Stanley Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Allred Capital Management, LLC. Outside of his advisory role, he serves as Vice President of Endowment on the executive board of the Circle Ten Council, Boy Scouts of America, and is involved with the Baylor Oral Health Foundation’s endowment committee. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, using a variety of investment strategies including options trading and margin, and sponsors its own wrap fee program alongside institutional platform support.

Nathaniel Thiemann is a financial advisor at Exemplar Wealth Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Conley Rose and NYLIFE Securities LLC. Outside of his advisory work, he performs light consulting for a law firm specializing in AI and cybersecurity intellectual property. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and fixed-fee financial planning. The firm emphasizes client-specific investment policies and employs multiple analytical methods with a long-term trading approach.

Landon Vaughan is a financial advisor with Spectrum Strategies, L.L.C. in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. He has previously worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. Vaughan is a managing partner of Spectrum Wealth Strategies, LLC, where he is involved in operational decisions. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting engagements, focusing on retirement, education funding, risk management, estate and tax analyses, and business succession. The firm provides non-discretionary investment advice without managing client assets and operates on engagement-specific fees, coordinating with third-party managers for implementation.

Evan Koch is a financial advisor at EDK Advisory in Frisco, TX, holding a PFS™ designation and a Series 65 license with 21 years of industry experience. Prior to founding EDK Advisory, he worked for J.E. Simmons & Co. for 10 years. He also operates EDK Tax Services PLLC, a tax and accounting practice affiliated with his advisory firm. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios primarily with diversified mutual funds and ETFs, managing accounts on a discretionary basis with a focus on both long-term strategies and tactical adjustments.

Denver McClure is a Series 65-licensed financial advisor at Nashional Investments in McKinney, TX, with five years of industry experience. His background includes seven years of service in the United States Marine Corps and ongoing employment at Amazon.com since 2016. Nashional Investments serves individuals and business owners, including high-net-worth clients, by providing portfolio management, hourly financial advising, and specialized real estate consulting such as 1031 exchange replacement-property identification. The firm advises on both traditional investments and selected alternatives, using a variety of analytic methods and trading strategies while offering a broad set of affiliated non-investment services.

John Brown Jr. is a CFP® with 57 years of industry experience, serving as president of Brown and Brown Financial Services, Inc. and Brown and Brown Securities, Inc. since 1984. He is based in Dallas, TX, and has been with his current firms for over four decades. Brown and Brown Financial Services provides discretionary investment management for individuals, retirement accounts, businesses, and trusts, overseeing approximately $91 million. The firm employs a long-term, asset-allocation investment approach focused on high-quality equities and investment-grade fixed income, tailoring portfolios to individual client objectives.

Douglas Wall is a financial advisor with 1836 Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has previously worked at Grey Rock Asset Management, LLC and Raymond James & Associates. Outside of his advisory role, Wall is a partner in YardSale Texas, LLC, a business that sells overstocked items through multiple channels including online platforms. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership strategy combined with a variety of investment approaches tailored to client objectives, utilizing subadvisers to implement portfolio models.

Steven Wachs is a CFP® professional with 39 years of industry experience. He has worked at Legacy Consulting Group since 1999 and Perryman Securities, Inc. since 2004. Based in Plano, TX, Mr. Wachs holds Series 63 and Series 65 licenses. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities, managing approximately $366 million in discretionary assets. The firm uses a combination of quantitative research, qualitative manager due diligence, and a multi-level capital allocation framework to build portfolios that include mutual funds, ETFs, individual stocks, and alternative strategies.

Joseph Penner is a financial advisor at Fireside Capital Advisors in Dallas, TX, with 33 years of industry experience. He has been with Fireside Capital Advisors and its predecessor entities since 2015. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning services, utilizing globally diversified portfolios and a range of investment strategies tailored to client needs.

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, holding a Series 65 credential with four years of industry experience. Prior to her current role, she worked at Belay Inc. She is also a licensed life insurance agent, providing insurance sales and policy reviews. Brindle & Bay Financial Advisors offers financial planning and discretionary portfolio management for individual and high-net-worth clients, using tailored strategies based on clients’ goals, risk tolerance, and time horizons. The firm employs a dynamic asset allocation approach and retains discretion over portfolio implementation and monitoring.

Nicolas Davis is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Brindle & Bay Financial Advisors, LLC and has prior experience with Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he was involved with Candy Benefits, LLC for 16 years and Good Times Gold, LLC for 7 years. Brindle & Bay Financial Advisors provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, using tailored strategies based on client goals, risk tolerance, and time horizon. The firm utilizes an asset allocation framework with dynamic weighting and third-party model portfolios, while retaining discretion over implementation and monitoring.

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.

Ethan Mayo is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Private Client Services and Fidelity Investments. Mayo’s background includes diverse work experience outside finance, such as roles in property management, fitness, and hospitality. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management through wrap-fee accounts and provides financial planning and pension consulting, employing a range of investment strategies guided by fundamental, technical, and cyclical analysis.

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.