Rodney Madden is a financial advisor with Madden Asset Management based in Dallas, TX, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has worked at Cumberland Hill Capital Management, LLC since 2006 and has been with Madden Asset Management since 2002. Outside of his advisory role, he serves as managing director and general partner in multiple non-investment related business ventures, including several Ironwood Funding Management entities and ownership interests in two LLCs. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm employs a client-specific approach to asset allocation across equities, fixed income, cash, and alternatives, using both fundamental and technical analysis and offering various implementation strategies.

Chad Holmes is a CFP® with 10 years of industry experience, currently serving as an advisor at WPWealth LLP. He was previously affiliated with Formula Wealth and Whitley Penn Financial. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach tailored to clients’ risk tolerance, with a focus on global diversification and fixed-income risk management.

Kenneth Wiseman II is a financial advisor at Intercarolina Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Birchwood Securities Corporation and Capital Markets IQ LLC. He is also chief technical officer and analyst for Entrepreneur's Investment Office Limited, a financial services company based in Dubai. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients and qualified retirement plans. The firm develops individualized investment policies using fundamental, technical, and cyclical analysis and manages accounts on both discretionary and non-discretionary bases.

Rebecca Gadus is a financial advisor with Xcelsior Advisor Partners LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at Robert W. Baird & Co., UBS Financial Services, and Wells Fargo Clearing. She is also a partner and investment advisor at BV Private Wealth. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes both bespoke and model portfolios, employing third-party technology and risk-assessment tools to support portfolio construction and monitoring.

Kyle Elam is a CFA® charterholder with two years of experience at McElhenny Sheffield Capital Management and five years as a consultant for litigation and fraud examination. He has also worked at Aramanino LLP and operated his own consulting group. Based in Dallas, TX, Elam is part of a seven-advisor team at McElhenny Sheffield. McElhenny Sheffield Capital Management provides investment management and financial planning to individuals, high-net-worth clients, businesses, and institutional retirement plans using a rules-based, tactical ETF strategy driven by proprietary quantitative models. The firm is also involved in managing pooled investment vehicles, including an actively managed ETF, and serves as a sub-adviser to other advisers and platforms.

Kyle Moore is a CFP® with 10 years of industry experience, currently serving at SmartPath Advisors. His prior roles include positions at Origin Financial, Charles Schwab, Fidelity Investments, and Facet Wealth. In addition to his advisory work, he is involved with Cru Tax, a tax preparation business. SmartPath Advisors offers limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements and high-net-worth clients. The firm emphasizes a passive investment approach and does not manage client assets or charge fees based on assets under management.

Ray Pinson is a CFP® with 13 years of industry experience, currently serving at Leo Wealth Americas, LLC. He has worked at BFT Financial Group, LLC since 2013 and was previously affiliated with Leo Wealth LLC. Outside of his advisory work, he provides accounting consulting focused on business accounting and human resources matters. Leo Wealth Americas serves a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients, offering portfolio management, financial planning, and retirement-plan consulting services. The firm employs both systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Jerry Killion is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with First Western Securities since 2010 and has operated as a self-employed advisor since 1997. In addition to his advisory work, Killion also serves as an independent insurance agent for Employee Benefits Associates. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation strategy with a customizable approach to portfolio management and offers services on a discretionary or non-discretionary basis.

Jack Luna is a financial advisor at WPWealth LLP with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Optimus Capital Advisors, Morgan Stanley, Merrill, Titan Wealth Management, and WFG Investments. Luna is also a licensed insurance agent and spends part of his time offering insurance products. WPWealth provides investment advisory and consulting services to a range of clients including individuals, trusts, and corporations. The firm follows an asset class-based investment approach focused on global diversification and selective fixed-income positioning.

