Varun Singh is a CFA® charterholder with three years of industry experience. He is currently an advisor at Pinnacle Stream Capital LLC, where he has worked since 2022. Prior to that, he was with Westwood Holdings Group Inc for seven years and retired for a period between 2019 and 2022. 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 employs a fundamental analysis-driven investment process with tailored strategies and conducts regular portfolio reviews, focusing on a very limited client base.

Scott Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has held various roles in mortgage lending and senior housing referral businesses and owns Jasper Consulting, a bookkeeping service. Outside of finance, Mr. Painter works as a contract soccer referee for local organizations. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning as well as discretionary and non-discretionary investment management. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and utilizes derivatives for risk management and return targeting, while also engaging in international development consulting.

William Dunk is a CFA® charterholder with 23 years of industry experience. He has been with Paradigm Advisors, LLC since 1995. Based in Dallas, TX, he is one of three advisors at the firm. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive and targeted financial planning, and personal tax return preparation through a third-party provider, employing a passive, model-based investment approach with a focus on low-cost, diversified ETFs.

Renee Sneed is a CFP® professional with five years of industry experience, currently serving at Leo Wealth, LLC. She has held roles at BFT Financial Group, LLC, Rockwall Wealth Management, Inc., and Dirkse and Associates, Ltd., where she also works as a tax accountant in a non-investment capacity. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies with an emphasis on tax efficiency and continuous account monitoring.

Cathleen Crews is a financial advisor at Orchid Advisory with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Matter Family Office and JPMorgan Chase Bank NA. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm offers asset management and comprehensive family office services, including tax and legacy coordination, cash flow planning, and administrative support, managing approximately $296 million across about 15 client relationships.

Tracey Daniel is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Cravens Brothers Private Wealth Management LLC since 2016 and joined Gladstone Wealth Partners in 2026. Outside of her advisory role, she serves as Secretary/Treasurer for the TreeTops 2 Condos Homeowners Association in Dallas, a volunteer position involving record-keeping and meeting minutes. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services primarily on a non-discretionary basis to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets as of year-end 2025.

Jeffrey Sears is a financial advisor at Fondren Oaks Capital Management in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. He has worked at Fondren Oaks since 2017 and previously spent two years with Oakview Capital Management, LLC. Fondren Oaks Capital Management provides discretionary asset management, financial planning, and retirement-plan advisory services for high-net-worth individuals, trusts, and tax-qualified retirement plans. The firm operates with a small two-advisor team, managing approximately $22.8 million in discretionary assets for 19 clients, and combines personalized wealth management with ERISA plan fiduciary services.

Chaim Summers is a financial advisor at Kingsley Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding Kingsley Advisors, he worked at DTCC for four years and has held various roles in research and corporate sectors. Kingsley Advisors provides discretionary investment management to individuals and institutional clients, focusing on a research-driven deep-value approach with concentrated portfolios primarily in exchange-traded securities. The firm offers its strategy exclusively through its own wrap fee program, serving both corporate and institutional investors.

David Piotrowski is a financial advisor at Waterford Capital Investment Advisory Services LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Waterford Capital since 2010. Piotrowski is also the managing member of Double Eagle Advisors, LLC, where he provides consulting services. Waterford Capital Investment Advisory Services is an SEC-registered boutique adviser serving high-net-worth individuals, families, trusts, family limited partnerships, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach, using strategic and tactical asset allocation with a focus on diversified portfolios that include exchange-traded funds, mutual funds, and private investment funds, primarily managed on a non-discretionary basis.

Joy Simmons is a financial advisor at J.E. Simmons & Co., P.C. in Dallas, TX, holding a Series 65 credential. She has been with J.E. Simmons & Co. since 2024 and previously worked at PricewaterhouseCoopers for ten years. J.E. Simmons & Co., P.C. provides investment management and financial planning to individual and high-net-worth clients, managing approximately $213 million across roughly 300 clients. The firm also offers accounting and tax preparation services alongside its advisory business, employing a combination of asset allocation, third-party sub-advisors, and alternative investments in its portfolio management.

