Mitchell Kramer is a CFP® with 30 years of experience in the financial industry, currently serving at Fluent Financial, LLC in Dallas, TX. He has worked at Fluent Financial since 2005 and previously spent over a decade with LPL Financial. Outside of his advisory work, he is a driving instructor and coach for both a national auto racing association and the Porsche Club of America, and he serves on the advisory council for the Texas Tech Rawls School of Business. Fluent Financial is a registered investment adviser managing approximately $330 million on a discretionary basis for individuals, trusts, pension plans, and business entities. The firm offers asset management primarily through wrap-fee accounts, employing a range of strategies including fundamental, technical, and cyclical analysis, along with pension consulting and participant education services.

Chad Rose is a financial advisor at Olympus Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and several wealth management companies before joining Olympus Capital in 2020. He is involved in a family business, Rose Management Inc., where he holds a non-operational secretary position. Olympus Capital provides asset management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to manage diversified portfolios and offers both wrap and non-wrap account structures.

Dario Saintus is a financial advisor at Acribus Capital LLC in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vicar Capital Advisors and Acribus Capital Sports & Entertainment. Acribus Capital provides investment management, private wealth management, and bespoke family office services primarily to high-net-worth individuals and family offices. The firm’s investment approach combines macroeconomic, fundamental, and technical analysis to support strategic asset allocation and offers specialized strategies including capital appreciation and options-based income.

Amanda Farrar is a financial advisor at PMG Family Office, LLC with a Series 65 designation and over a decade of industry experience. She previously worked at Fannie Mae for twelve years and has held roles at SoFi and Fay Servicing. PMG Family Office, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management and consulting across a wide range of asset classes and planning areas. The firm combines a family-office style service with active use of derivatives and structured products, employing both in-house oversight and third-party sub-advisors.

Scott Scherer is a CFP® with 31 years of industry experience and is the principal at Scherer Financial Advisory Services, LLC in Dallas, TX. His prior experience includes roles at Raymond James Financial and Scherer & Gabelmann, LLC. In addition to his advisory work, he operates an accounting practice where he provides tax preparation and consulting services. Scherer Financial Advisory Services offers portfolio management, limited financial planning, and consulting to individual and high-net-worth clients. The firm uses a modern portfolio theory framework and provides both discretionary and non-discretionary account options, with services that include an IPO Access Program and insurance product offerings through licensed representatives.

Patrick Thuemmel is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He is the principal of Process Capital Management, LLC, an independent firm based in Coppell, TX. Prior to founding Process Capital Management in 2026, he worked at several firms including Samalin Investment Counsel and Wells Fargo Advisors. Thuemmel is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Process Capital Management provides discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis to construct portfolios primarily from individual stocks and bonds, supplemented by mutual funds, ETFs—including cryptocurrency ETFs—and options, generally with a long-term orientation while allowing tactical adjustments when needed.

Sonja White is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, with 39 years of industry experience. She holds the ChFC® designation and Series 63 license. Her career includes roles at Silver Oak Securities, Inc., General American Life Insurance Co, and over four decades as an independent insurance agent selling life, health, and disability insurance. Fortune Wealth Management provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans, trusts, and business entities. The firm employs an asset-allocation approach informed by risk tolerance and uses multiple methods of securities analysis, managing approximately $396 million in assets.

Marisa Lockhart is a CFP® professional with 16 years of industry experience. She has worked at Caprock Capital Advisors Inc. since 2018 and previously spent nine years at Raymond James Financial Services, Inc. Caprock Capital Advisors serves primarily high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and acting as the primary financial adviser. The firm employs fundamentally driven, dynamic asset allocation models and incorporates alternative investments for diversification, managing approximately $98.8 million in client assets as of December 31, 2024.

Laura Cordell is a financial advisor at Womack Financial LLC in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at CFO4LIFE, Ausdall Financial Partners, Inc., Vogel Financial Advisors, LLC, and Perryman Securities, Inc. 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 uses a combination of fundamental and quantitative analysis with an emphasis on long-term equity strategies and manages a private pooled vehicle focused on U.S. small-, micro-, and nano-cap equities.

Jason Gould is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Lifetime Wealth Management P.C. in Rockwall, TX. Prior to joining Lifetime Wealth Management, he worked at Gould Capital and the Traditum Group. Lifetime Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies, offers specialized services such as Puerto Rico Act 60 consulting and private investment placement, and manages potential conflicts of interest through formal policies and compliance procedures.