Andrew Hansel is a CFA® charterholder based in Fort Worth, TX, with four years of experience at freeGulliver, LLC. He serves as president of Aegean Property Group, a real estate investment entity, and is a member of the Board of Trustees for Cathedral Montessori School in New Orleans. His prior experience includes nearly two decades at Eclectic Investment Management. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages both discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and acts as sponsor and administrator for multiple private funds.

Bruce Fraser Jr. is a financial advisor at McElhenny Sheffield Capital Management, LLC with 23 years of industry experience. He holds a Series 63 designation and has been with McElhenny Sheffield since 2000. Outside of his advisory role, Fraser serves as the managing partner of Elkhorn Capital Management, a commercial real estate investment firm. McElhenny Sheffield Capital Management provides investment management and financial planning services primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based, tactical ETF strategy using proprietary quantitative models with daily updates, focusing on trend-following and momentum disciplines alongside documented risk controls.

Kevin Moss is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Optivise since 2019 and has concurrent roles at PanthRex Asset Management and his own entities, Moss Agency and Mossom, spanning over two decades. Outside of advisory work, he dedicates a significant portion of his time to selling fixed insurance products, including life, health, annuity, and disability income insurance. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and compliance consulting for other advisers.

Bryan Mcclune is a financial advisor at WPWealth LLP with 19 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining WPWealth in 2026, he worked for 20 years at Dimensional Fund Advisors LP. WPWealth provides investment advisory and consulting services to a range of clients including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and risk management, offering both discretionary and non-discretionary portfolio management and financial planning.

Randall Hall is a financial advisor at Xenith Financial Advisory Services, LLC with seven years of industry experience and holds a Series 65 credential. He has worked at Xenith and Discover Market Wealth LLC since 2019 and is also a part-time Worship Pastor at First Baptist Church Duncanville, where he leads the choir and organizes worship services. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analysis and manages both individual accounts and pooled investment vehicles.

Grant Morris is a CFP® and CFA® with 10 years of industry experience. He has worked at McElhenny Sheffield Capital Management since 2016 and previously was with Alix Partners, LLP from 2009 to 2016. Outside of his advisory role, he is involved with Elkhorn Capital Partners LLC, an investment-related business focused on direct real estate investments. McElhenny Sheffield Capital Management serves individuals, high-net-worth clients, businesses, and institutional retirement plans, offering investment management and financial planning primarily through separately managed accounts. The firm employs a rules-based investment process centered on tactical ETF strategies driven by proprietary quantitative models and provides portfolio management to pooled investment vehicles and an actively managed ETF.

Stephen Fitzpatrick is a financial advisor at Sanders Morris LLC with 23 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Sanders Morris Harris LLC since 2016 and Legg Mason Wood Walker, Incorporated from 2001 to 2005. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs and utilizes third-party managers and platforms while delivering a range of investment options across discretionary and non-discretionary strategies.

Kevin Varrichio is a financial advisor at Rhodes Investment Advisors, Inc. with 12 years of industry experience. He has been with Rhodes Securities, Inc. since 2016. Outside of his advisory role, he is a member of Fetch Capital LLC, a company that trades options. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing a mix of discretionary and non-discretionary strategies that incorporate fundamental, technical, and charting analysis.

Susan Bryant is a financial advisor at Arrowroot Family Office, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at The MB Group, LLC for 17 years. Outside of her advisory role, Bryant is the CEO of Unboxed Advisors, LLC, an accounting, tax, and business advisory firm. Arrowroot Family Office provides wealth management and comprehensive financial planning services to individuals, families, and various institutional clients. The firm focuses on asset allocation using analytical tools to construct diversified portfolios, actively managing and occasionally incorporating alternative investments and private placements.

Michael Moynihan is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified model portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Brad Parsons is a financial advisor at Thryve Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC for 13 years, followed by roles at Edge Capital Group, LLC and SCS Capital Management LLC. Thryve Wealth Management offers wealth management, financial planning, discretionary investment management, and retirement plan advisory to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment approach focused mainly on U.S. markets, combining fundamental analysis with passive direct indexing and alternative satellite allocations.