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.

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC with a Series 65 credential and one year of industry experience. Prior to founding his advisory firm, he held various roles at Microsoft and other technology companies. In addition to his advisory work, he is employed full-time as a Digital Technology Specialist at Microsoft. Crescent Investment Solutions LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual clients. The firm employs a variety of analytical methods and combines long- and short-term trading strategies across multiple asset classes, focusing on individualized advisory relationships rather than pooled or institutional mandates.

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.

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.

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.

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.

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.

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.

Trey Turner is a financial advisor at Hackberry Capital Management with eight years of industry experience. He holds a Series 65 designation and maintains full-time employment as a design engineer at L3 Technologies. Hackberry Capital Management provides discretionary portfolio management primarily to individual investors, including high-net-worth individuals, as well as corporations and other businesses. The firm employs a concentrated global value investing approach, focusing on long-term appreciation without using leverage.

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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.

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.

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.

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.

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.

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.