Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 16 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2007. Schlauch is a minority partner in a family real estate business but has no active duties in that venture. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, offering discretionary portfolio management that employs a flexible, research-driven strategy including long-term positions, derivatives, short selling, and event-driven trades.

Eric Meyer is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities, managing approximately $363 million in discretionary assets. The firm uses fundamental analysis and employs strategies including asset allocation, individual security selection, and advanced instruments such as short sales and options writing, with all management conducted in-house on a discretionary basis.

Christopher Leap is a CFP® with 30 years of industry experience and has been a principal at Leap Wealth Management since 2010. He holds a Series 63 license and is based in Dallas, TX. Outside of his advisory work, he serves on the board of the Bill Rompf Junior Tennis Foundation. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, employing a range of active strategies including derivatives, options, private equity, and digital asset investments.

Brian Nerney is the sole advisor at Sundial Capital Management, L.P. in Arlington, TX, holding a Series 65 designation with 19 years of industry experience. His work history includes long-term roles at several companies, notably Sundial Capital Management since 2001 and Heritage Investment Corp since 1988. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven investment approach with long-term positions alongside short selling, options, derivatives, and event-driven trades within defined risk parameters.

Christian Guella is a CFP® with eight years of industry experience, currently serving at Trinity Financial Services, Inc. He has held roles at Applied Benefit Strategies, Mutual Securities, and Mass Mutual Investors Services, among others. Guella also works as an ICU nurse at Baylor University Medical Center. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm uses fundamental and technical analysis alongside systematic rebalancing and tax-efficient strategies, and offers both fee-based advisory and commissioned insurance products.

Lan Dong is a CFA® charterholder with three years of industry experience. He has worked at Pinnacle Stream Capital LLC since 2022 and previously spent 19 years at Westwood Holdings Group. Lan has also been a full-time student at the Master's University since 2020. Pinnacle Stream Capital is a small advisory firm serving primarily high net worth individuals and institutional clients with discretionary asset management and ongoing portfolio management. The firm emphasizes fundamental analysis and a combination of long-term, short-term, and trading strategies tailored to client objectives and risk tolerance, managing a very limited number of clients with personalized service.

Douglas Hancock is a financial advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Pathway Wealth Management since 2016 and has operated as a self-employed advisor since 2008. Pathway Wealth Management provides discretionary investment advisory services to high net worth individuals and family entities, focusing on active equity management that combines fundamental and technical analysis to construct tax-aware portfolios. The firm uses a small advisory team structure with centralized responsibilities and conducts daily portfolio reviews when markets are open.

Joshua Womack is a financial advisor with Womack Financial LLC in Dallas, TX, holding a Series 65 designation and 16 years of industry experience. He has been with Womack Financial since 2009. Outside of his advisory role, he serves on the board of Pegasus Glass, LLC, a glass and mirror installation company. Womack Financial LLC provides discretionary portfolio management and retirement-plan consulting primarily to individual and high-net-worth clients, as well as institutional plan sponsors. The firm combines fundamental and quantitative analysis with a focus on long-term equity strategies and manages a private pooled vehicle investing in U.S. small-, micro-, and nano-cap equities.

Barbara Spicer is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She has been with Concorde Investment Management since 2014. Concorde Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, managing separately managed accounts and serving as adviser to an in-house mutual fund while offering consulting related to private pooled investment vehicles.

Clinton Calhoun is a financial advisor at Potential Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Potential Wealth Management since 2016. In addition to his advisory role, Calhoun serves as general counsel for Potential Investments, Ltd. Co., where he handles tax planning, accounting, contracts, and operations oversight. Potential Wealth Management LLC is a discretionary investment manager specializing in equities and exchange-traded funds. The firm serves a diverse client base, including pooled and institutional accounts, corporations, trusts, high-net-worth, and individual clients, employing an active long/short equity strategy informed by fundamental, technical, quantitative, and sentiment analyses.

