John Brown Jr. is a CFP® with 57 years of industry experience, serving as president of Brown and Brown Financial Services, Inc. and Brown and Brown Securities, Inc. since 1984. He is based in Dallas, TX, and has been with his current firms for over four decades. Brown and Brown Financial Services provides discretionary investment management for individuals, retirement accounts, businesses, and trusts, overseeing approximately $91 million. The firm employs a long-term, asset-allocation investment approach focused on high-quality equities and investment-grade fixed income, tailoring portfolios to individual client objectives.

Steven Wachs is a CFP® professional with 39 years of industry experience. He has worked at Legacy Consulting Group since 1999 and Perryman Securities, Inc. since 2004. Based in Plano, TX, Mr. Wachs holds Series 63 and Series 65 licenses. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities, managing approximately $366 million in discretionary assets. The firm uses a combination of quantitative research, qualitative manager due diligence, and a multi-level capital allocation framework to build portfolios that include mutual funds, ETFs, individual stocks, and alternative strategies.

Joseph Penner is a financial advisor at Fireside Capital Advisors in Dallas, TX, with 33 years of industry experience. He has been with Fireside Capital Advisors and its predecessor entities since 2015. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning services, utilizing globally diversified portfolios and a range of investment strategies tailored to client needs.

Joshua Materne is a financial advisor at Ideology Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked across several related entities, including Ideology Financial, LLC and Materne Law, PLLC, where he advises clients on estate planning and legal matters. He is also involved in managing a real estate fund that focuses on single-family property investments. Ideology Wealth Advisors, LLC provides portfolio management and pension consulting primarily to individual and high-income clients, particularly medical doctors and dentists. The firm employs a tailored, research-driven investment approach that integrates long-term value investing with technical analysis and uses a range of investment vehicles including ETFs, options, and private placements.

Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, with three years of industry experience. She holds a Series 65 designation and has worked at Brindle & Bay since 2021, following a role at Belay Inc. She is also a licensed life insurance agent involved in insurance sales and policy reviews. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using an asset-allocation framework with a dynamic-weighting approach that includes ETFs, stocks, bonds, and mutual funds. The firm employs model portfolios with periodic reviews and quarterly rebalancing.

Reed Hays is a financial advisor at DFS Advisory with a Series 65 credential and one year of industry experience. Prior to joining DFS Advisory, he worked at Distinct Financial Solutions, Inc. and has a background that includes involvement with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and planning services to individuals, trusts, estates, businesses, retirement plans, and privately offered pooled investment vehicles. The firm employs a primarily long-term, customized investment approach using fundamental and technical analysis across various asset classes and manages portfolios through internal management, independent managers, or platforms such as Betterment Institutional.

Nicolas Davis is a financial advisor with Brindle & Bay Financial Advisors, LLC in Frisco, TX. He holds the CFP® and ChFC® designations, along with a Series 65 license, and has 10 years of industry experience. His prior work includes roles at Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he has experience as a principal and insurance and annuity agent with Stonebridge Financial Group, LLC. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management for individual and high-net-worth clients, focusing on personalized planning across retirement, cash flow, tax, estate, and insurance matters. The firm employs an asset-allocation framework using exchange-traded funds and model portfolios, managing accounts primarily on a discretionary basis with periodic rebalancing and annual reviews.

Martin Day is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Brexton Family Financial, LLC since 2020 and previously spent ten years at Box Financial Advisors, LLC. Brexton Family Financial provides comprehensive wealth management services to individuals, non-profit organizations, and businesses, combining ongoing financial planning with discretionary portfolio management. The firm employs fundamental security analysis and Modern Portfolio Theory to build diversified, long-term portfolios tailored to clients’ investment policies and risk tolerances.

Karen Burns is a financial advisor with Capital Ideas in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has worked at Capital Ideas since 1995 and has held roles at Alliance Financial Group, Rhodes Securities, and Bearing Financial Advisors. Burns is also a minority owner of Alpha Capital Dallas LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, offering custom portfolios that include stocks, bonds, options, ETFs, and mutual funds. The firm integrates fundamental and technical analysis with proprietary trading models, provides ongoing due diligence on third-party managers, and delivers model portfolios and subadvisory services to other registered investment advisers.

Trent Hughes is a financial advisor with Amerigo Asset Management Corporation in Dallas, TX, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has been with Amerigo since 2014. Outside of his advisory role, he owns a marketing and consulting firm aimed at supporting young athletes and has experience as an insurance agent and pharmaceutical sales executive. Amerigo Asset Management Corp. is a fee-based investment adviser serving individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, utilizing portfolios composed of individual equities and ETFs across various allocation strategies.

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.

Bryan Monks is a CFP® professional at WPWealth LLP in Dallas, TX, with seven years of industry experience. Prior to joining WPWealth in 2025, he worked at Merrill Lynch for five years and held roles at Wells Fargo Advisors Financial Network, TD Ameritrade, and other firms. Outside of finance, he serves as a rugby referee with the Texas Rugby Referee Association. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $1.03 billion in assets and employs an asset-class based investment approach tailored to client objectives and risk tolerance, supported by comprehensive financial planning and coordination with affiliated accounting and insurance services.

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.

Michael Franklin is a CFP® professional with 22 years of experience in the financial industry. He is affiliated with Asset Preservation Group, Inc., where he has worked since 2007, and previously held roles at Purshe Kaplan Sterling Investments and National Planning Corporation. In addition to his advisory work, he is employed as a pilot with American Airlines. Asset Preservation Group, Inc. advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm serves approximately 330 clients with around $321 million in assets under management, utilizing a range of investment strategies and maintaining a fiduciary role for retirement accounts.

Victor McClure is a financial advisor with McClure Capital Advisors, Inc. in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with McClure Capital, Inc. and McClure Capital Advisors, Inc. since 1994. In addition to his advisory role, he is a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and overseeing third-party subadvisors who typically use ETF-based strategies, while also offering discretionary account management.

Monalynd Young is a CFP® professional with nine years of industry experience. She has worked at ClearPoint Wealth Management since 2025, following positions at Allen Wealth Advisors, LLC, and United Capital Financial Advisors, LLC. Outside of ClearPoint, she provides advisory services to clients of Allen Wealth Advisors, LLC. ClearPoint Wealth Management serves individuals, including high-net-worth clients, offering investment management and financial planning services. The firm employs a combination of passive and active strategies, manages accounts on a discretionary basis, and provides certain estate-planning and tax-preparation services to qualifying clients through independent third parties.

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.

Connor Castellano is a CFP® professional with 10 years of industry experience, currently serving at Castellano & Associates in Plano, TX. His prior experience includes roles at Purshe Kaplan Sterling Investments, The Prudential Insurance Company of America, and Pruco Securities, LLC. He also operates as a sole proprietor offering insurance services. Castellano & Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and pension plans. The firm integrates tax planning and preparation with its advisory offerings, leveraging a hybrid investment approach that combines in-house management, third-party platforms, and selected sub-advisors.

Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Landolt Securities, Inc. and CTBC Bank. Outside of TKC, he is a registered representative at Landolt Securities, where he sells investment products. TKC Wealth Management serves individuals, small businesses, pension and ERISA plans, and institutional clients, offering portfolio management, retirement consulting, and advisor selection. The firm employs a fundamental and strategic investment approach across diverse asset classes and provides customized reporting and educational seminars.