John Brown Jr. is a financial advisor with Brown and Brown Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and over 58 years of industry experience. He has served as president of both Brown and Brown Financial Services, Inc. and Brown and Brown Securities, Inc. since 1984. Brown and Brown Financial Services provides discretionary investment management primarily for individuals, retirement accounts, businesses, and trusts. The firm manages portfolios using a long-term, asset-allocation approach focused on principal preservation and gradual wealth accumulation through high-quality equities and investment-grade fixed income.

Steven Wachs is a CFP® professional with 39 years of experience in financial advising. He is currently with Legacy Consulting Group and has prior experience at Perryman Securities, Inc. and The Mather Group, LLC. Legacy Consulting Group provides portfolio management, financial life planning, and consulting services for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of quantitative research and qualitative due diligence with a five-level capital allocation framework to guide investment decisions, typically employing 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 with Ideology Wealth Advisors, LLC, holding a Series 65 credential and having eight years of industry experience. He is also the owner of Materne Law, PLLC, where he advises clients on estate planning and legal matters, and manages the Ideology Real Estate Fund I, LLC, which focuses on single-family real estate investments. Ideology Wealth Advisors primarily serves individual, high-income clients, particularly medical doctors and dentists, and offers portfolio management and pension consulting. The firm employs a long-term, value-oriented investment approach that incorporates fundamental, technical, and charting analysis, providing tailored portfolios that accommodate client preferences and ongoing monitoring.

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.

Reed Hays is a financial advisor at DFS Advisory in Denton, TX, holding a Series 65 designation. He began his career in financial services in 2025 and has professional experience with Distinct Financial Solutions, Inc. and Team Hays Inc. dba DFS Advisory. Outside of finance, he has been involved with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing $156 million in assets. The firm uses a combination of internal management, independent managers, and a technology platform to build customized portfolios with both fundamental and technical analysis.

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.

Martin Day is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Brexton Family Financial, LLC since 2020 and previously spent ten years at Box Financial Advisors, LLC. Brexton Family Financial provides comprehensive wealth management services to individuals, non-profit organizations, and businesses, combining ongoing financial planning with discretionary portfolio management. The firm employs fundamental security analysis and Modern Portfolio Theory to build diversified, long-term portfolios tailored to clients’ investment policies and risk tolerances.

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 at Amerigo Asset Management Corporation in Dallas, TX, with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Ameriprise and Brewer Investment Advisors. Outside of advisory work, he is involved in marketing and consulting for young athletes through his firm GetReal and has worked as an insurance agent and pharmaceutical sales executive. Amerigo Asset Management Corp. provides fee-based portfolio management and advisory services primarily to individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, managing portfolios with individual equities and ETFs across various allocation strategies.

Bryan Monks is a CFP® certificant with seven years of industry experience, currently serving as an advisor at MRM Financial Advisors, LLC. His prior roles include positions at Merrill, Wells Fargo Advisors, and TD Ameritrade. Outside of his financial career, he has been a rugby referee with the Texas Rugby Referee Association since 2017. MRM Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a long-term, diversified investment strategy with customized asset allocation and access to third-party managers, and it is affiliated with accounting and insurance firms, as well as a real estate fund manager.

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.

Michael Franklin is a CFP® professional with 22 years of experience in the financial industry. He is affiliated with Asset Preservation Group, Inc., where he has worked since 2007, and previously held roles at Purshe Kaplan Sterling Investments and National Planning Corporation. In addition to his advisory work, he is employed as a pilot with American Airlines. Asset Preservation Group, Inc. advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm serves approximately 330 clients with around $321 million in assets under management, utilizing a range of investment strategies and maintaining a fiduciary role for retirement accounts.

Victor McClure is a financial advisor with McClure Capital Advisors, Inc. in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with McClure Capital, Inc. and McClure Capital Advisors, Inc. since 1994. In addition to his advisory role, he is a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and overseeing third-party subadvisors who typically use ETF-based strategies, while also offering discretionary account management.

Monalynd Young is a CFP® professional with nine years of industry experience. She has worked at ClearPoint Wealth Management since 2025, following positions at Allen Wealth Advisors, LLC, and United Capital Financial Advisors, LLC. Outside of ClearPoint, she provides advisory services to clients of Allen Wealth Advisors, LLC. ClearPoint Wealth Management serves individuals, including high-net-worth clients, offering investment management and financial planning services. The firm employs a combination of passive and active strategies, manages accounts on a discretionary basis, and provides certain estate-planning and tax-preparation services to qualifying clients through independent third parties.

Jonathan Berry is a financial advisor at TrueHaven Capital in Richardson, TX, holding a Series 65 designation with one year of industry experience. Prior to joining TrueHaven Capital, he worked at Accenture for four years. TrueHaven Capital serves high-net-worth individuals, pooled investment vehicles, corporations, and other registered investment advisers, providing asset management, financial planning, retirement-plan consulting, family office services, and alternatives advisory with a focus on discretionary and non-discretionary solutions. The firm employs both fundamental and technical analysis in portfolio construction and offers customized investment options including separately managed accounts and private fund access.

Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining TKC Wealth Management, he was associated with Landolt Securities, Inc. He is also registered as a representative at Landolt Securities, where he sells investment products. TKC Wealth Management is an SEC-registered advisory firm that serves individuals, pension and profit-sharing plans, small businesses, and institutional clients. The firm provides discretionary and non-discretionary portfolio management using a blend of fundamental intrinsic-value analysis and tactical asset allocation, offering multiple investment strategies tailored to client risk profiles.

Collins Knight is a CFP® with eight years of industry experience and is currently an advisor at Panteles Advisors. He has previously worked with firms including Ausdal Financial Partners, Stephens Inc., and Ernst & Young. Knight holds a Certified Public Accountant license in Texas and is involved in insurance sales on a limited basis. Panteles Advisors provides discretionary investment management, financial planning, and consulting services primarily to individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a strategic asset-allocation framework supported by various analytical approaches to manage customized portfolios for a select client base.