Kimberly Vesely is a CFP® and holds a Series 66 license, with 17 years of industry experience. She currently works at Northill Aims, LLC and has prior experience at Triad Advisors, Inc. and FullCircle Wealth. Northill Aims provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, and charitable foundations. The firm’s investment approach includes strategic and tactical asset allocation, long-term and value-oriented strategies, and the use of alternative investments or ESG overlays when appropriate, with portfolios managed to clients’ objectives and risk tolerances.

Aaron Hutchinson is a financial advisor with DHL Wealth Management LLC, holding a Series 65 license and three years of industry experience. He previously worked for Peak American Investment Advisors, Inc. for five years and Sonic Automotive for three years. He is also licensed to sell insurance with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term investment approach based on modern portfolio theory and offers estate-planning referrals and educational seminars.

Michael Pendleton is a CFP® professional with 17 years of experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2008. He is also a shareholder at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson serves a diverse client base including individuals, pension plans, trusts, estates, and business entities, providing portfolio management and financial planning with customized asset allocation and ongoing monitoring. The firm integrates tax and financial planning through its affiliation with a full-service CPA practice.

Brandon Moore is a financial advisor at GFN Capital Management with 17 years of industry experience. He holds a Series 66 designation and has worked at GFN Capital Management, Kovack Securities, Inc., and Glazer Financial Network since 2002. Outside of his advisory duties, he serves as a youth soccer referee. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary management along with access to model portfolios and third-party managers.

Patrick Stuart is a Series 65-licensed financial advisor with six years of industry experience, currently practicing at Saddock Wealth, LLC since 2019. Prior to joining Saddock Wealth, he worked at GuideStone Financial Resources from 2011 to 2019. Outside of his advisory role, he has a landlord business. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection, working with a concentrated client base supported by two advisory professionals.

James Suttles is a financial advisor at Better Pockets Financial with three years of industry experience. He holds a Series 65 designation and has prior experience at Montoya Wealth and in academic roles at the University of Dallas, University of Texas at Dallas, and Collin College. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services through structured packages. The firm employs a combination of passive and active investment strategies via third-party platforms and emphasizes public educational seminars and workplace retirement participant support.

Collin Day is a financial advisor at Farris Capital Management Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Farris Capital Management since 2021. Prior to this, he was employed at WEB TPA Employer Services and also served at First Southern Baptist Church in St. George. Farris Capital Management provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth clients, and some business entities. The firm combines advisor-managed accounts with automated programs and employs a diversified investment approach that includes options strategies, defined-outcome ETFs, and regular portfolio rebalancing.

Hannah Moore is a CFP® with 14 years of industry experience and has been with Guiding Wealth Management, LLC since 2013. She holds a Series 66 license and owns Moore Media Consulting Group, LLC, which provides training to other financial planners. Guiding Wealth Management is a team-based advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes individualized investment policy statements and employs both fundamental and technical analysis in asset-allocation-driven portfolio construction.

Brent Dunn is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Schlegel Dunn LLC and has prior experience at Commonwealth Financial Network. Outside of his advisory role, he is the owner and professional counselor at Legacy Professional Counseling, PLLC, where he provides counseling services to individuals, couples, and families. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, while offering discretionary management and comprehensive financial planning services.

Scott Schlegel is a CFP®-certified financial advisor with 18 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 16-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation of insurance recommendations. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $279 million across about 154 client relationships, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Its investment approach emphasizes fundamental analysis and long-term portfolio construction using diversified ETFs, low-cost mutual funds, and individual securities when appropriate.

Jefferson Nash is a CFP® professional with 13 years of experience in financial advising. He is currently with Nashional Investments and has held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Nash is involved in tax preparation and serves as a partner in an accounting firm, as well as acting as a branch manager and managed futures advisor for an independent introducing broker. Nashional Independent Investment Management LLC serves individual and business clients, managing discretionary and non-discretionary portfolios using a range of investment strategies including traditional securities, alternative investments, and specialized 1031 exchange consulting. The firm combines advisory services with related tax, insurance, mortgage, and futures activities.

