Keith Chapman is the principal of Think818, LLC, an independent advisory firm based in Dallas, TX. He holds a Series 63 designation and has 29 years of industry experience. Prior to founding Think818, he has worked with firms such as CETERA Advisor Networks LLC and Summit Financial Group Inc. In addition to his advisory role, Chapman operates an insurance business focused on selling and servicing policies, and serves as a national sales trainer for Leap Systems, providing training on advanced financial planning and life insurance. Think818 serves individuals, trusts, estates, and retirement plan sponsors by providing retirement plan consulting, financial planning, and investment advisory services. The firm utilizes third-party sub-advisers and model portfolios for investment implementation, offering both discretionary and non-discretionary options, and supports clients with educational workshops and newsletters at no additional cost.

Shannon Carson is the president and sole owner of Alliance Wealth Management, LLC in Dallas, TX, with 19 years of industry experience. He previously worked at Capital Asset Advisory Services LLC and has served as president of Capital Security Financial Services LLC since 1999, where he markets fixed and fixed indexed annuities to 403b and 457 plan participants. Outside of financial services, he is involved in roofing sales through a business in Plano, TX. Alliance Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and 403b retirement plan participants. The firm employs proprietary tactical asset allocation portfolios driven by a rules-based quantitative algorithm, combining quantitative, technical, and fundamental analysis to manage risk and tailor portfolios to different risk profiles.

Jason Edgerton is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is the sole advisor at Certified Financial Strategies Corporation, where he has worked since 2016. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm utilizes both strategic and tactical asset allocation with a mix of passive and active investment vehicles and offers discretionary and non-discretionary account management alongside comprehensive financial planning.

Jaime Sanchez is a financial advisor at Partner Wealth Management, LLC in Rockwall, TX, holding a Series 63 designation with 31 years of industry experience. He has been with Partner Wealth Management since 2014. Partner Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical methods and trading strategies. The firm manages both wrap and non-wrap accounts, maintains a small client roster, and requires clients to use a single custodian, Charles Schwab.

John Booth IV is a financial advisor at Bancroft Booth Capital Advisors in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America. He is also a licensed insurance agent, offering life insurance products to advisory clients as a sole proprietor. Bancroft Booth Capital Advisors provides discretionary asset management, comprehensive financial planning, and public seminars on investment topics. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, emphasizing fundamental analysis, ongoing portfolio monitoring, and a fiduciary standard.

Ben Jackson is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Street Light Wealth Management, LLC in Dallas, TX. Prior to founding his firm, Jackson worked at Morgan Stanley and Morgan Stanley Private Bank for seven and six years, respectively. Street Light Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm emphasizes fundamental equity analysis and options strategies within a long-term investment approach and also offers business valuation and specialized service tiers.

Cort Hoffman is a financial advisor at Hoffman Wealth Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his independent advisory firm in 2025, he worked in operational logistics and staff management at UPS from 2019 onward. Outside of his advisory role, he continues to manage operations at UPS as a full-time manager. Hoffman Wealth Advisors is a fee-only registered investment adviser serving individuals, families, and small business owners with integrated financial planning and investment management. The firm emphasizes diversified, low-cost index fund and ETF portfolios using long-term, passive, tax-efficient strategies based on Modern Portfolio Theory.

John Adams is a Series 66 licensed financial advisor with 15 years of industry experience. He is the sole advisor at Adams Advisory Services, LLC, an independent registered investment adviser based in Irving, TX. Prior to founding his firm, Adams held positions at Merrill Lynch, Baker Tilly Wealth Management, and JPMorgan Securities and JPMorgan Chase Bank. Adams Advisory Services serves individuals, high-net-worth clients, trusts and estates, pension plans, corporations, and other institutional clients. The firm offers portfolio management, comprehensive investment advisory services, and consulting, employing a variety of analytical approaches and investment vehicles to tailor portfolios.

James Clemensen is a CFP® professional with 14 years of industry experience, currently serving as CEO and CCO of BFI Wealth Solutions, LLC since 2021. His prior experience includes roles at CliftonLarsonAllen Wealth Advisors and several Avantax entities. Outside of wealth management, he is also an insurance agent with the Borden Hamman Agency. BFI Wealth Solutions provides discretionary and non-discretionary portfolio management and advisory services to individuals and businesses. The firm primarily invests clients in model portfolios of exchange-traded funds and mutual funds, tailoring allocations using fundamental analysis and Modern Portfolio Theory.

Eric Edwards is a financial advisor at SurePath Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bison Advisors and Truadvice, LLC. Edwards also owns Edwards Financial Strategies, where he is an insurance agent involved in the sale of insurance products. SurePath Wealth Management provides portfolio management and advisory services to individuals and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, offering discretionary and non-discretionary management through model portfolios and third-party TAMP relationships.

Nan Zhang is a CFA® charterholder affiliated with NAX Capital LLC, with industry experience spanning several years through prior roles at Edmond de Rothschild Asset Management, Ixios Asset Management, and GaiaMine Limited. She has an outside business activity in fintech. NAX Capital LLC is a state-registered investment adviser that offers discretionary portfolio management, investment policy statement development, and ongoing portfolio monitoring for individuals, trusts and estates, and corporations. The firm employs a combination of fundamental, quantitative, and macroeconomic analysis to manage accounts with full discretionary authority tailored to client goals and restrictions.

