Howard Montfort Jr. is a financial advisor at Scherer Financial Advisory Services, LLC in Dallas, TX, with 50 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2016 to 2022. He also sells variable annuities as part of his other business activities. Scherer Financial Advisory Services provides portfolio management, limited financial planning, and consulting to individual and high-net-worth clients. The firm employs a modern portfolio theory framework and offers various investment options, including options strategies, mutual funds, ETFs, annuities, and IPO participation.

Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Interlinc Financial Advisors, she worked at Murphy & Sylvest and Starbucks. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans, focusing on preparing financial plans and referring investment accounts to third-party managers. The firm also offers insurance products through affiliated businesses and conducts educational seminars for the public.

Anthony Lara is a financial advisor with DHL Wealth Management LLC in Richardson, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Peak American Investment Advisors, Inc. for six years. Lara is also a licensed insurance agent with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm follows a long-term, risk-based investment approach using mutual funds, ETFs, equities, and fixed income, with discretionary management and quarterly reviews.

Richard Diamond is a financial advisor at MB Advisors LLC in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has worked at MB Advisors since 2013 and previously at Straight Lane Capital from 2009 to 2017. MB Advisors serves individual and high-net-worth clients through discretionary, customized investment management and financial consulting. The firm employs a fundamental, bottom-up research process with two core strategies that include equity opportunities and intrinsic value investments, using concentrated, benchmark-agnostic portfolios and active derivatives for portfolio management.

Brett Mills is a financial advisor with MRM Financial Advisors, LLC in Frisco, TX, holding the PFS™ designation and eight years of industry experience. He is also a partner and actively engaged Certified Public Accountant (CPA) at McCarthy, Rose & Mills, LLP, a tax and accounting firm he has been involved with since 2002. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm employs fundamental security analysis and non-discretionary portfolio management, with a notable affiliation to an accounting firm and additional roles as a private fund adviser and manager of pooled investment vehicles.

Ernest Miller is a financial advisor at Directional Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including The Krause Group, BB&T Securities, and Fusion Capital Management. Miller is also a co-founder and advisory board member of Métis Growth Partners, a business consulting firm focused on ownership structure, operations, and succession planning. Directional Advisors provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, non-profits, and business entities. The firm employs a goals-based investment process that incorporates business-cycle analysis and tactical risk controls, managing approximately $43 million in client assets.

Philip Brooks is a financial advisor at Redwood Family Wealth LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and XO Wealth Management. Brooks also serves as a registered representative at Cabot Lodge Securities. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, including high net worth clients, as well as charitable organizations and businesses. The firm offers discretionary and non-discretionary portfolio management using a wide range of instruments, combined with tailored financial planning and consultative guidance.

Albert Dean is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is affiliated with Riverchase Wealth Management, LLC and previously worked at Kelleher Dean Tax Advisors, LLC. Dean holds Series 63 and Series 65 licenses. Riverchase Wealth Management serves individuals, trusts, estates, retirement plans, small businesses, and corporations by providing financial planning, discretionary investment management, and retirement plan consulting. The firm integrates in-house tax preparation and IRS representation services and typically implements portfolios using a mix of mutual funds, ETFs, equities, fixed income, and alternatives with an emphasis on tax efficiency and periodic rebalancing.

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.

Stephen Meeks is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interlinc Financial Advisors and its predecessor entities since 2016. Outside of his advisory role, Meeks owns and operates Texas Family Insurance & Retirement Services, Inc., where he is involved in fixed insurance sales. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans. The firm prepares financial plans and refers investment accounts to third-party managers while offering ERISA 3(21) fiduciary services, insurance products, and public educational seminars.

Salvatore Olimpio is a financial advisor with Olimpio Neu & Associates, Inc. in Frisco, TX, holding a Series 63 designation and 28 years of industry experience. He has been associated with Olimpio Neu & Associates since 1998 and owns Olimpio Financial Group, a financial consulting firm based in Dallas, TX. In addition to advising, he provides insurance and accounting services as a sole proprietor and serves as president and managing member of related financial partnerships. Olimpio Neu & Associates provides discretionary and non-discretionary investment management, advisory services, and financial planning to individuals, pension plans, trusts, non-profits, and business entities. The firm manages approximately $77 million and emphasizes asset allocation, diversification, and tax efficiency, drawing on both fundamental and technical analysis in portfolio construction.

