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.

Eric Meyer is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Greenfield Seitz Capital Management 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 discretionary assets. The firm uses fundamental analysis and employs strategies including asset allocation, individual security selection, and advanced instruments such as short sales and options writing, with all management conducted in-house on a discretionary basis.

Christopher Leap is a CFP® with 30 years of industry experience and has been a principal at Leap Wealth Management since 2010. He holds a Series 63 license and is based in Dallas, TX. Outside of his advisory work, he serves on the board of the Bill Rompf Junior Tennis Foundation. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, employing a range of active strategies including derivatives, options, private equity, and digital asset investments.

Brian Hampton is an advisor at Glynn Capital Advisors in Dallas, TX, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work history includes roles at BairesDev, Accion Labs, and other firms, alongside operating Oak Street Capital LLC and Oak Realty Partners since 2003 and Talent Acquisition Source since 1998. Glynn Capital Advisors serves primarily family offices, high-net-worth clients, trusts, estates, and charitable organizations, offering fee-based investment advisory services, custom portfolio management, and family-office consulting through an affiliated entity. The firm employs a tactical asset-allocation approach with fundamental and cyclical analysis across various securities and manages both discretionary and non-discretionary assets with a focus on a small, concentrated client base.

Christian Guella is a CFP® with eight years of industry experience, currently serving at Trinity Financial Services, Inc. He has held roles at Applied Benefit Strategies, Mutual Securities, and Mass Mutual Investors Services, among others. Guella also works as an ICU nurse at Baylor University Medical Center. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm uses fundamental and technical analysis alongside systematic rebalancing and tax-efficient strategies, and offers both fee-based advisory and commissioned insurance products.

Lan Dong is a CFA® charterholder and a financial advisor at Pinnacle Stream Capital LLC with four years of industry experience. Prior to joining Pinnacle Stream Capital in 2022, he worked at Westwood Holdings Group for 19 years. He is also a full-time student at The Master’s University. Pinnacle Stream Capital is a small, supported advisory firm that provides discretionary asset management and ongoing portfolio management primarily for high net worth individuals and institutional clients. The firm uses fundamental analysis and a combination of long-term, short-term, and trading strategies tailored to client objectives, conducting quarterly reviews and offering continuous monitoring and implementation of investment programs.

Sylvia Mc Crackin is a Series 66-licensed advisor with Lifetime Wealth Management P.C. in Rockwall, TX, bringing nine years of industry experience. Prior to joining Lifetime Wealth Management in 2023, she spent six years with Edward Jones. She holds leadership roles in several community organizations, including serving as a board member and secretary of the Rockwall Rotary and as an ambassador for the Rockwall Chamber of Commerce. Lifetime Wealth Management provides financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies and offers services such as Puerto Rico Act 60 consulting and private investment placement assistance.

Douglas Hancock is a financial advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Pathway Wealth Management since 2016 and has operated as a self-employed advisor since 2008. Pathway Wealth Management provides discretionary investment advisory services to high net worth individuals and family entities, focusing on active equity management that combines fundamental and technical analysis to construct tax-aware portfolios. The firm uses a small advisory team structure with centralized responsibilities and conducts daily portfolio reviews when markets are open.

Rebecca Wynne is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Salesforce and JPMorgan Chase, spanning over a decade in total. Outside of her advisory role, she is a partner in 6771, LLC, overseeing personal apartment rentals. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning, building globally diversified portfolios with a range of investment strategies and no account minimum.

Joshua Womack is a financial advisor with Womack Financial LLC in Dallas, TX, holding a Series 65 designation and 16 years of industry experience. He has been with Womack Financial since 2009. Outside of his advisory role, he serves on the board of Pegasus Glass, LLC, a glass and mirror installation company. 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 combines fundamental and quantitative analysis with a focus on long-term equity strategies and manages a private pooled vehicle investing in U.S. small-, micro-, and nano-cap equities.

Barbara Spicer is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She has been with Concorde Investment Management since 2014. Concorde Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, managing separately managed accounts and serving as adviser to an in-house mutual fund while offering consulting related to private pooled investment vehicles.

