Anna Rice is a financial advisor with Brokaw Rice Investment Advisors, Incorporated, holding a Series 65 credential and 28 years of industry experience. She has worked at several firms including Frontier Communications, Hilton, Keurig Dr. Pepper, AT&T Corporation, and currently Servicenow, where she serves as a Talent Solutions Director responsible for human resources talent acquisition. Rice has been affiliated with Brokaw Rice Investment Advisors since 2016. Brokaw Rice Investment Advisors, Incorporated is a small registered investment adviser managing discretionary portfolios primarily for individual brokerage, trust accounts, and IRAs. The firm employs a value-based investment approach focused on dividend-paying companies and utilizes valuation metrics such as price-to-earnings and free cash flow yield to guide portfolio construction.

David Much is the founder of Much Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including 17 years managing Much Wealth Management and over two decades in insurance services. He is also president and owner of an insurance business providing group and individual life, health, dental, and long-term care products. Much Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, fundamental analysis-based portfolio management, often utilizing third-party independent managers to construct diversified portfolios with low-cost mutual funds, ETFs, individual securities, and alternative investments.

Patrick Freeman is a CFP® with 20 years of experience in financial advisory services. He is the founder of Freeman Wealth Management in Dallas, TX, where he has worked since 2006, including under related entities. Outside of his advisory work, Mr. Freeman is an independent insurance agent in Amarillo, TX. Freeman Wealth Management provides investment management, financial planning, and retirement plan services to individual and high-net-worth investors as well as pension and employer plan sponsors. The firm employs a mix of passive and active strategies based on asset allocation and modern portfolio theory and is notable for its pension consulting and retirement-plan management services.

Dustin Tondre is a CFP® professional with 19 years of industry experience, currently serving at TL Private Wealth in Southlake, TX. He has been with HPC Wealth Advisors L.L.C. since 2013. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis for security selection.

William Stahl Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Storgate, LLC since 2025. Prior to joining Storgate, he spent 25 years at Bessemer Trust Company. Storgate provides wealth advisory and investment management services primarily to ultra-high-net-worth individuals, families, foundations, and trusts. The firm employs a bespoke, long-term investment approach emphasizing diversified portfolios across public and private markets, including private equity and alternative investments, supported by its Storgate 360° platform for consolidated reporting and oversight.

Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.

Arpit Sogani is a financial advisor at Vision Research, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has worked at Vision Research since 2016 and was previously associated with the SMU Cox School of Business for two years. Vision Research provides qualitative research and analytical services on U.S. equities primarily to hedge funds and mutual funds. The firm operates on a subscription-fee model and serves exclusively institutional clients without managing client accounts or exercising trading discretion.

Roger Allen is the sole advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with nine years of industry experience. He has operated Pathway Wealth Management since 2016 and concurrently maintains a career as a self-employed attorney since 2006. Pathway Wealth Management, LLC provides discretionary investment management and financial planning services to high-net-worth individuals and family entities. The firm employs an active equity management approach, combining fundamental and technical analysis to build concentrated portfolios, and manages accounts with attention to tax implications while generally avoiding margin and options.

Krishna Velaga is a Series 65-licensed advisor with Velaga Advisors in Allen, TX, bringing two years of industry experience. He previously worked at Texas Instruments for 28 years. Outside of advisory work, he is involved in managing several property ownership entities. Velaga Advisors is a boutique registered investment adviser serving individual and high-net-worth clients, focusing on family relationships. The firm integrates discretionary portfolio management with financial and tax planning, utilizing fundamental and quantitative analysis combined with tax-aware portfolio construction.

Nicholas Lehman is a financial advisor at Spectrum Advisors, Inc. in Plano, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and client account aggregation through eMoney.

