Brian Rahlfs is a CFA® charterholder and principal of Rahlfs Capital, LLC in Carrollton, TX, with 22 years of industry experience. He has led Rahlfs Capital since its founding in 2003. Rahlfs Capital provides discretionary and nondiscretionary investment management to individuals, families, trusts, estates, partnerships, corporations, and charitable portfolios, as well as sub-advisory services to another investment adviser. The firm constructs customized portfolios primarily investing in equities and fixed income, with occasional exposure to private equity, real property, digital assets, and commodities, applying a multifaceted investment process that incorporates macroeconomic and microeconomic analysis, credit and duration assessment, technical and behavioral finance.

Jamie Tebbe is a financial advisor at Benchmark Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Gentry Private Wealth Management LLC, PRO Style Financial, and Sunpoint Securities, Inc. over his career. Benchmark Investment Advisors provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic allocation approach with global equity and fixed-income model portfolios, incorporates a proprietary economic margin metric for security selection, and offers comprehensive client communications including quarterly account reviews and educational materials for retirement plan participants.

James Talbert is a financial advisor with Affordable Life Plans, LLC in Frisco, TX. He holds a Series 65 designation and has 10 years of industry experience. James also owns and manages two debt-buying companies, Safeguard Capital, LLC and Eckity Capital Markets, LLC, and is involved with Sapient Insurance Agency, a start-up insurance business. Affordable Life Plans, LLC provides financial planning and Life Plan services primarily to individual clients, focusing on student loan consolidation and loan forgiveness as well as retirement, cash-flow, and college planning. The firm delivers non-discretionary, bundled planning packages with diversified mutual fund allocations and uses third-party tools such as eMoney and Morningstar.

Krishna Velaga is a Series 65-licensed advisor with Velaga Advisors in Allen, TX, bringing two years of industry experience. He previously worked at Texas Instruments for 28 years. Outside of advisory work, he is involved in managing several property ownership entities. Velaga Advisors is a boutique registered investment adviser serving individual and high-net-worth clients, focusing on family relationships. The firm integrates discretionary portfolio management with financial and tax planning, utilizing fundamental and quantitative analysis combined with tax-aware portfolio construction.

Brian Czerwinski is a financial advisor at Maverick Private Wealth LLC in Frisco, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Maverick Private Wealth LLC since 2015 and at Cornerstone Family Office Advisors LLC since 2016, where he provides administrative and planning services to high-net-worth families. He is also the owner of F2 Analytics LLC, a consulting business specializing in operations, accounting, and finance for small businesses. Maverick Private Wealth LLC offers discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to individuals with net worths of $3 million or more, trusts, foundations, and employer-sponsored plans. The firm applies a range of analytical methods and proprietary investment systems, managing client accounts on a discretionary basis with strategies tailored to each client's circumstances.

Chelsea Niestrom is a financial advisor at Cloak Advisors in Frisco, TX. She holds a Series 65 designation and has been with Cloak Advisors since 2026. Prior to that, she worked at Vaco by Highspring for nine years. Cloak Advisors provides discretionary portfolio management to individuals, high net worth clients, and profit-sharing plans, managing approximately $35 million in discretionary assets. The firm focuses on fundamental analysis and long-only strategies across equity and balanced portfolios, conducting regular account reviews and maintaining a small, concentrated client base.

Chad Rose is a financial advisor at Olympus Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Bank of America and Merrill. Outside of his advisory role, he holds a secretary position at a family-run business, Rose Management Inc., without active duties or compensation. Olympus Capital, LLC provides asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios across various asset classes and offers both discretionary and non-discretionary services.

Dario Saintus is a financial advisor at Acribus Capital LLC in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vicar Capital Advisors and Acribus Capital Sports & Entertainment. Acribus Capital provides investment management, private wealth management, and bespoke family office services primarily to high-net-worth individuals and family offices. The firm’s investment approach combines macroeconomic, fundamental, and technical analysis to support strategic asset allocation and offers specialized strategies including capital appreciation and options-based income.

Amanda Farrar is a financial advisor at PMG Family Office, LLC with a Series 65 designation and over a decade of industry experience. She previously worked at Fannie Mae for twelve years and has held roles at SoFi and Fay Servicing. PMG Family Office, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management and consulting across a wide range of asset classes and planning areas. The firm combines a family-office style service with active use of derivatives and structured products, employing both in-house oversight and third-party sub-advisors.

Scott Scherer is a CFP® with 30 years of industry experience, currently serving as an advisor at Scherer Financial Advisory Services, LLC. He has held roles at Raymond James Financial Services and operated his own CPA firm, Scott S Scherer CPA, LLC, where he provides tax preparation and consulting services. Scherer is also a licensed insurance agent involved in the sale of life insurance, fixed annuities, and long-term care products. Scherer Financial Advisory Services, LLC manages approximately $138.8 million across 163 client relationships, offering portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and asset allocation tools, with investment strategies that include mutual funds, ETFs, fixed income, real estate funds, annuities, and active trading techniques, and it integrates insurance and accounting services through affiliated professionals.

