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.

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.

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. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pari Capital USA, LLC and SG Americas Securities, LLC. He is also a partner at Plutus21 Blockchain Capital, LLC, a Texas Exempt Reporting Adviser focused on digital asset and blockchain investments. Plutus21 Capital Management provides discretionary asset management primarily for pooled and institutional clients, as well as corporate and high-net-worth individuals. The firm offers tailored, long-term investment strategies combining traditional securities and digital assets, utilizing both quantitative and fundamental analysis.

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.

Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 16 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2007. Schlauch is a minority partner in a family real estate business but has no active duties in that venture. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, offering discretionary portfolio management that employs a flexible, research-driven strategy including long-term positions, derivatives, short selling, and event-driven trades.

Eric Meyer is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Greenfield Seitz since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis to tailor investment strategies to client goals and risk tolerance, managing portfolios across various asset classes with both long- and short-term trading approaches.

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.

Brian Nerney is the sole advisor at Sundial Capital Management, L.P. in Arlington, TX, holding a Series 65 designation with 19 years of industry experience. His work history includes long-term roles at several companies, notably Sundial Capital Management since 2001 and Heritage Investment Corp since 1988. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven investment approach with long-term positions alongside short selling, options, derivatives, and event-driven trades within defined risk parameters.

Christian Guella is a CFP® with eight years of industry experience, currently serving at Trinity Financial Services, Inc. He has held roles at Applied Benefit Strategies, Mutual Securities, and Mass Mutual Investors Services, among others. Guella also works as an ICU nurse at Baylor University Medical Center. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm uses fundamental and technical analysis alongside systematic rebalancing and tax-efficient strategies, and offers both fee-based advisory and commissioned insurance products.

Lan Dong is a CFA® charterholder with three years of industry experience. He has worked at Pinnacle Stream Capital LLC since 2022 and previously spent 19 years at Westwood Holdings Group. Lan has also been a full-time student at the Master's University since 2020. Pinnacle Stream Capital is a small advisory firm serving primarily high net worth individuals and institutional clients with discretionary asset management and ongoing portfolio management. The firm emphasizes fundamental analysis and a combination of long-term, short-term, and trading strategies tailored to client objectives and risk tolerance, managing a very limited number of clients with personalized service.

Douglas Hancock is a financial advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Pathway Wealth Management since 2016 and has operated as a self-employed advisor since 2008. Pathway Wealth Management provides discretionary investment advisory services to high net worth individuals and family entities, focusing on active equity management that combines fundamental and technical analysis to construct tax-aware portfolios. The firm uses a small advisory team structure with centralized responsibilities and conducts daily portfolio reviews when markets are open.

Rebecca Wynne is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Salesforce and JPMorgan Chase, spanning over a decade in total. Outside of her advisory role, she is a partner in 6771, LLC, overseeing personal apartment rentals. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning, building globally diversified portfolios with a range of investment strategies and no account minimum.

Joshua Womack is a financial advisor with Womack Financial LLC in Dallas, TX, holding a Series 65 designation and 16 years of industry experience. He has been with Womack Financial since 2009. Outside of his advisory role, he serves on the board of Pegasus Glass, LLC, a glass and mirror installation company. Womack Financial LLC provides discretionary portfolio management and retirement-plan consulting primarily to individual and high-net-worth clients, as well as institutional plan sponsors. The firm combines fundamental and quantitative analysis with a focus on long-term equity strategies and manages a private pooled vehicle investing in U.S. small-, micro-, and nano-cap equities.

Barbara Spicer is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She has been with Concorde Investment Management since 2014. Concorde Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, managing separately managed accounts and serving as adviser to an in-house mutual fund while offering consulting related to private pooled investment vehicles.

Clinton Calhoun is a financial advisor at Potential Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Potential Wealth Management since 2016. In addition to his advisory role, Calhoun serves as general counsel for Potential Investments, Ltd. Co., where he handles tax planning, accounting, contracts, and operations oversight. Potential Wealth Management LLC is a discretionary investment manager specializing in equities and exchange-traded funds. The firm serves a diverse client base, including pooled and institutional accounts, corporations, trusts, high-net-worth, and individual clients, employing an active long/short equity strategy informed by fundamental, technical, quantitative, and sentiment analyses.

Sontwa Sinkala is a financial advisor at Lindus Advisors, Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Lindus Advisors since 2001. In addition to his advisory role, Dr. Sinkala serves as an Adjunct Professor at the University of Winnipeg, teaching business courses in the School of Business and Economics. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning, as well as discretionary and non-discretionary investment management. The firm combines fundamental, technical, and cyclical analysis to create customized portfolios and engages in international development consulting for sovereign governments and agencies.

John Stetter is a financial advisor at Concorde Investment Management in Dallas, TX, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Concorde Investment Management since 1994. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, offering tailored asset allocations and managing both discretionary and non-discretionary accounts, including an in-house mutual fund and consulting services for private pooled investment vehicles.

Elizabeth McMillan is the principal advisor at McMillan Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has led McMillan Capital Management since 2007. McMillan Capital Management provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, family entities, and charitable organizations. The firm uses a fundamentally driven investment process with customized Investment Policy Statements, managing portfolios that include equities, bonds, mutual funds, ETFs, options strategies, and select non-marketable investments, while offering performance-based fee arrangements for qualified clients.