Mitchell Kramer is a CFP® with 30 years of experience in the financial industry, currently serving at Fluent Financial, LLC in Dallas, TX. He has worked at Fluent Financial since 2005 and previously spent over a decade with LPL Financial. Outside of his advisory work, he is a driving instructor and coach for both a national auto racing association and the Porsche Club of America, and he serves on the advisory council for the Texas Tech Rawls School of Business. 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 primarily through wrap-fee accounts, employing a range of strategies including fundamental, technical, and cyclical analysis, along with pension consulting and participant education services.

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 firms including Bank of America, Merrill, and several wealth management companies before joining Olympus Capital in 2020. He is involved in a family business, Rose Management Inc., where he holds a non-operational secretary position. Olympus Capital provides asset management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to manage diversified portfolios and offers both wrap and non-wrap account structures.

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 18 years of industry experience. He holds the Series 66 designation and has worked with firms including Triad Advisors Inc and OSAIC. Outside of his advisory role, he serves as an executive board member for the Longhorn Council Boy Scouts of America and is involved in youth development through Scouting Arlington, Inc. He also manages several business ventures, including an insurance agency and a digital media company. S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, focusing on discretionary and non-discretionary portfolio management. The firm employs a tactical strategy combining technical charting and fundamental research, managing a diverse range of securities for approximately 315 clients.

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.

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.

Amanda Farrar is a financial advisor at PMG Family Office, LLC with a Series 65 designation and over a decade of industry experience. She previously worked at Fannie Mae for twelve years and has held roles at SoFi and Fay Servicing. PMG Family Office, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management and consulting across a wide range of asset classes and planning areas. The firm combines a family-office style service with active use of derivatives and structured products, employing both in-house oversight and third-party sub-advisors.

Randy Humphreys II is a financial advisor at Glynn Capital Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets and Woodforest National Bank, where he served as Executive Vice President. Outside of his advisory role, he is president of Glynn Consulting Services, providing consulting to small family offices. Glynn Capital Advisors serves family offices, high-net-worth individuals, trusts, estates, and charitable organizations, offering fee-based investment advisory and custom portfolio management. The firm employs a tactical asset-allocation approach using short-term shifts and fundamental analysis across a broad range of instruments while maintaining a small, concentrated client base focused on family-office work and alternative investment consulting.

Scott Scherer is a CFP® with 31 years of industry experience and is the principal at Scherer Financial Advisory Services, LLC in Dallas, TX. His prior experience includes roles at Raymond James Financial and Scherer & Gabelmann, LLC. In addition to his advisory work, he operates an accounting practice where he provides tax preparation and consulting services. Scherer Financial Advisory Services offers portfolio management, limited financial planning, and consulting to individual and high-net-worth clients. The firm uses a modern portfolio theory framework and provides both discretionary and non-discretionary account options, with services that include an IPO Access Program and insurance product offerings through licensed representatives.

Carlos Butcher is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Birch Capital Management, LLC since 2019 and previously spent seven years at Taylor Investment, Ltd. He is based in Fort Worth, TX. Birch Capital Management, LLC offers discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm manages approximately $260 million in assets and focuses on customized portfolios that include a variety of investment types, along with trustee and financial planning services.

Sonja White is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, with 39 years of industry experience. She holds the ChFC® designation and Series 63 license. Her career includes roles at Silver Oak Securities, Inc., General American Life Insurance Co, and over four decades as an independent insurance agent selling life, health, and disability insurance. Fortune Wealth Management provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans, trusts, and business entities. The firm employs an asset-allocation approach informed by risk tolerance and uses multiple methods of securities analysis, managing approximately $396 million in assets.

Carter McMillan is the sole advisor at McMillan Capital Management, LLC in Dallas, TX, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience and has led his firm since 2007. Outside of his advisory role, he is a member of MHP Ventures I, LLC and MHP Ventures II, LLC. McMillan Capital Management provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, family entities, and charitable organizations. The firm employs a fundamentally driven investment process focused on intrinsic value and offers a range of strategies including equities, bonds, options, and private investments, with an emphasis on tax efficiency and customized client management.

Gregory Hutto is a CFP® and CFA® with 22 years of industry experience. He has been with Heritage Retirement Advisors, LLC since 2012 and is also the owner of Heritage Tax Advisors LLC. Hutto holds insurance agent licensure in the state of Texas. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm employs a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management using model-based allocations.

Marisa Lockhart is a CFP® professional with 16 years of industry experience. She has worked at Caprock Capital Advisors Inc. since 2018 and previously spent nine years at Raymond James Financial Services, Inc. Caprock Capital Advisors serves primarily high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and acting as the primary financial adviser. The firm employs fundamentally driven, dynamic asset allocation models and incorporates alternative investments for diversification, managing approximately $98.8 million in client assets as of December 31, 2024.

Laura Cordell is a financial advisor at Womack Financial LLC in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at CFO4LIFE, Ausdall Financial Partners, Inc., Vogel Financial Advisors, LLC, and Perryman Securities, Inc. Womack Financial LLC provides discretionary portfolio management and retirement-plan consulting primarily to individual and high-net-worth clients, as well as institutional plan sponsors. The firm uses a combination of fundamental and quantitative analysis with an emphasis on long-term equity strategies and manages a private pooled vehicle focused on U.S. small-, micro-, and nano-cap equities.

Cheryl Quisenberry is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach supported by fundamental, quantitative, and technical analysis.

Thomas Hatfield III is a CFP® and Series 63 license holder with 56 years of experience in the financial industry. He is currently with Family Freedom Wealth Management, LLC and has held previous roles at Spectrum Wealth Management, First Financial Coaching, Inc., Triad Advisors, Inc., and Osaic FS, Inc. Thomas also operates his own insurance agency focused on life insurance sales. Family Freedom Wealth Management is a small advisory firm providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm uses a goal-based, allocation-focused approach grounded in Modern Portfolio Theory, with discretionary trading authority and quarterly account reviews.

Gregory Wilson is the sole advisor at 323 Wealth Management, LLC in Flower Mound, TX. He holds CFP® and CFA® designations and has 21 years of industry experience, including 11 years at Charles Schwab. He is also a licensed insurance agent, with a minor part of his practice involving insurance sales. 323 Wealth Management is an independent advisory firm serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm offers managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets using a third-party aggregation platform.

John Kvale is a CFP® and CFA® with 30 years of industry experience. He has been with J.K. Financial, Inc. in Dallas, TX since 2005. J.K. Financial, Inc. provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs both fundamental and technical analysis with a long-term investment approach, incorporating options contracts and tailoring portfolios to client goals and risk tolerance.

Jeremy Andries is a CFP® professional with 20 years of experience in financial advising. He is currently with Flourish Financial Planning, where he has worked since 2020. Prior to this, he held roles at Guidestone Financial Services and related entities from 2009 to 2018. Outside of financial advising, he owns and operates Andries Tax Service LLC, providing individual and small business income tax preparation. Flourish Financial Planning serves individual, high-net-worth clients, and corporations, offering discretionary portfolio management and comprehensive financial planning. The firm uses a passive investment approach based on Modern Portfolio Theory and provides additional services such as employer-funded wellness meetings and limited tax-preparation options through an affiliated entity.