Carlos Butcher is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Birch Capital Management, LLC since 2019 and previously spent seven years at Taylor Investment, Ltd. He is based in Fort Worth, TX. Birch Capital Management, LLC offers discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm manages approximately $260 million in assets and focuses on customized portfolios that include a variety of investment types, along with trustee and financial planning services.

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.

Carter McMillan is the sole advisor at McMillan Capital Management, LLC in Dallas, TX, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience and has led his firm since 2007. Outside of his advisory role, he is a member of MHP Ventures I, LLC and MHP Ventures II, LLC. McMillan Capital Management provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, family entities, and charitable organizations. The firm employs a fundamentally driven investment process focused on intrinsic value and offers a range of strategies including equities, bonds, options, and private investments, with an emphasis on tax efficiency and customized client management.

Laura Brown is a financial advisor at Addington Financial Group LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments Institutional Services Company, Inc. for 24 years before joining Addington Financial Group in 2021. Addington Financial Group provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with portfolio management. The firm emphasizes strategic asset allocation, quantitative risk measures, and a blend of active and passive investment strategies, managing nearly $300 million with a focus on personalized wealth management.

Gregory Hutto is a CFP® and CFA® with 22 years of industry experience. He has been with Heritage Retirement Advisors, LLC since 2012 and is also the owner of Heritage Tax Advisors LLC. Hutto holds insurance agent licensure in the state of Texas. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm employs a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management using model-based allocations.

Robert Mehciz is a financial advisor at RHM Capital Management, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at MBR Capital Management, Inc., Merrill, and Banc Of America Investment Services, Inc. RHM Capital Management, Inc. provides portfolio management and pension consulting services to individuals and business entities, with a focus on customized portfolio construction and ongoing oversight. The firm manages approximately $25.6 million across nearly 292 client relationships, employing a range of investment strategies and maintaining a single-advisor structure.

Dilish Dudhia is a financial advisor at Aspen Financial Management, Inc. in Arlington, TX, holding a Series 63 designation with 21 years of industry experience. Dudhia has been with Aspen Financial Management since 2005. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations with portfolio management and financial planning. The firm combines fundamental and technical analysis, beginning with portfolio risk assessments to align investments with client objectives and risk tolerance, and offers educational seminars and workshops on an invitation basis.

Cheryl Quisenberry is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach supported by fundamental, quantitative, and technical analysis.

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.

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 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.

Gordon Cannoles is a financial advisor at Cannoles Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated his own CPA practice since 1983, providing bookkeeping and income tax services separate from his advisory role. Cannoles Asset Management offers discretionary asset management and financial planning services to individuals, families, and businesses, managing approximately $5.2 million across 14 accounts. The firm uses fundamental analysis and third-party research to implement equity, mutual fund, and bond strategies, with accounts managed on a discretionary basis and subject to client-imposed investment restrictions.

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.