Thomas Hatfield III is a CFP® and Series 63 license holder with 56 years of experience in the financial industry. He is currently with Family Freedom Wealth Management, LLC and has held previous roles at Spectrum Wealth Management, First Financial Coaching, Inc., Triad Advisors, Inc., and Osaic FS, Inc. Thomas also operates his own insurance agency focused on life insurance sales. Family Freedom Wealth Management is a small advisory firm providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm uses a goal-based, allocation-focused approach grounded in Modern Portfolio Theory, with discretionary trading authority and quarterly account reviews.

John Kvale is a CFP® and CFA® with 30 years of industry experience. He has been with J.K. Financial, Inc. in Dallas, TX since 2005. J.K. Financial, Inc. provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs both fundamental and technical analysis with a long-term investment approach, incorporating options contracts and tailoring portfolios to client goals and risk tolerance.

Thomas Hatfield IV is a financial advisor at Family Freedom Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spectrum Wealth Management, First Financial Coaching, and Triad Advisors. Outside of his advisory role, Hatfield serves as a coach and board member for the Hillcrest Lacrosse Association. Family Freedom Wealth Management is a small firm with two advisors that offers discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm uses a goal-based, allocation-focused approach grounded in Modern Portfolio Theory and engages in quarterly account reviews while serving as a co-advisor on the Matson Money platform.

Andrew Kerai is a CFA® charterholder and holds a Series 63 license, with nine years of industry experience. He is currently affiliated with Capital Ideas and Bearing Financial Advisors, where he has worked since 2022, following a seven-year tenure at RiverNorth Capital Management. Outside of his advisory roles, Kerai is a managing partner at Alpha Capital Dallas LLC, a member of the Forbes Finance Council, and serves as a CFA instructor. Capital Ideas serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans, managing approximately $336.2 million in assets. The firm offers portfolio management, commission-based discretionary trading, and subadvisory services, utilizing a combination of fundamental and technical analysis, proprietary trading models, and outside research to manage discretionary portfolios across equities, fixed income, and alternative investments.

Jesse Anderson is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He has been with Chronim Investments since 2005 and is based in Irving, TX. Outside of his advisory work, Anderson owns and operates several investment-related technology companies and a non-investment subscription management business. He is part of Snider Advisors, a four-advisor team that provides investment advisory and consulting services to individual and corporate clients. The firm employs a rules-based, income-oriented strategy known as the Snider Investment Method, combining systematic stock selection, option writing, and cash management, supported by proprietary screening tools and technology-enabled implementation options.

Ting Chen is a CFP® professional with over 31 years of industry experience, currently serving at TKC Wealth Management LLC in Dallas, TX. His prior roles include positions at Landolt Securities, Inc., TKC International Financial Services, LLC, and Richfield Orion International, Inc. Chen is a member of the executive committee of the Hong Kong Association of Northern Texas and serves on the advisory board of the UT Dallas Taiwan Studies Initiative. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing discretionary and non-discretionary portfolio management, retirement consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types, with a notable presence of non-U.S. clients and an emphasis on educational seminars.

William Tevis is the principal advisor at Tevis Investment Management, LLC in Plano, TX, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has led his firm since its founding in 2013. Outside of his advisory role, a family member is involved as treasurer of a nonprofit organization providing medical services. Tevis Investment Management advises individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan advisory services. The firm manages over $230 million across approximately 151 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term holdings to shorter-term trading.

Kimberly Vesely is a CFP® professional with 17 years of experience in the financial services industry. She currently serves as an advisor at Northill Aims, LLC, having previously worked at firms including Triad Advisors, Inc., FullCircle Wealth, and Quest Capital Management, Inc. Northill Aims offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, and institutions. The firm emphasizes strategic asset allocation, long-term value investing, and integrates third-party managers and financial planning into its portfolio management.

Michael Pendleton is a CFP® professional with 17 years of experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2008. He is also a shareholder at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson serves a diverse client base including individuals, pension plans, trusts, estates, and business entities, providing portfolio management and financial planning with customized asset allocation and ongoing monitoring. The firm integrates tax and financial planning through its affiliation with a full-service CPA practice.

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.