Sontwa Sinkala is a financial advisor at Lindus Advisors, Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Lindus Advisors since 2001. In addition to his advisory role, Dr. Sinkala serves as an Adjunct Professor at the University of Winnipeg, teaching business courses in the School of Business and Economics. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning, as well as discretionary and non-discretionary investment management. The firm combines fundamental, technical, and cyclical analysis to create customized portfolios and engages in international development consulting for sovereign governments and agencies.

John Stetter is a financial advisor at Concorde Investment Management in Dallas, TX, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Concorde Investment Management since 1994. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, offering tailored asset allocations and managing both discretionary and non-discretionary accounts, including an in-house mutual fund and consulting services for private pooled investment vehicles.

Elizabeth McMillan is a financial advisor with McMillan Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with McMillan Capital Management since 2007. McMillan Capital Management provides discretionary investment management and portfolio planning services primarily to individuals, high net worth clients, trusts, family entities, and charitable organizations. The firm employs a fundamentally driven investment approach focused on intrinsic value and security selection, offering customized portfolios that may include equities, fixed income, ETFs, options, and private fund holdings.

Thomas Morgan is a financial advisor with Corps Capital Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside finance, he is involved in defense and national security as a partner at Integrity Partners and serves on the board of Ben AI, a publicly traded business-to-business AI technology company. Corps Capital Advisors serves primarily high-net-worth and accredited investors with discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm focuses on customized portfolio construction with a long-term orientation, sponsors proprietary pooled funds, and manages approximately $147.8 million for about 20 clients.

William Hays Jr. is a CFA® charterholder with 12 years of industry experience. He currently serves as an advisor at Symphony One Capital Management, LLC since 2023, following prior roles at RiverFront Investment Group from 2015 to 2023. Outside of his advisory work, he is involved as an owner in local real estate investment companies. Symphony One Capital Management, LLC provides quantitative-driven portfolio management to individuals, high-net-worth clients, institutions, and financial advisors, combining private fund advisory services with model delivery and separately managed accounts focused on short-term mispricings and performance-linked compensation structures.

Nicholas Deery is a financial advisor at Promus Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Stilly's Daq Shack LLC and Trademark Carwash LLC. 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 process that incorporates core equity and fixed income holdings alongside alternative strategies and routinely uses third-party managers.

Madelyn Murray is a CFP® professional with one year of experience at Womack Financial LLC in Dallas, TX. Prior to joining Womack Financial, she worked at Rockbridge Investment Management, LLC for two years. Her background also includes roles outside the financial industry, including time at Red Jug Pub and Sapori. Womack Financial LLC provides discretionary portfolio management and retirement-plan advisory services to individuals and high-net-worth clients, while also managing a private pooled investment vehicle. The firm combines fundamental and quantitative analysis with a long-term, equity-oriented investment approach and maintains distinct governance and operational practices for its private fund.

Sudhir Pai is a financial advisor with MyTimeEquity, LLC in Plano, Texas, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has served in various roles at firms including Saxony Capital Management and Emerson Advisors, and manages several non-investment businesses such as CPA firms and consulting entities. Pai is also involved in life insurance and business consulting through Surely Now LLC. MyTimeEquity is a discretionary registered investment adviser serving individual and high-net-worth clients as well as institutions and private funds. The firm utilizes a combination of fundamental and technical analysis, proprietary research, and AI-based tools to manage portfolios that include equities, ETFs, mutual funds, and alternative investments, and sponsors pooled investment vehicles focused on late-stage and pre-IPO opportunities.

Maurice Glazer is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been involved with several firms, including Kovack Securities and various entities under the Glazer Financial Network umbrella, where he serves in multiple leadership roles. Outside of his advisory work, he is engaged in ventures ranging from fixed insurance sales to consulting for healthcare-related and technology companies. GFN Capital Management provides investment advisory and management services to a broad client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs multiple analytical approaches and trading strategies while offering access to model portfolios, third-party managers, and wrap-fee programs, alongside affiliated businesses that provide pension administration and accounting services.