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.

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.

Brett Fry is a CFP® and CFA® with seven years of experience in the financial industry. He has worked at Forteris Wealth Management, Inc. since 2020, following roles at Kestra Financial, Inc. and BNY Mellon Wealth Management. Based in Dallas, TX, he holds Series 65 and Series 66 licenses. Forteris Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, consulting, and pension consulting to individuals, trusts, estates, retirement plans, charitable organizations, and corporate entities. The firm manages approximately $219 million for about 175 clients, offering client-specific advisory services that include the use of derivatives for hedging and, occasionally, speculative purposes.

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 a financial advisor with McMillan Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with McMillan Capital Management since 2007. McMillan Capital Management provides discretionary investment management and portfolio planning services primarily to individuals, high net worth clients, trusts, family entities, and charitable organizations. The firm employs a fundamentally driven investment approach focused on intrinsic value and security selection, offering customized portfolios that may include equities, fixed income, ETFs, options, and private fund holdings.

Thomas Morgan is a financial advisor with Corps Capital Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside finance, he is involved in defense and national security as a partner at Integrity Partners and serves on the board of Ben AI, a publicly traded business-to-business AI technology company. Corps Capital Advisors serves primarily high-net-worth and accredited investors with discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm focuses on customized portfolio construction with a long-term orientation, sponsors proprietary pooled funds, and manages approximately $147.8 million for about 20 clients.

Nicholas Deery is a financial advisor at Promus Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Stilly's Daq Shack LLC and Trademark Carwash LLC. 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 process that incorporates core equity and fixed income holdings alongside alternative strategies and routinely uses third-party managers.

Lora Dixon is a financial advisor at DeWitt & Dunn Financial Services, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at DeWitt & Dunn since 2005, including at its affiliated entities, and at CoreCap Advisors, LLC from 2016 to 2020. DeWitt & Dunn Financial Services is a boutique investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and small businesses. The firm primarily places client assets with third-party sub-advisors and co-advisors, providing access to various investment vehicles through a model portfolio approach rather than direct trade management.

Madelyn Murray is a CFP® professional with one year of experience at Womack Financial LLC in Dallas, TX. Prior to joining Womack Financial, she worked at Rockbridge Investment Management, LLC for two years. Her background also includes roles outside the financial industry, including time at Red Jug Pub and Sapori. Womack Financial LLC provides discretionary portfolio management and retirement-plan advisory services to individuals and high-net-worth clients, while also managing a private pooled investment vehicle. The firm combines fundamental and quantitative analysis with a long-term, equity-oriented investment approach and maintains distinct governance and operational practices for its private fund.

Maurice Glazer is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been involved with several firms, including Kovack Securities and various entities under the Glazer Financial Network umbrella, where he serves in multiple leadership roles. Outside of his advisory work, he is engaged in ventures ranging from fixed insurance sales to consulting for healthcare-related and technology companies. GFN Capital Management provides investment advisory and management services to a broad client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs multiple analytical approaches and trading strategies while offering access to model portfolios, third-party managers, and wrap-fee programs, alongside affiliated businesses that provide pension administration and accounting services.

Timothy Dwight is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been affiliated with Fireside Capital Advisors and its predecessor entities since 2015. Outside of his advisory role, he is a partner in 6771, LLC, which owns residential rental property. 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 utilizes a globally diversified mix of asset classes, combining third-party managers and publicly traded securities to tailor portfolios to clients’ goals and risk tolerance.

Justin Morgan is a CFP® with 11 years of experience and has been with Capital Advisory Group, Inc. in Dallas, TX since 2011. He works at a firm that serves high-net-worth individuals, trusts, estates, and business entities, offering discretionary investment management along with comprehensive financial, retirement, estate, tax, and insurance planning services. Capital Advisory Group manages approximately $210–216 million for around 72 client households and emphasizes strategic asset allocation and diversification through internally developed model portfolios. The firm integrates investment management with tax and insurance advice, supported by an affiliated accounting practice and licensed insurance services.

Joshua Perkins is a financial advisor at DeWitt And Dunn Financial Services, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Blackridge Asset Management, LLC, Retirement Wealth Advisors, and First Fidelity Tax & Insurance. In addition to his advisory role, Perkins is an independent insurance agent selling life insurance, Medicare products, and annuities, and he serves as a financial education instructor at the American Retirement Institute. DeWitt & Dunn Financial Services is a boutique adviser serving individuals, trusts, estates, corporations, and small businesses. The firm primarily places client assets with third-party sub-advisors and co-advisors who implement investment strategies and maintain client relationships.

Walter Stalnaker is the sole advisor at Symmetry Capital Advisors LLC in Dallas, TX, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Symmetry Capital Advisors since 2002. Symmetry Capital Advisors LLC is a fee-only, SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes portfolio management grounded in Modern Portfolio Theory, employing a long-term, buy-and-hold approach with non-discretionary services and diversified portfolios tailored by investment policy statements.

Donnye Winship is a financial advisor at Dallas Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2004. Outside of his advisory role, Winship co-owns Owl Power Solutions and coaches triathletes through Tridot.com. He also serves as an investment consultant to the Grand Lodge of Texas Investment Committee. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations, employing a mix of modern portfolio theory, technical analysis, and options trading strategies.

Alexander Becker is a financial advisor at Codex Capital Asset Management, L.L.C. He holds a Series 63 designation and has two years of industry experience. Becker previously worked at Kings Point Capital Management in 2006. Codex Capital Asset Management, L.L.C. provides discretionary investment management services primarily to high-net-worth individuals and pension and profit-sharing plans. The firm employs a fundamental, bottom-up research process and typically pursues buy-and-hold equity strategies, managing portfolios on a discretionary basis tailored to client-specific objectives.

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.