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.

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.

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.

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.

Brian Rahlfs is a CFA® charterholder and principal of Rahlfs Capital, LLC in Carrollton, TX, with 22 years of industry experience. He has led Rahlfs Capital since its founding in 2003. Rahlfs Capital provides discretionary and nondiscretionary investment management to individuals, families, trusts, estates, partnerships, corporations, and charitable portfolios, as well as sub-advisory services to another investment adviser. The firm constructs customized portfolios primarily investing in equities and fixed income, with occasional exposure to private equity, real property, digital assets, and commodities, applying a multifaceted investment process that incorporates macroeconomic and microeconomic analysis, credit and duration assessment, technical and behavioral finance.

Tyler Curtis is a Series 65-licensed financial advisor at Snider Advisors with 18 years of industry experience. He has been with Chronim Advisors since 2007. Curtis is also involved in the operations, marketing, and development of several investment-related technology companies that he owns. Snider Advisors provides investment advisory and consulting services to individuals and corporate clients, utilizing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm offers a mix of discretionary and non-discretionary portfolio management supported by proprietary screening tools and technology-enabled implementation.

Jamie Tebbe is a financial advisor at Benchmark Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Gentry Private Wealth Management LLC, PRO Style Financial, and Sunpoint Securities, Inc. over his career. Benchmark Investment Advisors provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic allocation approach with global equity and fixed-income model portfolios, incorporates a proprietary economic margin metric for security selection, and offers comprehensive client communications including quarterly account reviews and educational materials for retirement plan participants.

James Talbert is a financial advisor with Affordable Life Plans, LLC in Frisco, TX. He holds a Series 65 designation and has 10 years of industry experience. James also owns and manages two debt-buying companies, Safeguard Capital, LLC and Eckity Capital Markets, LLC, and is involved with Sapient Insurance Agency, a start-up insurance business. Affordable Life Plans, LLC provides financial planning and Life Plan services primarily to individual clients, focusing on student loan consolidation and loan forgiveness as well as retirement, cash-flow, and college planning. The firm delivers non-discretionary, bundled planning packages with diversified mutual fund allocations and uses third-party tools such as eMoney and Morningstar.

Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.

James Fowler is a financial advisor at Crestview Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has a background spanning over two decades in chiropractic care and currently maintains roles at Genesis Back and Neck and First Step Chiropractic, P.A. Outside of his advisory work, Fowler is president of Vital Coaching, L.L.C., a property management business. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm employs a client-driven investment process that incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies aligned to clients’ objectives.

Krishna Velaga is a Series 65-licensed advisor with Velaga Advisors in Allen, TX, bringing two years of industry experience. He previously worked at Texas Instruments for 28 years. Outside of advisory work, he is involved in managing several property ownership entities. Velaga Advisors is a boutique registered investment adviser serving individual and high-net-worth clients, focusing on family relationships. The firm integrates discretionary portfolio management with financial and tax planning, utilizing fundamental and quantitative analysis combined with tax-aware portfolio construction.

Brian Czerwinski is a financial advisor at Maverick Private Wealth LLC in Frisco, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Maverick Private Wealth LLC since 2015 and at Cornerstone Family Office Advisors LLC since 2016, where he provides administrative and planning services to high-net-worth families. He is also the owner of F2 Analytics LLC, a consulting business specializing in operations, accounting, and finance for small businesses. Maverick Private Wealth LLC offers discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to individuals with net worths of $3 million or more, trusts, foundations, and employer-sponsored plans. The firm applies a range of analytical methods and proprietary investment systems, managing client accounts on a discretionary basis with strategies tailored to each client's circumstances.

Nicholas Lehman is a financial advisor at Spectrum Advisors, Inc. in Plano, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and client account aggregation through eMoney.

Chelsea Niestrom is a financial advisor at Cloak Advisors in Frisco, TX. She holds a Series 65 designation and has been with Cloak Advisors since 2026. Prior to that, she worked at Vaco by Highspring for nine years. Cloak Advisors provides discretionary portfolio management to individuals, high net worth clients, and profit-sharing plans, managing approximately $35 million in discretionary assets. The firm focuses on fundamental analysis and long-only strategies across equity and balanced portfolios, conducting regular account reviews and maintaining a small, concentrated client base.