Edgar Cortez is a financial advisor at Schlindwein Associates LLC with a Series 65 credential and two years of industry experience. He has held roles at several firms, including BNY Mellon, Broadridge, Charles Schwab, Personal Capital, and Fidelity Investments. Schlindwein Associates provides discretionary and non-discretionary investment supervisory services to individual and institutional clients, offering investment guidance for corporate and not-for-profit groups. The firm employs a proprietary fund-ranking methodology to establish strategic asset allocation and risk parameters, typically utilizing mutual funds and ETFs while incorporating alternative asset categories for diversification.

Gregory Wood is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Concorde since 2014. Concorde Investment Management is a registered investment adviser managing approximately $376 million for around 125 clients, including individuals and various legal entities. The firm uses a value-and-income investment approach with fundamental analysis to build diversified portfolios, offering both discretionary and non-discretionary portfolio management and financial planning services.

Jeanie Harris is a financial advisor at Allred Harris Wealth Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Tenet Healthcare for 14 years before joining Allred Capital Management in 2023. 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, utilizing a range of investment strategies including options trading and, in limited cases, margin borrowing.

Andrew Winningham is a CFP® professional with 11 years of industry experience, currently serving at Principia Wealth Advisory, LLC since 2015. He is a member of Thousand Hills, LLC, a private investment vehicle focused on sourcing and evaluating private business opportunities. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and corporate entities. The firm employs a multi-strategy investment approach incorporating ETFs, mutual funds, individual securities, options, and cash management across multiple offices.

Scott Miller is a CFA® charterholder and Series 63 licensee with 28 years of experience in the financial industry. He has been with Miller Global Investments, LLC since 1998. Outside of his advisory role, he serves on the board of directors and the ALCO committee of Texas Security Bank and is a vice president of Indianola Foods, a family-owned grocery store operator. Miller Global Investments provides discretionary investment management and financial planning services for individuals, trusts, privately held corporations, retirement accounts, and investment funds, primarily through separately managed accounts. The firm employs a combined bottom-up and top-down investment approach across multiple strategy categories, including equities, fixed income, alternatives, and hedge strategies, offering institutional-style capabilities uncommon among similarly sized advisers.

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.

Alex Winslow is a Certified Financial Planner® with 31 years of industry experience. He has worked at Harvester Wealth, LLC since 2021 and was previously employed at Northern Trust Securities, Inc. and Northern Trust Bank for 17 years. Harvester Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a customized, primarily long-term investment approach using a mix of ETFs, mutual funds, individual equities, bonds, and alternative investments.

Richard Dirkse is a financial advisor at Leo Wealth, LLC with 38 years of industry experience. He holds the CFP® designation and the Series 63 license. Dirkse has been involved in multiple financial firms including Rockwall Wealth Management, Inc., BFT Financial Group, LLC, and his own firm, Dirkse and Associates Ltd., where he also provides bookkeeping, tax preparation, and IRS representation services. Leo Wealth offers investment advisory and financial planning services to a wide range of clients, including individuals, trusts, institutions, and retirement plans. The firm combines diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies, emphasizing tax efficiency and continuous account monitoring.

Timothy Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has operated Alcove Senior Advocates, a senior housing referral business, since 2017 and owns Aero Magister, LLC, through which he provides flight instruction and volunteer pilot services. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning alongside discretionary and non-discretionary investment management. The firm incorporates fundamental, technical, and cyclical analysis in portfolio construction and employs derivative instruments as part of its risk management and return-targeting strategies.

Clay Daniels is a financial advisor at Daniels & Erickson Financial Advisors, LLC with 22 years of industry experience. He holds the Series 65 designation and has been with Daniels & Erickson since 2002. In addition to his advisory role, Daniels is an accountant at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plans, and business entities. The firm manages approximately $213.6 million for about 60 clients, employing a customized asset-allocation process with ongoing monitoring and rebalancing that incorporates both fundamental and technical analysis. The firm's affiliation with a full-service CPA practice allows coordination of tax planning, charitable gifting, and estate work alongside investment advice.

