Eric Wolfe is a CFP® and ChFC® with 30 years of industry experience. He has worked at Succession Financial, Inc. since 2018 and previously spent 20 years at Ameriprise and 10 years at WealthStar Advisors, LLC. He is based in McKinney, TX. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a blend of fundamental analysis and modern portfolio theory using a mix of passive and active strategies and manages approximately $210 million in discretionary assets.

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 designation and less than one year of industry experience. He previously worked in a variety of roles including student loan consulting for Dr. Meredith Jones, LLC. Outside of investment services, he has co-ownership in a property management company. Allvet Financial serves individual clients, primarily veterinary professionals, offering discretionary asset management and integrated student loan repayment planning. The firm follows passive, buy-and-hold strategies based on modern portfolio theory and emphasizes long-term financial planning.

Michael Collins is a financial advisor at Trajan Wealth, L.L.C. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab and LPL Financial. In addition to his advisory role, he is also active as a licensed insurance agent involved in the sale of various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

John Paulson is a financial advisor at Clear Sky Financial, LP with 28 years of industry experience. He holds a Series 63 designation and has worked at Clear Sky Financial since 2018, following a 13-year tenure at LPL Financial. Paulson is also a licensed insurance agent and registered representative, dedicating a portion of his time to these roles. Clear Sky Financial provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a wide range of securities and offers both advisory management and sub-adviser appointments, operating as a small, three-advisor practice.

Richard Jordan is a financial advisor at Fortress Estate Solutions, PLLC in Frisco, TX, holding a Series 65 designation with 18 years of industry experience. He has been with Fortress Estate Solutions since 2006. In addition to his advisory work, he offers life insurance products as a licensed life insurance agent. Fortress Estate Solutions serves individuals, families, trusts, estates, and business entities by providing financial and investment planning, active portfolio management, and related services including estate, charitable, tax, mortgage/debt, and business planning. The firm combines comprehensive estate and charitable planning with active trading and options strategies, tailoring investment advice through fundamental and technical methods.

Wesley Pingelton is a CFP® and CFA® with 22 years of industry experience, currently serving at Northill Aims, LLC since 2025. His prior experience includes roles at Triad Advisors, Inc., Fullcircle Wealth LLC, and Invest Financial Corporation, among others. Outside of his advisory work, he is involved in managing youth and adult soccer organizations as a board member and managing member. Northill Aims provides investment management, financial planning, and consulting services to individuals, families, trusts, and institutions. The firm employs strategic and tactical asset allocation with a value-oriented approach, integrating independent sub-advisors and financial planning into its portfolio management.

Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Gary Brittain is a financial advisor at Legacy Folios in McKinney, TX, holding a Series 65 designation and bringing 18 years of industry experience. He previously worked at AssetBuilder for 15 years before founding Legacy Folios in 2022. Legacy Folios offers discretionary portfolio management to individuals and high-net-worth clients, emphasizing modern portfolio theory and a long-term investment horizon. The firm manages approximately $70 million in assets across about 60 client relationships, creating customized Investment Policy Statements and utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Roger Shake is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Legacy Consulting Group in Plano, TX, where he has worked for 27 years, and previously spent time at Perryman Securities, Inc. His credentials include Series 63 and Series 65 licenses. Legacy Consulting Group provides portfolio management, financial life planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of quantitative research, qualitative due diligence, and a structured capital allocation framework to manage client portfolios across a range of investment strategies.

Chester Anderson III is a CFP® professional at 7th Harvest Investments in Dallas, TX, with 12 years of industry experience. He has been with 7th Harvest Investments since 2015. Outside of his advisory role, Anderson is involved in nonprofit activities, serving as treasurer for Westside Baptist Church and Real Life Ministries, and markets biblical study materials through a related business. 7th Harvest Investments provides fee-based investment management and retirement plan consulting to individuals and organizations, including high-net-worth households and plan sponsors. The firm uses a combination of charting, fundamental and technical analysis, and offers both direct portfolio management and model-based services.

Jeffrey Reddick is a financial advisor at WG Plan LLC with 25 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining WG Plan, he operated Reddick Consulting, d/b/a Proline Financial Advisors, for several years and has worked at multiple firms including Guideline Capital Management. Outside of advisory services, he serves as Managing Director and CFO of a litigation finance business and provides life insurance, annuities, and long-term care insurance solutions to clients. WG Plan provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis with a proprietary quantitative model to manage customized portfolios across various asset classes, with an emphasis on regular review and ongoing client engagement.

