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.

Katherine Nolte is a financial advisor with Holland Investment Management, Inc. and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, with prior roles at firms including Tamp Advisory Solutions, Trinity Portfolio Advisors, Mass Mutual Investors Services, and Osaic FA. Outside of her advisory duties, she is involved in consulting through Pride Financial Consulting and serves as an insurance agent. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing around $64 million in client assets. The firm uses a Global Macro, top-down allocation approach across multiple asset classes and emphasizes wrap-fee accounts with no transaction costs, while also maintaining a 401(k) consulting practice.

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.

Andrew Miller is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Vision Research, LLC since 2015, where he is one of three advisors. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers such as hedge funds and limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas primarily through subscription-based reports and alpha-capture platforms.

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.

Steven Early is a CFP® with 16 years of experience in financial advisory, currently serving at ClearPoint Wealth Management in Colleyville, TX. He founded and continues to operate the law firm Steven A. Early, P.C., where he focuses on estate planning, general legal advice, and elder law. Prior to joining ClearPoint, he spent 16 years at Steward Financial Group. ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm combines passive and active investment strategies and offers discretionary portfolio management alongside limited-scope financial planning, with additional services such as basic estate planning and tax preparation available to qualified clients through independent third parties.

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.

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.

Tyler Wright is a CFP® professional with seven years of industry experience, currently serving at Bluegrass Legacy Planning. His career includes roles at LPL Financial, Charles Schwab, Edward Jones, and other firms. He also spends part of his time selling fixed insurance products. Bluegrass Legacy Planning offers financial planning and subscription coaching primarily to individuals, high-net-worth clients, and business entities. The firm employs a multi-disciplinary analytical approach and provides services mainly through one-time plans and subscription engagements rather than managing client assets directly.

Ian O'Shea is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of experience in the financial services industry. He has worked at Columbia Management Investment Distributors Inc since 2015. He is also licensed as an insurance agent, involved in the sale of life insurance, fixed annuities, long-term disability, and long-term care products. Scherer Financial Advisory Services, LLC provides portfolio management, limited financial planning, and consulting services to individual and high-net-worth clients. The firm applies a modern portfolio theory framework and offers both discretionary and non-discretionary account arrangements, managing approximately $158 million in assets.

Tina Hernandez is a financial advisor at Rival Capital Management, LLC with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including SUB Saharan Opportunity Fund, Norcap Investment LP, and Tugar Capital Management. Rival Capital Management, LLC is a registered investment adviser that serves individual and high-net-worth clients through discretionary portfolio management and project-based financial planning. The firm tailors investment strategies to client objectives and maintains a small client base with a high account minimum.

Neal Patel is a financial advisor at MRM Financial Advisors, LLC in Frisco, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at MML Investors Services, LLC, MassMutual Life Insurance Company, Park Avenue Securities LLC, Guardian Life Insurance Company, and Memorial Hermann Health System. MRM Financial Advisors, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a long-term, diversified investment approach with strategic asset allocation, disciplined rebalancing, and tax-aware recommendations, and it incorporates third-party managers and private investment opportunities when appropriate.

Tana Pennington is a financial advisor with The Lynd Group Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has also worked as an independent insurance agent since 2014, providing health and life insurance sales and services. The Lynd Group Advisors offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm emphasizes coordinating annuity contract management with insurance carriers and providing educational seminars and secure client portals.

Edward Farmer is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Solutions 4 Wealth since 2007 and is also associated with Advanced Planning Incorporated as an insurance agent. Solutions 4 Wealth is a team-based registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing portfolio monitoring, and financial planning services.