Vernon Billingsley is a financial advisor at Asset Preservation Group Inc with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and National Planning Corporation. He is also involved in life insurance and fixed annuity sales through his firm. Asset Preservation Group, Inc. serves 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 uses a variety of analytical approaches and investment instruments, managing approximately $321 million in client assets across about 330 client relationships.

Bradley Stevenson is a financial advisor at Rival Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage lending, having worked at Prosperity Home Mortgage and Wells Fargo Home Mortgage. Outside of advisory work, he is active as a mortgage consultant, assisting borrowers with home financing. Rival Capital Management, LLC provides discretionary investment management and project-based financial planning to individual clients, including high-net-worth individuals. The firm customizes advice based on client objectives and risk tolerance, managing portfolios across various asset classes and offering standalone financial planning services.

Elizabeth Orser is a financial advisor at Orser Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at Bridger Capital Management, LLC since 2007. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Chad Golseth is a financial advisor at Chadwick Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Triad Wealth Partners and World Equity Group. He is co-owner of Buffalo Marketing Inc. and serves as a board member of The Golseth Agency, a property and casualty insurance agency. Chadwick Financial is a state-registered investment adviser that provides portfolio management and financial planning services to individual and high net worth clients. The firm primarily manages assets on a non-discretionary basis, offering recommendations and oversight while clients retain decision authority.

Kenneth Haines is a financial advisor at MRM Financial Advisors, LLC in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities LLC, and Guardian Life Insurance Company. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm uses fundamental security analysis and detailed client interviews to create tailored investment policy statements and manages accounts on a non-discretionary basis with custodial services through Schwab Institutional.

Matthew Ludwick is a CFP® professional with 12 years of experience in financial advising. He has been with Fowler Financial Management since 2013. Ludwick holds a Series 65 license and maintains a life and health insurance license in Texas, though he is not currently appointed with any insurance companies nor receives commissions. Fowler Financial Management serves individuals, families, trusts, and closely held companies by providing investment management, financial planning, and estate-planning support. The firm combines fundamental and technical analysis with third-party research to create tailored portfolios, operating with a small, owner-operated structure and integrating estate-planning coordination with outside counsel.

Donald Hatcher is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 license and seven years of industry experience. He has worked at Solutions 4 Wealth and affiliated entities since 2018 and has prior experience with Textron Specialized Vehicles and Bell Helicopter. Outside of his advisory role, he owns and operates Advanced Planning, Inc., which provides insurance sales and services, and serves as president of Prestige Consulting Group, LLC, a real estate consulting firm. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, supplemented by due diligence and monitoring of private placements and alternative investments.

Andrew Abramson is a financial advisor at Olympus Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Wealth, LA Capital Wealth Management, Wealth Watch Advisors, Bank of America, Merrill, and the University of Arkansas. Outside of finance, he is a managing partner of North Texas Warriors Select Sports, a business focused on developing young basketball players, where he is involved in operational and coaching activities. Olympus Capital, LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting and participant education. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios tailored to client objectives and manages accounts on both discretionary and non-discretionary bases.

Conner Combs is a Series 65-licensed financial advisor with nine years of industry experience. He is a partner at Combs Capital Partners and has held roles at related entities including Combs Capital Group, where he serves as a general partner vetting alternative investment opportunities. Outside of investment advisory, he is the CFO of So Sarah Rose LLC, a small business owned by his spouse focused on content creation and social media promotion. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, with an emphasis on active asset management and tailored portfolio construction. The firm uses a long-term investment approach across mutual funds and ETFs and supports participant account management for held-away defined-contribution accounts through third-party aggregation and rebalancing.

Teresa Farmer Clemens is a financial advisor with Vega Financial LLC holding a Series 65 designation and three years of industry experience. She has a background in education, having worked for the Plano Independent School District and Texas Connections Academy. She also serves as a substitute teacher for Plano ISD on a limited basis. Vega Financial serves individual, high-net-worth, and corporate clients, offering portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by tactical analysis and options strategies, with a small advisory team providing personalized service.

Matthew Tarkington is a financial advisor at Directional Advisors in Lewisville, TX. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Tarkington serves as Senior Pastor at Faith4life Church, a position he has held since 2013. Directional Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach is goals-centric, emphasizing ETFs and fixed income while incorporating business-cycle analysis to adjust allocations and manage risk. Directional Advisors also offers unique services such as held-away plan advice and family office offerings, distinguishing it from similarly sized independent advisory firms.

