Ross Richmond is a financial advisor at Relic Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Edward Jones, and RVPP LLC. Outside of finance, Richmond is the owner of Oceanside Cleaning LLC, a family-held service and maintenance business. Relic Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm employs diverse analytical methods and offers discretionary portfolio management including alternative investments, alongside financial planning services, and may enter performance-based fee arrangements with qualified clients while also serving institutional pensions under ERISA fiduciary responsibilities.

Jerod Brockelman is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is affiliated with Eubank, Hutson & Associates, LLC and Addington Financial Group, where he works as an investment adviser representative. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by providing discretionary portfolio management, financial planning, and single-subject consulting. The firm’s investment approach integrates technical and fundamental analysis with modern portfolio theory and utilizes both long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.

Dustin Parker is a financial advisor at Box Financial Advisors, LLC in Grapevine, TX, holding a Series 65 license. He has been with the firm since 2026 and has 19 years of experience at Box Insurance Agency. Box Financial Advisors provides investment supervisory services and financial planning to individuals, retirement plans, and business entities. The firm employs a fundamental and long-term asset-allocation approach, managing both public and alternative investments, including private placements and private funds.

James Chick is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX. He holds the Series 66 designation and has 19 years of industry experience, including 17 years at Edward Jones. He also operates Allen Chick Investing, LLC. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to both individual clients, including high-net-worth households, and institutional entities. The firm constructs tailored portfolios using a range of securities and offers consulting and retirement-account advice with an investment process based on third-party research and fundamental and technical analysis.

Patrick Pope Jr. is a financial advisor with HG Tailored Financial Services in Dallas, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Patrick has worked at multiple firms including LPL Financial and BB&T entities, and operates his own sole proprietorship. 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 uses a mix of fundamental, technical, and charting analysis to develop customized investment programs aligned with clients' goals and risk tolerance.

Jeffrey Parkhurst is a financial advisor with Halcyon Global Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has worked at Halcyon Global Advisors since 2014 and previously spent 17 years at LPL Financial, LLC. Halcyon Global Advisors provides discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other entities. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory, managing accounts primarily on a discretionary basis and offering wrap-fee programs that consolidate management and transaction costs.

Gerrond Mckee is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Lifeway Financial Corporation since 2009. Lifeway Financial Corporation advises individual and high-net-worth clients by providing personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million across about 168 client relationships, emphasizing asset allocation, diversification, and including private placements and other illiquid investments in its portfolios.

Patrick Combs is a financial advisor with Combs Capital Partners in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include leadership positions at Archetype Wealth Partners and ongoing consulting work as Senior VP at Teamalytics, focusing on leadership coaching for business executives. He is also involved in managing alternative investment vehicles and serves as managing director for hedge fund and private equity firms with focuses on blockchain and small to mid-sized company investments. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, trusts, and estates, offering active asset management, tailored portfolio construction, financial planning, and pension consulting. The firm employs a long-term investment approach utilizing fundamental, technical, and cyclical analysis, primarily implementing strategies through mutual funds and ETFs within discretionary model portfolios.

Paul Henley is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Farris Capital Management Inc. since 2018. Prior to joining Farris Capital, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also licensed as an insurance agent, offering insurance products to clients. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm employs a written Investment Policy Statement and a stock-selection process focused on companies with strong fundamentals, utilizing a mix of ETFs, mutual funds, derivatives, and options strategies across multiple custodial platforms.

Robert Garner is the principal of Garner Asset Management Corporation in Plano, TX, holding a Series 66 designation with 27 years of industry experience. He has led Garner Asset Management since its founding in 1998. Outside of his advisory work, he serves as a director of IPMG, LLC, a development-stage company focused on transferring commercially viable concepts from university and government environments to the private sector, where he provides occasional advice on financial structure. Garner Asset Management provides discretionary investment management to individuals, pension and profit-sharing plan participants, and trusts and estates. The firm uses fundamental analysis and a combination of long-term and short-term trading strategies, including short sales, while allowing clients to place written restrictions on investments or sectors.

Owen Hill is a financial advisor at The Lynd Group Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Roadhouse before entering the financial industry. He is also an insurance agent affiliated with The Lynd Group, providing insurance services alongside his advisory role. The Lynd Group Advisors, LLC offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm combines annuity contract coordination with insurance carriers and uses fundamental, technical, and cyclical analysis, while also operating educational seminars and providing clients with a secure online portal.

Saragail Calloway is a financial advisor at Financial Security Services Group, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been involved with Calloway Insurance and Financial Services since 2004, where she is an owner and insurance agent. Her work history also includes roles at Calloway Financial Inc. and Financial Security Services Group, Inc. Financial Security Services Group primarily advises individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis in its investment approach and provides educational workshops to clients and prospects.

Scott Miller is a financial advisor at Linch Financial, LLC in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Linch Financial since 2018. Prior to his current role, he worked at Integrity Publishing Solutions and RightNow Ministries. Linch Financial provides discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm employs a range of strategies, including options and short sales, to manage customized portfolios.

Matthew Quinn is a CFA® charterholder with 20 years of industry experience. He has been with Legacy Consulting Group since 2017 and previously worked at Vicus Capital, Inc. for one year. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of quantitative research, qualitative manager due diligence, and a structured capital allocation framework to build and manage portfolios that typically include mutual funds, ETFs, individual stocks, and alternative strategies.

Gary Wood is a financial advisor at Concorde Investment Management with 33 years of industry experience. He has been with Concorde since 1981. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach with a focus on fundamental analysis, managing separately managed accounts and advising an in-house mutual fund, while also offering consulting services related to private pooled investment vehicles.

Brad Little is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with HPC Wealth Advisors L.L.C. since 2013. Little is also a licensed insurance agent. TL Private Wealth is a team-based firm serving primarily high-net-worth individuals with discretionary investment supervisory services and integrated financial planning. The firm uses a strategic asset allocation approach with periodic rebalancing and fundamental and cyclical analysis to select securities, typically operating under discretionary authority.

Cory Procter is a financial advisor with Pro Capital LLC, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Woodbury Financial, OSAIC, and Kill Cliff. Outside of advising, he is involved in public speaking and coaching related to his athletic background and serves on the boards of two nonprofit organizations focused on supporting children. Pro Capital LLC offers portfolio management and pension consulting services to individuals, pension plans, and corporate clients. The firm focuses on equity-centered portfolios using long-term trading and charting analysis and provides services such as discretionary trading authority and regular portfolio reviews.

Mark Shelton is a financial advisor with Alexander D Cohen Investments, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Alexander D Cohen Investments since 2021 and has prior experience with LifePro Asset Management, as well as running his own businesses, Mark Anthony Shelton and ECA Marketing. Alexander D Cohen Investments, LLC provides portfolio management and adviser selection services to individual and high-net-worth clients, focusing on mutual funds, fixed income, equities, and the Matson Money family of funds. The firm operates primarily on a non-discretionary basis, emphasizes asset allocation and long-term investment strategies, and prepares Investment Policy Statements for each client.

Zachary Hope is a financial advisor at Indivisible Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Stifel, Nicolaus & Company, Bank of America, and Merrill Lynch. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, utilizing model portfolios and third-party managers to tailor strategies for its clients.

Donald Harris is a financial advisor at Beaird Harris with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Beaird Harris Wealth Management, Inc. since 1996, as well as Beaird Harris & Co P.C. since 1989. Outside of his advisory role, he serves as a managing officer and trustee for several trusts and management companies. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and it offers alternative investments and tax-managed strategies.