Earl Jefferson is a CFP® professional with 22 years of experience in financial advising. He is affiliated with 7th Harvest Investments and has worked at Legacytexas Wealth Advisors, LLC since 2006. Jefferson occasionally serves as an adjunct professor at Southern Methodist University and holds licenses as an insurance agent. 7th Harvest Investments serves individual and organizational clients, including high-net-worth individuals and retirement plan sponsors, offering fee-based portfolio management, retirement plan consulting, and model portfolio services. The firm employs a combination of charting, fundamental and technical analysis, and manages portfolios with strategies ranging from long-term holdings to short-term trading.

Russell Wilhite is a financial advisor with DeWitt & Dunn Financial Services, LLC, holding a Series 65 designation and one year of industry experience. He has been involved with Dewitt & Dunn, LLC since 2015, serving as Vice President of Client Services in a non-investment role related to advertising. DeWitt & Dunn Financial Services is a boutique adviser serving individuals, trusts, estates, corporations, and small businesses. The firm primarily places client assets with independent sub-advisors and co-advisors who manage investment strategies and maintains custodial and administrative relationships rather than directly managing trades.

Jack Simmons is a financial advisor at J.E. Simmons & Co., P.C. in Dallas, TX, holding a Series 63 designation with 28 years of industry experience. He has been with J.E. Simmons & Co., P.C. since 1997. J.E. Simmons & Co., P.C. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines investment supervisory services and financial planning with accounting, tax preparation, and business analysis, managing client portfolios through a formal planning process that incorporates asset allocation, fundamental and technical analysis, and both long- and short-term strategies.

Richard Lucas II is the sole advisor at NestEgg Wealth Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has managed NestEgg Wealth Advisors since 2014 and is involved in Rare Coins of New Hampshire as an independent contractor selling gold and silver coins. Lucas also holds an insurance license and operates an affiliated insurance business. NestEgg Wealth Advisors is an independent financial planning firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers under written solicitor agreements and focuses on financial planning through client interviews and analysis without exercising discretionary trading authority.

Anthony Assadi is a CFP® and CFA® with 16 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held a position at NTT Data from 2016 to 2019. In addition to his advisory role, he is licensed as an insurance agent. Alere Planning LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm often serves clients experiencing complex life transitions and manages most client assets on a discretionary basis using tailored asset-allocation strategies across active and passive investment models.

Alexander Wilson is a financial advisor at Provident Financial Planning, LLC in Plano, TX, holding a Series 65 designation. He has one year of industry experience, previously working at Navy Federal Credit Union and serving five years in the U.S. Navy. Provident Financial Planning provides asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a mix of fundamental, technical, and cyclical analysis in portfolio construction and offers both discretionary and non-discretionary management tailored to client needs.

Jordan Young is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fireside, he has worked at DEPCOM Power, Inc. since 2019 and previously at American Airlines, Inc. from 2016 to 2019. Outside of advising, he is involved in operations, supply chain, and finance support at DEPCOM Power, an energy solutions company. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and manages portfolios tailored to clients’ goals and risk parameters using a globally diversified mix of asset classes and a variety of investment strategies.

Michael Davidson is a CFP® professional with 24 years of experience in financial advisory. He has led Wisdom Index Advisors since 2004. Outside of his advisory work, he is licensed as a general lines insurance agent. Wisdom Index Advisors serves individuals, corporations, and small businesses by offering wealth management, investment consulting, and retirement plan services. The firm employs an evidence-based, long-term investment approach centered on broad diversification, strategic asset allocation, and disciplined rebalancing, typically utilizing mutual funds, ETFs, and interval funds.

Anders Ting is a financial advisor at TKC Wealth Management LLC in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank and Comerica Securities, Inc. Outside of his advisory role, Ting is involved in mortgage loan origination through Loan Smart Mortgage LLC. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing portfolio management, retirement and pension consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types and offers educational seminars and workshops for clients.