Lori Givens is a CFP® professional at Align Financial Advisors, LLC with 13 years of industry experience. She has previously worked at Wheat-Givens Financial, LLC and United Planners' Financial Services. Givens serves as a board member for Koelling & Associates, Inc., an industrial supplies company based in Dallas, TX. Align Financial Advisors, LLC provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs various analytical methods and invests across mutual funds, ETFs, and equities, offering discretionary and non-discretionary portfolio management.

Marisa Lockhart is a CFP® professional with 16 years of industry experience. She has worked at Caprock Capital Advisors Inc. since 2018 and previously spent nine years at Raymond James Financial Services, Inc. Caprock Capital Advisors serves primarily high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and acting as the primary financial adviser. The firm employs fundamentally driven, dynamic asset allocation models and incorporates alternative investments for diversification, managing approximately $98.8 million in client assets as of December 31, 2024.

Charles Rosen is a financial advisor at CPR Financial & Insurance Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CPR Financial & Insurance Services since 2014. Rosen serves as president of an independent insurance agency and holds several volunteer leadership roles within the National Association of Benefits and Insurance Professionals (NABIP), including legislative chair and board trustee positions. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm’s investment approach includes fundamental analysis and goals-based models, with portfolio implementation delegated to sub-advisors and use of multiple technology platforms.

Thomas Hatfield is a CFP® with 56 years of industry experience. He is currently with Family Freedom Wealth Management, LLC and has held prior roles at Spectrum Wealth Management, LLC, First Financial Coaching, Inc., and Triad Advisors, Inc. He also operates an insurance agency focused on life insurance sales. Family Freedom Wealth Management, LLC provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm serves clients through direct management and co-advisory arrangements, utilizing Modern Portfolio Theory and individualized investment policy statements to guide portfolio construction.

Gregory Wilson is the sole advisor at 323 Wealth Management, LLC in Flower Mound, TX. He holds CFP® and CFA® designations and has 21 years of industry experience, including 11 years at Charles Schwab. He is also a licensed insurance agent, with a minor part of his practice involving insurance sales. 323 Wealth Management is an independent advisory firm serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm offers managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets using a third-party aggregation platform.

Jeremy Andries is a CFP® professional with 20 years of experience in financial advising. He is currently with Flourish Financial Planning, where he has worked since 2020. Prior to this, he held roles at Guidestone Financial Services and related entities from 2009 to 2018. Outside of financial advising, he owns and operates Andries Tax Service LLC, providing individual and small business income tax preparation. Flourish Financial Planning serves individual, high-net-worth clients, and corporations, offering discretionary portfolio management and comprehensive financial planning. The firm uses a passive investment approach based on Modern Portfolio Theory and provides additional services such as employer-funded wellness meetings and limited tax-preparation options through an affiliated entity.

Thomas Hatfield is a financial advisor with Family Freedom Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Spectrum Wealth Management, LLC and First Financial Coaching, Inc., among other firms. Outside of his advisory work, Hatfield serves as a coach and board member for the Hillcrest Lacrosse Association. Family Freedom Wealth Management offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services. The firm primarily operates through co-advisor and referral arrangements, utilizing Modern Portfolio Theory and investment policy statements to tailor client investment programs.

Andrew Kerai is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He is currently affiliated with Capital Ideas and Bearing Financial Advisors, having previously worked at RiverNorth Capital Management. Outside of his advisory roles, Kerai is a managing partner at Alpha Capital Dallas LLC, a member of the Forbes Finance Council, and serves as a CFA instructor. Capital Ideas serves a range of clients including individuals, high-net-worth families, trusts, estates, and charitable organizations, managing approximately $336 million in assets. The firm employs a blend of fundamental and technical analysis, proprietary models, and outside research to manage discretionary portfolios across various asset classes.

Ting Chen is a CFP® professional with over 31 years of industry experience, currently serving at TKC Wealth Management LLC in Dallas, TX. His prior roles include positions at Landolt Securities, Inc., TKC International Financial Services, LLC, and Richfield Orion International, Inc. Chen is a member of the executive committee of the Hong Kong Association of Northern Texas and serves on the advisory board of the UT Dallas Taiwan Studies Initiative. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing discretionary and non-discretionary portfolio management, retirement consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types, with a notable presence of non-U.S. clients and an emphasis on educational seminars.

William Tevis is the principal advisor at Tevis Investment Management, LLC in Plano, TX, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has led his firm since its founding in 2013. Outside of his advisory role, a family member is involved as treasurer of a nonprofit organization providing medical services. Tevis Investment Management advises individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan advisory services. The firm manages over $230 million across approximately 151 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term holdings to shorter-term trading.