Raymond Mc Clure is a financial advisor at McClure Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at Austin College and Greenville High School. He is also a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily implements portfolios through third-party subadvisors using ETF strategies and offers discretionary management with client-imposed account restrictions.

Brian Rahlfs is a CFA® charterholder and principal of Rahlfs Capital, LLC in Carrollton, TX, with 22 years of industry experience. He has led Rahlfs Capital since its founding in 2003. Rahlfs Capital provides discretionary and nondiscretionary investment management to individuals, families, trusts, estates, partnerships, corporations, and charitable portfolios, as well as sub-advisory services to another investment adviser. The firm constructs customized portfolios primarily investing in equities and fixed income, with occasional exposure to private equity, real property, digital assets, and commodities, applying a multifaceted investment process that incorporates macroeconomic and microeconomic analysis, credit and duration assessment, technical and behavioral finance.

Jacob Golseth is a financial advisor at Chadwick Financial with five years of industry experience. He holds the Series 65 designation and has worked at Brookstone Wealth Advisors and Triad Wealth Partners. Golseth is also licensed as an insurance agent and engages in insurance sales as a secondary business activity. Chadwick Financial is a state-registered investment adviser that provides portfolio management and financial planning services to individual and high net worth clients. The firm primarily manages assets on a non-discretionary basis, offering recommendations while clients retain decision authority, and incorporates asset allocation and dollar-cost averaging in its investment approach.

David Much is the founder of Much Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including 17 years managing Much Wealth Management and over two decades in insurance services. He is also president and owner of an insurance business providing group and individual life, health, dental, and long-term care products. Much Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, fundamental analysis-based portfolio management, often utilizing third-party independent managers to construct diversified portfolios with low-cost mutual funds, ETFs, individual securities, and alternative investments.

Dustin Tondre is a CFP® professional with 19 years of industry experience, currently serving at TL Private Wealth in Southlake, TX. He has been with HPC Wealth Advisors L.L.C. since 2013. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis for security selection.

Jamie Tebbe is a financial advisor at Benchmark Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Gentry Private Wealth Management LLC, PRO Style Financial, and Sunpoint Securities, Inc. over his career. Benchmark Investment Advisors provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic allocation approach with global equity and fixed-income model portfolios, incorporates a proprietary economic margin metric for security selection, and offers comprehensive client communications including quarterly account reviews and educational materials for retirement plan participants.

James Talbert is a financial advisor with Affordable Life Plans, LLC in Frisco, TX. He holds a Series 65 designation and has 10 years of industry experience. James also owns and manages two debt-buying companies, Safeguard Capital, LLC and Eckity Capital Markets, LLC, and is involved with Sapient Insurance Agency, a start-up insurance business. Affordable Life Plans, LLC provides financial planning and Life Plan services primarily to individual clients, focusing on student loan consolidation and loan forgiveness as well as retirement, cash-flow, and college planning. The firm delivers non-discretionary, bundled planning packages with diversified mutual fund allocations and uses third-party tools such as eMoney and Morningstar.

Casey Rench is a CFP®, CFA®, and Series 65 credentialed advisor with 12 years of industry experience. He has been with Rench Wealth Management, Inc. since 2013. Rench is based in Denton, TX and is part of a four-advisor team at Relevance Capital Management. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations focused on dividend-paying large-cap companies and uses fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.

Brian Czerwinski is a financial advisor at Maverick Private Wealth LLC in Frisco, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Maverick Private Wealth LLC since 2015 and at Cornerstone Family Office Advisors LLC since 2016, where he provides administrative and planning services to high-net-worth families. He is also the owner of F2 Analytics LLC, a consulting business specializing in operations, accounting, and finance for small businesses. Maverick Private Wealth LLC offers discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to individuals with net worths of $3 million or more, trusts, foundations, and employer-sponsored plans. The firm applies a range of analytical methods and proprietary investment systems, managing client accounts on a discretionary basis with strategies tailored to each client's circumstances.

Chelsea Niestrom is a financial advisor at Cloak Advisors in Frisco, TX. She holds a Series 65 designation and has been with Cloak Advisors since 2026. Prior to that, she worked at Vaco by Highspring for nine years. Cloak Advisors provides discretionary portfolio management to individuals, high net worth clients, and profit-sharing plans, managing approximately $35 million in discretionary assets. The firm focuses on fundamental analysis and long-only strategies across equity and balanced portfolios, conducting regular account reviews and maintaining a small, concentrated client base.

Jordan Rench is a financial advisor at Relevance Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at Relevance Capital Management since 2018, following six years at Goldman Sachs. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with market capitalizations of at least $5 billion, alongside cash and fixed-income investments, and employs fundamental and cyclical analysis for security selection.

Mitchell Kramer is a CFP® with 30 years of experience in the financial industry, currently serving at Fluent Financial, LLC in Dallas, TX. He has worked at Fluent Financial since 2005 and previously spent over a decade with LPL Financial. Outside of his advisory work, he is a driving instructor and coach for both a national auto racing association and the Porsche Club of America, and he serves on the advisory council for the Texas Tech Rawls School of Business. 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 primarily through wrap-fee accounts, employing a range of strategies including fundamental, technical, and cyclical analysis, along with pension consulting and participant education services.

Chad Rose is a financial advisor at Olympus Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Bank of America and Merrill. Outside of his advisory role, he holds a secretary position at a family-run business, Rose Management Inc., without active duties or compensation. Olympus Capital, LLC provides asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios across various asset classes and offers both discretionary and non-discretionary services.

Dario Saintus is a financial advisor at Acribus Capital LLC in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vicar Capital Advisors and Acribus Capital Sports & Entertainment. Acribus Capital provides investment management, private wealth management, and bespoke family office services primarily to high-net-worth individuals and family offices. The firm’s investment approach combines macroeconomic, fundamental, and technical analysis to support strategic asset allocation and offers specialized strategies including capital appreciation and options-based income.

Amanda Farrar is a financial advisor at PMG Family Office, LLC with a Series 65 designation and over a decade of industry experience. She previously worked at Fannie Mae for twelve years and has held roles at SoFi and Fay Servicing. PMG Family Office, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management and consulting across a wide range of asset classes and planning areas. The firm combines a family-office style service with active use of derivatives and structured products, employing both in-house oversight and third-party sub-advisors.

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® with 13 years of industry experience, currently serving at Align Financial Advisors, LLC since 2024. She previously worked at Wheat-Givens Financial, LLC and United Planners' Financial Services. She is also a board member of Koelling & Associates, Inc., an industrial supplies company in Dallas, TX. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates, employing diverse analytical methods and managing portfolios across mutual funds, ETFs, and equities.

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.

Charles Rosen is a financial advisor at CPR Financial & Insurance Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CPR Financial & Insurance Services since 2014. Rosen serves as president of an independent insurance agency and holds several volunteer leadership roles within the National Association of Benefits and Insurance Professionals (NABIP), including legislative chair and board trustee positions. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm’s investment approach includes fundamental analysis and goals-based models, with portfolio implementation delegated to sub-advisors and use of multiple technology platforms.

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.