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.

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.

Michael Noel is a financial advisor with Taylor Stephens, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Wells Nelson & Associates, Braymen, Lambert and Noel Securities Ltd., Credit Suisse Securities, and Pershing LLC. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media start-up. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes strategic asset allocation and diversification, managing assets through both discretionary and non-discretionary programs.

Earl Jefferson Jr. is a CFP® professional with 23 years of industry experience, currently serving at 7th Harvest Investments in Dallas, TX. His prior experience includes roles at Legacytexas Wealth Advisors, LLC, where he worked for 20 years, and Charles Schwab. He occasionally serves as an adjunct professor at Southern Methodist University. 7th Harvest Investments provides fee-based investment management to individual and organizational clients, including high-net-worth households and retirement plan sponsors, utilizing a mix of charting, fundamental and technical analysis across various investment strategies.

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.

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.

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.

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.

Ian Cobb is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at GuideStone Capital Management and TD Ameritrade. 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 through wrap-fee accounts, financial planning, and pension consulting, employing a range of strategies including fundamental, technical, and cyclical analysis combined with third-party manager due diligence.

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.

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.

Ian O'Shea is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of experience in the financial services industry. He has worked at Columbia Management Investment Distributors Inc since 2015. He is also licensed as an insurance agent, involved in the sale of life insurance, fixed annuities, long-term disability, and long-term care products. Scherer Financial Advisory Services, LLC provides portfolio management, limited financial planning, and consulting services to individual and high-net-worth clients. The firm applies a modern portfolio theory framework and offers both discretionary and non-discretionary account arrangements, managing approximately $158 million in assets.

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.

James Harris is a financial advisor with Allred Harris Wealth Management in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2013 to 2018 before joining Allred Capital Management, LLC in 2018. Outside of his advisory role, Harris is a business owner and partner in Funkys LLC, where he is involved in managing expenses and bill payments. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm delivers both discretionary and non-discretionary services, emphasizing client-specific financial profiles and investment plans, and employs a range of strategies including options trading and limited use of margin.