Joshua Materne is a financial advisor at Ideology Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked across several related entities, including Ideology Financial, LLC and Materne Law, PLLC, where he advises clients on estate planning and legal matters. He is also involved in managing a real estate fund that focuses on single-family property investments. Ideology Wealth Advisors, LLC provides portfolio management and pension consulting primarily to individual and high-income clients, particularly medical doctors and dentists. The firm employs a tailored, research-driven investment approach that integrates long-term value investing with technical analysis and uses a range of investment vehicles including ETFs, options, and private placements.

Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, with three years of industry experience. She holds a Series 65 designation and has worked at Brindle & Bay since 2021, following a role at Belay Inc. She is also a licensed life insurance agent involved in insurance sales and policy reviews. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using an asset-allocation framework with a dynamic-weighting approach that includes ETFs, stocks, bonds, and mutual funds. The firm employs model portfolios with periodic reviews and quarterly rebalancing.

Nicolas Davis is a financial advisor with Brindle & Bay Financial Advisors, LLC in Frisco, TX. He holds the CFP® and ChFC® designations, along with a Series 65 license, and has 10 years of industry experience. His prior work includes roles at Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he has experience as a principal and insurance and annuity agent with Stonebridge Financial Group, LLC. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management for individual and high-net-worth clients, focusing on personalized planning across retirement, cash flow, tax, estate, and insurance matters. The firm employs an asset-allocation framework using exchange-traded funds and model portfolios, managing accounts primarily on a discretionary basis with periodic rebalancing and annual reviews.

Karen Burns is a financial advisor with Capital Ideas in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has worked at Capital Ideas since 1995 and has held roles at Alliance Financial Group, Rhodes Securities, and Bearing Financial Advisors. Burns is also a minority owner of Alpha Capital Dallas LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, offering custom portfolios that include stocks, bonds, options, ETFs, and mutual funds. The firm integrates fundamental and technical analysis with proprietary trading models, provides ongoing due diligence on third-party managers, and delivers model portfolios and subadvisory services to other registered investment advisers.

Trent Hughes is a financial advisor with Amerigo Asset Management Corporation in Dallas, TX, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has been with Amerigo since 2014. Outside of his advisory role, he owns a marketing and consulting firm aimed at supporting young athletes and has experience as an insurance agent and pharmaceutical sales executive. Amerigo Asset Management Corp. is a fee-based investment adviser serving individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, utilizing portfolios composed of individual equities and ETFs across various allocation strategies.

Molly Mccarthy is a ChFC® and holds a Series 65 license with 16 years of industry experience. She has been with LD Lowe Wealth Advisory since 2006, where she is the sole advisor. LD Lowe Wealth Advisory provides discretionary wealth management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a wrap-fee program that integrates portfolio management with planning and consulting services, utilizing a range of investment vehicles and maintaining regular portfolio monitoring and updates.

Bryan Monks is a CFP® professional at WPWealth LLP in Dallas, TX, with seven years of industry experience. Prior to joining WPWealth in 2025, he worked at Merrill Lynch for five years and held roles at Wells Fargo Advisors Financial Network, TD Ameritrade, and other firms. Outside of finance, he serves as a rugby referee with the Texas Rugby Referee Association. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $1.03 billion in assets and employs an asset-class based investment approach tailored to client objectives and risk tolerance, supported by comprehensive financial planning and coordination with affiliated accounting and insurance services.

Michael O'Reilly is a financial advisor at Dallas Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC since 2012. Outside of his advisory role, he is involved in several business ventures including serving as president of Camcon Medical Inc. and managing member of Owl Power Solutions. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm employs a combination of modern portfolio theory and technical analysis, managing diversified portfolios and incorporating options trading as part of its long-term investment strategies.

Kathleen Weber is a financial advisor at Dallas Financial Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of her advisory role, she is involved as a brand ambassador for several wine tasting companies. Dallas Financial Advisors provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm uses a combination of modern portfolio theory and technical analysis, incorporating both long-term strategies and options trading, while maintaining fiduciary standards for retirement accounts.

Zachary Taylor is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Lifetime Wealth Management P.C. and previously held roles at Connemara Group, Todd County Public Schools, and SLAM Miami among others. Lifetime Wealth Management P.C. provides personalized financial planning and investment management services to individuals, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach combining index and exchange-traded funds with active managers and individual securities, and offers specialized services such as private investment review, placement assistance, and Puerto Rico Act 60 consulting.

Victor McClure is a financial advisor with McClure Capital Advisors, Inc. in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with McClure Capital, Inc. and McClure Capital Advisors, Inc. since 1994. In addition to his advisory role, he is a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and overseeing third-party subadvisors who typically use ETF-based strategies, while also offering discretionary account management.

