Michael Allison is a financial advisor with Red Tree Investments in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Prior to joining Red Tree Investments in 2022, he worked at MDX Wealth Management for six years. He is also the owner and instructor of Texas Investment Training LLC, which provides training to Texas municipalities on the Public Funds Investment Act and related regulations. Red Tree Investments is an independent registered investment adviser serving individuals and institutional clients, including retirement plans, trusts, and local government entities. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, publicly traded REITs, and ETFs, and offers pension consulting and fiduciary services for qualified plans.

Todd Frederick is a CFP® professional with 29 years of industry experience. He is the sole advisor at Stonecreek Private Wealth, LLC, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of his advisory work, he is a director and silent partner at a women’s kickboxing gym. StoneCreek Private Wealth provides discretionary investment management and financial planning services primarily to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, generally serving larger accounts with a $1 million minimum. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors products.

You've experienced an unimaginable loss: the loss of a spouse, a marriage, or a loved one. You never handled the "money" side of things, and you're scared. Your estate planning or divorce attorney has helped you through the nuts and bolts, but now what? Molly Laughter, CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ is passionate about helping women understand finances and answer this question. Molly has spent her professional career making complicated financial topics relatable and understandable. You don't have to know numbers to build a successful life or start again. Molly’s mission is to educate and empower the women she works with to live a life they love, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning and investment management.

Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.

Corey Winten is a financial advisor at Winten Investment Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with his firm since its founding in 2011. In addition to his advisory role, he operates as a licensed independent insurance agent, focusing on term life and long-term care insurance. Winten Investment Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and business entities. The firm follows a long-term, income-focused investment approach based on the Random Walk Hypothesis, managing client assets directly with diversified portfolios designed to generate and manage cash flow over multi-year horizons.

Wesley Young is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakwood Advisory Group, LLC since 2011. He has also been affiliated with MassMutual since 2009. Outside of his advisory role, Young is involved in multiple business ventures, including ownership interests in several management and fund entities, as well as ownership of an entertainment group. Oakwood Advisory Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts and estates, profit-sharing plans, and pooled investment vehicles. The firm employs a disciplined, diversification-focused investment process and offers tailored services directly or through recommended sub-advisors.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.

Francisco Zorrilla is a financial advisor at Zor Capital, LLC with 15 years of experience in the industry. He holds Series 63 and Series 65 licenses and has operated his own advisory firm since 2011. In addition to his advisory work, he runs a financial education website and hosts a weekly Twitter chat focused on stock market discussions. Zor Capital serves individual and high-net-worth clients by providing discretionary portfolio management, individualized asset allocation, and customized investment programs. The firm employs a combination of fundamental and technical analysis across various instruments and offers both performance-based and traditional fee arrangements.

Amy Hall is a financial advisor with CPR Financial & Insurance Services, Inc. in Prosper, TX, holding a Series 65 credential and eight years of industry experience. She has worked with CPR Financial since 2018 and also maintains roles as an independent insurance agent, accountant, and tax preparer, dedicating about 25% of her time to these activities. CPR Financial & Insurance Services is a registered investment adviser serving individual investors, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $69 million in client assets through a combination of discretionary and non-discretionary portfolio management, utilizing both in-house and outsourced solutions to tailor investment strategies to client goals.

Randy Smith is a CFP® with 33 years of industry experience and is currently an advisor at Clear Sky Financial, LP. His prior experience includes roles at LPL Financial LLC and Southwest Airlines, where he has worked since 1983. He is also a licensed insurance agent, dedicating a portion of his time to that activity. Clear Sky Financial provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a range of securities and often serves both advisory clients and other investment advisers through its unique dual role.

Charles Rosen is a financial advisor at CPR Financial & Insurance Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CPR Financial since 2014. Rosen is also president of an independent insurance agency and serves in multiple volunteer leadership roles with the National Association of Benefits and Insurance Professionals (NABIP), including legislative chair and board trustee positions. CPR Financial & Insurance Services is a registered investment adviser serving individual investors, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $69 million in assets with a team of four advisors, offering asset management, financial planning, and ERISA plan advisory services through a combination of in-house and outsourced solutions.

Michael Davidson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been associated with Financial Innovations LLC since 2004. Outside of advisory work, he has maintained a general lines insurance agent license. Wisdom Index Advisors serves individuals, trusts, charitable organizations, pension and profit-sharing plans, estates, and small businesses, managing approximately 180 client relationships. The firm employs a long-term, market-based investment approach grounded in academic research, emphasizing asset allocation, diversification, and systematic rebalancing.

Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. He previously worked at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is president of an insurance agency and serves as an elder at Midway Church in Aubrey, TX. Complete Wealth Management serves individuals, small businesses, charities, and retirement plans, managing approximately $125 million. The firm uses Modern Portfolio Theory to develop and monitor customized investment portfolios, providing discretionary account management with regular reviews and reporting.

Vincent Lombardo is a financial advisor at CPR Financial & Insurance Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an independent insurance agent since 2010. Lombardo is also the owner and officer of Vinou Corporation, a consulting business he established in 1993. CPR Financial & Insurance Services is a registered investment adviser serving individual investors, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $69 million in assets for about 646 clients, offering asset management, financial planning, and ERISA plan advisory services through a combination of in-house management and outsourced solutions.

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

William Brinson is a financial advisor at Taylor Stephens, Inc. with 50 years of industry experience. He holds a Series 63 designation and has worked with Taylor Stephens since 1990, alongside operating A. Cole Stephens & Associates, Inc., an inactive actuarial services business. In addition, he has been a self-employed insurance agent since 1969, licensed in multiple lines of life, accident, health, and property and casualty insurance. Taylor Stephens, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses customized, asset-allocation based investment approaches and offers a combination of advisor-managed and sub-advised programs, with a notable focus on non-discretionary asset management.

Matthew Saller is a CFP® with 17 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC since 2019. He previously worked at Fidelity Investments for 10 years and remains involved with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management serves individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm employs Modern Portfolio Theory in its investment process and manages approximately $125 million with a small advisory team.

John Paulson is a financial advisor at Clear Sky Financial, LP with 28 years of industry experience. He holds a Series 63 designation and has worked at Clear Sky Financial since 2018, following a 13-year tenure at LPL Financial. Paulson is also a licensed insurance agent and registered representative, dedicating a portion of his time to these roles. Clear Sky Financial provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a wide range of securities and offers both advisory management and sub-adviser appointments, operating as a small, three-advisor practice.

Joel Bennett is a financial advisor at Expand Financial Group, LLC, holding a Series 65 designation with four years of industry experience. Before joining Expand Financial Group in 2020, he worked in education and healthcare roles, including positions at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group is a team-based SEC-registered advisory firm with six professionals managing approximately $106.8 million for around 289 clients. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management, and standalone financial planning, using a combination of fundamental, technical, quantitative, and sector analysis in its investment process.