Sean Kelleher is a CFP® professional with 21 years of experience in financial advising. He has worked at Riverchase Financial Planning, LLC since 2011 and was previously with Avantax Advisory Services from 2005 to 2010. He holds a Series 63 license and is based in Flower Mound, Texas. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors with financial planning, discretionary investment management, retirement plan consulting, and tax-related services including tax preparation and IRS representation. The firm emphasizes written engagement agreements and investment policy statements, using a tax-conscious approach that includes asset allocation and ongoing portfolio monitoring.

William Hays Jr. is a CFA® charterholder with 12 years of industry experience. He currently serves as an advisor at Symphony One Capital Management, LLC since 2023, following prior roles at RiverFront Investment Group from 2015 to 2023. Outside of his advisory work, he is involved as an owner in local real estate investment companies. Symphony One Capital Management, LLC provides quantitative-driven portfolio management to individuals, high-net-worth clients, institutions, and financial advisors, combining private fund advisory services with model delivery and separately managed accounts focused on short-term mispricings and performance-linked compensation structures.

Benjamin Jones is a CFP® with 18 years of industry experience, currently serving as an advisor at Wave Wealth Management, LLC in Frisco, TX. He has been with Wave Wealth Management since 2016 and began working with WRM Strategies in 2025. He is also a licensed insurance agent and owns WRM Strategies LLC, a passthrough entity for insurance commissions. Wave Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis, supplemented by technical and cyclical methods, and offers additional services such as tax preparation, bookkeeping, and securities-backed lending.

Joel Hays is a financial advisor at DFS Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bfc Planning and Securities Management and Research Inc. In addition to his advisory role, he is a shareholder and agent producer in an insurance and financial services agency involved in the sale of casualty, life, health insurance, and annuities. DFS Advisory is an SEC-registered investment adviser providing portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144 million in assets and constructs customized portfolios using both internal management and unaffiliated independent managers, emphasizing a primarily long-term investment approach with ongoing monitoring and periodic reviews.

Paul Michel is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Provident Financial Planning, LLC in Plano, TX. He worked at Fidelity Investments for five years before joining Provident Financial Planning in 2017. Since 2023, he has also served as Chairman of the Advisory Board for Avondale Investment Management in Dallas, providing ministerial and advisory support. Provident Financial Planning offers 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 combination of fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, and provides both discretionary and non-discretionary portfolio management tailored to client-specific restrictions.

Keith Hutson is a financial advisor at Eubank, Hutson & Associates, LLC in Plano, TX, holding a Series 65 designation with 23 years of industry experience. He previously worked at Addington Financial Group for six years and has been with Eubank, Hutson & Associates since 2015. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, and single-subject consulting. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory and includes the use of options and other derivative strategies, tailoring portfolios to client objectives under discretionary authority.

Sudhir Pai is a financial advisor with MyTimeEquity, LLC in Plano, Texas, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has served in various roles at firms including Saxony Capital Management and Emerson Advisors, and manages several non-investment businesses such as CPA firms and consulting entities. Pai is also involved in life insurance and business consulting through Surely Now LLC. MyTimeEquity is a discretionary registered investment adviser serving individual and high-net-worth clients as well as institutions and private funds. The firm utilizes a combination of fundamental and technical analysis, proprietary research, and AI-based tools to manage portfolios that include equities, ETFs, mutual funds, and alternative investments, and sponsors pooled investment vehicles focused on late-stage and pre-IPO opportunities.

Khushbu Trivedi is a financial advisor at MyTimeEquity with a Series 65 designation and three years of industry experience. Prior to joining MyTimeEquity, Khushbu worked at Sage IT and Visam Technologies, Inc. from 2019 to 2023. MyTimeEquity, LLC is a discretionary registered investment adviser serving individual and high-net-worth clients, as well as institutions, private funds, and special purpose vehicles. The firm utilizes a combination of fundamental and technical analysis, proprietary research, and third-party data including AI-based tools to manage portfolios across equities, ETFs, mutual funds, and alternative investments.

Jusmeet Virmani is a financial advisor with Symphony Retirement Partners LLC in Plano, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Copiam Wealth Management LLC and Ameriprise Financial Services Inc., as well as five years of self-employment. Outside of his advisory work, he is active as a consultant, actor, writer, director, and filmmaker, and serves as a board member for the Stonehaven Place South Homeowners Association. Symphony Retirement Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, and corporations. The firm offers investment management, financial planning, and retirement plan consulting, employing both fundamental and technical analysis with ongoing portfolio supervision.

