Wesley Pingelton is a CFP®, CFA®, and Series 66 licensed advisor with 22 years of industry experience. He has worked at Fullcircle Wealth LLC since 2012 and was previously with Triad Advisors, Inc. for 11 years before joining Northill Aims, LLC in 2025. Outside of his advisory role, he is involved in youth and adult soccer organizations in Texas, serving on the board of a youth soccer club and assisting with business practices for related sports groups. FullCircle Wealth serves individuals, high-net-worth clients, estates, partnerships, charitable organizations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm builds customized asset allocation strategies and utilizes third-party tools for risk profiling and reporting, distinguishing itself by incorporating derivatives and allowing margin in certain client portfolios.

Timothy Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has operated Alcove Senior Advocates, a senior housing referral business, since 2017 and owns Aero Magister, LLC, through which he provides flight instruction and volunteer pilot services. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning alongside discretionary and non-discretionary investment management. The firm incorporates fundamental, technical, and cyclical analysis in portfolio construction and employs derivative instruments as part of its risk management and return-targeting strategies.

Glenda Lenox is a financial advisor with Castellano Wealth Planning in Plano, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has operated as a sole proprietor since 2015. Outside of her advisory work, she is also a licensed health insurance agent. Castellano Wealth Planning is an independent firm that provides discretionary asset management and financial planning services to individuals 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 and ETFs, model portfolios, and sub-advisor strategies, offering financial planning at no additional charge.

Clay Daniels is a financial advisor at Daniels & Erickson Financial Advisors, LLC with 22 years of industry experience. He holds the Series 65 designation and has been with Daniels & Erickson since 2002. In addition to his advisory role, Daniels is an accountant at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plans, and business entities. The firm manages approximately $213.6 million for about 60 clients, employing a customized asset-allocation process with ongoing monitoring and rebalancing that incorporates both fundamental and technical analysis. The firm's affiliation with a full-service CPA practice allows coordination of tax planning, charitable gifting, and estate work alongside investment advice.

Zackary Smutzer is a CFP® and holds a Series 65 license with one year of industry experience. He joined Sage Wealth Planning in 2025 after working at Carter Advisory Services for one year and spent four years at Texas A&M University prior to entering the financial advisory field. Sage Wealth Planning offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive, risk-based investment approach using diversified portfolios that include mutual funds, ETFs, stocks, fixed income, and other securities.

David Nelson is a CFP® professional with 23 years of industry experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2002. He is also a shareholder and tax accountant at Daniels & Erickson, P.C., where he manages tax client relationships and prepares tax returns. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plan participants, and business entities. The firm integrates its investment approach with tax planning through its affiliation with a CPA firm, focusing on customized asset allocation and ongoing portfolio management.

Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Clifford Brott Jr. is a CFP® with 54 years of experience in the financial industry. He has been with Capital Ideas since 1995 and also worked at Alliance Financial Group, Inc. and Rhodes Securities, Inc. Brott serves as a board member for the Network of Community Ministries, a social services organization in Richardson, Texas. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, and retirement plans, utilizing a combination of fundamental and technical analysis along with proprietary trading models. The firm also offers third-party manager selection, model portfolios, and subadvisory services to other registered investment advisers.

Gary Brittain is a financial advisor at Legacy Folios in McKinney, TX, holding a Series 65 designation and bringing 18 years of industry experience. He previously worked at AssetBuilder for 15 years before founding Legacy Folios in 2022. Legacy Folios offers discretionary portfolio management to individuals and high-net-worth clients, emphasizing modern portfolio theory and a long-term investment horizon. The firm manages approximately $70 million in assets across about 60 client relationships, creating customized Investment Policy Statements and utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Roger Shake is a CFP® professional with 30 years of industry experience. He has served at Legacy Consulting Group since 1999 and at Perryman Securities, Inc. since 2004. Legacy Consulting Group advises individuals, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial life planning, and special-project consulting. The firm employs a combination of quantitative screening and qualitative due diligence within a progressive capital-allocation framework, utilizing mutual funds, ETFs, individual securities, and alternative vehicles.

