Molly Mccarthy is a ChFC® and holds a Series 65 license with 16 years of industry experience. She has been with LD Lowe Wealth Advisory since 2006, where she is the sole advisor. LD Lowe Wealth Advisory provides discretionary wealth management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a wrap-fee program that integrates portfolio management with planning and consulting services, utilizing a range of investment vehicles and maintaining regular portfolio monitoring and updates.

James Sawers is a financial advisor at Uptown Capital Advisors in Dallas, TX, holding a Series 65 designation with 11 years of industry experience. He has been with Uptown Capital Advisors since 2014. Sawers is also a licensed attorney, though he does not engage in investment-related legal activities. Uptown Capital Advisors provides financial planning and discretionary investment management to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm emphasizes long-term, cost- and tax-aware portfolio construction using diversified investments and periodic rebalancing, and it integrates fundamental and cyclical analysis across a broad range of securities.

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.

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.

Trey Taylor is a financial advisor at Leap Wealth Management in Dallas, TX, holding a Series 66 designation with 20 years of industry experience. He has been with Leap Wealth Management since 2010. In addition to his advisory role, he acts as an independent insurance agent, focusing on the sale of fixed insurance and annuities on a limited basis. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm employs a range of analytic methods and strategies, including active portfolio management and the use of derivatives and digital assets, while also leveraging third-party managers and providers for specialized services.

Paula Knox is a financial advisor at S&S Wealth Management with 12 years of industry experience. She holds a Series 65 designation and has been with S&S Wealth Management since 2013. Outside of advising, she is involved as a vice president and officer in a mobile repair business and works as a self-employed riding instructor. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm uses a tactical investment approach that combines technical analysis and fundamental research to manage portfolios tailored to each client’s objectives and risk tolerance.

Jonathan Berry is a Series 65-licensed advisor with TrueHaven Capital in Richardson, TX, with one year of industry experience. Prior to joining TrueHaven Capital, he worked at Accenture for four years. TrueHaven Capital provides investment advisory and family office services to a diverse client base, including high-net-worth individuals, corporations, and other registered investment advisers. The firm employs a combination of fundamental and technical analysis, offering strategies that include long-term, income, and hedging approaches, and is notable for its structured Section 351 Exchange Program and involvement in alternative investments and private fund management.

Justin Farris is a CFP® professional with 22 years of industry experience, currently serving at Farris Capital Management Inc. since 2011. Prior to this, he worked at Securities America Inc. from 2010 to 2018. He is also engaged as a licensed insurance agent. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm manages approximately $177.5 million across about 395 clients, utilizing a combination of advisor-managed accounts, automated investment platforms, and a disciplined investment process that includes the use of defined-outcome ETFs and options strategies.

Barclay Nelson is a CFP® and CFA® with 15 years of industry experience, currently serving as an advisor at Birch Capital Management, LLC since 2004. He is involved in managing several private family foundations, overseeing investments, administration, and grant vetting. Outside of his advisory role, he is a managing member of a limited liability company involved in real estate operations. Birch Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm offers customized portfolios that incorporate fundamental and technical analysis across a range of asset classes, including alternative investments, and serves a small client base with a focus on trustee services and performance transparency.

Robert Peters is a financial advisor at Palogic Value Management, L.P. in Dallas, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been involved with the Palogic Value Fund, L.P. since 2006. Outside of his advisory role, he is a partner in RJ9 Holdings, where he monitors private investments. Palogic Value Management provides discretionary investment management to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach, using long and short positions, derivatives, and hedging strategies to manage risk.

Luke Mckee is a CFP® and Series 65 credentialed advisor with over ten years of experience in financial services. He currently leads 323 Wealth Management, LLC, an independent advisory firm based in Flower Mound, TX. Prior to founding 323 Wealth Management, he held roles at Happy State Bank, Expansion Industries, LLC, and JavelinIP, LLC. 323 Wealth Management serves individual and high-net-worth clients through discretionary asset management and financial planning, offering managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets via a third-party aggregation platform.

Joseph Applewhite is a Series 65-licensed financial advisor with 18 years of industry experience. He has led Applewhite Financial Planning, PLLC since 2013 and is also a CPA providing accounting services outside of his advisory role. Applewhite operates from Dallas, TX. Applewhite & Buys Financial Advisors serves individuals, high-net-worth clients, businesses, and their retirement plans, with a focus on healthcare, legal, education, and small-business sectors. The firm employs a Core + Satellite investment approach combining passive index exposures with active holdings, and offers modular financial planning, portfolio supervision, retirement-plan consulting, and accounting and tax services under separate agreements.

