrill, and Chesapeake Asset Management. Outside of his advisory role, he serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company, and is the founder of Spreadwise LLC, a financial services venture affiliated with Atlas. Atlas provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis within a primarily long-term, index-based investment framework, and is notable for sponsoring private investment vehicles including a private credit fund.

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and bringing 12 years of industry experience. His career includes roles at Vision Advisors, Inc., Optivise Advisory Services, and OnPointe Advisory and Financial Services, LLC. Corjay is also a CFO and part-owner of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and personal services. The firm employs a multifaceted investment approach that includes discretionary management of model portfolios and tailored strategies, with access to private funds managed by an affiliated adviser as well as traditional investment vehicles.

Kenneth Blattenbauer Jr. is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. He has held roles at Morgan Stanley and various investment and insurance entities, including serving as CEO and CCO of Kingstone Capital Partners Texas. Outside of advisory services, he is involved in managing multiple related businesses, including insurance agencies and private fund vehicles. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a combination of bottom-up fundamental analysis and top-down overlays and distinguishes itself by using derivatives and quantitative risk controls within separately managed accounts.

Christopher Robinson is a financial advisor at RFG Wealth Advisory with over 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and Veravest Investment Advisors. Outside of his advisory duties, he is involved in several business ventures, including ownership in real estate and related entities. RFG Wealth Advisory serves individual and high-net-worth clients with wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts, employing a variety of investment methods including derivatives and options strategies within separately managed accounts.

Jonathan Mc Entire is a financial advisor with Provision Asset, LLC, holding a Series 65 license and six years of industry experience. He has previously worked in hospitality management at Hilton Hotels, Omni Hotels and Resorts, and Highland Dallas Hotel. In addition to his advisory role, he is active as an insurance agent with Provision Retirement, LLC. Provision Asset is a fee-based advisory firm serving individuals—including high-net-worth clients—charitable organizations, and investment company clients. The firm offers discretionary asset management, financial planning, and qualified plan consulting, managing approximately $150.7 million for around 459 clients through a small team.

Robert Alston Jr. is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quadcap Wealth Management for over a decade. QuadCap Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines traditional advisory work with technology-driven solutions, including an AI-enabled platform for estate planning and integrated tax preparation, tailoring strategies to clients’ specific goals and needs.

Michael Cooper is a financial advisor at United Advisors America with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at United Advisors America since 2009 and Alliance America Corporation since 2010. In addition to his advisory role, he serves as a Regional Sales Director at Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations, using mutual funds, ETFs, and select exchange-traded products, while allowing clients to set reasonable investment restrictions.

Robert Koerner is a financial advisor with CLG LLC, holding Series 63, 65, and 66 designations and 39 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Koerner also provides insurance advice as an independent insurance agent. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers asset management, financial planning, retirement consulting, and insurance solutions, employing a range of analytical methods and investment strategies including derivatives and digital assets.

Malcolm Walton is a financial advisor at Gannett Wealth Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm provides wealth management, financial planning, retirement plan consulting, and tax preparation, combining passive and active investment strategies while offering trust-affiliated custody and crypto-related services.

James Moore is a CFP® professional with 10 years of experience, currently serving as an advisor at Eclectic Associates, Inc. since 2016. He is based in Gunter, TX, and works as part of an 11-advisor team. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser providing discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and develops tailored Investment Plans that incorporate diversified mutual funds and ETFs, employing Modern Portfolio Theory with long-term holdings and periodic rebalancing.

Michael Tull is a financial advisor at RFG Wealth Advisory with a Series 65 designation and one year of industry experience. Prior to joining RFG Wealth Advisory in 2025, he worked at Guaranty Bank & Trust and has a background in commercial real estate brokerage with Stag Commercial, where he maintains a license for referral purposes. RFG Wealth Advisory serves primarily individual and high-net-worth clients, offering wealth management, financial planning, and portfolio consulting. The firm employs a range of investment strategies, including derivatives and options within separately managed accounts, and manages over $550 million in client assets across approximately 415 households.

Jonathan Melehan is a financial advisor at Black Knight Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and Kaplan Professional. In addition to his advisory role, he owns Black Creek Consulting LLC, where he provides sales consulting to investment firms. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services involving attorneys, tax advisors, and private bankers. The firm employs a disciplined investment process using fundamental, quantitative, and technical analysis, and manages accounts through discretionary, asset-based approaches tailored to client needs.

John Lopez is a financial advisor at Eagle Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Financial Advisors since 2015 and Eagle Financial Group since 2019. His career also includes 12 years at CLA USA Inc. and over two decades as an independent insurance agent. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other entities by providing portfolio management and third-party manager selection. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative methods, third-party research, and client-specific investment policies.

Cortnie Rodriguez is a financial advisor at QuadCap Wealth Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has been with QuadCap since 2014. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers services including family office coordination, trustee services, and integrated tax preparation, utilizing a combination of traditional advisory work and a third-party AI-enabled platform to assist with estate planning.

Nicholas Noll is a Series 65-licensed advisor with RFG Wealth Advisory in Argyle, TX, where he has worked since 2021. Prior to joining the firm, he spent ten years at First Eye Care. He has no prior industry experience before his current role. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm employs a range of strategies including modern portfolio theory, fundamental and technical analysis, and derivatives and options within separately managed accounts.

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.

Jennifer Vendryes is a financial advisor at Eagle Financial Advisors, LLC with one year of industry experience. She holds the Series 65 designation. Her prior work includes four years at Methodist Medical Center and over two decades at Silver Tree Financial. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other business entities by providing portfolio management and selection or solicitation of third-party managers. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative techniques, third-party research, and client-specific investment policies.

Emilio Gonzalez is a financial advisor at RFG Wealth Advisory with 11 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Invest Financial Corporation. Gonzalez has been affiliated with RFG Wealth Advisory since 2016 and Robinson Financial Group since 2013. RFG Wealth Advisory offers wealth management, financial planning, and portfolio consulting services primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary accounts using a range of strategies, including derivatives and options within separately managed accounts.

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.