Chaim Summers is a financial advisor at Kingsley Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding Kingsley Advisors, he worked at DTCC for four years and has held various roles in research and corporate sectors. Kingsley Advisors provides discretionary investment management to individuals and institutional clients, focusing on a research-driven deep-value approach with concentrated portfolios primarily in exchange-traded securities. The firm offers its strategy exclusively through its own wrap fee program, serving both corporate and institutional investors.

David Piotrowski is a financial advisor at Waterford Capital Investment Advisory Services LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Waterford Capital since 2010. Piotrowski is also the managing member of Double Eagle Advisors, LLC, where he provides consulting services. Waterford Capital Investment Advisory Services is an SEC-registered boutique adviser serving high-net-worth individuals, families, trusts, family limited partnerships, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach, using strategic and tactical asset allocation with a focus on diversified portfolios that include exchange-traded funds, mutual funds, and private investment funds, primarily managed on a non-discretionary basis.

Matt Harrelson is a CFP® professional with 16 years of industry experience. He is currently with Principia Wealth Advisory, LLC in Dallas, TX, and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, and Fidelity Brokerage Services. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm manages approximately $225 million in client assets using a range of strategies including long-term investment, options and derivatives, with a multi-office structure and coordination of insurance services through separate arrangements.

Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 credentials with 10 years of industry experience. His prior roles include positions at Strategic Financial Concepts, White Rock Associates, Commerce Street Capital, Ovington Advisors, FourPark Management, and Morgan Stanley. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary asset management, financial planning, consulting, educational seminars, and cryptocurrency advisory services, utilizing a combination of fundamental, technical, charting, and cyclical investment analysis.

James Rice is a financial advisor with Brokaw Rice Investment Advisors, Incorporated and holds a Series 65 designation. He has 12 years of industry experience, including roles at Brokaw Rice since 2016 and a concurrent management position in the finance group at AT&T. Brokaw Rice Investment Advisors, Incorporated is a small registered investment adviser managing discretionary portfolios for individual brokerage, trust, and IRA accounts. The firm employs a value-based investment approach focusing on dividend-paying companies and uses valuation metrics to guide investment selection, with an emphasis on diversification and risk mitigation.

David Oconnor is the sole advisor at Waterford Capital Investment Advisory Services LLC in Addison, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Waterford Capital entities since 1997 and serves as president of the advisory firm since 2007. Outside of advising, he owns Dipshit Radio, LLC, a business focused on communicating about sports events. Waterford Capital Investment Advisory Services LLC is an SEC-registered boutique investment adviser serving high-net-worth individuals, families, trusts, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach with strategic and tactical asset allocation, focusing primarily on non-discretionary management and using a mix of exchange-traded funds, mutual funds, and private investments.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

Kathryn Tutt is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, with 28 years of industry experience. She has been with the firm since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she volunteers for The Breast Cancer 3 Day and helps with catering through The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm employs fundamental analysis and constructs portfolios using asset allocation and individual security selection, incorporating both long- and short-term trading strategies.

Eric Shaffer is a CFP® professional with 26 years of industry experience, currently serving at Kuhn Capital Partners since 2020. He has previously worked at 360 Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with Hallmark Advisory Services, LLC in a non-investment capacity. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, offering discretionary asset management, financial planning, and access to third-party managed solutions. The firm emphasizes portfolio construction based on client objectives and risk tolerance, provides access to alternative investments for qualified clients, and manages multiple private funds with performance-based fee arrangements.

Jon Smith is a financial advisor at Christensen Capital, LLC in Dallas, TX, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Christensen Capital since 2016. Christensen Capital provides discretionary portfolio management primarily to high-net-worth individual clients and acts as the managing general partner and adviser to the private pooled vehicle, Target 3 Fund, L.P. The firm emphasizes a value-oriented investment approach focused on management strength, durable competitive advantages, and special situations, managing both separately tailored accounts and the Fund on a discretionary basis.

