Jeanie Harris is a financial advisor at Allred Harris Wealth Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Tenet Healthcare for 14 years before joining Allred Capital Management in 2023. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, utilizing a range of investment strategies including options trading and, in limited cases, margin borrowing.

Scott Miller is a CFA® charterholder and Series 63 licensee with 28 years of experience in the financial industry. He has been with Miller Global Investments, LLC since 1998. Outside of his advisory role, he serves on the board of directors and the ALCO committee of Texas Security Bank and is a vice president of Indianola Foods, a family-owned grocery store operator. Miller Global Investments provides discretionary investment management and financial planning services for individuals, trusts, privately held corporations, retirement accounts, and investment funds, primarily through separately managed accounts. The firm employs a combined bottom-up and top-down investment approach across multiple strategy categories, including equities, fixed income, alternatives, and hedge strategies, offering institutional-style capabilities uncommon among similarly sized advisers.

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.

Alex Winslow is a Certified Financial Planner® with 31 years of industry experience. He has worked at Harvester Wealth, LLC since 2021 and was previously employed at Northern Trust Securities, Inc. and Northern Trust Bank for 17 years. Harvester Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a customized, primarily long-term investment approach using a mix of ETFs, mutual funds, individual equities, bonds, and alternative investments.

Michael Simpton is a CFP® professional with 14 years of experience in the financial industry. He has worked at Parkstone Wealth Management, LLC since 2016 and previously held roles at SPC and Alamo Asset Advisors. Outside of his advisory work, he is a partner and company treasurer at MPMD Transport, LLC, a freight transportation business. Parkstone Wealth Management provides discretionary wealth management and integrated financial planning for individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm manages portfolios tailored to client goals and risk tolerance, using a combination of fundamental, quantitative, and technical analysis with a long-term trading approach.

Janine Guenther is a CFA® charterholder with over 11 years of industry experience. She is currently with Promus Advisors and Bellwether Investment Management, having previously worked at Dixon Mitchell Investment Counsel and CIBC Wood Gundy. Guenther serves as a Finance Committee member at large for the University Women's Club of Vancouver and is a board member of the CMT Association. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that combines core equity and fixed income holdings with alternative strategies, managing over $415 million across 269 accounts.

Christopher Carrie is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Uptown Capital Advisors, where he has worked since 2014, and previously worked at K&C Capital Allen LP. Outside of advisory work, he is a managing member of a restaurant business in Allen, Texas. Uptown Capital Advisors provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, corporations, and not-for-profit entities. The firm’s investment approach focuses on long-term, cost- and tax-efficient strategies, employing fundamental and cyclical analysis across a diverse range of assets.

Hamiz Mushtaq Awan is a financial advisor at Plutus21 Capital Management, L.L.C. with a Series 65 credential and three years of industry experience. He has worked at Pari Capital USA, LLC since 2021 and is a partner at Plutus21 Blockchain Capital, LLC and Awan Capital Partners, family and investment entities with interests spanning financial services, technology, and other sectors. Plutus21 Capital Management provides discretionary separately managed account services mainly to institutional investors and high-net-worth individuals, combining digital assets with traditional securities through tailored, long-term oriented portfolios. The firm also offers thematic investment strategies and uses specialized custodians for both cryptocurrency and traditional market access.

Nancy Gatens is a CFP® with 15 years of industry experience, currently serving as an advisor at Gatens Financial, LLC since 2017. Prior to founding her firm, she worked at Lee Financial Corporation from 2010 to 2017. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

Scott Geppert is a CFA® charterholder with six years of experience in the financial industry. He is currently with Stonekeep Investments, LLC, where he has worked since 2020. Prior to that, he was employed at Toyota Financial Services and Lcm Group. Stonekeep Investments provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach including fundamental, technical, and cyclical analysis, and uses technology and artificial intelligence alongside human oversight to manage approximately $169.6 million for about 110 clients.

John Cravens is a financial advisor with Cravens Brothers Private Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Gladstone Wealth Partners, Grs Partners LLC, and Wavecrest Securities LLC. He is also the owner of Genbeem LLC, which holds passive investments in oil and gas ventures in Texas. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities, primarily operating on a non-discretionary basis. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets, focusing on client approval for each transaction.

Maksym Sulkov is a financial advisor at FS Financial Advisors, LLC in Dallas, TX, holding the PFS™ designation with seven years of industry experience. He has been with FS Financial Advisors since 2018 and is also associated with Freeze Sulkov & Associates CPA's, PC, where he has worked since 2014. Outside of advising, he manages Freeze-Sulkov Holdings, Inc., a holding company with business interests in oil, gas, and healthcare. FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors and participants. The firm utilizes both fundamental and technical analysis to construct individualized portfolios with various asset types and offers coordinated tax planning alongside investment advice through its affiliation with an accounting firm.

Alexander Gass is a financial advisor at Paradigm Advisors, LLC in Dallas, TX, holding a Series 65 credential. He has professional experience at AlixPartners, Alvarez and Marsal, and KPMG prior to joining Paradigm Advisors in 2026. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a passive, model-based investment approach with primarily low-cost, broadly diversified ETFs and offers discretionary investment management, comprehensive financial planning, and personal tax return preparation through a third-party provider.

Alexis Brown is a financial advisor at Brown and Brown Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 21 years of industry experience. She has been affiliated with Brown and Brown Securities, Inc. since 2010. Brown and Brown Financial Services provides discretionary investment management primarily for individuals, IRAs, businesses, business retirement plans, and trusts. The firm manages portfolios on an individualized basis, following a long-term, asset-allocation strategy focused on preservation of principal and gradual wealth accumulation through high-quality equities and investment-grade fixed income.

Jesse Huebner is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Leon Capital Group, RREAF Holdings, and Legacy Star Capital Partners. Fortune Wealth Management provides discretionary investment management and financial planning services to individual and institutional clients, including pension plans, ERISA accounts, trusts, and business entities. The firm employs an asset-allocation based approach supported by multiple securities analysis methods and manages approximately $396 million in assets under management.

Sameer Chand is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, Investment Consultant, and Retirement Investment Services. His extensive experience within the company highlights his long-term commitment to financial consulting. Throughout his career, Sameer has focused on working closely with clients to develop financial plans tailored to their individual goals and situations. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Sameer enjoys fitness, hiking, and tennis.

Robert Prather Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Vision Research, LLC since 2012, where he serves as an advisor. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers, primarily hedge funds and investment limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas for professional money managers.

Joshua Orton is a financial advisor at LGT Financial Advisors LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade and National Estate Services LLP. LGT Financial Advisors serves individual and high-net-worth clients, as well as pension and charitable accounts, offering portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies across multiple asset classes and provides clients access to private investment funds and separately managed account programs.

Daniel Rascoe is a financial advisor at Ensemble Financial, Inc. based in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Titleist Asset Management, Sunrise Financial Services, Madison Avenue Securities, and TD Ameritrade. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm tailors client relationships through Investment Policy Statements and employs both fundamental and technical analysis in its investment strategies. The firm also engages in intermediary activities and maintains fee-sharing and referral arrangements with third-party managers and lenders.

Robert Brauer is a CFP® with 11 years of industry experience, currently serving at Snider Advisors in Irving, TX. He has been with Chronim Investments, now part of Snider Advisors, since 2014. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm manages approximately $216 million in assets across discretionary and non-discretionary accounts, and offers technology-enabled tools alongside portfolio management and educational workshops.