Sontwa Sinkala is a financial advisor at Lindus Advisors, Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Lindus Advisors since 2001. In addition to his advisory role, Dr. Sinkala serves as an Adjunct Professor at the University of Winnipeg, teaching business courses in the School of Business and Economics. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning, as well as discretionary and non-discretionary investment management. The firm combines fundamental, technical, and cyclical analysis to create customized portfolios and engages in international development consulting for sovereign governments and agencies.

John Stetter is a financial advisor at Concorde Investment Management in Dallas, TX, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Concorde Investment Management since 1994. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, offering tailored asset allocations and managing both discretionary and non-discretionary accounts, including an in-house mutual fund and consulting services for private pooled investment vehicles.

Elizabeth McMillan is the principal advisor at McMillan Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has led McMillan Capital Management since 2007. McMillan Capital Management provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, family entities, and charitable organizations. The firm uses a fundamentally driven investment process with customized Investment Policy Statements, managing portfolios that include equities, bonds, mutual funds, ETFs, options strategies, and select non-marketable investments, while offering performance-based fee arrangements for qualified clients.

Thomas Morgan is a financial advisor with Corps Capital Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside finance, he is involved in defense and national security as a partner at Integrity Partners and serves on the board of Ben AI, a publicly traded business-to-business AI technology company. Corps Capital Advisors serves primarily high-net-worth and accredited investors with discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm focuses on customized portfolio construction with a long-term orientation, sponsors proprietary pooled funds, and manages approximately $147.8 million for about 20 clients.

Nicholas Deery is a financial advisor at Promus Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Stilly's Daq Shack LLC and Trademark Carwash LLC. 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 process that incorporates core equity and fixed income holdings alongside alternative strategies and routinely uses third-party managers.

Madelyn Murray is a CFP® affiliated with Womack Financial LLC in Dallas, TX, with one year of industry experience. Prior to joining Womack Financial, she worked for Rockbridge Investment Management, LLC, and has experience in both the financial sector and other industries. Womack Financial LLC provides discretionary portfolio management and retirement-plan advisory services to individual and high-net-worth clients. The firm combines fundamental and quantitative analysis with a long-term, equity-focused investment approach and also manages a private pooled investment vehicle organized as a limited partnership.

Walter Stalnaker is a financial advisor with Symmetry Capital Advisors LLC in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Symmetry Capital Advisors since 2002. Symmetry Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach, focusing on diversified, long-term, buy-and-hold allocations primarily managed on a non-discretionary basis.

Donnye Winship is a financial advisor at Dallas Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2004. Outside of his advisory role, Winship co-owns Owl Power Solutions and coaches triathletes through Tridot.com. He also serves as an investment consultant to the Grand Lodge of Texas Investment Committee. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations, employing a mix of modern portfolio theory, technical analysis, and options trading strategies.

Alexander Becker is a financial advisor at Codex Capital Asset Management, L.L.C. based in Dallas, TX. He holds the Series 63 designation and has two years of industry experience. Becker has been associated with Kings Point Capital Management since 2006. Codex Capital Asset Management provides discretionary, separately managed portfolio services primarily to high-net-worth individuals and pension or profit-sharing plans. The firm focuses on individualized portfolio management using fundamental, bottom-up analysis with a mix of buy-and-hold, value, and growth equity strategies across various market capitalizations, including international exposures.

Rodney Mc Cauley is a financial advisor with Amazonite Investments LLC, holding a Series 66 designation and five years of industry experience. He has held roles at multiple firms including JP Morgan Securities LLC and Eagle Strategies LLC, and has operated as a sole proprietor since 2000. Outside of finance, he is involved with Golden Gate Funeral Home as an employee and contractor. Amazonite Investments provides discretionary and non-discretionary asset management and financial planning services to individuals and business entities, including high-net-worth clients. The firm utilizes fundamental, technical, and cyclical analysis and may employ active trading strategies such as option writing and covered calls.