Victor Russell is a financial advisor at Acribus Capital LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Mavros Capital Group, MGO Private Wealth, and JPMorgan entities. Russell is also an adjunct professor at Texas Christian University, where he teaches introductory financial management. Acribus Capital serves high-net-worth individuals, family offices, trusts, and select institutional clients by providing portfolio management, private wealth management, and customized family office services. The firm employs a range of investment strategies, including capital appreciation and option-based income, integrating multiple analytical approaches for asset allocation and risk management.

Landon Vaughan is a financial advisor with Spectrum Strategies, L.L.C. in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. He has previously worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. Vaughan is a managing partner of Spectrum Wealth Strategies, LLC, where he is involved in operational decisions. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting engagements, focusing on retirement, education funding, risk management, estate and tax analyses, and business succession. The firm provides non-discretionary investment advice without managing client assets and operates on engagement-specific fees, coordinating with third-party managers for implementation.

Stacey Smith is a financial advisor with S&S Wealth Management in Grand Prairie, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked previously at Osaic Wealth, Inc. and Triad Advisors Inc. Outside of her advisory role, she owns Western Star Smith Ranch, where she provides horse boarding and lessons. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients with investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various securities tailored to client objectives and risk tolerance.

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.

Douglas Wall is a financial advisor with 1836 Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has previously worked at Grey Rock Asset Management, LLC and Raymond James & Associates. Outside of his advisory role, Wall is a partner in YardSale Texas, LLC, a business that sells overstocked items through multiple channels including online platforms. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership strategy combined with a variety of investment approaches tailored to client objectives, utilizing subadvisers to implement portfolio models.

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.

Rod Jones is a financial advisor with Cain Capital Management, LP in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. He has held roles at Cain Capital entities since 2003 and worked at Blackrock Financial Management and Chertoff Capital. Jones serves on the Board of Trustees for the UT Southwestern Foundation and is a managing partner of OakTruss Group. Cain Capital, L.L.C. provides discretionary investment management to a select group of clients, including individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs fundamental analysis with a focus on long-term purchases, private placements, and sector-focused pooled vehicles, acting as sponsor and general partner to several closed private funds and special purpose vehicles.

Ryland Hudack is a financial advisor at Financial Synergistics Group, Inc. in Dallas, TX, holding a Series 65 designation with seven years of industry experience. He previously worked at Fisher Investments and currently operates MD Hudack Insurance Services, Inc. as an insurance agent. Financial Synergistics Group introduces investors to a third-party asset manager and provides financial planning and insurance services without managing assets directly. The firm serves individuals, endowments, businesses, and nonprofit organizations, offering referrals alongside insurance products and estate-planning solutions.

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.

Joshua Cohen is a financial advisor at FQI Capital Management LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Active Alts Inc., McElhenny Sheffield Capital Management, LLC, and Ackerman Capital Partners. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm combines quantitatively driven models with fundamental sector analysis and uses derivatives such as options to manage risk and generate income.

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.

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.

Ethan Mayo is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Private Client Services and Fidelity Investments. Mayo’s background includes diverse work experience outside finance, such as roles in property management, fitness, and hospitality. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management through wrap-fee accounts and provides financial planning and pension consulting, employing a range of investment strategies guided by fundamental, technical, and cyclical analysis.

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.