Katherine Nolte is a financial advisor with Holland Investment Management, Inc. and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, with prior roles at firms including Tamp Advisory Solutions, Trinity Portfolio Advisors, Mass Mutual Investors Services, and Osaic FA. Outside of her advisory duties, she is involved in consulting through Pride Financial Consulting and serves as an insurance agent. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing around $64 million in client assets. The firm uses a Global Macro, top-down allocation approach across multiple asset classes and emphasizes wrap-fee accounts with no transaction costs, while also maintaining a 401(k) consulting practice.

Shaylor Smith is a financial advisor at Pro Capital Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth and Bethesda Community Church. In addition to his advisory role, Smith is a licensed insurance agent with Pro Capital Insurance Agency LLC. Pro Capital Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm combines discretionary account management with pension consulting and utilizes third-party technology and model providers to implement investment strategies focused on equities, mutual funds, ETFs, fixed income, and insurance products.

Christopher Buck is a financial advisor at Harvester Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Tidal ETF Services, Toroso Investments, and Robo Global Capital Management. Buck is also the CEO of DEA Wealth, LLC, a consulting firm providing services to ETF issuers and index providers. Harvester Wealth, LLC serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, offering diversified portfolio construction and ongoing supervision across various asset classes.

Geoffrey Lester George is a financial advisor with Lifetime Capital Planning Group LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Lifetime Capital Planning Group since 2017 and previously at Retirement Wealth Advisors and Gradient Investments, LLC. In addition to his advisory role, he operates a sole proprietorship focused on fixed insurance sales. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and managed access to held-away retirement accounts. The firm employs a client-tailored investment approach that combines fundamental and cyclical analysis, and it regularly offers public educational seminars without fees.

Jack Simmons is a financial advisor at J.E. Simmons & Co., P.C. in Dallas, TX, holding a Series 63 designation with 28 years of industry experience. He has been with J.E. Simmons & Co., P.C. since 1997. J.E. Simmons & Co., P.C. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines investment supervisory services and financial planning with accounting, tax preparation, and business analysis, managing client portfolios through a formal planning process that incorporates asset allocation, fundamental and technical analysis, and both long- and short-term strategies.

Andrew Miller is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Vision Research, LLC since 2015, where he is one of three advisors. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers such as hedge funds and limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas primarily through subscription-based reports and alpha-capture platforms.

Taylor Dennis is a CFP® certificant with nine years of industry experience, currently serving as an advisor at Altius Financial, Inc. in Dallas, TX, where he has worked since 2016. Altius Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, estates, trusts, charitable organizations, foundations, and institutions, managing approximately $212 million in discretionary assets. The firm emphasizes active management focused on equities and fundamental valuation, offering ongoing portfolio supervision, periodic reporting, and coordination with outside professionals for estate, tax, and insurance matters.

Gerald Materne is a CFP® professional with 14 years of experience, currently serving at Ideology Wealth Advisors, LLC since 2021. He previously operated Materne Wealth Strategies, LLC, which is a non-investment business focusing on life insurance, disability insurance, and annuities, where he is a licensed insurance agent in four states. Ideology Wealth Advisors, LLC provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach combining long-term value investing with technical analysis and offers a range of strategies including ETFs, options, private placements, and alternative investments.

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. His prior roles include positions at GuideStone Capital Management and TD Ameritrade. Fluent Financial is a registered investment adviser serving individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management primarily through wrap-fee accounts, combining fundamental, technical, and cyclical analysis with third-party manager due diligence, and provides pension consulting including participant education.

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.

Anthony Assadi is a CFP® and CFA® with 16 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held a position at NTT Data from 2016 to 2019. In addition to his advisory role, he is licensed as an insurance agent. Alere Planning LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm often serves clients experiencing complex life transitions and manages most client assets on a discretionary basis using tailored asset-allocation strategies across active and passive investment models.

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.

Tyler Wright is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Bluegrass Legacy Planning, where he has worked since 2025. His prior experience includes roles at Triad Advisors, Charles Schwab, and Edward Jones. Wright is also involved in fixed insurance sales as a secondary business activity. Bluegrass Legacy Planning offers financial planning and subscription coaching services to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach and focuses on delivering written financial plans and coaching engagements rather than managing assets directly.

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 63 and Series 65 designations and has worked at firms including Norcap Investment LP, SUB Saharan Opportunity Fund, and Tugar Capital Management, L.P. Rival Capital Management, LLC provides discretionary portfolio management and project-based financial planning to individual and high-net-worth clients. The firm focuses on tailored investment strategies that consider clients' objectives, risk tolerance, and time horizon, using methods such as asset allocation and technical analysis.

Neal Patel is a financial advisor at MRM Financial Advisors, LLC in Frisco, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at MML Investors Services, LLC, MassMutual Life Insurance Company, Park Avenue Securities LLC, Guardian Life Insurance Company, and Memorial Hermann Health System. MRM Financial Advisors, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a long-term, diversified investment approach with strategic asset allocation, disciplined rebalancing, and tax-aware recommendations, and it incorporates third-party managers and private investment opportunities when appropriate.