Gregory Liesen is the sole advisor at Geneva Financial Group LLC in Allen, Texas, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Geneva Financial Group since 2007. Outside of his advisory role, he serves as an adjunct professor and works as a chemical consultant. Geneva Financial Group LLC provides fee-only, discretionary investment and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a fiduciary approach with broadly diversified, tax-efficient portfolios based on Modern Portfolio Theory, avoiding derivatives and day trading while offering periodic tax-loss harvesting and regular account reviews. Its client base includes corporate pension and profit-sharing plans alongside individual investors.

Gerald Diduck is a financial advisor at FQI Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at McElhenny Sheffield Capital Management, LLC, and Wealth Enhancement Advisory Services. Outside of finance, he is owner of a logistics brokerage and serves as a director and board member for charitable organizations associated with the Dallas Stars. FQI Capital Management serves individual, pension, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm uses a combination of quantitative models, technical timing, and fundamental sector selection, incorporating derivatives strategies such as option writing to manage risk and pursue income.

Jaime Galvan is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Spectrum Strategies, L.L.C. since 1999 and also worked with MML Investor Services, LLC and Massachusetts Mutual Life Insurance Co. during the same period. He provides pro-bono financial guidance to military personnel and their families. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting, focusing on retirement, education funding, risk management, estate and tax analysis, and business succession. The firm offers non-discretionary investment advice without managing client assets, operating on engagement-specific fees and coordinating with third-party managers for implementation.

Joshua Bannerman is a CFP® professional with 26 years of experience in the financial services industry. He is the principal of Bannerman Wealth and has held leadership roles at Bannerman Insurance Group and Verios Advisory Group. Outside of financial advising, he is a co-owner and co-host of the Stacking Benjamins podcast and works as a football official. Bannerman Wealth serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing diversified model portfolios centered on Dimensional Fund Advisors funds. Comprehensive financial planning and ongoing client monitoring are key components of their service model.

Marcus Mendez is a financial advisor at USA Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with USA Asset Management since 2004. Mendez maintains a real estate agent license in California but is not actively engaged in real estate activities. USA Asset Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a blend of fundamental and technical analysis and uses various strategies tailored to client objectives, offering ongoing account supervision and personalized recommendations.

Alejandro Lozano is a CFP® professional with 13 years of experience in financial advising. He has worked at J.P. Morgan Wealth Management and Northstar Investment Advisory LLC before joining Flourish Financial Planning, where he is part of a four-advisor team. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory-based, passive investment approach using index funds and ETFs and offers a range of planning services, including discretionary portfolio management and retirement advice.

Randy Smith is a CFP® with 34 years of industry experience. He is currently with Clear Sky Financial, LP, where he has worked since 2018, and previously held positions at LPL Financial and Flight Safety International. He is also a licensed insurance agent. Clear Sky Financial is a small advisory firm managing approximately $140.6 million in discretionary assets, offering tailored investment management and financial planning services to a diverse client base including individuals, institutions, and other investment advisers.

Sarah Lassberg is a financial advisor at Better Pockets Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, Lassberg is the founder and executive director of Elf Army of Light, a nonprofit that provides support to individuals who have experienced pregnancy loss and infant death, and she serves on the board of Women Organizing Women Democrats, a political engagement organization. Better Pockets Financial serves individual clients and small employer plan sponsors with financial planning, investment management, and employee benefit services. The firm combines planning and investment advice using a structured approach that incorporates both passive and active strategies, supported by institutional investment platforms and personalized client engagement.

Raymond Mc Clure is a financial advisor at McClure Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at Austin College and Greenville High School. He is also a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily implements portfolios through third-party subadvisors using ETF strategies and offers discretionary management with client-imposed account restrictions.