Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

Kathryn Tutt is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, with 28 years of industry experience. She has been with the firm since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she volunteers for The Breast Cancer 3 Day and helps with catering through The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm employs fundamental analysis and constructs portfolios using asset allocation and individual security selection, incorporating both long- and short-term trading strategies.

Eric Shaffer is a CFP® professional with 26 years of industry experience, currently serving at Kuhn Capital Partners since 2020. He has previously worked at 360 Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with Hallmark Advisory Services, LLC in a non-investment capacity. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, offering discretionary asset management, financial planning, and access to third-party managed solutions. The firm emphasizes portfolio construction based on client objectives and risk tolerance, provides access to alternative investments for qualified clients, and manages multiple private funds with performance-based fee arrangements.

Jon Smith is a financial advisor at Christensen Capital, LLC in Dallas, TX, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Christensen Capital since 2016. Christensen Capital provides discretionary portfolio management primarily to high-net-worth individual clients and acts as the managing general partner and adviser to the private pooled vehicle, Target 3 Fund, L.P. The firm emphasizes a value-oriented investment approach focused on management strength, durable competitive advantages, and special situations, managing both separately tailored accounts and the Fund on a discretionary basis.

Franck Cushner Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with Ensemble Financial, Inc. He has held roles at Titleist Asset Management, LLC and Titleist Capital, LLC since 2018 and leads DBK Health, Inc., a medical business consulting firm. Outside of his advisory work, Cushner serves as a compensated yacht captain. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm structures client relationships around customized Investment Policy Statements and employs both fundamental and technical analysis, incorporating various trading strategies and third-party partnerships.

Charles Limandri is a CFP® professional with one year of experience at Orchid Advisory. He has been involved with Matter Family Office since 2019 and previously worked in the Office of Advancement at the University of Dallas. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, providing asset management and family office services including consolidated reporting, tax and legacy coordination, cash flow planning, and administrative support.

Michael Pettit is a CFP® and CFA® professional with two years of experience in financial advising. He currently works at Dornick Wealth Management in Dallas, TX, where he has been since 2025. His prior experience includes roles at Oak Hills Securities, Merritt Plus, and Veritex Community Bank. Pettit is also associated with L&E Properties, LLC in a non-investment-related capacity. Dornick Wealth Management serves high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm employs a blend of passive and active strategies grounded in modern portfolio theory and emphasizes a long-term investment approach.

Nicholas Moore is a CFP® professional with five years of experience in financial advising. He is currently with Ideology Wealth Advisors, LLC and has previous experience at J.P. Morgan Securities and several hospitality companies. Moore also works with Legends Hospitality in a role concurrent with his advisory work. Ideology Wealth Advisors provides discretionary and limited non-discretionary portfolio management and pension consulting primarily for individual and high-income clients, including medical doctors and dentists. The firm employs a tailored, research-driven approach with a long-term, value-oriented investment strategy, incorporating various investment vehicles such as ETFs, options, and private placements.

Edgar Cortez is a financial advisor at Schlindwein Associates LLC with a Series 65 credential and two years of industry experience. He has held roles at several firms, including BNY Mellon, Broadridge, Charles Schwab, Personal Capital, and Fidelity Investments. Schlindwein Associates provides discretionary and non-discretionary investment supervisory services to individual and institutional clients, offering investment guidance for corporate and not-for-profit groups. The firm employs a proprietary fund-ranking methodology to establish strategic asset allocation and risk parameters, typically utilizing mutual funds and ETFs while incorporating alternative asset categories for diversification.

Gregory Wood is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Concorde since 2014. Concorde Investment Management is a registered investment adviser managing approximately $376 million for around 125 clients, including individuals and various legal entities. The firm uses a value-and-income investment approach with fundamental analysis to build diversified portfolios, offering both discretionary and non-discretionary portfolio management and financial planning services.

