Marcus Mendez is a financial advisor at USA Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with USA Asset Management since 2004. Mendez maintains a real estate agent license in California but is not actively engaged in real estate activities. USA Asset Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a blend of fundamental and technical analysis and uses various strategies tailored to client objectives, offering ongoing account supervision and personalized recommendations.

Harley Matthews is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Equitable Advisors, LLC, Innovation Partners LLC, and Lemnis Capital, alongside experience in academia at Sam Houston State University. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm serves clients through tailored investment strategies, educational seminars, and maintains affiliations with insurance businesses while utilizing custodians such as Charles Schwab and Fidelity.

Sarah Lassberg is a financial advisor at Better Pockets Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, Lassberg is the founder and executive director of Elf Army of Light, a nonprofit that provides support to individuals who have experienced pregnancy loss and infant death, and she serves on the board of Women Organizing Women Democrats, a political engagement organization. Better Pockets Financial serves individual clients and small employer plan sponsors with financial planning, investment management, and employee benefit services. The firm combines planning and investment advice using a structured approach that incorporates both passive and active strategies, supported by institutional investment platforms and personalized client engagement.

Raymond Mc Clure is a financial advisor at McClure Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at Austin College and Greenville High School. He is also a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily implements portfolios through third-party subadvisors using ETF strategies and offers discretionary management with client-imposed account restrictions.

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.

Tyler Curtis is a Series 65-licensed financial advisor at Snider Advisors with 18 years of industry experience. He has been with Chronim Advisors since 2007. Curtis is also involved in the operations, marketing, and development of several investment-related technology companies that he owns. Snider Advisors provides investment advisory and consulting services to individuals and corporate clients, utilizing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm offers a mix of discretionary and non-discretionary portfolio management supported by proprietary screening tools and technology-enabled implementation.

Jamie Tebbe is a financial advisor with Benchmark Investment Advisors LLC based in Frisco, TX. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. Tebbe previously worked at Gentry Private Wealth Management and PRO Style Financial. Benchmark Investment Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a long-term strategic allocation approach between global equity and fixed-income portfolios, using proprietary valuation metrics and tactical overlays, and offers comprehensive client communications and customized investment solutions.

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.

Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. 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 includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.

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.

Ryan Huey is a CFP® professional with 24 years of industry experience. He has worked at Perryman Securities, Inc. since 2002 and co-founded RoseRock Wealth Management, LLC in 2017, where he remains an advisor. The firm serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations, providing wealth and investment management, financial planning, and retirement-plan advisory services. RoseRock employs a long-term investment approach based on modern portfolio theory, using proprietary model portfolios built primarily from no-load institutional funds and ETFs, and is notable for permitting margin use within managed accounts.

Mitchell Kramer is a CFP® with 30 years of experience in the financial industry, currently serving at Fluent Financial, LLC in Dallas, TX. He has worked at Fluent Financial since 2005 and previously spent over a decade with LPL Financial. Outside of his advisory work, he is a driving instructor and coach for both a national auto racing association and the Porsche Club of America, and he serves on the advisory council for the Texas Tech Rawls School of Business. 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 primarily through wrap-fee accounts, employing a range of strategies including fundamental, technical, and cyclical analysis, along with pension consulting and participant education services.

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 firms including Bank of America, Merrill, and several wealth management companies before joining Olympus Capital in 2020. He is involved in a family business, Rose Management Inc., where he holds a non-operational secretary position. Olympus Capital provides asset management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to manage diversified portfolios and offers both wrap and non-wrap account structures.

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 31 years of industry experience and is the principal at Scherer Financial Advisory Services, LLC in Dallas, TX. His prior experience includes roles at Raymond James Financial and Scherer & Gabelmann, LLC. In addition to his advisory work, he operates an accounting practice where he provides tax preparation and consulting services. Scherer Financial Advisory Services offers portfolio management, limited financial planning, and consulting to individual and high-net-worth clients. The firm uses a modern portfolio theory framework and provides both discretionary and non-discretionary account options, with services that include an IPO Access Program and insurance product offerings through licensed representatives.

Patrick Thuemmel is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He is the principal of Process Capital Management, LLC, an independent firm based in Coppell, TX. Prior to founding Process Capital Management in 2026, he worked at several firms including Samalin Investment Counsel and Wells Fargo Advisors. Thuemmel is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Process Capital Management provides discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis to construct portfolios primarily from individual stocks and bonds, supplemented by mutual funds, ETFs—including cryptocurrency ETFs—and options, generally with a long-term orientation while allowing tactical adjustments when needed.

Lori Givens is a CFP® professional with 13 years of industry experience, currently serving at Align Financial Advisors, LLC since 2024. She previously worked at Wheat-Givens Financial, LLC and United Planners' Financial Services. Givens also holds a board member position at Koelling & Associates, Inc., an industrial supplies company. 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 a variety of analytical techniques and offers discretionary and non-discretionary investment management across mutual funds, ETFs, and equities.

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.