William Tevis is the principal advisor at Tevis Investment Management, LLC in Plano, TX, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has led his firm since its founding in 2013. Outside of his advisory role, a family member is involved as treasurer of a nonprofit organization providing medical services. Tevis Investment Management advises individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan advisory services. The firm manages over $230 million across approximately 151 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term holdings to shorter-term trading.

Michael Pendleton is a CFP® professional with 17 years of experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2008. He is also a shareholder at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson serves a diverse client base including individuals, pension plans, trusts, estates, and business entities, providing portfolio management and financial planning with customized asset allocation and ongoing monitoring. The firm integrates tax and financial planning through its affiliation with a full-service CPA practice.

Patrick Stuart is a Series 65-licensed financial advisor with six years of industry experience, currently practicing at Saddock Wealth, LLC since 2019. Prior to joining Saddock Wealth, he worked at GuideStone Financial Resources from 2011 to 2019. Outside of his advisory role, he has a landlord business. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection, working with a concentrated client base supported by two advisory professionals.

Collin Day is a financial advisor at Farris Capital Management Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Farris Capital Management since 2021. Prior to this, he was employed at WEB TPA Employer Services and also served at First Southern Baptist Church in St. George. Farris Capital Management provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth clients, and some business entities. The firm combines advisor-managed accounts with automated programs and employs a diversified investment approach that includes options strategies, defined-outcome ETFs, and regular portfolio rebalancing.

Michael Noel is a financial advisor with Taylor Stephens, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Wells Nelson & Associates, Braymen, Lambert and Noel Securities Ltd., Credit Suisse Securities, and Pershing LLC. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media start-up. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes strategic asset allocation and diversification, managing assets through both discretionary and non-discretionary programs.

Brent Dunn is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Schlegel Dunn LLC and has prior experience at Commonwealth Financial Network. Outside of his advisory role, he is the owner and professional counselor at Legacy Professional Counseling, PLLC, where he provides counseling services to individuals, couples, and families. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, while offering discretionary management and comprehensive financial planning services.

Scott Schlegel is a CFP®-certified financial advisor with 18 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 16-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation of insurance recommendations. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $279 million across about 154 client relationships, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Its investment approach emphasizes fundamental analysis and long-term portfolio construction using diversified ETFs, low-cost mutual funds, and individual securities when appropriate.

Jerome Leftwich is a CFP® professional with 25 years of industry experience currently with Financial Security Services Group, Inc. He has held positions at firms including Q3 Asset Management, Wells Fargo Investments, and Fidelity. Outside of advisory roles, he has been involved with Parish Episcopal School and Oak Creek Tennis Center. Financial Security Services Group, Inc. serves primarily individual and high-net-worth clients, managing approximately $83.4 million across about 323 client relationships. The firm provides discretionary asset management, financial planning, and educational workshops, employing a combination of fundamental and technical analysis along with proprietary market-timing strategies.

Bradley Linch is a financial advisor with Linch Financial, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Linch Financial since 2013 and spent six years at First Western Securities, Inc. prior to that. Linch Financial is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and business entities with discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies, including the use of derivatives such as options and margin.

Earl Jefferson Jr. is a CFP® professional with 23 years of industry experience, currently serving at 7th Harvest Investments in Dallas, TX. His prior experience includes roles at Legacytexas Wealth Advisors, LLC, where he worked for 20 years, and Charles Schwab. He occasionally serves as an adjunct professor at Southern Methodist University. 7th Harvest Investments provides fee-based investment management to individual and organizational clients, including high-net-worth households and retirement plan sponsors, utilizing a mix of charting, fundamental and technical analysis across various investment strategies.

Russell Wilhite is a financial advisor with DeWitt & Dunn Financial Services, LLC, holding a Series 65 designation and one year of industry experience. He has been involved with Dewitt & Dunn, LLC since 2015, serving as Vice President of Client Services in a non-investment role related to advertising. DeWitt & Dunn Financial Services is a boutique adviser serving individuals, trusts, estates, corporations, and small businesses. The firm primarily places client assets with independent sub-advisors and co-advisors who manage investment strategies and maintains custodial and administrative relationships rather than directly managing trades.