Vincent Lombardo is a financial advisor with CPR Financial & Insurance Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as an independent insurance agent since 2010 and is the owner and officer of Vinou Corporation, a consulting company established in 1993. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plans. The firm integrates investment management with insurance brokerage activities and utilizes multiple platforms and sub-advisors to implement customized investment strategies.

Derek Atkinson is a financial advisor with FQI Capital Management LLC in Highland Village, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held positions at DSA LLC and Forza Capital Management, L.L.C. prior to joining FQI Capital Management in 2018. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting with an emphasis on real-time portfolio review and options strategies. The firm integrates quantitatively driven models, technical timing, and fundamental sector selection, and employs derivatives within managed accounts, including option writing, to manage risk and generate income.

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

Stephen Saddock is a financial advisor at Saddock Wealth, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has operated Saddock Advisory, LLC since 2014 and founded Saddock Wealth, LLC in 2018. Outside of his advisory roles, he owns Saddock Operations and Strategy, a CFO consulting firm. 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 through written investment policy statements and periodic reviews, managing both discretionary and non-discretionary assets.

Evan Koch is the sole advisor at EDK Advisory in Frisco, TX. He holds the PFS™ designation and Series 65 license and has 21 years of industry experience. His prior work includes roles at J.E. Simmons & Co. and Cain, Watters & Associates, LLC. He is also involved with an affiliated tax and accounting practice, EDK Tax Services PLLC. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using diversified mutual funds, ETFs, and selected individual securities, managing accounts on a discretionary basis with a focus on long-term strategies complemented by tactical adjustments.

Marmar Binley is a financial advisor at KM Capital Management, Ltd. with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity Investments, TD Ameritrade, Sage Capital Advisors, and Wells Fargo Investments. Binley is also an independent consultant distributing skin care products for Rodan & Fields and Olive Tree People. KM Capital Management is a private wealth management firm serving high-net-worth individuals and acting as a sub-adviser to a private pooled investment vehicle. The firm focuses on wealth preservation and risk management through asset allocation, low-cost mutual funds and ETFs, as well as private funds and direct private placements, and offers concierge and administrative support services.

Steven Wachs is a CFP® professional with 39 years of industry experience. He has worked at Legacy Consulting Group since 1999 and Perryman Securities, Inc. since 2004. Based in Plano, TX, Mr. Wachs holds Series 63 and Series 65 licenses. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities, managing approximately $366 million in discretionary assets. The firm uses a combination of quantitative research, qualitative manager due diligence, and a multi-level capital allocation framework to build portfolios that include mutual funds, ETFs, individual stocks, and alternative strategies.

Jefferson Henderson is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Cultivar Capital, Inc. since 2013, where he serves as one of two advisors. Cultivar Capital, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management, financial planning, and ERISA 3(21) plan services to individuals, high-net-worth clients, trusts, estates, and a registered investment company. The firm manages the Cultivar ETF and uses long-term, asset-allocation driven strategies incorporating mutual funds, ETFs, ETNs, and individual equities across diversified risk models.

Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, holding a Series 65 credential with four years of industry experience. Prior to her current role, she worked at Belay Inc. She is also a licensed life insurance agent, providing insurance sales and policy reviews. Brindle & Bay Financial Advisors offers financial planning and discretionary portfolio management for individual and high-net-worth clients, using tailored strategies based on clients’ goals, risk tolerance, and time horizons. The firm employs a dynamic asset allocation approach and retains discretion over portfolio implementation and monitoring.

Reed Hays is a financial advisor at DFS Advisory with a Series 65 credential and one year of industry experience. Prior to joining DFS Advisory, he worked at Distinct Financial Solutions, Inc. and has a background that includes involvement with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and planning services to individuals, trusts, estates, businesses, retirement plans, and privately offered pooled investment vehicles. The firm employs a primarily long-term, customized investment approach using fundamental and technical analysis across various asset classes and manages portfolios through internal management, independent managers, or platforms such as Betterment Institutional.

Nicolas Davis is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Brindle & Bay Financial Advisors, LLC and has prior experience with Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he was involved with Candy Benefits, LLC for 16 years and Good Times Gold, LLC for 7 years. Brindle & Bay Financial Advisors provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, using tailored strategies based on client goals, risk tolerance, and time horizon. The firm utilizes an asset allocation framework with dynamic weighting and third-party model portfolios, while retaining discretion over implementation and monitoring.