Scott Wisniewski is the founder and principal of Wisniewski Wealth Management in Dallas, TX, holding a Series 65 credential and bringing 16 years of industry experience. He has led his firm since 2009. Outside of his advisory role, he is also the founder and CEO of Arianna Insurance Advisors LLC and Arianna Tax Advisors LLC, providing insurance second opinions and tax-related advice to clients. Wisniewski Wealth Management serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering fiduciary investment management and comprehensive financial planning. The firm applies a Modern Portfolio Theory-based approach with proprietary model portfolios emphasizing strategic asset allocation, primarily using mutual funds and ETFs, and manages approximately $266 million across about 273 client relationships.

Henri Glover is a financial advisor with HG Tailored Financial Services in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has worked with firms including Davis, Glenn, & Glover Wealth Management Services and LPL Financial. Outside of advisory services, he is involved in an independent insurance agency offering various lines of non-variable insurance. HG Tailored Financial Services provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm develops customized investment programs based on client goals, time horizons, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with ongoing monitoring and quarterly reviews.

Franck Cushner Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with Ensemble Financial, Inc. He has held roles at Titleist Asset Management, LLC and Titleist Capital, LLC since 2018 and leads DBK Health, Inc., a medical business consulting firm. Outside of his advisory work, Cushner serves as a compensated yacht captain. 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 structures client relationships around customized Investment Policy Statements and employs both fundamental and technical analysis, incorporating various trading strategies and third-party partnerships.

Charles Limandri is a CFP® professional with one year of experience at Orchid Advisory. He has been involved with Matter Family Office since 2019 and previously worked in the Office of Advancement at the University of Dallas. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, providing asset management and family office services including consolidated reporting, tax and legacy coordination, cash flow planning, and administrative support.

Todd Rabalais is a financial advisor at KPC Financial Solutions, LLC in Dallas, TX, with 17 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, Total Advisor Network, LLC, and Innovative Estate Management, LLC. In addition to his advisory role, he sells life, accident, and health insurance through various company appointments. KPC Financial Solutions provides portfolio management and financial planning services for individual and high-net-worth clients, utilizing tailored Investment Policy Statements and discretionary portfolio implementation. The firm employs a quantitative investment approach combining mutual funds, ETFs, equities, fixed income, and annuities, with both long- and short-term trading strategies aligned with client risk profiles.

Michael Pettit is a CFP® and CFA® professional with two years of experience in financial advising. He currently works at Dornick Wealth Management in Dallas, TX, where he has been since 2025. His prior experience includes roles at Oak Hills Securities, Merritt Plus, and Veritex Community Bank. Pettit is also associated with L&E Properties, LLC in a non-investment-related capacity. Dornick Wealth Management serves high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm employs a blend of passive and active strategies grounded in modern portfolio theory and emphasizes a long-term investment approach.

Nicholas Moore is a CFP® with four years of industry experience, currently serving as an advisor at Ideology Wealth Advisors, LLC in Dallas, TX. His career includes roles at J.P. Morgan Securities, Legends Hospitality, and the Ritz-Carlton Hotel Company. Ideology Wealth Advisors provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach integrating value investing, technical analysis, and various investment vehicles, including ETFs and private placements.

Truman Blocker IV is a CFP® professional with 32 years of industry experience, currently a partner at Spectrum Strategies, L.L.C. in Dallas, TX, where he has worked for over two decades. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a presenter for Sandler Training and coaches soccer seasonally at Trinity Christian Academy. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting, focusing on retirement, education funding, risk management, estate and tax analysis, and business succession. The firm provides non-discretionary investment advice and operates on engagement-specific fees without managing client assets directly.

Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. He has been with TKC Wealth Management since 2016. Outside of his advisory role, he serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm employs a blend of fundamental intrinsic-value analysis and tactical asset allocation across various strategies tailored to client risk tolerances, and it offers comprehensive services including portfolio management, ERISA plan consulting, and insurance product recommendations.

Michael Miller is a financial advisor at Principia Wealth Advisory, LLC in Dallas, TX, holding a Series 65 designation with 22 years of industry experience. He has worked at Principia Wealth Advisory since 2020 and previously spent five years at True North Advisors, LLC. Principia Wealth Advisory provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using ETFs, mutual funds, and individual securities, incorporating options and derivative strategies for hedging or income generation when appropriate.