Kimberly Vesely is a CFP® and holds a Series 66 license, with 17 years of industry experience. She currently works at Northill Aims, LLC and has prior experience at Triad Advisors, Inc. and FullCircle Wealth. Northill Aims provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, and charitable foundations. The firm’s investment approach includes strategic and tactical asset allocation, long-term and value-oriented strategies, and the use of alternative investments or ESG overlays when appropriate, with portfolios managed to clients’ objectives and risk tolerances.

Aaron Hutchinson is a financial advisor with DHL Wealth Management LLC, holding a Series 65 license and three years of industry experience. He previously worked for Peak American Investment Advisors, Inc. for five years and Sonic Automotive for three years. He is also licensed to sell insurance with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term investment approach based on modern portfolio theory and offers estate-planning referrals and educational seminars.

Brandon Moore is a financial advisor at GFN Capital Management with 17 years of industry experience. He holds a Series 66 designation and has worked at GFN Capital Management, Kovack Securities, Inc., and Glazer Financial Network since 2002. Outside of his advisory duties, he serves as a youth soccer referee. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary management along with access to model portfolios and third-party managers.

Christopher Welsh is a CFP® with 15 years of industry experience and is the principal advisor at Lorintine Capital. He has been associated with Lorintine Capital since 2009 and also practices law as a partner at the Law Offices of Christopher Welsh, PLLC, a business litigation and transaction firm. In addition, he contributes regularly to the educational website SteadyOptions, focusing on options trading. Lorintine Capital serves individual clients, businesses, and retirement plans, providing portfolio and wealth management, financial planning, 401(k) advisory, and private fund management. The firm emphasizes a client-driven approach with asset allocation strategies tailored to each client’s goals and risk tolerance, and it maintains a distinct connection to a practicing attorney through its affiliated law practice.

James Suttles is a financial advisor at Better Pockets Financial with three years of industry experience. He holds a Series 65 designation and has prior experience at Montoya Wealth and in academic roles at the University of Dallas, University of Texas at Dallas, and Collin College. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services through structured packages. The firm employs a combination of passive and active investment strategies via third-party platforms and emphasizes public educational seminars and workplace retirement participant support.

Hannah Moore is a CFP® with 14 years of industry experience and has been with Guiding Wealth Management, LLC since 2013. She holds a Series 66 license and owns Moore Media Consulting Group, LLC, which provides training to other financial planners. Guiding Wealth Management is a team-based advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes individualized investment policy statements and employs both fundamental and technical analysis in asset-allocation-driven portfolio construction.

Porter Ozanne III is a financial advisor with WSA Affiliates, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He is also president and a majority shareholder of Probity Advisors, Inc., and owns Ozanne & Associates, a life insurance agency established in 1976. Additionally, he is vice president and co-owner of FA Holdings, Inc., a technology services company supporting Probity Advisors. WSA Affiliates, LLC provides advisory referral and financial planning services to individual and high-net-worth clients. The firm focuses on client needs assessment and coordinating referrals to other advisors, offering planning on an hourly basis without managing assets or participating in wrap fee programs.

Howard Johnson III is a financial advisor with Crestview Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. His career includes roles at Mercer Global Advisors, Lake Point Wealth Management, and Sterling National Financial Group. In addition to his advisory work, he is an independent insurance agent focusing on annuities, life insurance, and long-term care. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm’s investment process incorporates asset allocation, dollar-cost averaging, technical analysis, and a mix of long- and short-term strategies tailored to clients’ time horizons and risk tolerances.

Christopher Buck is a financial advisor with Harvester Wealth, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at firms including Tidal ETF Services, Robo Global Capital Management, and Foreside Fund Services. Mr. Buck is also the CEO of DEA Wealth, LLC, a consulting firm serving ETF issuers and index providers. Harvester Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, bonds, and alternative investments, and maintains a small client roster with a concentrated, hands-on service model.

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.

Taylor Dennis is a CFP® certificant with nine years of industry experience, currently serving as an advisor at Altius Financial, Inc. in Dallas, TX, where he has worked since 2016. Altius Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, estates, trusts, charitable organizations, foundations, and institutions, managing approximately $212 million in discretionary assets. The firm emphasizes active management focused on equities and fundamental valuation, offering ongoing portfolio supervision, periodic reporting, and coordination with outside professionals for estate, tax, and insurance matters.

Gerald Materne is a CFP® professional with 14 years of experience, currently serving at Ideology Wealth Advisors, LLC since 2021. He previously operated Materne Wealth Strategies, LLC, which is a non-investment business focusing on life insurance, disability insurance, and annuities, where he is a licensed insurance agent in four states. Ideology Wealth Advisors, LLC provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach combining long-term value investing with technical analysis and offers a range of strategies including ETFs, options, private placements, and alternative investments.

Richard Lucas II is the sole advisor at NestEgg Wealth Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has managed NestEgg Wealth Advisors since 2014 and is involved in Rare Coins of New Hampshire as an independent contractor selling gold and silver coins. Lucas also holds an insurance license and operates an affiliated insurance business. NestEgg Wealth Advisors is an independent financial planning firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers under written solicitor agreements and focuses on financial planning through client interviews and analysis without exercising discretionary trading authority.

Mark Rhodes is a financial advisor at hScore Advisors LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill/BAC and NXG Investment Management. In addition to his advisory work, Rhodes provides leadership and executive training and coaching through Rhodes Consulting. hScore Advisors LLC offers discretionary portfolio management and a subscription-based analytics service to individuals, high-net-worth clients, and business entities. The firm uses a patented quantitative system to generate customized risk scores and construct model-based portfolios, managing approximately $6.9 million in assets.

David Freeze is a financial advisor with FS Financial Advisors, LLC in Dallas, TX, holding the PFS™ designation and seven years of industry experience. He has worked at FS Financial Advisors since 2018 and concurrently at Freeze Sulkov & Associates CPA's, PC since 1999. Outside of his advisory role, he is involved in managing a holding company with interests in oil, gas, and healthcare, and he is a partial owner of a local fitness center where he handles accounting. FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors and participants. The firm constructs individualized portfolios using a variety of asset types and employs both fundamental and technical analysis, coordinating tax and wealth management services through its affiliation with an accounting firm.

Jordan Young is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fireside, he has worked at DEPCOM Power, Inc. since 2019 and previously at American Airlines, Inc. from 2016 to 2019. Outside of advising, he is involved in operations, supply chain, and finance support at DEPCOM Power, an energy solutions company. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and manages portfolios tailored to clients’ goals and risk parameters using a globally diversified mix of asset classes and a variety of investment strategies.

Richard Raizes is a financial advisor at Plutus21 Capital Management, L.L.C. based in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Pari Capital USA, LLC since 2021 and has been a partner at Plutus21 Blockchain Capital, LLC since 2017. Mr. Raizes also serves as Co-head of the firm’s Investment Committee. Plutus21 Capital Management provides discretionary separately managed account services primarily to institutional investors and high-net-worth individuals, combining digital assets with traditional securities. The firm employs thematic SMAs with a long-term orientation while allowing tactical trades, offering portfolios that integrate blockchain-focused strategies alongside traditional market investments.

James Harris is a financial advisor with Allred Harris Wealth Management in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2013 to 2018 before joining Allred Capital Management, LLC in 2018. Outside of his advisory role, Harris is a business owner and partner in Funkys LLC, where he is involved in managing expenses and bill payments. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm delivers both discretionary and non-discretionary services, emphasizing client-specific financial profiles and investment plans, and employs a range of strategies including options trading and limited use of margin.

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.