Jeanie Harris is a financial advisor at Allred Harris Wealth Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Tenet Healthcare for 14 years before joining Allred Capital Management in 2023. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, utilizing a range of investment strategies including options trading and, in limited cases, margin borrowing.

Scott Miller is a CFA® charterholder and Series 63 licensee with 28 years of experience in the financial industry. He has been with Miller Global Investments, LLC since 1998. Outside of his advisory role, he serves on the board of directors and the ALCO committee of Texas Security Bank and is a vice president of Indianola Foods, a family-owned grocery store operator. Miller Global Investments provides discretionary investment management and financial planning services for individuals, trusts, privately held corporations, retirement accounts, and investment funds, primarily through separately managed accounts. The firm employs a combined bottom-up and top-down investment approach across multiple strategy categories, including equities, fixed income, alternatives, and hedge strategies, offering institutional-style capabilities uncommon among similarly sized advisers.

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.

Alex Winslow is a Certified Financial Planner® with 31 years of industry experience. He has worked at Harvester Wealth, LLC since 2021 and was previously employed at Northern Trust Securities, Inc. and Northern Trust Bank for 17 years. Harvester Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a customized, primarily long-term investment approach using a mix of ETFs, mutual funds, individual equities, bonds, and alternative investments.

Janine Guenther is a CFA® charterholder with over 11 years of industry experience. She is currently with Promus Advisors and Bellwether Investment Management, having previously worked at Dixon Mitchell Investment Counsel and CIBC Wood Gundy. Guenther serves as a Finance Committee member at large for the University Women's Club of Vancouver and is a board member of the CMT Association. 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 combines core equity and fixed income holdings with alternative strategies, managing over $415 million across 269 accounts.

Christopher Carrie is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Uptown Capital Advisors, where he has worked since 2014, and previously worked at K&C Capital Allen LP. Outside of advisory work, he is a managing member of a restaurant business in Allen, Texas. Uptown Capital Advisors provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, corporations, and not-for-profit entities. The firm’s investment approach focuses on long-term, cost- and tax-efficient strategies, employing fundamental and cyclical analysis across a diverse range of assets.

Hamiz Mushtaq Awan is a financial advisor at Plutus21 Capital Management, L.L.C. with a Series 65 credential and three years of industry experience. He has worked at Pari Capital USA, LLC since 2021 and is a partner at Plutus21 Blockchain Capital, LLC and Awan Capital Partners, family and investment entities with interests spanning financial services, technology, and other sectors. Plutus21 Capital Management provides discretionary separately managed account services mainly to institutional investors and high-net-worth individuals, combining digital assets with traditional securities through tailored, long-term oriented portfolios. The firm also offers thematic investment strategies and uses specialized custodians for both cryptocurrency and traditional market access.

Nancy Gatens is a CFP® with 15 years of industry experience, currently serving as an advisor at Gatens Financial, LLC since 2017. Prior to founding her firm, she worked at Lee Financial Corporation from 2010 to 2017. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

John Cravens is a financial advisor with Cravens Brothers Private Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Gladstone Wealth Partners, Grs Partners LLC, and Wavecrest Securities LLC. He is also the owner of Genbeem LLC, which holds passive investments in oil and gas ventures in Texas. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities, primarily operating on a non-discretionary basis. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets, focusing on client approval for each transaction.

Maksym Sulkov is a financial advisor at FS Financial Advisors, LLC in Dallas, TX, holding the PFS™ designation with seven years of industry experience. He has been with FS Financial Advisors since 2018 and is also associated with Freeze Sulkov & Associates CPA's, PC, where he has worked since 2014. Outside of advising, he manages Freeze-Sulkov Holdings, Inc., a holding company with business interests in oil, gas, and healthcare. FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors and participants. The firm utilizes both fundamental and technical analysis to construct individualized portfolios with various asset types and offers coordinated tax planning alongside investment advice through its affiliation with an accounting firm.