Chester Anderson III is a CFP® professional at 7th Harvest Investments in Dallas, TX, with 12 years of industry experience. He has been with 7th Harvest Investments since 2015. Outside of his advisory role, Anderson is involved in nonprofit activities, serving as treasurer for Westside Baptist Church and Real Life Ministries, and markets biblical study materials through a related business. 7th Harvest Investments provides fee-based investment management and retirement plan consulting to individuals and organizations, including high-net-worth households and plan sponsors. The firm uses a combination of charting, fundamental and technical analysis, and offers both direct portfolio management and model-based services.

Stanley Pyndus Jr. is a financial advisor with Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Shade Tree Partners since 2009. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans, providing portfolio management, investment policy development, and financial planning. The firm uses a mix of fundamental, technical, cyclical, and charting analysis, incorporating country GDP forecasts, and favors broad exposures such as index funds and ETFs.

Jeffrey Reddick is a CFP® professional with 24 years of experience in financial advisory services. He is currently with WG Plan LLC and has prior experience at Proline Investment Management, Reddick Consulting, and Guideline Capital Management. Outside of his advisory work, he manages a litigation finance business and provides life insurance, annuities, long-term care, and disability insurance solutions to clients. WG Plan LLC provides asset management and financial planning services to individual and high-net-worth clients, utilizing a mix of fundamental and technical analysis alongside a proprietary quantitative model to manage portfolios. The firm’s legal and insurance affiliations and a hands-on approach distinguish it within its market segment.

Eli Tabaria is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Pinecrest Advisory Services, LLC. His prior roles include positions at Stifel Nicolaus & Co Inc and Merrill Lynch Wealth Management. Outside of his advisory work, he is active in nonprofit organizations, serving on the board of the Jewish Federation of Dallas and as a principal member of IJF Outreach. Pinecrest Advisory Services provides portfolio management and pension consulting services to institutional clients, charitable organizations, and business entities. The firm offers discretionary portfolio management across a wide range of investments and employs a combination of charting, fundamental, quantitative, and technical analysis tailored to client goals and risk tolerances.

Drew Harris is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Shade Tree Partners since 2009. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million across about 60 clients, employing a mix of fundamental, technical, cyclical, and charting analysis while favoring broad exposures such as index funds and ETFs.

Jerod Brockelman is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is affiliated with Eubank, Hutson & Associates, LLC and Addington Financial Group, where he works as an investment adviser representative. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by providing discretionary portfolio management, financial planning, and single-subject consulting. The firm’s investment approach integrates technical and fundamental analysis with modern portfolio theory and utilizes both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

Patrick Pope Jr. is a financial advisor with HG Tailored Financial Services in Dallas, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Patrick has worked at multiple firms including LPL Financial and BB&T entities, and operates his own sole proprietorship. 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 uses a mix of fundamental, technical, and charting analysis to develop customized investment programs aligned with clients' goals and risk tolerance.

Stephen Blum is a CFP® and ChFC® with 22 years of experience in financial advising. He is the sole advisor at Strategic Wealth Planning and has held roles at Realta Equities, Inc. since 2018 and Purshe Kaplan Sterling Investments from 2009 to 2018. Blum is also involved with Levine Academy in Dallas, TX. Strategic Wealth Planning, operating as Blum Financial L.P., provides investment advisory and financial planning services to individuals, families, businesses, and plan sponsors. The firm offers both discretionary and non-discretionary portfolio management, pension consulting, and financial planning, with additional services including bookkeeping, tax preparation, and insurance through affiliated businesses.

Jeffrey Parkhurst is a financial advisor with Halcyon Global Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has worked at Halcyon Global Advisors since 2014 and previously spent 17 years at LPL Financial, LLC. Halcyon Global Advisors provides discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other entities. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory, managing accounts primarily on a discretionary basis and offering wrap-fee programs that consolidate management and transaction costs.

Gerrond Mckee is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Lifeway Financial Corporation since 2009. Lifeway Financial Corporation advises individual and high-net-worth clients by providing personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million across about 168 client relationships, emphasizing asset allocation, diversification, and including private placements and other illiquid investments in its portfolios.