Jordan Young is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fireside, he has worked at DEPCOM Power, Inc. since 2019 and previously at American Airlines, Inc. from 2016 to 2019. Outside of advising, he is involved in operations, supply chain, and finance support at DEPCOM Power, an energy solutions company. 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 manages portfolios tailored to clients’ goals and risk parameters using a globally diversified mix of asset classes and a variety of investment strategies.

Anders Ting is a financial advisor at TKC Wealth Management LLC in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank and Comerica Securities, Inc. Outside of his advisory role, Ting is involved in mortgage loan origination through Loan Smart Mortgage LLC. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing portfolio management, retirement and pension consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types and offers educational seminars and workshops for clients.

Ian O'Shea is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of experience in the financial services industry. He has worked at Columbia Management Investment Distributors Inc since 2015. He is also licensed as an insurance agent, involved in the sale of life insurance, fixed annuities, long-term disability, and long-term care products. Scherer Financial Advisory Services, LLC provides portfolio management, limited financial planning, and consulting services to individual and high-net-worth clients. The firm applies a modern portfolio theory framework and offers both discretionary and non-discretionary account arrangements, managing approximately $158 million in assets.

Tina Hernandez is a financial advisor at Rival Capital Management, LLC with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including SUB Saharan Opportunity Fund, Norcap Investment LP, and Tugar Capital Management. Rival Capital Management, LLC is a registered investment adviser that serves individual and high-net-worth clients through discretionary portfolio management and project-based financial planning. The firm tailors investment strategies to client objectives and maintains a small client base with a high account minimum.

Richard Raizes is a financial advisor at Plutus21 Capital Management, L.L.C. based in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Pari Capital USA, LLC since 2021 and has been a partner at Plutus21 Blockchain Capital, LLC since 2017. Mr. Raizes also serves as Co-head of the firm’s Investment Committee. Plutus21 Capital Management provides discretionary separately managed account services primarily to institutional investors and high-net-worth individuals, combining digital assets with traditional securities. The firm employs thematic SMAs with a long-term orientation while allowing tactical trades, offering portfolios that integrate blockchain-focused strategies alongside traditional market investments.

Edward Farmer is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Solutions 4 Wealth since 2007 and is also associated with Advanced Planning Incorporated as an insurance agent. Solutions 4 Wealth is a team-based registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing portfolio monitoring, and financial planning services.

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.

Christopher Scott is a financial advisor at Combs Capital Partners with three years of industry experience. He holds a Series 65 designation and has worked at Combs Capital Partners since 2022. Prior to his advisory role, Scott has held operations management positions in the energy sector, including his current role at Energy Transfer where he manages assets, budgets, and personnel. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for around 100 clients. The firm offers active asset management, tailored portfolio services, and financial planning, employing a combination of fundamental, technical, and cyclical analysis to pursue long-term, model-based strategies aligned with client objectives.

Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2007 to 2008. Schlauch has a minority partnership interest in a family-owned real estate services business with no active duties. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven strategy incorporating long-term positions, short selling, derivatives, and event-driven trades within a defined risk framework.

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.

Justin Hunter is a CFA charterholder and financial advisor with six years of industry experience, currently serving at Ridgewood Wealth Management LLC since 2020. He also holds a non-investment role as Senior Director of Finance at HealthMarkets, Inc., where he has been employed since 2004. Ridgewood Wealth Management serves high-net-worth individuals and small businesses, providing tailored investment management and financial planning through an active management approach that includes ETFs, mutual funds, individual equities, and fixed-income instruments. The firm manages approximately $21.6 million in assets across a limited number of client relationships.

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 Nerney is a financial advisor at Sundial Capital Management, L.P. with 20 years of industry experience. He holds a Series 65 designation and has been involved with multiple businesses concurrently, including roles at Fenix Parts, Schwizer RSG, RFJ Auto Partners, and others. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, employing a flexible, research-driven strategy that combines long-term positions with the use of derivatives, short selling, and event-driven trades within a defined risk framework.

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.

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.

William Orser is a CFA® charterholder and principal of Orser Capital Management LLC in Southlake, TX, with over a decade of industry experience. He previously worked at TXO Partners for ten years and held roles at Vortus Investments and Prior Mountain Energy. Orser Capital Management LLC provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis, managing approximately $290 million in client assets.

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.