Eli Tabaria is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Pinecrest Advisory Services, LLC. His prior roles include positions at Stifel Nicolaus & Co Inc and Merrill Lynch Wealth Management. Outside of his advisory work, he is active in nonprofit organizations, serving on the board of the Jewish Federation of Dallas and as a principal member of IJF Outreach. Pinecrest Advisory Services provides portfolio management and pension consulting services to institutional clients, charitable organizations, and business entities. The firm offers discretionary portfolio management across a wide range of investments and employs a combination of charting, fundamental, quantitative, and technical analysis tailored to client goals and risk tolerances.

Jerod Brockelman is a CFP® professional with 11 years of experience in financial advising. He is currently with Eubank, Hutson & Associates, LLC and has prior experience at Addington Financial Group. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, with discretionary portfolio management, financial planning, and consulting. The firm’s investment approach incorporates technical and fundamental analysis, modern portfolio theory, and a mix of long- and short-term strategies, including options and other derivatives, tailored to clients’ objectives and risk tolerance.

Stephen Blum is a CFP® and ChFC® with 22 years of experience in financial advising. He is the sole advisor at Strategic Wealth Planning and has held roles at Realta Equities, Inc. since 2018 and Purshe Kaplan Sterling Investments from 2009 to 2018. Blum is also involved with Levine Academy in Dallas, TX. Strategic Wealth Planning, operating as Blum Financial L.P., provides investment advisory and financial planning services to individuals, families, businesses, and plan sponsors. The firm offers both discretionary and non-discretionary portfolio management, pension consulting, and financial planning, with additional services including bookkeeping, tax preparation, and insurance through affiliated businesses.

Gerrond Mckee is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Lifeway Financial Corporation since 2009. Lifeway Financial Corporation advises individual and high-net-worth clients by providing personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million across about 168 client relationships, emphasizing asset allocation, diversification, and including private placements and other illiquid investments in its portfolios.

Paul Henley is a financial advisor at Farris Capital Management Inc. with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Farris Capital Management in 2018, he worked at Wells Fargo Clearing and Salient Capital Advisors, LLC. Henley is also a licensed insurance agent, offering insurance products and services to clients. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm manages approximately $177.5 million for about 395 clients through a combination of advisor-managed accounts and automated programs on platforms such as Betterment Securities and Zoe Wealth, utilizing a disciplined investment approach that includes defined-outcome ETFs, options strategies, and tax-loss harvesting.

Robert Garner is a financial advisor with Garner Asset Management Corporation in Plano, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Garner Asset Management since 1998 and also worked at Aprio Wealth Management from 2026 to the present. Outside of his advisory work, he serves as a director of IPMG, LLC, a development-stage company focused on transferring commercially viable concepts from university and government environments to the private sector, with his involvement limited to occasional advisory meetings. Garner Asset Management provides discretionary investment management services to individuals, retirement plan participants, trusts, and estates, managing approximately $414 million in client assets. The firm employs fundamental analysis and third-party research to inform investment decisions and offers tailored portfolio monitoring, trade execution, and regular client reporting.

Matthew Quinn is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with The Mather Group, LLC and previously worked at Legacy Consulting Group, Vicus Capital, Inc., and LEE Financial Company, LLC. Quinn has spent a significant portion of his career at Legacy Consulting Group, where he worked for nine years. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary and non-discretionary assets and employs a combination of quantitative research, qualitative due diligence, and a structured capital allocation framework to build portfolios from mutual funds, ETFs, individual stocks, and alternative strategies.

Joseph Nappi is a financial advisor with Legacy Folios, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Investment Advisors, Bank of America, Merrill, and Citigroup. Outside of Legacy Folios, he serves as Chief Risk Officer at Goldlake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm’s investment approach combines multiple analytical methods and strategic asset allocation to align portfolios with clients’ risk tolerance and time horizons.

Owen Stewart is a financial advisor with Macro Wealth Advisors, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Macro Financial Advisors and its related entities since 1994. Outside of advisory work, he serves as president of Macro Financial Concepts, Inc., a non-investment business. Macro Wealth Advisors is a small, state-registered firm serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management primarily through third-party asset manager programs, complemented by in-house model portfolios and ongoing financial planning tailored to client goals.