John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.

Ilya Kisin is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been the principal and sole advisor at Kisin Wealth Management LLC since 2017 and previously worked at SSI Investment Management from 2013 to 2019. Kisin Wealth Management LLC provides fee-based advisory services to individual clients and their trusts and estates, specializing in discretionary, custom portfolio management with a tactical allocation focus. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes derivatives and option strategies within separately managed accounts.

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, Scottrade, and TD Ameritrade. He has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm serving individuals and high-net-worth clients. The firm primarily implements passive, asset-class-based portfolios guided by Modern Portfolio Theory, complemented by fundamental analysis and manager due diligence when recommending outside managers or investments.

Bret Wilson is the sole advisor at Wilson Investment Services in Rockwall, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2014. Wilson Investment Services manages approximately $14.8 million for 29 individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes technical and charting analysis alongside fundamental analysis, implementing ETF-centric portfolios that include long-term holdings, short-term trading, covered-call writing, and hedging strategies.

Whitney Davis is a financial advisor with Davis Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior work includes roles at LPL Financial, Freeport LNG, Phillips 66, and Deloitte. Outside of advisory services, she is a business owner of Resurrezione, LLC, a non-investment-related enterprise. Davis Financial Services is an independent, single-advisor registered investment adviser serving primarily individuals and high-net-worth clients. The firm offers discretionary asset management and financial planning with an investment approach that integrates behavioral, charting, cyclical, fundamental, and technical analysis, managing accounts on a discretionary basis with quarterly reviews and customizable investment restrictions.

Stanley Szafran is the principal of Szafran Capital Management, LLC in Rowlett, TX, holding a Series 66 credential with 24 years of industry experience. He has worked at Trust Advisors, Inc. and Service Corporation International since 2014 and previously at Investors Trust from 2007 to 2017. He serves as Director of Trust Investments for Service Corporation International and Vice President and Director of Trust Advisors, Inc., a subsidiary of SCI. Szafran Capital Management provides fee-only investment advisory services to individuals, trusts, estates, and corporations, offering both discretionary and non-discretionary portfolio management. The firm focuses on client goals and risk tolerance to develop asset allocations using fundamental and technical analysis, overseeing a small number of client relationships with approximately $11.9 million in assets under management.

Weston Haaf is a CFP® professional with 13 years of industry experience. He is the sole advisor at Vantage Wealth Management LLC, having joined the firm in 2023 following eight years at Fidelity Investments. Outside of advisory work, he manages a residential real estate rental property through Living Life Properties LLC. Vantage Wealth Management LLC serves high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning, implementing diversified, risk-based portfolios tailored to clients’ goals and risk tolerance.

John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Kyle French is the sole advisor at FLB Capital Management, LLC in Rowlett, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at FLB Capital Management since 2008 and at ProMark Securities Inc. since 2003. In addition to advisory services, he is a licensed insurance agent selling fixed annuities, life insurance, and health insurance. FLB Capital Management provides investment advisory and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs multiple security analysis methods and generally pursues a long-term investment strategy, while offering discretionary portfolio management and financial planning consultations.

Lawrence Oliver is a financial advisor at Prosperity First Wealth Management with seven years of industry experience. He holds a Series 65 designation and has worked previously at Superior Industries. Oliver also serves as Vice President of Operations for First Co, an HVAC equipment manufacturer. Prosperity First Wealth Management offers portfolio management and integrated financial planning services to individuals, high-net-worth clients, self-employed individuals, and family trusts. The firm emphasizes custom portfolios using low-cost mutual funds, ETFs, bond funds, U.S. Treasury securities, and select individual securities, managing only non-discretionary accounts without custody of client assets.

Jaime Sanchez is a financial advisor at Partner Wealth Management, LLC in Rockwall, TX, holding a Series 63 designation with 31 years of industry experience. He has been with Partner Wealth Management since 2014. Partner Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical methods and trading strategies. The firm manages both wrap and non-wrap accounts, maintains a small client roster, and requires clients to use a single custodian, Charles Schwab.

Brian Megenity is a financial advisor at UHY Wealth Management RIA LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with multiple firms across the financial sector. Outside of his advisory role, he owns B/D Consulting Associates, Inc., a consulting business serving broker/dealers. UHY Wealth Management RIA LLC provides wealth management and pension consulting services to employee benefit plans, trusts, corporations, and public entities. The firm uses both fundamental and technical analysis to develop client-specific investment policies and manages discretionary and non-discretionary portfolios tailored to individual goals and risk tolerances.

James Fowler is a financial advisor at Crestview Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has a background spanning over two decades in chiropractic care and currently maintains roles at Genesis Back and Neck and First Step Chiropractic, P.A. Outside of his advisory work, Fowler is president of Vital Coaching, L.L.C., a property management business. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm employs a client-driven investment process that incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies aligned to clients’ objectives.

Howard Johnson III is a financial advisor with Crestview Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. His career includes roles at Mercer Global Advisors, Lake Point Wealth Management, and Sterling National Financial Group. In addition to his advisory work, he is an independent insurance agent focusing on annuities, life insurance, and long-term care. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm’s investment process incorporates asset allocation, dollar-cost averaging, technical analysis, and a mix of long- and short-term strategies tailored to clients’ time horizons and risk tolerances.

Richard Lucas is a financial advisor at NestEgg Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NestEgg Wealth Advisors since 2014. Outside of his advisory role, he is involved in selling gold and silver coins as an independent contractor for Rare Coins of New Hampshire. NestEgg Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing fee-based financial planning and referring clients to third-party investment managers. The firm focuses on education through newsletters, seminars, and workshops, and does not manage client assets directly.

James Wheeler is a financial advisor at Aegis Wealth Management, Inc. in Dallas, TX, holding a Series 65 credential with two years of industry experience. He has previously worked at Maripau Wealth Management LLC and Five Rings Financial. Outside of financial advising, he is co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. It serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Jason Gould is a CFA® charterholder with seven years of industry experience. He has worked at Lifetime Wealth Management P.C. since 2018 and previously held roles at Gould Capital and Traditum Group. He is based in Rockwall, TX. Lifetime Wealth Management P.C. provides financial planning and investment management services to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive and active strategies, offers discretionary and non-discretionary portfolio management, and supports performance-fee arrangements for eligible accounts.

Cory Falade is a financial advisor at Wealth More Enterprise, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Freeman Capital. Outside of his advisory role, he serves as an Accounting Manager at Stream Realty, a commercial real estate firm. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm uses proprietary software and algorithms to manage discretionary, ETF- and mutual fund-based portfolios and offers clients tiered plans with in-app access to human advisors.