Yancey Seitz is a financial advisor at Greenfield Seitz Capital Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and 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, managing approximately $363 million in assets. The firm uses fundamental analysis and a combination of asset allocation and individual security selection, including advanced strategies such as short sales and options writing, all conducted on a discretionary basis with regular reviews.

Justin Ross is a financial advisor at Unifimoney RIA based in Dallas, TX, holding a Series 66 designation with over seven years of industry experience. His prior roles include positions at Kinly Advisors, J.P. Morgan Securities, Robert W. Baird & Co., and Wells Fargo. He also worked at Johnson C Smith University for two years. Unifimoney RIA provides portfolio management and financial-planning services primarily to individual clients through an internet-first delivery model. The firm manages predominantly non-discretionary accounts with a focus on equity investments and serves a client base without high-net-worth individuals.

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.

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.

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.

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.

Howard Johnson III is a Series 65 licensed advisor at Crestview Wealth Management, LLC with 10 years of industry experience. He has worked at several firms including Mercer Global Advisors and Lake Point Wealth Management. In addition to his advisory role, he is an independent insurance agent specializing in annuities, life insurance, and long-term care. Crestview Wealth Management is a registered investment adviser serving individual and high net worth clients with tailored portfolio management and financial planning services. The firm’s investment approach combines customized asset allocation with techniques such as dollar-cost averaging and technical analysis, aligning strategies to each client’s risk tolerance and time horizon.

Christopher Buck is a financial advisor at Harvester Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Tidal ETF Services, Toroso Investments, and Robo Global Capital Management. Buck is also the CEO of DEA Wealth, LLC, a consulting firm providing services to ETF issuers and index providers. Harvester Wealth, LLC serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, offering diversified portfolio construction and ongoing supervision across various asset classes.

Andrew Miller is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Vision Research, LLC since 2015, where he is one of three advisors. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers such as hedge funds and limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas primarily through subscription-based reports and alpha-capture platforms.

Taylor Dennis is a CFP® with nine years of experience in the financial advisory industry. He is currently with Robertson Stephens and previously worked at Altius Financial, Inc. for ten years. Altius Financial, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and various entities including estates and charitable organizations. The firm emphasizes active management focused on equities and fundamental valuation, using a comprehensive approach that includes ongoing portfolio supervision, client education, and coordination with outside professionals.

Gerald Materne is a CFP® with 14 years of industry experience and is currently a principal at Ideology Wealth Advisors, LLC. He previously operated Materne Wealth Strategies, LLC and has held insurance licenses since 1984, assisting clients with life insurance, disability insurance, and annuities in multiple states. Ideology Wealth Advisors primarily serves high-income individuals, including medical doctors and dentists, as well as qualified retirement plans. The firm employs a long-term, value-oriented investment approach incorporating fundamental, technical, and charting analysis, offering customized portfolio management and access to complex investment opportunities.

Richard Lucas II is a financial advisor at NestEgg Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Brookstone Capital Management LLC and Veritrust Financial, LLC. Outside of advising, he is involved in selling rare gold and silver coins as an independent contractor. NestEgg Wealth Advisors is an independent financial planning firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides financial plans, client education through newsletters and seminars, and refers clients to third-party money managers under solicitor agreements.

Mark Rhodes is the principal advisor at HScore Advisors LLC in Dallas, TX, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, J.P. Morgan Securities, and NXG Investment Management. In addition to his advisory work, he provides leadership and executive training and coaching through Rhodes Consulting. HScore Advisors serves individual and business clients with discretionary portfolio management and a subscription-based service. The firm employs a proprietary, patented methodology called RMAP to score risk and securities, combining quantitative, fundamental, and technical analysis for portfolio construction.

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.

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.

Anders Ting is a financial advisor at TKC Wealth Management LLC in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank and Comerica Securities, Inc. Outside of his advisory role, Ting is involved in mortgage loan origination through Loan Smart Mortgage LLC. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing portfolio management, retirement and pension consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types and offers educational seminars and workshops for clients.

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.

Richard Raizes is a financial advisor at Plutus21 Capital Management, L.L.C. based in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Pari Capital USA, LLC since 2021 and has been a partner at Plutus21 Blockchain Capital, LLC since 2017. Mr. Raizes also serves as Co-head of the firm’s Investment Committee. Plutus21 Capital Management provides discretionary separately managed account services primarily to institutional investors and high-net-worth individuals, combining digital assets with traditional securities. The firm employs thematic SMAs with a long-term orientation while allowing tactical trades, offering portfolios that integrate blockchain-focused strategies alongside traditional market investments.