Craig Hausz is a CFP® with 10 years of industry experience, currently serving as an advisor at CMH Wealth Management in Dallas, TX. His prior roles include positions at Ameritas Advisory Services, Ameritas Investment Company, XO Wealth Management, and Principal Securities. He is also the CEO and a shareholder of the accounting firm CMH Advisors, PLLC, and is affiliated with his spouse’s consulting firm, InHausz Solutions, LLC. CMH Wealth Management is a small, supported advisory firm serving primarily high-net-worth individuals and pension/profit-sharing plans. The firm offers comprehensive financial planning and portfolio management, employing a variety of analytical methods and trading strategies, and sponsors a wrap fee program uncommon for firms of its size.

Trey Touchstone is a CFA® charterholder with 16 years of experience in financial advising. He has been with Lifeway Financial Corporation since 2010. Lifeway Financial Corporation serves individual and high-net-worth clients with personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million for about 168 client relationships, emphasizing asset allocation, diversification, and the inclusion of private placements and other illiquid investments within its portfolios.

Ian Richards is a financial advisor at CMH Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Beaird Harris and Service Academy Capital Management. Richards is based in Dallas, TX. CMH Wealth Management serves a concentrated client base primarily composed of high-net-worth individuals and pension/profit-sharing plans. The firm provides comprehensive financial planning and portfolio management using various analytical methods and implements both long- and short-term trading strategies, including options and margin transactions.

Mark Mitchell is a financial advisor at Caprock Capital Advisors Inc. in Plano, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Caprock since 2014 and Mitchell, Lockhart & Associates since 2012. Outside of his advisory role, he serves as co-trustee for a multigenerational family trust and manages a royalty acquisition investment business for himself and his family. Caprock Capital Advisors primarily serves high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and recommending third-party managers when appropriate. The firm employs fundamentally driven, dynamic asset allocation models and allocates a portion of portfolios to alternative investments for diversification.

Brian Neu is a CFP® with 27 years of industry experience. He has been with Olimpio Neu & Associates, Inc. since 1998. The firm provides investment management, advisory services, and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, non-profits, and business entities. Olimpio Neu & Associates manages approximately $77 million, focusing on asset allocation, diversification, and tax efficiency, and is affiliated with an accounting and consulting practice that supports its emphasis on tax and estate planning.

Howard Montfort Jr. is a financial advisor with Scherer Financial Advisory Services, LLC, holding a Series 63 designation and bringing 50 years of industry experience. His prior roles include lengthy tenures at Merrill and Raymond James Financial Services. He currently sells variable annuities as an additional business activity. Scherer Financial Advisory Services provides portfolio management, limited financial planning, and consulting to individual and high-net-worth clients, managing approximately $158 million. The firm uses a modern portfolio theory approach, offers both discretionary and non-discretionary account arrangements, and differentiates itself through an IPO Access Program and affiliations with insurance and accounting services.

Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Murphy & Sylvest before joining Interlinc Financial Advisors. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm also conducts public seminars and integrates a notable insurance affiliation within its practice.

Lawrence Messina is a financial advisor with Messina Wealth Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm offers asset management across a broad range of securities and employs a variety of analytical and strategic approaches, including the use of third-party sub-advisors for specialized mandates.

Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, with nine years of industry experience. She holds a Series 66 designation and has previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. In addition to her advisory role, she serves as Managing Partner and Chief Compliance Officer at Messina Wealth Management and is licensed to sell fixed insurance products. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm employs a range of analytical strategies and offers specialized services such as fee-based annuity contract advisory and ERISA 3(21) retirement-plan advice.

Michelle Krick is a CFA® charterholder and financial advisor with Miller Global Investments, LLC in Dallas, TX. She has 14 years of experience at the firm, which she joined in 2012. Miller Global Investments provides discretionary investment management and financial planning for individuals, trusts, privately held corporations, retirement accounts, and investment funds. The firm combines bottom-up fundamental security selection with top-down technical and macro analysis across multiple strategy categories, and it employs institutional-style capabilities including specialized fixed-income positions, alternative exposures, and block trading.

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 with Directional Advisors in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held positions at several firms, including Merrill and Fusion Capital Management, and is co-founder and advisory board member of Métis Growth Partners, where he advises on business ownership, operational structures, and family succession planning. Miller also serves as an insurance agent for Colonial Life Insurance. Directional Advisors provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, non-profits, and business entities. The firm employs a goals-based investment process that incorporates business-cycle analysis to adjust portfolio allocations, focusing primarily on ETFs, equities, fixed income, and municipal securities, and offers specialized services including held-away 401(k) participant support and family-office–type offerings.

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 with Interlinc Financial Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Interlinc Financial Advisors and its predecessor entities since 2016 and is also an owner and insurance agent at Texas Family Insurance & Retirement Services, Inc. Outside of advisory work, he is involved in fixed insurance sales through his insurance business. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm also conducts public seminars and workshops and maintains an affiliated insurance practice, combining investment management with insurance product offerings.

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.