Scott Scherer is a CFP® with 30 years of industry experience, currently serving as an advisor at Scherer Financial Advisory Services, LLC. He has held roles at Raymond James Financial Services and operated his own CPA firm, Scott S Scherer CPA, LLC, where he provides tax preparation and consulting services. Scherer is also a licensed insurance agent involved in the sale of life insurance, fixed annuities, and long-term care products. Scherer Financial Advisory Services, LLC manages approximately $138.8 million across 163 client relationships, offering portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and asset allocation tools, with investment strategies that include mutual funds, ETFs, fixed income, real estate funds, annuities, and active trading techniques, and it integrates insurance and accounting services through affiliated professionals.

Lori Givens is a CFP® professional at Align Financial Advisors, LLC with 13 years of industry experience. She has previously worked at Wheat-Givens Financial, LLC and United Planners' Financial Services. Givens serves as a board member for Koelling & Associates, Inc., an industrial supplies company based in Dallas, TX. Align Financial Advisors, LLC provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs various analytical methods and invests across mutual funds, ETFs, and equities, offering discretionary and non-discretionary portfolio management.

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.

Thomas Hatfield is a CFP® with 56 years of industry experience. He is currently with Family Freedom Wealth Management, LLC and has held prior roles at Spectrum Wealth Management, LLC, First Financial Coaching, Inc., and Triad Advisors, Inc. He also operates an insurance agency focused on life insurance sales. Family Freedom Wealth Management, LLC provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm serves clients through direct management and co-advisory arrangements, utilizing Modern Portfolio Theory and individualized investment policy statements to guide portfolio construction.

Gregory Wilson is the sole advisor at 323 Wealth Management, LLC in Flower Mound, TX. He holds CFP® and CFA® designations and has 21 years of industry experience, including 11 years at Charles Schwab. He is also a licensed insurance agent, with a minor part of his practice involving insurance sales. 323 Wealth Management is an independent advisory firm serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm offers managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets using a third-party aggregation platform.

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.

Jeremy Andries is a CFP® professional with 20 years of experience in financial advising. He is currently with Flourish Financial Planning, where he has worked since 2020. Prior to this, he held roles at Guidestone Financial Services and related entities from 2009 to 2018. Outside of financial advising, he owns and operates Andries Tax Service LLC, providing individual and small business income tax preparation. Flourish Financial Planning serves individual, high-net-worth clients, and corporations, offering discretionary portfolio management and comprehensive financial planning. The firm uses a passive investment approach based on Modern Portfolio Theory and provides additional services such as employer-funded wellness meetings and limited tax-preparation options through an affiliated entity.

Thomas Hatfield is a financial advisor with Family Freedom Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Spectrum Wealth Management, LLC and First Financial Coaching, Inc., among other firms. Outside of his advisory work, Hatfield serves as a coach and board member for the Hillcrest Lacrosse Association. Family Freedom Wealth Management offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services. The firm primarily operates through co-advisor and referral arrangements, utilizing Modern Portfolio Theory and investment policy statements to tailor client investment programs.

Andrew Kerai is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He is currently affiliated with Capital Ideas and Bearing Financial Advisors, having previously worked 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 a range of clients including individuals, high-net-worth families, trusts, estates, and charitable organizations, managing approximately $336 million in assets. The firm employs a blend of fundamental and technical analysis, proprietary models, and outside research to manage discretionary portfolios across various asset classes.

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® and holds a Series 66 license, with 17 years of industry experience. She currently works at Northill Aims, LLC and has prior experience at Triad Advisors, Inc. and FullCircle Wealth. Northill Aims provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, and charitable foundations. The firm’s investment approach includes strategic and tactical asset allocation, long-term and value-oriented strategies, and the use of alternative investments or ESG overlays when appropriate, with portfolios managed to clients’ objectives and risk tolerances.

Aaron Hutchinson is a financial advisor with DHL Wealth Management LLC, holding a Series 65 license and three years of industry experience. He previously worked for Peak American Investment Advisors, Inc. for five years and Sonic Automotive for three years. He is also licensed to sell insurance with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term investment approach based on modern portfolio theory and offers estate-planning referrals and educational seminars.

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.

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.