David Piotrowski is a financial advisor with Waterford Capital Investment Advisory Services LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Waterford Capital since 2010 and is also the managing member of Double Eagle Advisors, LLC, a consulting business. Waterford Capital Investment Advisory Services LLC specializes in boutique investment management for high-net-worth individuals, families, trusts, family limited partnerships, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based, asset-allocation approach using exchange-traded funds and manages client assets on a non-discretionary basis with tailored portfolio management and ongoing due diligence of alternative investments.

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.

Matt Harrelson is a Certified Financial Planner® with 16 years of industry experience. He is currently with Principia Wealth Advisory, LLC in Dallas, TX. His prior experience includes roles at Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, Fidelity Brokerage Services, and Equitable Advisors. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a client-focused investment process incorporating ETFs, mutual funds, individual securities, and options strategies, and manages approximately $225 million in assets.

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.

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

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.

Scott Wisniewski is the founder of Wisniewski Wealth Management in Dallas, TX, holding a Series 65 credential with 17 years of industry experience. He is also the founder and CEO of Arianna Insurance Advisors LLC, where he provides life, disability, and long-term care insurance second opinions and quotes, and Arianna Tax Advisors LLC, which offers tax-related advice to clients. Wisniewski Wealth Management serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans with fiduciary investment management and comprehensive financial planning. The firm uses a Modern Portfolio Theory-based approach with proprietary model portfolios focused on strategic asset allocation, primarily utilizing mutual funds and ETFs, supplemented by estate planning coordination and an atypical travel planning service included in client relationships.

Henri Glover is a financial advisor with HG Tailored Financial Services in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has worked with firms including Davis, Glenn, & Glover Wealth Management Services and LPL Financial. Outside of advisory services, he is involved in an independent insurance agency offering various lines of non-variable insurance. 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 develops customized investment programs based on client goals, time horizons, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with ongoing monitoring and quarterly reviews.

Charles Limandri is a CFP® professional at Orchid Advisory with one year of industry experience. He previously worked for seven years at Matter Family Office and spent four years at the University of Dallas, Office of Advancement. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, offering asset management and comprehensive family office services with a focus on individualized investment strategies and oversight of third-party managers.

Evangeline Herrington is a CFP® with 11 years of industry experience, currently serving at Herrington Wealth Management Corporation. She has worked at various firms including International Research Securities, Inc. and Edward Jones. Herrington is also an insurance agent selling life, annuities, and long-term care products and serves as an advisory council member of the Communities Foundation of Texas. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, managing roughly $41 million for about 36 clients.

Todd Rabalais is a financial advisor at KPC Financial Solutions, LLC in Dallas, TX, with 17 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, Total Advisor Network, LLC, and Innovative Estate Management, LLC. In addition to his advisory role, he sells life, accident, and health insurance through various company appointments. KPC Financial Solutions provides portfolio management and financial planning services for individual and high-net-worth clients, utilizing tailored Investment Policy Statements and discretionary portfolio implementation. The firm employs a quantitative investment approach combining mutual funds, ETFs, equities, fixed income, and annuities, with both long- and short-term trading strategies aligned with client risk profiles.

John Emmett is a financial advisor with Geneva Financial Group LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior work includes positions at Brokersxpress, LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory role, he is involved with Paraclete Advisors, which provides financial planning, life insurance, and annuities. Geneva Financial Group LLC offers fee-only, discretionary investment management and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a broadly diversified, tax-efficient investment approach based on Modern Portfolio Theory and serves a client base that includes institutional-type entities such as corporate pension and profit-sharing plans.

William Blake II is a financial advisor at PMG Family Office, LLC in Plano, TX, holding a Series 66 designation with 15 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining PMG Family Office in 2021. PMG Family Office provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management using a combination of in-house oversight and third-party sub-advisors, employing strategies that include fundamental, qualitative, and sector analysis as well as the use of derivatives and structured products.

Michael Pettit is a CFP® and CFA® professional with two years of experience in financial advising. He currently works at Dornick Wealth Management in Dallas, TX, where he has been since 2025. His prior experience includes roles at Oak Hills Securities, Merritt Plus, and Veritex Community Bank. Pettit is also associated with L&E Properties, LLC in a non-investment-related capacity. Dornick Wealth Management serves high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm employs a blend of passive and active strategies grounded in modern portfolio theory and emphasizes a long-term investment approach.

Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

Craig Love is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Securities America, FulcrumIO, WFG Advisors, BBVA Compass Investment Solutions, UBS Financial Services, and Merrill. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and sponsors a wrap fee program.

Christopher Chavez is a financial advisor at Apricity Financial, LLC with two years of industry experience. He previously worked at Fisher Investments and Blue Line Capital prior to joining Apricity Financial. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach is primarily fundamental-analysis driven, emphasizing diversified, low-cost ETFs while utilizing individual securities and alternatives as appropriate.

Nicholas Moore is a CFP® with five years of industry experience, currently serving at Ideology Wealth Advisors, LLC in Dallas, TX. His background includes roles at J.P. Morgan Securities, Legends Hospitality, and the Ritz-Carlton Hotel Company. Moore holds Series 63, 65, and 66 licenses. Ideology Wealth Advisors primarily serves high-income individuals, especially medical doctors and dentists, as well as qualified retirement plans. The firm employs a long-term, value-oriented investment approach with strategies including strategic asset allocation, options, ETFs, and alternative investments, tailoring portfolios to client objectives with ongoing monitoring and communication.