Cheryl Quisenberry is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach supported by fundamental, quantitative, and technical analysis.

Thomas Hatfield III is a CFP® and Series 63 license holder with 56 years of experience in the financial industry. He is currently with Family Freedom Wealth Management, LLC and has held previous roles at Spectrum Wealth Management, First Financial Coaching, Inc., Triad Advisors, Inc., and Osaic FS, Inc. Thomas also operates his own insurance agency focused on life insurance sales. Family Freedom Wealth Management is a small advisory firm providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm uses a goal-based, allocation-focused approach grounded in Modern Portfolio Theory, with discretionary trading authority and quarterly account reviews.

Gregory Wilson is the sole advisor at 323 Wealth Management, LLC in Flower Mound, TX. He holds CFP® and CFA® designations and has 21 years of industry experience, including 11 years at Charles Schwab. He is also a licensed insurance agent, with a minor part of his practice involving insurance sales. 323 Wealth Management is an independent advisory firm serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm offers managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets using a third-party aggregation platform.

John Kvale is a CFP® and CFA® with 30 years of industry experience. He has been with J.K. Financial, Inc. in Dallas, TX since 2005. J.K. Financial, Inc. provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs both fundamental and technical analysis with a long-term investment approach, incorporating options contracts and tailoring portfolios to client goals and risk tolerance.

Jeremy Andries is a CFP® professional with 20 years of experience in financial advising. He is currently with Flourish Financial Planning, where he has worked since 2020. Prior to this, he held roles at Guidestone Financial Services and related entities from 2009 to 2018. Outside of financial advising, he owns and operates Andries Tax Service LLC, providing individual and small business income tax preparation. Flourish Financial Planning serves individual, high-net-worth clients, and corporations, offering discretionary portfolio management and comprehensive financial planning. The firm uses a passive investment approach based on Modern Portfolio Theory and provides additional services such as employer-funded wellness meetings and limited tax-preparation options through an affiliated entity.

Thomas Hatfield IV is a financial advisor at Family Freedom Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spectrum Wealth Management, First Financial Coaching, and Triad Advisors. Outside of his advisory role, Hatfield serves as a coach and board member for the Hillcrest Lacrosse Association. Family Freedom Wealth Management is a small firm with two advisors that offers discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm uses a goal-based, allocation-focused approach grounded in Modern Portfolio Theory and engages in quarterly account reviews while serving as a co-advisor on the Matson Money platform.

Andrew Kerai is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He has worked at RiverNorth Capital Management, LLC for seven years and has been with Capital Ideas and Bearing Financial Advisors, LLC since 2022. Outside of his advisory roles, Kerai is a managing partner at Alpha Capital Dallas LLC, a member of the Forbes Finance Council, and an instructor for the CFA program. Capital Ideas serves high-net-worth individuals, families, trusts, and institutional clients with discretionary portfolio management and subadvisory services. The firm uses a combination of fundamental and technical analysis, proprietary trading models, and outside research, including AI, to construct and monitor tailored investment portfolios.

Jesse Anderson is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He has been with Chronim Investments since 2005 and is based in Irving, TX. Outside of his advisory work, Anderson owns and operates several investment-related technology companies and a non-investment subscription management business. He is part of Snider Advisors, a four-advisor team that provides investment advisory and consulting services to individual and corporate clients. The firm employs a rules-based, income-oriented strategy known as the Snider Investment Method, combining systematic stock selection, option writing, and cash management, supported by proprietary screening tools and technology-enabled implementation options.

Ting Chen is a CFP® professional with over 31 years of industry experience, currently serving at TKC Wealth Management LLC in Dallas, TX. His prior roles include positions at Landolt Securities, Inc., TKC International Financial Services, LLC, and Richfield Orion International, Inc. Chen is a member of the executive committee of the Hong Kong Association of Northern Texas and serves on the advisory board of the UT Dallas Taiwan Studies Initiative. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing discretionary and non-discretionary portfolio management, retirement consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types, with a notable presence of non-U.S. clients and an emphasis on educational seminars.

