William Kell is a financial advisor at Abbington Wells LLC in Lucas, TX, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Abbington Wells since 2011. Abbington Wells primarily serves individual clients while also managing corporate, trust, and institutional accounts, offering portfolio management and various financial planning services. The firm employs asset-allocation strategies combining passive and active investments, using multiple analytical methods, and supports a range of approaches including options and leverage.

Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.

Barron Gray II is the sole advisor at Gray Financial Planning LLC in McKinney, TX, holding CFP® and Series 66 credentials with 17 years of industry experience. He founded Gray Financial Planning in 2011. Outside of his advisory work, Mr. Gray owns and manages several short-term vacation rental properties and provides consulting services related to network and phone switch equipment. Gray Financial Planning LLC serves individuals, estates, trusts, and small businesses with financial planning and investment supervisory services. The firm operates primarily on a non-discretionary basis, applying Modern Portfolio Theory with a long-term, buy-and-hold approach using indexes and ETFs, and emphasizes client approval for trade execution.

Billy Briggs is a financial advisor with Clear and Simple Financial Group LLC in Allen, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at USAA Investment Management Company and related USAA entities, spanning from 2011 to 2020. Outside of his advisory work, Briggs is a self-employed musician since 1995. Clear and Simple Financial Group LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a range of analytical methods and focusing on long-term trading and cash-flow portfolio construction. The firm operates with a small client base and incorporates an active insurance practice, with Briggs licensed to recommend insurance and annuity products.

Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.

Nathaniel Gardner is a financial advisor at Prime Personal Finance with one year of industry experience. He holds a Series 65 designation and previously worked at Wayfair and NetScout. His background includes nearly two decades as a software engineer in computer science. Prime Personal Finance provides tailored financial planning, ongoing review, and education to individuals and households through virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds, offering advisory guidance without discretionary authority or custody, and operates on a fixed monthly fee model without commissions or performance-based fees.

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Brian Jones is the founder of Jones Capital Advisors, LLC, an independent firm based in Murphy, Texas. He holds Series 63, 65, and 66 licenses and has 19 years of industry experience, leading his firm since 2011. In addition to advisory services, he is licensed to sell life insurance in Texas, which he provides upon client request. Jones Capital Advisors offers customized investment management and financial planning to individuals, retirement and pension plans, trusts, estates, charitable foundations, and private operations. The firm employs an asset-allocation strategy tailored to each client’s risk tolerance and uses both fundamental and technical analysis across a range of domestic and international securities.

Hannah Szarszewski is a CFP® and Series 65-licensed advisor with six years of industry experience. She is the sole advisor at Blue Mountain Financial Planning, an independent firm based in Melissa, TX. Prior to founding her current firm, she worked at Keener Financial Planning and other advisory firms. She also owns Blue Mountain Money Education, LLC, through which she provides financial literacy and educational content. Blue Mountain Financial Planning serves individual and high-net-worth clients with ongoing financial planning and discretionary portfolio management, focusing on a primarily passive, asset-allocation-driven investment approach using index mutual funds and ETFs. The firm offers fixed subscription, project, or hourly fee arrangements rather than percentage-of-assets fees.

Ryan Smith is a financial advisor at Gladiator Capital Management in Parker, TX, holding a Series 65 credential with four years of industry experience. He has worked at Gladiator Capital Management since 2016 and also serves as Director of Procurement at ATW, where he manages supplier negotiations and delivery schedules. Gladiator Capital Management is an independent, fee-only firm that provides discretionary portfolio management to private individuals and small businesses, focusing on growth-oriented strategies using equities and stock options. The firm employs a model-driven, technical investment approach with an emphasis on volatility strategies implemented through ETFs and options, managing accounts using custodian relationships without taking custody of client assets.

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.

