Robert Holland is a financial advisor at Astra Wealth Management Group in Plano, TX, with 49 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as a director for Tychee Wealth Partners and REH Holland LLC, operating companies related to his advisory work. Astra Wealth Management is an SEC-registered firm managing about $1.3 billion for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using a blend of fundamental, technical, cyclical, and charting analysis to tailor portfolios that include mutual funds, ETFs, stocks, bonds, options, and structured products.

Michael Digiacinto is a ChFC® credentialed advisor with 24 years of industry experience. He has worked with Worth Financial Group Inc. since 2018 and previously held roles at Financial Planning of McKinney and multiple 1st Global entities. In addition to his advisory work, he is a licensed CPA involved in tax return preparation and an independent agent in traditional insurance marketing and sales. Worth Financial Group manages discretionary portfolios primarily for individual and high-net-worth clients, employing a cyclical security analysis approach supported by fundamental, technical, and charting methods. The firm emphasizes tailored investment strategies aligned with client objectives and risk tolerance, conducting regular portfolio reviews and operating as both an investment manager and a fully disclosed broker-dealer.

James Rose is a financial advisor with Steadtrust LLC, holding a Series 66 license and 20 years of industry experience. Prior to joining Steadtrust in 2025, he worked at B. Riley Wealth Advisors, Inc., National Asset Management, and United Advisors Services, LLC. Outside of his advisory role, he co-administers family investments and is involved in managing a tree farm as a partner. Steadtrust LLC is a team advisory firm managing approximately $438.9 million with nine advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and pension consulting, using a range of investment strategies including long- and short-term trading and alternative vehicles, typically managing accounts on a discretionary basis.

Ephimia Coumanakos is a financial advisor at Steadtrust with 20 years of industry experience. She holds a Series 66 designation and has worked previously at B. Riley Wealth Management, National Securities Corp, and WFG Advisors. Outside of her advisory role, she is involved in tax accounting preparation for small businesses. Steadtrust LLC is a team advisory firm managing approximately $439 million with nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension/401(k) consulting with a discretionary investment approach that includes a range of strategies and alternative vehicles.

George Townsend is a CFP® professional with 12 years of experience in financial planning and wealth advisory. He has been with Consilium Wealth Advisory, LLC since 2015 and previously operated as a sole proprietor. Townsend is also licensed as an insurance agent. Consilium Wealth Advisory serves individuals, high-net-worth clients, and corporate entities with fee-based investment management, comprehensive financial planning, and consulting services, employing both quantitative and qualitative analysis to build and monitor portfolios.

Carson Pope is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., Equitable Advisors, LLC, and Axa Advisors, LLC. 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, emphasizing diversification and risk profile documentation.

Scott Evans is a financial advisor at Liberty Atlantic Advisors with 12 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at firms including Beacon Global Advisor Network and Northwestern Mutual Wealth Management Company. Evans is also a licensed insurance agent involved in insurance product sales. Liberty Atlantic Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across five offices and employs a fundamental analysis approach to build diversified portfolios tailored to client needs.

Alexandra Mc Connell is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs and Van Atkins Jewelers. QuadCap Wealth Management serves individual and high-net-worth clients, trusts, estates, and charitable organizations with investment management and financial planning. The firm combines traditional advisory services with AI-enabled estate planning tools and integrated tax preparation, offering tailored asset allocations and comprehensive family office support.

Jakub Kubrak is a financial advisor at Silver Grove Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Compound Planning, Texas Capital Bank, and Fisher Investments. Outside of advisory work, he is involved in buying and selling used items on online marketplaces. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds, ETFs, and individual securities, managing discretionary portfolios with a team serving approximately $453.6 million in assets.

Robert Mcmeen is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Cabot Lodge Securities LLC. Outside of his advisory role, he is the owner of Century Tree Properties, LLC, a real estate brokerage. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a personalized investment approach that includes diversified portfolios and offers portfolio management, financial planning, 401(k) plan advisory, and financial consulting services.

Anne Robinson is a financial advisor at QuadCap Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. 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 utilizes a combination of equities and fixed income in customized asset allocations and incorporates a third-party AI-enabled platform to assist with estate planning and service delivery.

Alton Thompson is a financial advisor at Worth Asset Management in Frisco, TX, with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Worth Financial Group since 2019. Outside of advising, he is involved part time in sales lead generation for two small businesses, TAP Innovations and Dealer Detail Services, neither of which are investment related. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm combines multiple security analysis methods and employs both discretionary and non-discretionary account management, regularly incorporating outside managers and sub-advisors.

Gavin Baker is a CFP® with three years of industry experience, currently serving as a financial advisor at Parkway Wealth Management Group, LLC. His prior work includes roles at Raymond James Financial and Cabot Lodge Securities. He is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach, using diversified portfolios and a range of strategies from conservative to aggressive.

Tony Kim is a financial advisor at WealthStar Advisors, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with WealthStar Advisors since 2015. He also has a long tenure with IDS Life Insurance Company dating back to 1999. WealthStar Advisors serves individuals, high-net-worth clients, and small business owners by providing investment advice, discretionary portfolio management, and comprehensive financial planning. The firm uses a quantitative, customized approach incorporating client questionnaires, optimization models, and option strategies, including a proprietary Equity Substitution Strategy that employs fixed-income vehicles paired with long-dated equity options.

Christian Patterson is a CFP® with eight years of experience in the financial advisory industry. He is currently with Quadcap Wealth Management, LLC and previously worked at Exencial Wealth Advisors and Downs Saffiotti & Boudreaux, LLP. 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 combines equities and fixed income in customized asset allocations and uses an AI-enabled platform to assist with estate planning documents, alongside traditional advisory services.

Cliff Demarest is a financial advisor at Consilium Wealth Advisory, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Consilium Wealth Advisory since 2012. Consilium Wealth Advisory provides investment management and wealth advisory services primarily to high-net-worth and individual clients, as well as corporate and business entities. The firm offers client-specific investment strategies, family wealth stewardship, business valuation research, and employer financial-wellness programs.

Ellen Seitzler is a financial advisor at AssetBuilder, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AssetBuilder, she held roles at Hotworx, Lower Colorado River Authority, and SouthStar Bank, along with various positions during her academic years. 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 based on Modern Portfolio Theory, emphasizing diversification primarily through Dimensional Fund Advisors products.

Robert Mitchell is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Steadtrust LLC and has prior experience at B. Riley Wealth Management, National Asset Management, National Securities Corp, Wfg Investments, Inc, and also worked at the University of Delaware and Mitchell Lane Publishers. Steadtrust LLC is a team advisory firm managing approximately $439 million across nine advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and pension consulting with a diverse investment approach that includes both traditional and alternative strategies.

Gianna Mossotti is a financial advisor at QuadCap Wealth Management, LLC in Frisco, TX, with six years of industry experience. She holds a Series 66 designation and has previously worked at Fisher Investments, Exencial Wealth Advisors, Charles Schwab, and First Republic Bank. 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 tailored asset allocation with technology-driven tools, including an AI-enabled platform for estate planning and integrated tax preparation services.

Timothy Foster is a financial advisor at Quadcap Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Texas Tech University and the Coalition of Community Assistance Volunteers. Foster serves as a major in the United States Army Reserve, where he is responsible for training resource development for the Marrietta, Georgia office of the Selective Service System. 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 employs a blended asset allocation approach and incorporates third-party AI-enabled platforms for estate planning and integrates tax preparation into its service offerings.