Kenneth Haines is a financial advisor at MRM Financial Advisors, LLC in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities LLC, and Guardian Life Insurance Company. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm uses fundamental security analysis and detailed client interviews to create tailored investment policy statements and manages accounts on a non-discretionary basis with custodial services through Schwab Institutional.

Matthew Ludwick is a CFP® professional with 12 years of experience in financial advising. He has been with Fowler Financial Management since 2013. Ludwick holds a Series 65 license and maintains a life and health insurance license in Texas, though he is not currently appointed with any insurance companies nor receives commissions. Fowler Financial Management serves individuals, families, trusts, and closely held companies by providing investment management, financial planning, and estate-planning support. The firm combines fundamental and technical analysis with third-party research to create tailored portfolios, operating with a small, owner-operated structure and integrating estate-planning coordination with outside counsel.

Renee Sneed is a CFP® professional with five years of industry experience, currently serving at Leo Wealth, LLC. She has held roles at BFT Financial Group, LLC, Rockwall Wealth Management, Inc., and Dirkse and Associates, Ltd., where she also works as a tax accountant in a non-investment capacity. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies with an emphasis on tax efficiency and continuous account monitoring.

Andrew Abramson is a financial advisor at Olympus Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Wealth, LA Capital Wealth Management, Wealth Watch Advisors, Bank of America, Merrill, and the University of Arkansas. Outside of finance, he is a managing partner of North Texas Warriors Select Sports, a business focused on developing young basketball players, where he is involved in operational and coaching activities. Olympus Capital, LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting and participant education. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios tailored to client objectives and manages accounts on both discretionary and non-discretionary bases.

Teresa Farmer Clemens is a financial advisor with Vega Financial LLC holding a Series 65 designation and three years of industry experience. She has a background in education, having worked for the Plano Independent School District and Texas Connections Academy. She also serves as a substitute teacher for Plano ISD on a limited basis. Vega Financial serves individual, high-net-worth, and corporate clients, offering portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by tactical analysis and options strategies, with a small advisory team providing personalized service.

David Piotrowski is a financial advisor at Waterford Capital Investment Advisory Services LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Waterford Capital since 2010. Piotrowski is also the managing member of Double Eagle Advisors, LLC, where he provides consulting services. Waterford Capital Investment Advisory Services is an SEC-registered boutique adviser serving high-net-worth individuals, families, trusts, family limited partnerships, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach, using strategic and tactical asset allocation with a focus on diversified portfolios that include exchange-traded funds, mutual funds, and private investment funds, primarily managed on a non-discretionary basis.

Valerie Field is a CFP® professional with four years at Strategic Financial Planning, Inc. and two years of industry experience. Her prior roles include work at Financial Synergies Wealth Advisors, as well as positions outside finance with Chipotle and Zoe's Kitchen. Strategic Financial Planning, Inc. advises individuals, retirement and profit-sharing plans, charitable organizations, and business entities on wealth management and financial planning. The firm employs an asset-allocation approach using exchange-traded funds and mutual funds, combining fundamental and technical analysis with both long- and short-term strategies.

Joy Simmons is a financial advisor at J.E. Simmons & Co., P.C. in Dallas, TX, holding a Series 65 credential. She has been with J.E. Simmons & Co. since 2024 and previously worked at PricewaterhouseCoopers for ten years. J.E. Simmons & Co., P.C. provides investment management and financial planning to individual and high-net-worth clients, managing approximately $213 million across roughly 300 clients. The firm also offers accounting and tax preparation services alongside its advisory business, employing a combination of asset allocation, third-party sub-advisors, and alternative investments in its portfolio management.

Matt Harrelson is a CFP® professional with 16 years of industry experience. He is currently with Principia Wealth Advisory, LLC in Dallas, TX, and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, and Fidelity Brokerage Services. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm manages approximately $225 million in client assets using a range of strategies including long-term investment, options and derivatives, with a multi-office structure and coordination of insurance services through separate arrangements.