James Peters is a CFP® with 27 years of industry experience, currently serving at Palogic Value Management, L.P. since 2022. His prior experience includes leading Peters Wealth Management, LLC from 2014 to 2022 and operating James R Peters CPA since 1986. He also holds an insurance agent license with Blue Cross Blue Shield of Texas. Palogic Value Management, L.P. provides discretionary investment management to private pooled investment vehicles and offers a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach, managing both long and short positions with continuous risk monitoring.

Matthew Hudack is a ChFC® credentialed advisor with 39 years of industry experience, currently serving at Financial Synergistics Group, Inc. since 2019. His prior roles include long tenure at John Hancock from 1986 to 2017 and leadership positions at MD Hudack Insurance Services, Inc. and Private Management Group, Inc. He is also president and owner of insurance and consulting businesses. Financial Synergistics Group primarily facilitates introductions between prospective investors and a third-party asset manager while offering standalone financial planning and insurance services. The firm serves individual investors, endowments, businesses, and nonprofit organizations without maintaining investment accounts or providing discretionary portfolio management.

William Geiler III is a CFP® professional with 24 years of industry experience, currently serving as an investment advisor representative at Spectrum Strategies, L.L.C. in Dallas, TX. He has worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. He is also involved in insurance services, helping clients obtain life, disability, long-term care, fixed annuities, and health insurance policies. Spectrum Strategies provides comprehensive financial planning and consulting primarily to individual clients. The firm offers written plans addressing retirement, education funding, risk management, estate and tax analyses, and business succession, delivering non-discretionary investment advice without managing client assets.

Michiel Hurley is a financial advisor at NexAdvisors, LLC in Dallas, TX, holding Series 65 and Series 63 licenses with 21 years of industry experience. He has worked with Highland Capital Funds Distributor, Inc. since 2014. Hurley is concurrently employed by NexPoint Asset Management, L.P., NexPoint Advisors, L.P., and NexAdvisors LLC, all affiliated SEC-registered investment advisers. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth families, and business or trust entities, with a focus that includes specialized advice for investing proceeds from real estate sales into Delaware Statutory Trusts as part of 1031 exchanges. The firm manages approximately $26.1 million in discretionary assets and uses a combination of fundamental, technical, charting, and cyclical analysis to construct diversified, generally long-biased portfolios tailored to client suitability.

Tyler Beeson is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at WPA Family Office, LLC since 2021. His prior roles include positions at Westshore Wealth, LLC and Rgt Capital Management, Ltd. Outside of advisory work, he is involved in a passive real estate partnership and is a non-managing partner in a full-service real estate firm. WPA Family Office, LLC provides investment advisory, family office, and financial planning services primarily to high-net-worth clients and families. The firm manages approximately $175 million in assets, constructing customized portfolios with a long-term orientation while incorporating fundamental and technical analysis and occasionally employing structured products and private funds as part of tailored strategies.

Noah Trstenjak is a financial advisor with Lifetime Capital Planning Group LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience as a self-employed contractor. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management and financial planning services, including managed access to held-away retirement accounts. The firm employs a client-tailored, discretionary investment approach and offers educational seminars and workshops without fee or individualized advice.

Kathleen Hood is a financial advisor with Paradigm Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses. She has four years of experience at Paradigm Advisors and prior experience at Harbor Light Planning and NorthWestern Mutual. Hood also has an eight-year background with Handy Dandy Homes LLC. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive and targeted financial planning, and personal tax return preparation through a third-party provider, using a passive, model-based investment approach primarily focused on low-cost, diversified ETFs.

Scott Udkler is a CFP® with 17 years of industry experience, currently working at Promus Advisors since 2026. His prior roles include positions at FIFIT LLC, Bearfoot Companies LLC, and Charles Schwab Bank and Charles Schwab & Co., Inc. between 2016 and 2026. Promus Advisors is a registered investment adviser providing discretionary and non-discretionary investment management, consulting, and comprehensive financial planning services to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm emphasizes a value-oriented, bottom-up investment approach that integrates active managers, index/ETF funds, and niche strategies, with a focus on diversification and an endowment model allocation to alternatives.