Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

Whitney Ann Nash is a Series 65 licensed advisor with Nashional Investments, based in McKinney, Texas, with eight years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of advisory services, she is involved as an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and manages companies providing qualified intermediary services for 1031 exchanges and escrow-only services. Nashional Independent Investment Management LLC serves individuals and business owners by managing discretionary and non-discretionary portfolios totaling approximately $10.4 million in assets. The firm offers a range of services, including portfolio management across traditional and alternative investments, hourly financial advising, and specialized 1031 exchange consulting, employing diverse analytical methods and strategies tailored to client goals and risk tolerance.

Eric Wolfe is a CFP® and ChFC® with 30 years of industry experience. He has worked at Succession Financial, Inc. since 2018 and previously spent 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc., along with 10 years at WealthStar Advisors, LLC. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing both passive and active strategies across diverse asset types.

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 designation and less than one year of industry experience. He previously worked in a variety of roles including student loan consulting for Dr. Meredith Jones, LLC. Outside of investment services, he has co-ownership in a property management company. Allvet Financial serves individual clients, primarily veterinary professionals, offering discretionary asset management and integrated student loan repayment planning. The firm follows passive, buy-and-hold strategies based on modern portfolio theory and emphasizes long-term financial planning.

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.

Richard Jordan is a financial advisor at Fortress Estate Solutions, PLLC in Frisco, TX, holding a Series 65 designation with 18 years of industry experience. He has been with Fortress Estate Solutions since 2006. In addition to his advisory work, he offers life insurance products as a licensed life insurance agent. Fortress Estate Solutions serves individuals, families, trusts, estates, and business entities by providing financial and investment planning, active portfolio management, and related services including estate, charitable, tax, mortgage/debt, and business planning. The firm combines comprehensive estate and charitable planning with active trading and options strategies, tailoring investment advice through fundamental and technical methods.

Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Gary Brittain is a financial advisor at Legacy Folios in McKinney, TX, holding a Series 65 designation and bringing 18 years of industry experience. He previously worked at AssetBuilder for 15 years before founding Legacy Folios in 2022. Legacy Folios offers discretionary portfolio management to individuals and high-net-worth clients, emphasizing modern portfolio theory and a long-term investment horizon. The firm manages approximately $70 million in assets across about 60 client relationships, creating customized Investment Policy Statements and utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Roger Shake is a CFP® professional with 30 years of industry experience. He has served at Legacy Consulting Group since 1999 and at Perryman Securities, Inc. since 2004. Legacy Consulting Group advises individuals, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial life planning, and special-project consulting. The firm employs a combination of quantitative screening and qualitative due diligence within a progressive capital-allocation framework, utilizing mutual funds, ETFs, individual securities, and alternative vehicles.

Jeffrey Reddick is a CFP® professional with 25 years of experience in the financial services industry. He is currently with WG Plan LLC and has previously worked at firms including Proline Investment Management and Guideline Capital Management. Outside of his advisory work, he serves as Managing Director and CFO for VPR Ventures LLC, a litigation finance business, and provides life insurance and annuity solutions through Guideline Capital Management. WG Plan LLC offers asset management and financial planning services to individual and high-net-worth clients, utilizing a mix of fundamental and technical analysis alongside proprietary quantitative models. The firm emphasizes discretionary portfolio management, incorporating structured products and maintains affiliations with legal and insurance professionals to support estate planning and insurance needs.

Jerod Brockelman is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is affiliated with Eubank, Hutson & Associates, LLC and Addington Financial Group, where he works as an investment adviser representative. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by providing discretionary portfolio management, financial planning, and single-subject consulting. The firm’s investment approach integrates technical and fundamental analysis with modern portfolio theory and utilizes both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

Gerrond Mckee is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Lifeway Financial Corporation since 2009. Lifeway Financial Corporation advises individual and high-net-worth clients by providing personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million across about 168 client relationships, emphasizing asset allocation, diversification, and including private placements and other illiquid investments in its portfolios.

Paul Henley is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Farris Capital Management Inc. since 2018. Prior to joining Farris Capital, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also licensed as an insurance agent, offering insurance products to clients. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm employs a written Investment Policy Statement and a stock-selection process focused on companies with strong fundamentals, utilizing a mix of ETFs, mutual funds, derivatives, and options strategies across multiple custodial platforms.

Robert Garner is the principal of Garner Asset Management Corporation in Plano, TX, holding a Series 66 designation with 27 years of industry experience. He has led Garner Asset Management since its founding in 1998. Outside of his advisory work, he serves as a director of IPMG, LLC, a development-stage company focused on transferring commercially viable concepts from university and government environments to the private sector, where he provides occasional advice on financial structure. Garner Asset Management provides discretionary investment management to individuals, pension and profit-sharing plan participants, and trusts and estates. The firm uses fundamental analysis and a combination of long-term and short-term trading strategies, including short sales, while allowing clients to place written restrictions on investments or sectors.

Matthew Quinn is a CFA® charterholder with 20 years of industry experience. He has been with Legacy Consulting Group since 2017 and previously worked at Vicus Capital, Inc. for one year. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of quantitative research, qualitative manager due diligence, and a structured capital allocation framework to build and manage portfolios that typically include mutual funds, ETFs, individual stocks, and alternative strategies.

Joseph Nappi is a financial advisor with Legacy Folios, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Investment Advisors, Bank of America, Merrill, and Citigroup. Outside of Legacy Folios, he serves as Chief Risk Officer at Goldlake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm’s investment approach combines multiple analytical methods and strategic asset allocation to align portfolios with clients’ risk tolerance and time horizons.

Owen Stewart is a financial advisor with Macro Wealth Advisors, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Macro Financial Advisors and its related entities since 1994. Outside of advisory work, he serves as president of Macro Financial Concepts, Inc., a non-investment business. Macro Wealth Advisors is a small, state-registered firm serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management primarily through third-party asset manager programs, complemented by in-house model portfolios and ongoing financial planning tailored to client goals.

Zachary Hope is a financial advisor at Indivisible Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Stifel, Nicolaus & Company, Bank of America, and Merrill Lynch. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios and third-party managers to tailor strategies for its clients.

Ryan Mcdonald is a financial advisor with Vann Equity Management LLC in Plano, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at several firms including B. B. Graham & Co. Inc., Per Stirling Capital Management, and TRS Advisors. Mcdonald serves as a director on the board of the Russ Martin Show Listeners Foundation, a charitable organization. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of six advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a blend of model-based and customized investment strategies across various asset classes and uses sub-advisory relationships for specialized real estate investments while maintaining primary advisory oversight.

Stephen Cramm is a financial advisor at Insight Wealth Partners with a Series 65 designation and two years of industry experience. Prior to joining Insight Wealth Partners in 2024, he worked at Goldman Sachs from 2020 to 2024 and Ragnar Events LLC from 2016 to 2020. Insight Wealth Partners is a multi-advisor team that provides asset management, financial planning, pension consulting, and referrals to third-party money managers for individuals, families, trusts, corporations, and retirement plan sponsors. The firm combines strategic and tactical asset allocation with continuous supervision and offers a Synthetic Equity Portfolio strategy designed to balance upside participation with downside risk mitigation.