Gerald Materne is a CFP® with 14 years of industry experience and is currently a principal at Ideology Wealth Advisors, LLC. He previously operated Materne Wealth Strategies, LLC and has held insurance licenses since 1984, assisting clients with life insurance, disability insurance, and annuities in multiple states. Ideology Wealth Advisors primarily serves high-income individuals, including medical doctors and dentists, as well as qualified retirement plans. The firm employs a long-term, value-oriented investment approach incorporating fundamental, technical, and charting analysis, offering customized portfolio management and access to complex investment opportunities.

Mark Rhodes is the principal advisor at HScore Advisors LLC in Dallas, TX, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, J.P. Morgan Securities, and NXG Investment Management. In addition to his advisory work, he provides leadership and executive training and coaching through Rhodes Consulting. HScore Advisors serves individual and business clients with discretionary portfolio management and a subscription-based service. The firm employs a proprietary, patented methodology called RMAP to score risk and securities, combining quantitative, fundamental, and technical analysis for portfolio construction.

David Freeze is a financial advisor with FS Financial Advisors, LLC in Dallas, TX, holding the PFS™ designation and seven years of industry experience. He has worked at FS Financial Advisors since 2018 and concurrently at Freeze Sulkov & Associates CPA's, PC since 1999. Outside of his advisory role, he is involved in managing a holding company with interests in oil, gas, and healthcare, and he is a partial owner of a local fitness center where he handles accounting. FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors and participants. The firm constructs individualized portfolios using a variety of asset types and employs both fundamental and technical analysis, coordinating tax and wealth management services through its affiliation with an accounting firm.

Ian Cobb is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at GuideStone Capital Management and TD Ameritrade. Fluent Financial is a registered investment adviser managing approximately $330 million on a discretionary basis for individuals, trusts, pension plans, and business entities. The firm offers asset management through wrap-fee accounts, financial planning, and pension consulting, employing a range of strategies including fundamental, technical, and cyclical analysis combined with third-party manager due diligence.

Steven Early is a CFP® with 16 years of experience in financial advisory, currently serving at ClearPoint Wealth Management in Colleyville, TX. He founded and continues to operate the law firm Steven A. Early, P.C., where he focuses on estate planning, general legal advice, and elder law. Prior to joining ClearPoint, he spent 16 years at Steward Financial Group. ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm combines passive and active investment strategies and offers discretionary portfolio management alongside limited-scope financial planning, with additional services such as basic estate planning and tax preparation available to qualified clients through independent third parties.

Alexander Wilson is a financial advisor at Provident Financial Planning, LLC in Plano, TX, holding a Series 65 designation. He has one year of industry experience, previously working at Navy Federal Credit Union and serving five years in the U.S. Navy. Provident Financial Planning provides asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a mix of fundamental, technical, and cyclical analysis in portfolio construction and offers both discretionary and non-discretionary management tailored to client needs.

Jordan Young is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fireside, he has worked at DEPCOM Power, Inc. since 2019 and previously at American Airlines, Inc. from 2016 to 2019. Outside of advising, he is involved in operations, supply chain, and finance support at DEPCOM Power, an energy solutions company. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and manages portfolios tailored to clients’ goals and risk parameters using a globally diversified mix of asset classes and a variety of investment strategies.

Anders Ting is a financial advisor at TKC Wealth Management LLC in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank and Comerica Securities, Inc. Outside of his advisory role, Ting is involved in mortgage loan origination through Loan Smart Mortgage LLC. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients by providing portfolio management, retirement and pension consulting, and advisor selection. The firm employs a combination of fundamental analysis and strategic asset allocation across a broad range of investment types and offers educational seminars and workshops for clients.

Ian O'Shea is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of experience in the financial services industry. He has worked at Columbia Management Investment Distributors Inc since 2015. He is also licensed as an insurance agent, involved in the sale of life insurance, fixed annuities, long-term disability, and long-term care products. Scherer Financial Advisory Services, LLC provides portfolio management, limited financial planning, and consulting services to individual and high-net-worth clients. The firm applies a modern portfolio theory framework and offers both discretionary and non-discretionary account arrangements, managing approximately $158 million in assets.

