Steven Wachs is a CFP® professional with 39 years of experience in financial advising. He is currently with Legacy Consulting Group and has prior experience at Perryman Securities, Inc. and The Mather Group, LLC. Legacy Consulting Group provides portfolio management, financial life planning, and consulting services for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of quantitative research and qualitative due diligence with a five-level capital allocation framework to guide investment decisions, typically employing 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 30 years of industry experience. His career includes roles at Chertoff Capital LLC, BlackRock Financial Management, Inc., and multiple positions within Cain Capital entities since 2003. He serves on the board of trustees for the UT Southwestern Foundation and is a managing partner of OakTruss Group, a cybersecurity firm in which Cain Capital clients also invest. Cain Capital, L.L.C. provides discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm emphasizes fundamental analysis and long-term investments, acting as sponsor and general partner to several private funds and special purpose vehicles while maintaining a small advisor team and applying oversight policies to manage conflicts of interest.

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 with Ideology Wealth Advisors, LLC, holding a Series 65 credential and having eight years of industry experience. He is also the owner of Materne Law, PLLC, where he advises clients on estate planning and legal matters, and manages the Ideology Real Estate Fund I, LLC, which focuses on single-family real estate investments. Ideology Wealth Advisors primarily serves individual, high-income clients, particularly medical doctors and dentists, and offers portfolio management and pension consulting. The firm employs a long-term, value-oriented investment approach that incorporates fundamental, technical, and charting analysis, providing tailored portfolios that accommodate client preferences and ongoing monitoring.

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 has worked at multiple firms, including Active Alts Inc. and McElhenny Sheffield Capital Management, LLC. He has been with FQI Capital Management since 2020. 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’s investment approach combines quantitatively driven models and fundamental sector selection with technical overlays, using strategies such as option writing and derivatives 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 at Amerigo Asset Management Corporation in Dallas, TX, with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Ameriprise and Brewer Investment Advisors. Outside of advisory work, he is involved in marketing and consulting for young athletes through his firm GetReal and has worked as an insurance agent and pharmaceutical sales executive. Amerigo Asset Management Corp. provides fee-based portfolio management and advisory services primarily to individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, managing portfolios with 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.

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.

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.