Ryan Huey is a CFP® with 23 years of industry experience, currently serving as an advisor at RoseRock Wealth Management, LLC in Dallas, TX. He has been with RoseRock since 2017 and has longstanding ties to Perryman Securities, Inc. and Perryman Financial Advisory, Inc. since the late 1990s and early 2000s. RoseRock Wealth Management is a small SEC-registered advisory firm managing approximately $215 million for about 72 clients, offering wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, pensions, and charitable organizations. The firm’s investment approach emphasizes long-term strategies grounded in modern portfolio theory, using primarily ETFs and mutual funds, and it distinguishes itself through selective use of margin borrowing and institutional fund options.

Andrew Gularte is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Titleist Asset Management, LLC and its affiliated entities, having joined in 2026. His prior experience includes roles at AW Securities, Allworth Financial, Fidelity Brokerage Services, F45 Training, and MedImpact. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion for about 1,600 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a multi-advisor team approach.

William Taylor is a financial advisor at Hartmann Taylor Wealth Management, LLC in Dallas, TX, with 26 years of industry experience. He holds a Series 63 designation and previously worked at Cypress Wealth Management, LLC for 13 years. Taylor serves on the boards of the Dallas A&M Club and the 12th Man Foundation as a volunteer. Hartmann Taylor Wealth Management is a single-advisor independent registered investment adviser that provides discretionary asset management, financial planning, and family office services. The firm serves individual, high-net-worth, charitable, and institutional clients, employing modern portfolio theory and offering tailored family office coordination.

Thomas Young is a financial advisor with 51 years of industry experience, currently practicing at 7th Harvest Investments since 2017. He holds Series 63 and Series 65 licenses and previously worked at SWS Financial Services - Hilltop for 23 years. 7th Harvest Investments serves individual clients, including high-net-worth individuals, and organizational clients such as retirement plan sponsors. The firm offers fee-based portfolio management, retirement plan investment consulting, and model portfolio services, utilizing a combination of charting, fundamental and technical analysis across various investment strategies.

Chad Rose is a financial advisor at Olympus Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Bank of America and Merrill. Outside of his advisory role, he holds a secretary position at a family-run business, Rose Management Inc., without active duties or compensation. Olympus Capital, LLC provides asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios across various asset classes and offers both discretionary and non-discretionary services.

Santiago Fernandez Sordo is a financial advisor at FESC Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked in several financial institutions, including Scotiabank and Banorte. He also serves as Deputy Director of Economic Analysis at Intercam, where he conducts macroeconomic research and analysis. FESC Asset Management provides discretionary portfolio management and investment supervision for individual clients and selected entities, employing a flexible, multi-asset global macro strategy that includes long and short positions across various asset classes. The firm combines quantitative analysis and algorithmic trading, manages accounts on a discretionary basis, and engages in complex, cross-border markets with a focus on performance-fee arrangements and operational ties to Mexico.

Graham Strickland is an Investment Advisor Representative at S&S Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc. and Triad Advisors Inc. Strickland is also president of Strickland Financial Group LLC, an insurance agency, and serves on the executive board of the Longhorn Council Boy Scouts of America. Additionally, he owns Treetop Flyers LLC, a media company, and is involved in managing vacation rental properties through Atlas M Holdings, LLC. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios tailored to clients’ objectives and risk tolerance.

Matthew Cloud is a financial advisor at R.J. Cloud Advisors & Company in Dallas, TX, holding a Series 65 designation with one year of industry experience. He also operates MGC Law Firm PLLC as a sole practitioner, focusing on estate planning and general law. His background includes legal practice and academic roles connected to Baylor University. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office and retirement plan consulting. The firm manages approximately $150.7 million in client assets using a long-term, factor-based investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs.

Frederick Talbot is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.

Dario Saintus is a financial advisor at Acribus Capital LLC in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vicar Capital Advisors and Acribus Capital Sports & Entertainment. Acribus Capital provides investment management, private wealth management, and bespoke family office services primarily to high-net-worth individuals and family offices. The firm’s investment approach combines macroeconomic, fundamental, and technical analysis to support strategic asset allocation and offers specialized strategies including capital appreciation and options-based income.