Robert Brauer is a CFP® with 11 years of industry experience, currently serving at Snider Advisors in Irving, TX. He has been with Chronim Investments, now part of Snider Advisors, since 2014. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm manages approximately $216 million in assets across discretionary and non-discretionary accounts, and offers technology-enabled tools alongside portfolio management and educational workshops.

Brad Little is a CFP® with 16 years of experience in financial advising. He is currently affiliated with TL Private Wealth and has previously worked at HPC Wealth Advisors L.L.C., USAA Financial Planning Services, and Cetera Wealth Services, LLC. He is also a licensed insurance agent. TL Private Wealth provides investment supervisory services and financial planning to individuals and high-net-worth clients, focusing on strategic asset allocation with periodic rebalancing and integrating tax and retirement considerations into its advisory services. The firm manages accounts on a discretionary basis and uses Fidelity Institutional as its exclusive custodian.

Cory Procter is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Pro Capital Wealth Management. His career includes roles at OSAIC and Woodbury Financial, and he maintains activities outside finance as a public speaker and coach focusing on leadership and teamwork, as well as board memberships for nonprofits supporting fatherless children and children’s ministry and athletics. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, and various entities. The firm typically manages discretionary client accounts using model portfolios and a combination of tactical and strategic asset allocation, while pension consulting services are provided on a non-discretionary basis.

John Rubottom Jr. is a CFP® with 23 years of industry experience, currently with Cottonwood Capital Advisors in Irving, TX. He previously worked at Commonwealth Financial Network for seven years before joining Cottonwood Capital. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset allocation, and serves as a fund sponsor and private-fund adviser managing pooled vehicles and special purpose vehicles for qualified clients.

Jay Beerley is a financial advisor at Provision Asset, LLC with 10 years of industry experience. He holds a Series 65 designation and operates a separate insurance practice as an independent insurance agent. Beerley has been affiliated with Provision Asset since 2015 and also maintains a role as a sole proprietor in insurance sales and services. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm employs fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis and utilizes sub-advisors and third-party money managers as part of its service model.

Timothy Allin is a financial advisor at GDS Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at Norman Window Fashions and Shoppa's Material Handling. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, utilizing model portfolios based on Raymond James research to allocate investments across various asset classes.

Jean Keener is a Certified Financial Planner (CFP®) with 17 years of experience, currently serving at Keener Financial Planning since 2008. She holds the Series 65 designation and acts as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on retirement planning through modular financial planning and investment management. The firm employs a long-term, cost-aware investment approach, primarily using low-cost index mutual funds and ETFs, and offers fee-only services via hourly, flat-fee, or retainer arrangements.

Jeffrey Mccain is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and also maintains a role with MassMutual Life Insurance Company since 2006. Outside of advising, Mccain serves on the boards of Teen Life, Inc. and Wise County Christian Counseling, both nonprofit organizations. Trinity Portfolio Advisors operates as a team of eight advisors providing financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a risk-aware, probability-based investment approach that integrates multiple analytical techniques and leverages technology and independent managers to implement its strategies.

Gwendolyn Louie is a Series 65 licensed financial advisor with Provision Asset, LLC, based in Little Elm, TX. She has four years of industry experience and has been with Provision Asset in various capacities since 2018. Prior to her advisory career, she worked at HomeMaker from 2009 to 2018. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis and offers services including portfolio management, comprehensive financial planning, and qualified plan consulting.

Jerred Crowley is a financial advisor with Bright Wealth Management, LLC in Lewisville, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Charles Schwab and TD Ameritrade. Before entering the financial sector, he worked in other industries such as Cotiviti and Audio Fidelity. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management with tailored asset-allocation models and continuous supervision, managing approximately $265 million across roughly 175 clients.

Victor Berlizov is a financial advisor at Cottonwood Capital Advisors in Irving, TX, holding a Series 65 designation. He has worked in the industry since 2021, with prior experience at BAKC, LLP, CBIZ, Inc., Farrell & Hardeman, LLC, and B&T Advisors, LLC. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis using third-party platforms and models grounded in modern portfolio theory.

Landon Mc Bride is a financial advisor with Openair Financial, LLC in Southlake, TX, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at AssetBuilder, Inc., Hedgeserv, Cobra Trading, Inc., TD AMERITRADE, Refinitiv US LLC, and Redi Global Technologies LLC. Openair Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis and includes a range of strategies with ongoing portfolio reviews for suitability, rebalancing, and tax-loss harvesting.

Aidan Daly is a CFA® charterholder at Brady Martz Wealth Solutions, LLC with one year of experience in financial services. Prior to joining Brady Martz, he worked at Cbiz, Avantax/Cetera, INPRS, and held roles in education at Miami University and Hudson High School. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy, implementing client accounts primarily through mutual funds and ETFs while offering ongoing portfolio oversight and planning services.

Annie Adkison is a financial advisor at GDS Wealth Management with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at USAA Investment Management Company and Raymond James Financial Services. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors, focusing on asset allocation using model portfolios developed with research from Raymond James.

Jim Wagner is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 23 years of industry experience. He holds the Series 66 designation and has been with Signal Securities since 2013. Wagner is the founder of Navicors Wealth Management, a financial planning business. Signal Securities provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC, Goldman Sachs Personal Financial Management, United Capital Financial Advisers LLC, and T. Rowe Price Investment Services, Inc. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis with strategies ranging from long-term holdings to short-term trading, offering tailored portfolio management and comprehensive financial plans.

Jennifer Dragon is a CFP®, PFS™, and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Main Street Retirement Planning since 2022 and previously held positions at MMWKM, Personal Consulting, and Deloitte. Jennifer is also licensed to sell insurance products. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions, managing over $716 million in assets. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client portfolios.

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

Holden Ziels is a CFP® and Series 66-registered advisor at Prestige Wealth Management with four years of industry experience. Prior to joining Prestige Wealth Management, he worked at Goldman Sachs for four years. Outside of his advisory role, he works part time at the Dallas Country Club and provides tax preparation services through an affiliated entity of his firm. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation investment approach and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax services.

Kristen Holt is a financial advisor at Cottonwood Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cottonwood Capital since 2016. Holt is also a co-owner of Cottonwood Ventures, LLC, a private entity facilitating securities, advisory, and insurance business. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm blends advisor-led portfolio construction with model portfolios and manages pooled vehicles, including special purpose vehicles, for qualified clients.