Lewis Johnson is a financial advisor with Wealth Creators, LLC in Irving, TX, holding a Series 65 credential and 25 years of industry experience. He has been with Wealth Creators since 2000. The firm works directly with families and individuals to provide financial planning and ongoing monitoring, focusing on long-term investment strategies tied to client goals. Wealth Creators publishes a financial education book, Young Money Masters, and offers public speaking engagements aimed at teenagers and young adults, combining retail-focused planning services with educational outreach.

Shaun Dowling is a CFP® and Series 65 designated advisor with 17 years of industry experience. He is the principal of Sendera Wealth Advisors, which he joined in 2024 after a 17-year tenure at Howard Financial Services. Dowling manages Hunting Oak Investments, LLC, a passive investment vehicle holding interests in various private entities. Sendera Wealth Advisors is a state-registered investment manager that provides discretionary asset management and financial planning to pooled investment vehicles, institutional-type accounts, trusts, and charities. The firm focuses on customized investment programs based on client goals and risk tolerance, offering due diligence and performance reporting on private funds and managing held-away retirement and education accounts through third-party platforms.

Ronald Hodges is a financial advisor at Crestway Advisory Group in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Crestway Advisory Group since 2020 and is also involved full-time with Crestway Insurance Group, LLC, an insurance brokerage specializing in life, health, property, and casualty insurance. Crestway Advisory Group provides discretionary and non-discretionary portfolio management and retirement-planning services tailored to professionals, executives, and business owners. The firm integrates income-planning recommendations through its affiliated insurance business and offers educational content, group workshops, and hourly financial planning.

William Larson is the sole advisor at William B. Larson, CPA, LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 12 years of industry experience. Since 2011, he has operated his CPA firm, integrating accounting and tax expertise into his financial advisory services. The firm provides personal financial reviews and planning primarily for young professionals, middle-income workers, and retirees, as well as consulting services for businesses on transactions and cash flow matters. Its investment approach emphasizes asset allocation and diversification using a top-down macroeconomic framework and Modern Portfolio Theory, favoring passive index funds with limited tactical allocations, and delivers non-discretionary advice without managing client investment accounts.

Jacob Wade is a financial advisor at Shepherd Advisory LLC with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before founding Shepherd Advisory. Shepherd Advisory provides fractional family office and personal CFO services, comprehensive financial planning, and non-discretionary portfolio recommendations to high-net-worth individuals, families, and single-family offices. The firm uses a goals-based, holistic investment approach and coordinates with clients' broader advisory networks to deliver tailored financial solutions.

Geoffrey Gannon is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX. He holds a Series 65 designation and has eight years of industry experience. Gannon previously worked with Whitney Kuhn, LLC and GuruFocus. Focused Compounding Capital Management provides discretionary portfolio management to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, insurance companies, and governmental entities. The firm employs a fundamental, long-term, concentrated investment strategy focused on overlooked equities such as spin-offs and small-cap companies.

Michael Sepulveda is a CFA® charterholder and holds a Series 65 license. He is the principal advisor at Meraki Advisors LLC in Dallas, TX, where he has worked since 2016, accumulating nine years of industry experience. Meraki Advisors serves individual and high net worth clients, offering discretionary portfolio management with a long-only equity strategy, financial planning, and investment policy development. The firm focuses on concentrated positions in equities, preferred equities, ETFs, and closed-end funds, and incorporates options and derivative strategies within a strategic portfolio framework.

Geoffrey Collette is a CFA® charterholder and financial advisor at Aeon Capital Partners, LLC in Dallas, TX, with six years of industry experience. Prior to joining Aeon Capital Partners in 2020, he worked at Bares Capital Management, Inc. and Citi Employee Private Equity Management. Aeon Capital Partners provides discretionary investment management to individuals, high-net-worth clients, and foundations, employing a bottom-up, fundamental equity strategy focused on a concentrated portfolio of long positions without market-capitalization constraints.

I’m an independent, fee-only financial planner and the founder of Vessel Financial Planning. I help individuals and families align their use of money with what they value most, so financial decisions feel clearer, more thoughtful, and less overwhelming. My role is to provide structure, perspective, and steady guidance as life and priorities evolve. Vessel was built with real life in mind. I work with people balancing careers, family responsibilities, and long-term goals that often compete for time, money, energy, and attention. A core part of my process is helping clients identify what truly matters to them, then returning to those values as decisions arise. Rather than focusing only on investments, we look at the full picture, including cash flow, goals, tradeoffs, and the practical choices that shape both daily life and long-term direction. Financial planning at Vessel is an ongoing, collaborative process. Values are not something we define once and set aside. They serve as a reference point over time, helping clients stay grounded when circumstances change or decisions feel uncertain. My goal is to be a steady partner who helps clients make thoughtful money decisions with greater confidence and clarity, so they can focus on living the life they want to live.