Jonathan Berry is a Series 65-licensed advisor with TrueHaven Capital in Richardson, TX, with one year of industry experience. Prior to joining TrueHaven Capital, he worked at Accenture for four years. TrueHaven Capital provides investment advisory and family office services to a diverse client base, including high-net-worth individuals, corporations, and other registered investment advisers. The firm employs a combination of fundamental and technical analysis, offering strategies that include long-term, income, and hedging approaches, and is notable for its structured Section 351 Exchange Program and involvement in alternative investments and private fund management.

Connor Castellano is a CFP® professional with 10 years of industry experience. He is the sole advisor at Castellano Wealth Planning, an independent firm based in Plano, TX. Prior to founding his current firm, he held roles with Arnold Castellano & Associates, Prudential Insurance Company of America, and Purshe Kaplan Sterling Investments. Castellano is also a licensed insurance agent operating as a sole proprietor. Castellano Wealth Planning provides discretionary asset management and financial planning services for individual clients and retirement plans, including limited-scope ERISA 3(21) fiduciary services. The firm employs a long-term, diversified investment approach using low-cost index funds, ETFs, direct indexing, and tax-loss harvesting, managing client assets through model portfolios and sub-advisor strategies.

Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Landolt Securities, Inc. and CTBC Bank. Outside of TKC, he is a registered representative at Landolt Securities, where he sells investment products. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients, offering portfolio management, retirement consulting, and advisor selection. The firm employs a fundamental and strategic investment approach across diverse asset classes and provides customized reporting and educational seminars.

Justin Farris is a CFP® professional with 22 years of industry experience, currently serving at Farris Capital Management Inc. since 2011. Prior to this, he worked at Securities America Inc. from 2010 to 2018. He is also engaged as a licensed insurance agent. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm manages approximately $177.5 million across about 395 clients, utilizing a combination of advisor-managed accounts, automated investment platforms, and a disciplined investment process that includes the use of defined-outcome ETFs and options strategies.

Robert Peters is a financial advisor at Palogic Value Management, L.P. in Dallas, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been involved with the Palogic Value Fund, L.P. since 2006. Outside of his advisory role, he is a partner in RJ9 Holdings, where he monitors private investments. Palogic Value Management provides discretionary investment management to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach, using long and short positions, derivatives, and hedging strategies to manage risk.

Joseph Applewhite is a Series 65-licensed financial advisor with 18 years of industry experience. He has led Applewhite Financial Planning, PLLC since 2013 and is also a CPA providing accounting services outside of his advisory role. Applewhite operates from Dallas, TX. Applewhite & Buys Financial Advisors serves individuals, high-net-worth clients, businesses, and their retirement plans, with a focus on healthcare, legal, education, and small-business sectors. The firm employs a Core + Satellite investment approach combining passive index exposures with active holdings, and offers modular financial planning, portfolio supervision, retirement-plan consulting, and accounting and tax services under separate agreements.

James Peters is a CFP® with 27 years of industry experience, currently serving at Palogic Value Management, L.P. since 2022. His prior experience includes leading Peters Wealth Management, LLC from 2014 to 2022 and operating James R Peters CPA since 1986. He also holds an insurance agent license with Blue Cross Blue Shield of Texas. Palogic Value Management, L.P. provides discretionary investment management to private pooled investment vehicles and offers a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach, managing both long and short positions with continuous risk monitoring.

William Geiler III is a CFP® professional with 24 years of industry experience, currently serving as an investment advisor representative at Spectrum Strategies, L.L.C. in Dallas, TX. He has worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. He is also involved in insurance services, helping clients obtain life, disability, long-term care, fixed annuities, and health insurance policies. Spectrum Strategies provides comprehensive financial planning and consulting primarily to individual clients. The firm offers written plans addressing retirement, education funding, risk management, estate and tax analyses, and business succession, delivering non-discretionary investment advice without managing client assets.

Tyler Beeson is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at WPA Family Office, LLC since 2021. His prior roles include positions at Westshore Wealth, LLC and Rgt Capital Management, Ltd. Outside of advisory work, he is involved in a passive real estate partnership and is a non-managing partner in a full-service real estate firm. WPA Family Office, LLC provides investment advisory, family office, and financial planning services primarily to high-net-worth clients and families. The firm manages approximately $175 million in assets, constructing customized portfolios with a long-term orientation while incorporating fundamental and technical analysis and occasionally employing structured products and private funds as part of tailored strategies.