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.

Scott Wisniewski is the founder and principal of Wisniewski Wealth Management in Dallas, TX, holding a Series 65 credential and bringing 16 years of industry experience. He has led his firm since 2009. Outside of his advisory role, he is also the founder and CEO of Arianna Insurance Advisors LLC and Arianna Tax Advisors LLC, providing insurance second opinions and tax-related advice to clients. Wisniewski Wealth Management serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering fiduciary investment management and comprehensive financial planning. The firm applies a Modern Portfolio Theory-based approach with proprietary model portfolios emphasizing strategic asset allocation, primarily using mutual funds and ETFs, and manages approximately $266 million across about 273 client relationships.

Karla Martin is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Wheat Givens Financial, Ember Financial Services, LLC, and in legal roles at The Ramage Law Group and The Law Offices of Kimberly J Munson. Outside of advising, she provides personal bookkeeping services. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs a variety of analytical methods and invests across mutual funds, ETFs, and equities while managing market, liquidity, and concentration risks.

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.

Venugopal Reddy is a financial advisor at FBS Securities with Series 65, Series 63, and Series 66 licenses and seven years of industry experience. His prior work includes roles at FortyTwo Capital Ltd and World Choice Securities, Inc. He is a member of the Rotary Club of McKinney and participates in its community and charitable activities. FBS Securities provides discretionary portfolio management, financial planning, pension consulting, third-party administrative services, and educational seminars to a range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis in managing portfolios and offers active trading strategies and cryptocurrency exposure through separately managed accounts.

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 in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Brokersxpress, LLC since 2007. In addition to advising, he is involved with Paraclete Advisors, which offers financial planning, life insurance, and annuities. Geneva Financial Group LLC provides fee-only, discretionary investment management and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm emphasizes broadly diversified, tax-efficient portfolios based on Modern Portfolio Theory principles and serves a client base that includes institutional-type entities uncommon for a firm of its size.

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.

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 four years of industry experience, currently serving as an advisor at Ideology Wealth Advisors, LLC in Dallas, TX. His career includes roles at J.P. Morgan Securities, Legends Hospitality, and the Ritz-Carlton Hotel Company. Ideology Wealth Advisors provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach integrating value investing, technical analysis, and various investment vehicles, including ETFs and private placements.

Whitney Ann Nash is a Series 65 licensed advisor with Nashional Investments, based in McKinney, Texas, with eight years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of advisory services, she is involved as an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and manages companies providing qualified intermediary services for 1031 exchanges and escrow-only services. Nashional Independent Investment Management LLC serves individuals and business owners by managing discretionary and non-discretionary portfolios totaling approximately $10.4 million in assets. The firm offers a range of services, including portfolio management across traditional and alternative investments, hourly financial advising, and specialized 1031 exchange consulting, employing diverse analytical methods and strategies tailored to client goals and risk tolerance.

Truman Blocker IV is a CFP® professional with 32 years of industry experience, currently a partner at Spectrum Strategies, L.L.C. in Dallas, TX, where he has worked for over two decades. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a presenter for Sandler Training and coaches soccer seasonally at Trinity Christian Academy. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting, focusing on retirement, education funding, risk management, estate and tax analysis, and business succession. The firm provides non-discretionary investment advice and operates on engagement-specific fees without managing client assets directly.

Eric Wolfe is a CFP® and ChFC® with 30 years of industry experience. He has worked at Succession Financial, Inc. since 2018 and previously spent 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc., along with 10 years at WealthStar Advisors, LLC. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing both passive and active strategies across diverse asset types.

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 designation and less than one year of industry experience. He previously worked in a variety of roles including student loan consulting for Dr. Meredith Jones, LLC. Outside of investment services, he has co-ownership in a property management company. Allvet Financial serves individual clients, primarily veterinary professionals, offering discretionary asset management and integrated student loan repayment planning. The firm follows passive, buy-and-hold strategies based on modern portfolio theory and emphasizes long-term financial planning.

Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. He has been with TKC Wealth Management since 2016. Outside of his advisory role, he serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm employs a blend of fundamental intrinsic-value analysis and tactical asset allocation across various strategies tailored to client risk tolerances, and it offers comprehensive services including portfolio management, ERISA plan consulting, and insurance product recommendations.

Michael Miller is a financial advisor at Principia Wealth Advisory, LLC in Dallas, TX, holding a Series 65 designation with 22 years of industry experience. He has worked at Principia Wealth Advisory since 2020 and previously spent five years at True North Advisors, LLC. Principia Wealth Advisory provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using ETFs, mutual funds, and individual securities, incorporating options and derivative strategies for hedging or income generation when appropriate.

Kalyan Cherukuri is an advisor at Velaga Advisors with a Series 65 credential and one year of industry experience. He previously worked at Texas Instruments for 24 years and currently serves as Director of Process Technology at Renesas Electronics America. Velaga Advisors is a boutique registered investment adviser serving individual and high-net-worth clients, focusing on family relationships. The firm combines fundamental and quantitative analysis with tax-aware portfolio construction and employs institutional sub-advisor strategies to manage specialized mandates.