David Oconnor is the sole advisor at Waterford Capital Investment Advisory Services LLC in Addison, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Waterford Capital entities since 1997 and serves as president of the advisory firm since 2007. Outside of advising, he owns Dipshit Radio, LLC, a business focused on communicating about sports events. Waterford Capital Investment Advisory Services LLC is an SEC-registered boutique investment adviser serving high-net-worth individuals, families, trusts, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach with strategic and tactical asset allocation, focusing primarily on non-discretionary management and using a mix of exchange-traded funds, mutual funds, and private investments.

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

John Brady Jr. is a financial advisor with Triumph Wealth Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at Leadership Financial Advisors, World Equity Group, TCM Securities, and VFG Advisors. Outside of his advisory work, he is an independent Texas state life insurance agent and managing partner of Leadership Financial Group, where he sells life, health, disability, long-term care insurance, and annuities. Triumph Wealth Advisors provides asset management, financial planning, and consultation services primarily to individual and business clients. The firm manages client portfolios on a non-discretionary basis and utilizes equities, fixed income, mutual funds, and ETFs, while also sourcing and monitoring third-party managers.

Billy Fowler is a financial advisor with Fowler Financial Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fowler Financial Management since 2003. Outside of advisory work, he has experience in independent insurance sales. Fowler Financial Management provides investment management, financial planning, estate-planning support, and consulting to individuals, families, trusts, and closely held companies. The firm manages approximately $30 million in assets and employs a combination of fundamental and technical analysis along with third-party research to develop customized portfolios, with an emphasis on estate-planning coordination and streamlined execution.

Scott Wisniewski is the founder and principal of Wisniewski Wealth Management in Dallas, TX, holding a Series 65 credential and bringing 16 years of industry experience. He has led his firm since 2009. Outside of his advisory role, he is also the founder and CEO of Arianna Insurance Advisors LLC and Arianna Tax Advisors LLC, providing insurance second opinions and tax-related advice to clients. Wisniewski Wealth Management serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering fiduciary investment management and comprehensive financial planning. The firm applies a Modern Portfolio Theory-based approach with proprietary model portfolios emphasizing strategic asset allocation, primarily using mutual funds and ETFs, and manages approximately $266 million across about 273 client relationships.

Karla Martin is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Wheat Givens Financial, Ember Financial Services, LLC, and in legal roles at The Ramage Law Group and The Law Offices of Kimberly J Munson. Outside of advising, she provides personal bookkeeping services. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs a variety of analytical methods and invests across mutual funds, ETFs, and equities while managing market, liquidity, and concentration risks.

Henri Glover is a financial advisor with HG Tailored Financial Services in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has worked with firms including Davis, Glenn, & Glover Wealth Management Services and LPL Financial. Outside of advisory services, he is involved in an independent insurance agency offering various lines of non-variable insurance. 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 develops customized investment programs based on client goals, time horizons, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with ongoing monitoring and quarterly reviews.

Venugopal Reddy is a financial advisor at FBS Securities with Series 65, Series 63, and Series 66 licenses and seven years of industry experience. His prior work includes roles at FortyTwo Capital Ltd and World Choice Securities, Inc. He is a member of the Rotary Club of McKinney and participates in its community and charitable activities. FBS Securities provides discretionary portfolio management, financial planning, pension consulting, third-party administrative services, and educational seminars to a range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis in managing portfolios and offers active trading strategies and cryptocurrency exposure through separately managed accounts.

Evangeline Herrington is a CFP® with 11 years of industry experience, currently serving at Herrington Wealth Management Corporation. She has worked at various firms including International Research Securities, Inc. and Edward Jones. Herrington is also an insurance agent selling life, annuities, and long-term care products and serves as an advisory council member of the Communities Foundation of Texas. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, managing roughly $41 million for about 36 clients.

Todd Rabalais is a financial advisor at KPC Financial Solutions, LLC in Dallas, TX, with 17 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, Total Advisor Network, LLC, and Innovative Estate Management, LLC. In addition to his advisory role, he sells life, accident, and health insurance through various company appointments. KPC Financial Solutions provides portfolio management and financial planning services for individual and high-net-worth clients, utilizing tailored Investment Policy Statements and discretionary portfolio implementation. The firm employs a quantitative investment approach combining mutual funds, ETFs, equities, fixed income, and annuities, with both long- and short-term trading strategies aligned with client risk profiles.