William Tevis is the principal advisor at Tevis Investment Management, LLC in Plano, TX, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has led his firm since its founding in 2013. Outside of his advisory role, a family member is involved as treasurer of a nonprofit organization providing medical services. Tevis Investment Management advises individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan advisory services. The firm manages over $230 million across approximately 151 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term holdings to shorter-term trading.

Yancey Seitz is a financial advisor at Greenfield Seitz Capital Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenfield Seitz 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 assets. The firm uses fundamental analysis and a combination of asset allocation and individual security selection, including advanced strategies such as short sales and options writing, all conducted on a discretionary basis with regular reviews.

Justin Ross is a financial advisor at Unifimoney RIA based in Dallas, TX, holding a Series 66 designation with over seven years of industry experience. His prior roles include positions at Kinly Advisors, J.P. Morgan Securities, Robert W. Baird & Co., and Wells Fargo. He also worked at Johnson C Smith University for two years. Unifimoney RIA provides portfolio management and financial-planning services primarily to individual clients through an internet-first delivery model. The firm manages predominantly non-discretionary accounts with a focus on equity investments and serves a client base without high-net-worth individuals.

Kimberly Vesely is a CFP® professional with 17 years of experience in the financial services industry. She currently serves as an advisor at Northill Aims, LLC, having previously worked at firms including Triad Advisors, Inc., FullCircle Wealth, and Quest Capital Management, Inc. Northill Aims offers discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, and institutions. The firm emphasizes strategic asset allocation, long-term value investing, and integrates third-party managers and financial planning into its portfolio management.

Michael Pendleton is a CFP® professional with 17 years of experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2008. He is also a shareholder at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson serves a diverse client base including individuals, pension plans, trusts, estates, and business entities, providing portfolio management and financial planning with customized asset allocation and ongoing monitoring. The firm integrates tax and financial planning through its affiliation with a full-service CPA practice.

Brandon Moore is a financial advisor at GFN Capital Management with 17 years of industry experience. He holds a Series 66 designation and has worked at GFN Capital Management, Kovack Securities, Inc., and Glazer Financial Network since 2002. Outside of his advisory duties, he serves as a youth soccer referee. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs a combination of fundamental, technical, cyclical, and charting analyses, offering both discretionary and non-discretionary management along with access to model portfolios and third-party managers.

Christopher Welsh is a CFP® with 15 years of industry experience and is the principal advisor at Lorintine Capital. He has been associated with Lorintine Capital since 2009 and also practices law as a partner at the Law Offices of Christopher Welsh, PLLC, a business litigation and transaction firm. In addition, he contributes regularly to the educational website SteadyOptions, focusing on options trading. Lorintine Capital serves individual clients, businesses, and retirement plans, providing portfolio and wealth management, financial planning, 401(k) advisory, and private fund management. The firm emphasizes a client-driven approach with asset allocation strategies tailored to each client’s goals and risk tolerance, and it maintains a distinct connection to a practicing attorney through its affiliated law practice.

Patrick Stuart is a Series 65-licensed financial advisor with six years of industry experience, currently practicing at Saddock Wealth, LLC since 2019. Prior to joining Saddock Wealth, he worked at GuideStone Financial Resources from 2011 to 2019. Outside of his advisory role, he has a landlord business. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection, working with a concentrated client base supported by two advisory professionals.

Collin Day is a financial advisor at Farris Capital Management Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Farris Capital Management since 2021. Prior to this, he was employed at WEB TPA Employer Services and also served at First Southern Baptist Church in St. George. Farris Capital Management provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth clients, and some business entities. The firm combines advisor-managed accounts with automated programs and employs a diversified investment approach that includes options strategies, defined-outcome ETFs, and regular portfolio rebalancing.

Hannah Moore is a CFP® with 14 years of industry experience and has been with Guiding Wealth Management, LLC since 2013. She holds a Series 66 license and owns Moore Media Consulting Group, LLC, which provides training to other financial planners. Guiding Wealth Management is a team-based advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes individualized investment policy statements and employs both fundamental and technical analysis in asset-allocation-driven portfolio construction.

Michael Noel is a financial advisor with Taylor Stephens, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Wells Nelson & Associates, Braymen, Lambert and Noel Securities Ltd., Credit Suisse Securities, and Pershing LLC. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media start-up. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes strategic asset allocation and diversification, managing assets through both discretionary and non-discretionary programs.