Terry Ledbetter is a CFA® charterholder with 23 years of industry experience. He has been with Kopion Asset Management, LLC since 2009, where he serves as one of two advisors. Kopion Asset Management provides discretionary investment management primarily for individual clients seeking capital appreciation over a multi-year horizon. The firm manages concentrated portfolios of 15 to 25 publicly traded stocks selected through fundamental analysis, maintaining a uniform model portfolio approach for all fully invested clients.

John Riley is a financial advisor at Cornerstone Investment Services with a Series 65 designation and one year of experience at the firm. His prior work includes roles in risk management, automotive sales, and various self-employed positions. Cornerstone Investment Services provides investment supervisory and consulting services to individuals, high-net-worth clients, and pension plans, utilizing both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis with strategies including ETFs and options writing, and manages accounts within a wrap fee program executed through Charles Schwab Advisor Services.

Jonathan Frazier is a financial advisor at Blue Monarch Financial Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Osaic Wealth, Sage Point Financial, Royal Alliance Associates, Woodbury Financial, and FSC Securities. Blue Monarch Financial Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $9.4 million across about 49 client relationships. The firm offers tailored portfolio management through both discretionary and non-discretionary accounts, utilizing various strategies and working with third-party sub-advisors and custodians such as Charles Schwab and Fidelity.

Nancy Elliott is a CFP® professional at Silver Lake Advisory Partners, LLC with six years of industry experience. She has been with Silver Lake Advisory since 2010. Silver Lake Advisory Partners, LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm focuses on fundamental analysis with attention to corporate cash flow and dividend growth, tailoring portfolios to clients’ risk tolerance, income needs, tax status, and objectives.

Jonathan Lindstrom is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Kopion Asset Management, LLC since 2017 and previously worked at First Trust Advisors and in roles at Wheaton College and Buswell Memorial Library. Kopion Asset Management provides discretionary investment management focused on capital appreciation for individual clients with a multi-year investment horizon. The firm employs a single, relatively concentrated model portfolio of publicly traded stocks selected through fundamental analysis and emphasizes operational standardization and detailed performance reporting.

Spiro Nanakos is a financial advisor at Golden Eagle Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. since 2022. Nanakos also serves as Director of Consulting Services at JHME Real Estate Advisors, where he oversees construction monitoring and technical due diligence for real estate projects. Golden Eagle Capital Advisors is an SEC-registered investment adviser that provides portfolio management, retirement plan consulting, and fiduciary services to individuals, trusts, estates, and business entities. The firm employs fundamental and technical analysis, manager due diligence, and periodic rebalancing in its asset management programs, serving both U.S. and non-U.S. clients.

Braiden Simpson is a Series 65-registered financial advisor with three years of industry experience. He is the sole advisor at Legacy Folios, where he has worked since 2026. His prior experience includes roles at Csenge Advisory Group, Peak American Financial Group, Bankers Life, and other firms. Simpson also serves as Chief Financial Officer of Gold Lake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, creating individualized Investment Policy Statements and managing portfolios with a long-term approach based on modern portfolio theory. The firm maintains approximately $70 million in discretionary assets across around 60 client relationships and operates with no account minimum.

Eric Wolfe is a CFP® and ChFC® with 29 years of experience in financial services. He has worked at Succession Financial, Inc. since 2018 and previously spent 10 years at WealthStar Advisors, LLC, as well as 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc. Succession Financial provides investment management, financial planning, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm employs a mix of passive and active investment strategies, manages approximately $210 million for about 173 clients, and offers services including discretionary portfolio management and retirement plan advisory.

Joseph Nappi is a financial advisor at Legacy Folios with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup, Merrill, Bank of America, and Peak American Investment Advisors. He also serves as Chief Risk Officer for Goldlake Capital Partners. Legacy Folios is an independent firm that provides discretionary portfolio management to individuals and high-net-worth clients, focusing on long-term investment strategies guided by modern portfolio theory. The firm manages approximately $70 million in discretionary assets across 60 client relationships without an account minimum.