Janine Guenther is a CFA® charterholder with over 11 years of industry experience. She is currently with Promus Advisors and Bellwether Investment Management, having previously worked at Dixon Mitchell Investment Counsel and CIBC Wood Gundy. Guenther serves as a Finance Committee member at large for the University Women's Club of Vancouver and is a board member of the CMT Association. 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 approach that combines core equity and fixed income holdings with alternative strategies, managing over $415 million across 269 accounts.

David Nelson is a CFP® professional with 23 years of industry experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2002. He is also a shareholder and tax accountant at Daniels & Erickson, P.C., where he manages tax client relationships and prepares tax returns. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plan participants, and business entities. The firm integrates its investment approach with tax planning through its affiliation with a CPA firm, focusing on customized asset allocation and ongoing portfolio management.

Clifford Brott Jr. is a CFP® with 54 years of experience in the financial industry. He has been with Capital Ideas since 1995 and also worked at Alliance Financial Group, Inc. and Rhodes Securities, Inc. Brott serves as a board member for the Network of Community Ministries, a social services organization in Richardson, Texas. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, and retirement plans, utilizing a combination of fundamental and technical analysis along with proprietary trading models. The firm also offers third-party manager selection, model portfolios, and subadvisory services to other registered investment advisers.

Christopher Carrie is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Uptown Capital Advisors, where he has worked since 2014, and previously worked at K&C Capital Allen LP. Outside of advisory work, he is a managing member of a restaurant business in Allen, Texas. Uptown Capital Advisors provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, corporations, and not-for-profit entities. The firm’s investment approach focuses on long-term, cost- and tax-efficient strategies, employing fundamental and cyclical analysis across a diverse range of assets.

Hamiz Mushtaq Awan is a financial advisor at Plutus21 Capital Management, L.L.C. with a Series 65 credential and three years of industry experience. He has worked at Pari Capital USA, LLC since 2021 and is a partner at Plutus21 Blockchain Capital, LLC and Awan Capital Partners, family and investment entities with interests spanning financial services, technology, and other sectors. Plutus21 Capital Management provides discretionary separately managed account services mainly to institutional investors and high-net-worth individuals, combining digital assets with traditional securities through tailored, long-term oriented portfolios. The firm also offers thematic investment strategies and uses specialized custodians for both cryptocurrency and traditional market access.

Nancy Gatens is a CFP® with 15 years of industry experience, currently serving as an advisor at Gatens Financial, LLC since 2017. Prior to founding her firm, she worked at Lee Financial Corporation from 2010 to 2017. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

John Cravens is a financial advisor with Cravens Brothers Private Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Gladstone Wealth Partners, Grs Partners LLC, and Wavecrest Securities LLC. He is also the owner of Genbeem LLC, which holds passive investments in oil and gas ventures in Texas. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities, primarily operating on a non-discretionary basis. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets, focusing on client approval for each transaction.

Stanley Pyndus Jr. is a financial advisor with Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Shade Tree Partners since 2009. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans, providing portfolio management, investment policy development, and financial planning. The firm uses a mix of fundamental, technical, cyclical, and charting analysis, incorporating country GDP forecasts, and favors broad exposures such as index funds and ETFs.

Drew Harris is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Shade Tree Partners since 2009. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million across about 60 clients, employing a mix of fundamental, technical, cyclical, and charting analysis while favoring broad exposures such as index funds and ETFs.

Maksym Sulkov is a financial advisor at FS Financial Advisors, LLC in Dallas, TX, holding the PFS™ designation with seven years of industry experience. He has been with FS Financial Advisors since 2018 and is also associated with Freeze Sulkov & Associates CPA's, PC, where he has worked since 2014. Outside of advising, he manages Freeze-Sulkov Holdings, Inc., a holding company with business interests in oil, gas, and healthcare. FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors and participants. The firm utilizes both fundamental and technical analysis to construct individualized portfolios with various asset types and offers coordinated tax planning alongside investment advice through its affiliation with an accounting firm.