Tina Hernandez is a financial advisor at Rival Capital Management, LLC with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including SUB Saharan Opportunity Fund, Norcap Investment LP, and Tugar Capital Management. Rival Capital Management, LLC is a registered investment adviser that serves individual and high-net-worth clients through discretionary portfolio management and project-based financial planning. The firm tailors investment strategies to client objectives and maintains a small client base with a high account minimum.

Tana Pennington is a financial advisor with The Lynd Group Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has also worked as an independent insurance agent since 2014, providing health and life insurance sales and services. The Lynd Group Advisors offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm emphasizes coordinating annuity contract management with insurance carriers and providing educational seminars and secure client portals.

Richard Raizes is a financial advisor at Plutus21 Capital Management, L.L.C. based in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Pari Capital USA, LLC since 2021 and has been a partner at Plutus21 Blockchain Capital, LLC since 2017. Mr. Raizes also serves as Co-head of the firm’s Investment Committee. Plutus21 Capital Management provides discretionary separately managed account services primarily to institutional investors and high-net-worth individuals, combining digital assets with traditional securities. The firm employs thematic SMAs with a long-term orientation while allowing tactical trades, offering portfolios that integrate blockchain-focused strategies alongside traditional market investments.

Edward Farmer is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Solutions 4 Wealth since 2007 and is also associated with Advanced Planning Incorporated as an insurance agent. Solutions 4 Wealth is a team-based registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing portfolio monitoring, and financial planning services.

James Harris is a financial advisor with Allred Harris Wealth Management in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2013 to 2018 before joining Allred Capital Management, LLC in 2018. Outside of his advisory role, Harris is a business owner and partner in Funkys LLC, where he is involved in managing expenses and bill payments. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm delivers both discretionary and non-discretionary services, emphasizing client-specific financial profiles and investment plans, and employs a range of strategies including options trading and limited use of margin.

Christopher Scott is a financial advisor at Combs Capital Partners with three years of industry experience. He holds a Series 65 designation and has worked at Combs Capital Partners since 2022. Prior to his advisory role, Scott has held operations management positions in the energy sector, including his current role at Energy Transfer where he manages assets, budgets, and personnel. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for around 100 clients. The firm offers active asset management, tailored portfolio services, and financial planning, employing a combination of fundamental, technical, and cyclical analysis to pursue long-term, model-based strategies aligned with client objectives.

Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2007 to 2008. Schlauch has a minority partnership interest in a family-owned real estate services business with no active duties. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven strategy incorporating long-term positions, short selling, derivatives, and event-driven trades within a defined risk framework.

Eric Meyer is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Greenfield Seitz Capital Management 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 discretionary assets. The firm uses fundamental analysis and employs strategies including asset allocation, individual security selection, and advanced instruments such as short sales and options writing, with all management conducted in-house on a discretionary basis.

Justin Hunter is a CFA charterholder and financial advisor with six years of industry experience, currently serving at Ridgewood Wealth Management LLC since 2020. He also holds a non-investment role as Senior Director of Finance at HealthMarkets, Inc., where he has been employed since 2004. Ridgewood Wealth Management serves high-net-worth individuals and small businesses, providing tailored investment management and financial planning through an active management approach that includes ETFs, mutual funds, individual equities, and fixed-income instruments. The firm manages approximately $21.6 million in assets across a limited number of client relationships.

Christopher Leap is a CFP® with 30 years of industry experience and has been a principal at Leap Wealth Management since 2010. He holds a Series 63 license and is based in Dallas, TX. Outside of his advisory work, he serves on the board of the Bill Rompf Junior Tennis Foundation. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, employing a range of active strategies including derivatives, options, private equity, and digital asset investments.

Brian Nerney is a financial advisor at Sundial Capital Management, L.P. with 20 years of industry experience. He holds a Series 65 designation and has been involved with multiple businesses concurrently, including roles at Fenix Parts, Schwizer RSG, RFJ Auto Partners, and others. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, employing a flexible, research-driven strategy that combines long-term positions with the use of derivatives, short selling, and event-driven trades within a defined risk framework.