David Piotrowski is a financial advisor at Waterford Capital Investment Advisory Services LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Waterford Capital since 2010. Piotrowski is also the managing member of Double Eagle Advisors, LLC, where he provides consulting services. Waterford Capital Investment Advisory Services is an SEC-registered boutique adviser serving high-net-worth individuals, families, trusts, family limited partnerships, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach, using strategic and tactical asset allocation with a focus on diversified portfolios that include exchange-traded funds, mutual funds, and private investment funds, primarily managed on a non-discretionary basis.

Valerie Field is a CFP® professional with four years at Strategic Financial Planning, Inc. and two years of industry experience. Her prior roles include work at Financial Synergies Wealth Advisors, as well as positions outside finance with Chipotle and Zoe's Kitchen. Strategic Financial Planning, Inc. advises individuals, retirement and profit-sharing plans, charitable organizations, and business entities on wealth management and financial planning. The firm employs an asset-allocation approach using exchange-traded funds and mutual funds, combining fundamental and technical analysis with both long- and short-term strategies.

Joy Simmons is a financial advisor at J.E. Simmons & Co., P.C. in Dallas, TX, holding a Series 65 credential. She has been with J.E. Simmons & Co. since 2024 and previously worked at PricewaterhouseCoopers for ten years. J.E. Simmons & Co., P.C. provides investment management and financial planning to individual and high-net-worth clients, managing approximately $213 million across roughly 300 clients. The firm also offers accounting and tax preparation services alongside its advisory business, employing a combination of asset allocation, third-party sub-advisors, and alternative investments in its portfolio management.

Morgan Gough is a financial advisor at Stonemark Wealth Management with 21 years of industry experience. He holds a Series 63 designation and has worked at Arkenstone Financial, LLC since 2012 and Wespac Advisors Socal, LLC since 2011. Stonemark Wealth Management provides discretionary investment management, financial planning, and limited consulting services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and retirement plan participants. The firm employs a combination of fundamental and technical analysis and utilizes strategies including covered-call and put-writing option strategies, managing accounts on a discretionary basis tailored to client objectives and risk tolerance.

John Jacobson is a financial advisor at TL Private Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following seven years at TD Ameritrade. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to high-net-worth individuals. The firm emphasizes strategic asset allocation with periodic rebalancing, uses fundamental and cyclical analysis for security selection, and generally operates under discretionary authority.

Matt Harrelson is a CFP® professional with 16 years of industry experience. He is currently with Principia Wealth Advisory, LLC in Dallas, TX, and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, and Fidelity Brokerage Services. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm manages approximately $225 million in client assets using a range of strategies including long-term investment, options and derivatives, with a multi-office structure and coordination of insurance services through separate arrangements.

David Oconnor is the sole advisor at Waterford Capital Investment Advisory Services LLC in Addison, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Waterford Capital entities since 1997 and serves as president of the advisory firm since 2007. Outside of advising, he owns Dipshit Radio, LLC, a business focused on communicating about sports events. Waterford Capital Investment Advisory Services LLC is an SEC-registered boutique investment adviser serving high-net-worth individuals, families, trusts, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach with strategic and tactical asset allocation, focusing primarily on non-discretionary management and using a mix of exchange-traded funds, mutual funds, and private investments.

John Brady Jr. is a financial advisor with Triumph Wealth Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at Leadership Financial Advisors, World Equity Group, TCM Securities, and VFG Advisors. Outside of his advisory work, he is an independent Texas state life insurance agent and managing partner of Leadership Financial Group, where he sells life, health, disability, long-term care insurance, and annuities. Triumph Wealth Advisors provides asset management, financial planning, and consultation services primarily to individual and business clients. The firm manages client portfolios on a non-discretionary basis and utilizes equities, fixed income, mutual funds, and ETFs, while also sourcing and monitoring third-party managers.

Billy Fowler is a financial advisor with Fowler Financial Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fowler Financial Management since 2003. Outside of advisory work, he has experience in independent insurance sales. Fowler Financial Management provides investment management, financial planning, estate-planning support, and consulting to individuals, families, trusts, and closely held companies. The firm manages approximately $30 million in assets and employs a combination of fundamental and technical analysis along with third-party research to develop customized portfolios, with an emphasis on estate-planning coordination and streamlined execution.