Paul Michel is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Provident Financial Planning, LLC in Plano, TX. He worked at Fidelity Investments for five years before joining Provident Financial Planning in 2017. Since 2023, he has also served as Chairman of the Advisory Board for Avondale Investment Management in Dallas, providing ministerial and advisory support. Provident Financial Planning offers asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, and provides both discretionary and non-discretionary portfolio management tailored to client-specific restrictions.

Madelyn Murray is a CFP® affiliated with Womack Financial LLC in Dallas, TX, with one year of industry experience. Prior to joining Womack Financial, she worked for Rockbridge Investment Management, LLC, and has experience in both the financial sector and other industries. Womack Financial LLC provides discretionary portfolio management and retirement-plan advisory services to individual and high-net-worth clients. The firm combines fundamental and quantitative analysis with a long-term, equity-focused investment approach and also manages a private pooled investment vehicle organized as a limited partnership.

Keith Hutson is a Series 65-licensed financial advisor with 23 years of industry experience. He is a principal at Eubank, Hutson & Associates, LLC, where he has worked since 2015, and is also affiliated with Addington Financial Group. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of technical and fundamental analysis along with modern portfolio theory, incorporating options and other derivative strategies to tailor portfolios to clients’ objectives, risk tolerance, and liquidity needs.

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.

Khushbu Trivedi is a financial advisor at MyTimeEquity with a Series 65 designation and three years of industry experience. Prior to joining MyTimeEquity, Khushbu worked at Sage IT and Visam Technologies, Inc. from 2019 to 2023. MyTimeEquity, LLC is a discretionary registered investment adviser serving individual and high-net-worth clients, as well as institutions, private funds, and special purpose vehicles. The firm utilizes a combination of fundamental and technical analysis, proprietary research, and third-party data including AI-based tools to manage portfolios across equities, ETFs, mutual funds, and alternative investments.

Timothy Dwight is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been affiliated with Fireside Capital Advisors and its predecessor entities since 2015. Outside of his advisory role, he is a partner in 6771, LLC, which owns residential rental property. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and utilizes a globally diversified mix of asset classes, combining third-party managers and publicly traded securities to tailor portfolios to clients’ goals and risk tolerance.

Justin Morgan is a CFP® with 11 years of experience and has been with Capital Advisory Group, Inc. in Dallas, TX since 2011. He works at a firm that serves high-net-worth individuals, trusts, estates, and business entities, offering discretionary investment management along with comprehensive financial, retirement, estate, tax, and insurance planning services. Capital Advisory Group manages approximately $210–216 million for around 72 client households and emphasizes strategic asset allocation and diversification through internally developed model portfolios. The firm integrates investment management with tax and insurance advice, supported by an affiliated accounting practice and licensed insurance services.

Joshua Perkins is a financial advisor at DeWitt And Dunn Financial Services, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Blackridge Asset Management, American Retirement Institute, Retirement Wealth Advisors, and First Fidelity Tax & Insurance. Perkins is also an independent insurance agent and serves as a financial education instructor at the American Retirement Institute. DeWitt And Dunn Financial Services, LLC is a boutique advisory firm serving individuals, trusts, estates, corporations, and small businesses. The firm manages approximately $22 million in discretionary assets across a three-advisor team and primarily implements client portfolios through third-party sub-advisors and co-advisors who provide model portfolios and discretionary trading authority.

Jusmeet Virmani is a financial advisor at Symphony Retirement Partners LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Copiam Wealth Management LLC and Ameriprise Financial Services Inc. Outside of advising, Virmani is involved in filmmaking as a consultant, actor, writer, and director, and serves as a board member for the Stonehaven Place South Homeowners Association in Plano, TX. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, tiered financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and predominantly client-directed non-discretionary accounts.

Walter Stalnaker is a financial advisor with Symmetry Capital Advisors LLC in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Symmetry Capital Advisors since 2002. Symmetry Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach, focusing on diversified, long-term, buy-and-hold allocations primarily managed on a non-discretionary basis.

Donnye Winship is a financial advisor at Dallas Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2004. Outside of his advisory role, Winship co-owns Owl Power Solutions and coaches triathletes through Tridot.com. He also serves as an investment consultant to the Grand Lodge of Texas Investment Committee. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations, employing a mix of modern portfolio theory, technical analysis, and options trading strategies.

Lance Peters is a financial advisor at Nautical Star Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Spotlight Asset Group, ClearPoint Wealth Management, Financial Advocates Investment Management, and LPL Financial. Nautical Star Financial Group provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $38.5 million for about 64 households through a three-advisor team. The firm combines a supported advisor team with multi-office operations and offers a mix of advisory and insurance services.

Stephen Saddock is a financial advisor at Saddock Wealth, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has operated Saddock Advisory, LLC since 2014 and founded Saddock Wealth, LLC in 2018. Outside of his advisory roles, he owns Saddock Operations and Strategy, a CFO consulting firm. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection through written investment policy statements and periodic reviews, managing both discretionary and non-discretionary assets.

Stanley Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Allred Capital Management, LLC. Outside of his advisory role, he serves as Vice President of Endowment on the executive board of the Circle Ten Council, Boy Scouts of America, and is involved with the Baylor Oral Health Foundation’s endowment committee. 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, using a variety of investment strategies including options trading and margin, and sponsors its own wrap fee program alongside institutional platform support.

Nathaniel Thiemann is a financial advisor at Exemplar Wealth Partners LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Conley Rose, Han Santos, and NYLIFE Securities LLC. Outside of his advisory role, he performs light consulting work for a law firm specializing in AI and cybersecurity intellectual property. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management and fixed-fee financial plans. The firm employs a client-specific investment approach that integrates multiple analysis methods and maintains monthly account reviews, managing approximately $24.2 million in discretionary assets across about 29 client relationships.

Landon Vaughan is a financial advisor with Spectrum Strategies, L.L.C. in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. He has previously worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. Vaughan is a managing partner of Spectrum Wealth Strategies, LLC, where he is involved in operational decisions. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting engagements, focusing on retirement, education funding, risk management, estate and tax analyses, and business succession. The firm provides non-discretionary investment advice without managing client assets and operates on engagement-specific fees, coordinating with third-party managers for implementation.

Evan Koch is a financial advisor at EDK Advisory in Frisco, TX, with 20 years of industry experience. He holds the PFS™ designation and a Series 65 license. Prior to founding EDK Advisory, he worked at J.E. Simmons & Co. for 10 years and operates an affiliated tax and accounting practice, EDK Tax Services PLLC. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $56 million through customized portfolios that primarily use diversified mutual funds and ETFs, applying a long-term investment approach with flexibility for tax management and rebalancing.

Denver McClure is a Series 65-licensed financial advisor at Nashional Investments in McKinney, TX, with five years of industry experience. His background includes seven years of service in the United States Marine Corps and ongoing employment at Amazon.com since 2016. Nashional Investments serves individuals and business owners, including high-net-worth clients, by providing portfolio management, hourly financial advising, and specialized real estate consulting such as 1031 exchange replacement-property identification. The firm advises on both traditional investments and selected alternatives, using a variety of analytic methods and trading strategies while offering a broad set of affiliated non-investment services.

Douglas Wall is a financial advisor with 1836 Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has previously worked at Grey Rock Asset Management, LLC and Raymond James & Associates. Outside of his advisory role, Wall is a partner in YardSale Texas, LLC, a business that sells overstocked items through multiple channels including online platforms. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership strategy combined with a variety of investment approaches tailored to client objectives, utilizing subadvisers to implement portfolio models.