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.

Patrick Stuart is a Series 65-licensed financial advisor with six years of industry experience, currently practicing at Saddock Wealth, LLC since 2019. Prior to joining Saddock Wealth, he worked at GuideStone Financial Resources from 2011 to 2019. Outside of his advisory role, he has a landlord business. 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, working with a concentrated client base supported by two advisory professionals.

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.

Collin Day is a financial advisor at Farris Capital Management Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Farris Capital Management since 2021. Prior to this, he was employed at WEB TPA Employer Services and also served at First Southern Baptist Church in St. George. Farris Capital Management provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth clients, and some business entities. The firm combines advisor-managed accounts with automated programs and employs a diversified investment approach that includes options strategies, defined-outcome ETFs, and regular portfolio rebalancing.

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.

Brent Dunn is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Schlegel Dunn LLC and has prior experience at Commonwealth Financial Network. Outside of his advisory role, he is the owner and professional counselor at Legacy Professional Counseling, PLLC, where he provides counseling services to individuals, couples, and families. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, while offering discretionary management and comprehensive financial planning services.

Scott Schlegel is a CFP®-certified financial advisor with 18 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 16-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation of insurance recommendations. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $279 million across about 154 client relationships, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Its investment approach emphasizes fundamental analysis and long-term portfolio construction using diversified ETFs, low-cost mutual funds, and individual securities when appropriate.

Jefferson Nash is a CFP® professional with 13 years of experience in financial advising. He is currently with Nashional Investments and has held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Nash is involved in tax preparation and serves as a partner in an accounting firm, as well as acting as a branch manager and managed futures advisor for an independent introducing broker. Nashional Independent Investment Management LLC serves individual and business clients, managing discretionary and non-discretionary portfolios using a range of investment strategies including traditional securities, alternative investments, and specialized 1031 exchange consulting. The firm combines advisory services with related tax, insurance, mortgage, and futures activities.

Porter Ozanne III is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with WSA Affiliates, LLC and has held roles at FA Holdings, Inc., Wealth Services Alliance, and Probity Advisors Inc. Outside of his advisory work, he is involved as a vice president and co-owner of FA Holdings, a technology services company supporting Probity Advisors. WSA Affiliates, LLC provides advisory referral and financial planning services to individual and high-net-worth clients, focusing on client needs assessment and coordination with other advisors rather than direct asset management. The firm operates with a small team and offers financial plans billed on an hourly basis.

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.

Earl Jefferson is a CFP® professional with 22 years of experience in financial advising. He is affiliated with 7th Harvest Investments and has worked at Legacytexas Wealth Advisors, LLC since 2006. Jefferson occasionally serves as an adjunct professor at Southern Methodist University and holds licenses as an insurance agent. 7th Harvest Investments serves individual and organizational clients, including high-net-worth individuals and retirement plan sponsors, offering fee-based portfolio management, retirement plan consulting, and model portfolio services. The firm employs a combination of charting, fundamental and technical analysis, and manages portfolios with strategies ranging from long-term holdings to short-term trading.

Russell Wilhite is a financial advisor with DeWitt & Dunn Financial Services, LLC, holding a Series 65 designation and one year of industry experience. He has been involved with Dewitt & Dunn, LLC since 2015, serving as Vice President of Client Services in a non-investment role related to advertising. DeWitt & Dunn Financial Services is a boutique adviser serving individuals, trusts, estates, corporations, and small businesses. The firm primarily places client assets with independent sub-advisors and co-advisors who manage investment strategies and maintains custodial and administrative relationships rather than directly managing trades.

Jack Simmons is a financial advisor at J.E. Simmons & Co., P.C. in Dallas, TX, holding a Series 63 designation with 28 years of industry experience. He has been with J.E. Simmons & Co., P.C. since 1997. J.E. Simmons & Co., P.C. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines investment supervisory services and financial planning with accounting, tax preparation, and business analysis, managing client portfolios through a formal planning process that incorporates asset allocation, fundamental and technical analysis, and both long- and short-term strategies.

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.

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.

Anthony Assadi is a CFP® and CFA® with 16 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held a position at NTT Data from 2016 to 2019. In addition to his advisory role, he is licensed as an insurance agent. Alere Planning LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm often serves clients experiencing complex life transitions and manages most client assets on a discretionary basis using tailored asset-allocation strategies across active and passive investment models.

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.

Tiffany Finney Johnson is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with New Dimensions Wealth Management, L.L.C. since 2012. The firm serves individual and high-net-worth clients, providing personalized financial planning and discretionary investment management through a fee-only model that avoids commissions and finder’s fees. Their investment approach emphasizes a low-cost, passively oriented, buy-and-hold strategy using broadly diversified no-load mutual funds and ETFs.