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.

Zachary Taylor is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently an advisor at Lifetime Wealth Management P.C. and has previously worked at Connemara Group, Todd County Public Schools, SLAM Miami, the University of Miami, the State of Florida, and Merrill. Lifetime Wealth Management provides financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach and offers services such as Puerto Rico Act 60 consulting, private investment placement, and performance-based fee arrangements.

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.

Connor Castellano is a CFP® professional with 10 years of experience in the financial services industry. He is the principal advisor at Castellano Wealth Planning, an independent firm he founded in 2025. Prior to this, he held roles at Arnold Castellano & Associates and Prudential Insurance Company of America. Castellano is also a licensed insurance agent operating as a sole proprietor. Castellano Wealth Planning provides discretionary asset management and financial planning services to individual clients and retirement plans, including limited-scope ERISA 3(21) fiduciary services for plan sponsors. The firm utilizes a long-term, diversified investment approach focused on low-cost index funds and ETFs, incorporating model portfolios and sub-advisor strategies where appropriate.

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.

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, Texas, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with the Palogic Value Fund, L.P. since 2006. Outside of his advisory role, he is a partner in RJ9 Holdings, a private investment partnership formed in 2014, where he dedicates time to monitoring private investments. Palogic Value Management provides discretionary investment management to private pooled investment vehicles and sponsors a wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented approach utilizing long and short equity positions, derivatives, and other instruments, serving sophisticated investors including family offices, pension plans, and funds-of-funds.

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 with NexAdvisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Highland Capital Funds Distributor, Inc. and Incline Analytics, LLC. He is concurrently employed with 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 on diversified portfolios and specialized advice for 1031 exchanges involving Delaware Statutory Trusts. The firm manages approximately $26.1 million in discretionary assets and integrates its services within a broader group of affiliated financial entities.

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.

Kathleen Hood is a financial advisor with Paradigm Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Harbor Light Planning and NorthWestern Mutual, as well as eight years with Handy Dandy Homes LLC. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary investment management, financial planning, and personal tax return preparation. The firm uses a passive, model-based investment approach focused on low-cost, diversified ETFs and emphasizes continuous planning through retainer arrangements and client education.

Scott Udkler is a CFP® professional with 18 years of industry experience, currently serving at Promus Advisors. His prior work includes roles at FIFIT LLC, Bearfoot Companies LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., J.P. Morgan Securities, Ufs, and Fidelity. Promus Advisors is a registered investment adviser offering discretionary and non-discretionary investment management, consulting, and financial planning to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm emphasizes a value-oriented, bottom-up investment approach using active managers and diversified strategies, including alternatives, and maintains a smaller client base to foster deeper relationships.

Aaron Plautz is a financial advisor with Principia Wealth Advisory, LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Principia since 2009. Outside of his advisory role, he is a member of Thousand Hills, LLC, a Series LLC that invests in private businesses, where he sources and evaluates investment opportunities for personal investment. Principia Wealth Advisory provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term investment approach using ETFs, mutual funds, individual securities, and options strategies, serving a mix of individual and institutional clients across multiple offices.

Ryan Vardeman is a financial advisor at Palogic Value Management, L.P. with 8 years of industry experience. He holds a Series 65 designation and has been with Palogic since 2006. Outside of his advisory role, Vardeman serves as Chairman of the Board for Bsquare Corporation, a software company. Palogic Value Management provides discretionary investment management primarily to private pooled investment vehicles and high-net-worth clients. The firm employs a bottom-up, value-oriented approach using long and short equity positions alongside hedging and derivatives, serving sophisticated investors such as family offices, pension plans, and institutional funds.

Ruby Melton is a financial advisor at Fortune Wealth Management, LLC with one year of industry experience and holds a Series 66 designation. Her prior work includes roles at Equitable Advisors, Institutional Securities Corp, and Charles Schwab, among others. Outside of her advisory work, she is involved as an employee at Melton Custom Homes. Fortune Wealth Management provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans and trusts. The firm employs an asset-allocation based approach and utilizes multiple methods of securities analysis, maintaining approximately $396 million in regulatory assets under management.

Matthew Grygar is a financial advisor at The Helix Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Helix Financial Group since 2010. Outside of advisory work, he is licensed as an agent selling healthcare benefits for Blue Cross & Blue Shield and Cigna. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $82.4 million across about 219 client relationships, focusing on tactical and strategic asset allocation with global diversification, primarily managing portfolios on a non-discretionary basis.