Tyler Young is a CFP® and CFA® with five years of industry experience. He currently serves as an advisor at Theory79 in Plano, TX, where he has worked since 2026. His prior experience includes roles at SFMG Wealth Advisors, CI RGT Private Wealth, RGT Wealth Advisors, Odyssey Wealth, and Happy State Bank & Trust Company. Theory79 provides integrated wealth management combining financial planning with discretionary investment management for individuals, trusts, retirement and profit-sharing plans, charitable organizations, and businesses. The firm uses asset-allocation principles and fundamental analysis to construct portfolios and is affiliated with an accounting practice, which informs its combined tax, business-planning, and investment approach.

Shaylor Smith is a financial advisor at Pro Capital Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Osaic Wealth for three years. Prior to his advisory career, he was affiliated with Bethesda Community Church for 13 years. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, trusts, and employee benefit plans. The firm typically manages accounts on a discretionary basis using model portfolios and asset allocation strategies, while pension consulting is offered on a non-discretionary basis.

Geoffrey Lester George is a financial advisor with Lifetime Capital Planning Group LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Lifetime Capital Planning Group since 2017 and previously at Retirement Wealth Advisors and Gradient Investments, LLC. In addition to his advisory role, he operates a sole proprietorship focused on fixed insurance sales. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and managed access to held-away retirement accounts. The firm employs a client-tailored investment approach that combines fundamental and cyclical analysis, and it regularly offers public educational seminars without fees.

Jack Simmons is a financial advisor at J.E. Simmons & Co., P.C. in Dallas, TX, holding a Series 63 designation with 28 years of industry experience. He has been with J.E. Simmons & Co., P.C. since 1997. J.E. Simmons & Co., P.C. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines investment supervisory services and financial planning with accounting, tax preparation, and business analysis, managing client portfolios through a formal planning process that incorporates asset allocation, fundamental and technical analysis, and both long- and short-term strategies.

Alexander Bischoff is a financial advisor at Kipos Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Blockweather Holdings. Outside of his advisory role, he is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs multiple methods of analysis and uses a range of investment strategies, including alternatives and tactical adjustments, managing both discretionary and non-discretionary accounts.

Ian Cobb is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at GuideStone Capital Management and TD Ameritrade. Fluent Financial is a registered investment adviser managing approximately $330 million on a discretionary basis for individuals, trusts, pension plans, and business entities. The firm offers asset management through wrap-fee accounts, financial planning, and pension consulting, employing a range of strategies including fundamental, technical, and cyclical analysis combined with third-party manager due diligence.

Anthony Assadi is a CFP® and CFA® with 16 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held a position at NTT Data from 2016 to 2019. In addition to his advisory role, he is licensed as an insurance agent. Alere Planning LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm often serves clients experiencing complex life transitions and manages most client assets on a discretionary basis using tailored asset-allocation strategies across active and passive investment models.

Thomas Muir is a CFP® and PFS™ with 26 years of industry experience. He has been with Cultivar Capital, Inc. since 2011 and operates an independent CPA practice specializing in income tax preparation. Muir also serves as the mayor of Sanger, Texas, dedicating time weekly to that role. Cultivar Capital, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, ERISA retirement plans, and a registered investment company. The firm’s investment approach combines fundamental and technical analysis with asset allocation across multiple risk profiles, including management of a registered ETF and specialized conflict-mitigation practices.

Alexander Wilson is a financial advisor at Provident Financial Planning, LLC in Plano, TX, holding a Series 65 designation. He has one year of industry experience, previously working at Navy Federal Credit Union and serving five years in the U.S. Navy. Provident Financial Planning provides asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a mix of fundamental, technical, and cyclical analysis in portfolio construction and offers both discretionary and non-discretionary management tailored to client needs.