Matt Harrelson is a CFP® professional with 16 years of industry experience. He is currently with Principia Wealth Advisory, LLC in Dallas, TX, and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, and Fidelity Brokerage Services. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm manages approximately $225 million in client assets using a range of strategies including long-term investment, options and derivatives, with a multi-office structure and coordination of insurance services through separate arrangements.

Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 credentials with 10 years of industry experience. His prior roles include positions at Strategic Financial Concepts, White Rock Associates, Commerce Street Capital, Ovington Advisors, FourPark Management, and Morgan Stanley. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary asset management, financial planning, consulting, educational seminars, and cryptocurrency advisory services, utilizing a combination of fundamental, technical, charting, and cyclical investment analysis.

James Rice is a financial advisor with Brokaw Rice Investment Advisors, Incorporated and holds a Series 65 designation. He has 12 years of industry experience, including roles at Brokaw Rice since 2016 and a concurrent management position in the finance group at AT&T. Brokaw Rice Investment Advisors, Incorporated is a small registered investment adviser managing discretionary portfolios for individual brokerage, trust, and IRA accounts. The firm employs a value-based investment approach focusing on dividend-paying companies and uses valuation metrics to guide investment selection, with an emphasis on diversification and risk mitigation.

David Oconnor is the sole advisor at Waterford Capital Investment Advisory Services LLC in Addison, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Waterford Capital entities since 1997 and serves as president of the advisory firm since 2007. Outside of advising, he owns Dipshit Radio, LLC, a business focused on communicating about sports events. Waterford Capital Investment Advisory Services LLC is an SEC-registered boutique investment adviser serving high-net-worth individuals, families, trusts, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach with strategic and tactical asset allocation, focusing primarily on non-discretionary management and using a mix of exchange-traded funds, mutual funds, and private investments.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

Kathryn Tutt is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, with 28 years of industry experience. She has been with the firm since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she volunteers for The Breast Cancer 3 Day and helps with catering through The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm employs fundamental analysis and constructs portfolios using asset allocation and individual security selection, incorporating both long- and short-term trading strategies.

Eric Shaffer is a CFP® professional with 26 years of industry experience, currently serving at Kuhn Capital Partners since 2020. He has previously worked at 360 Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with Hallmark Advisory Services, LLC in a non-investment capacity. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, offering discretionary asset management, financial planning, and access to third-party managed solutions. The firm emphasizes portfolio construction based on client objectives and risk tolerance, provides access to alternative investments for qualified clients, and manages multiple private funds with performance-based fee arrangements.

Jon Smith is a financial advisor at Christensen Capital, LLC in Dallas, TX, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Christensen Capital since 2016. Christensen Capital provides discretionary portfolio management primarily to high-net-worth individual clients and acts as the managing general partner and adviser to the private pooled vehicle, Target 3 Fund, L.P. The firm emphasizes a value-oriented investment approach focused on management strength, durable competitive advantages, and special situations, managing both separately tailored accounts and the Fund on a discretionary basis.

Scott Wisniewski is the founder and principal of Wisniewski Wealth Management in Dallas, TX, holding a Series 65 credential and bringing 16 years of industry experience. He has led his firm since 2009. Outside of his advisory role, he is also the founder and CEO of Arianna Insurance Advisors LLC and Arianna Tax Advisors LLC, providing insurance second opinions and tax-related advice to clients. Wisniewski Wealth Management serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering fiduciary investment management and comprehensive financial planning. The firm applies a Modern Portfolio Theory-based approach with proprietary model portfolios emphasizing strategic asset allocation, primarily using mutual funds and ETFs, and manages approximately $266 million across about 273 client relationships.

Henri Glover is a financial advisor with HG Tailored Financial Services in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has worked with firms including Davis, Glenn, & Glover Wealth Management Services and LPL Financial. Outside of advisory services, he is involved in an independent insurance agency offering various lines of non-variable insurance. HG Tailored Financial Services provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm develops customized investment programs based on client goals, time horizons, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with ongoing monitoring and quarterly reviews.