Ross Heath is a Series 65-licensed financial advisor based in Flower Mound, TX, currently serving as the sole advisor at AI Investor 360. He has been associated with SAS since 2014 and joined AI Investor 360 in 2025. AI Investor 360 is a state-registered investment manager specializing in discretionary portfolio management and custom model construction for pooled vehicles and institutional clients. The firm integrates traditional investment analysis with AI-based optimization techniques grounded in Modern Portfolio Theory to tailor portfolios toward specific objectives such as low volatility, dividend income, or high growth.

Peter Stranberg is the sole advisor at Stranberg Capital LLC in Southlake, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has managed Stranberg Capital since 1998. Stranberg Capital provides discretionary portfolio management services primarily to individuals and high-net-worth clients, managing approximately $103 million across about 51 accounts. The firm employs an analytical investment approach based on Modern Portfolio Theory, broad diversification, and relative-value tilts, with portfolios managed fully discretionary and primarily focused on retirement income.

William Nolan is a financial advisor at Spar Wealth Management LLC with 8 years of industry experience. He holds a Series 65 credential and has a background in military service, including three years with the United States Army and over two decades with the Nebraska Army National Guard. He also works with the U.S. Citizenship and Immigration Services. Spar Wealth Management serves a diverse clientele, including individuals, high-net-worth clients, trusts, estates, nonprofits, and businesses, offering discretionary investment management across multiple asset classes. The firm emphasizes risk management through tailored portfolios and uses derivatives strategies for hedging and volatility control, distinguishing its approach among independent advisers.

Christopher Phillips is a financial advisor at Frontstage Financial LLC in Lewisville, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, Park Avenue Securities, Guardian Life Insurance Company, Goldman Sachs, and Fidelity Investments. Frontstage Financial LLC provides wealth management and financial planning services to individuals and high net worth clients, offering discretionary and non-discretionary investment management across mutual funds, ETFs, individual stocks and bonds, and retirement accounts. The firm employs a fiduciary approach with an emphasis on fundamental analysis, low-cost diversified funds, and the use of third-party model portfolios and independent managers for asset allocation and oversight.

Dale Mcmullen Jr. is a CFP® with 25 years of industry experience and has been the sole advisor at Financial Advantage since 2003. He holds Series 63 and Series 65 securities registrations. Financial Advantage serves individual clients by providing financial planning and investment advice, including retirement, college, and insurance planning, alongside ongoing portfolio management. The firm emphasizes diversification through mutual funds and ETFs, uses a primarily non-discretionary model, and maintains a small client roster with a focus on individualized account oversight.

Mark Stoecker is the principal advisor at Stoecker Financial, Inc. in Lantana, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in financial planning and insurance services through affiliated entities since 1991. Stoecker also operates On The Mark Money, Inc., which provides financial planning services and marketing support for his advisory firm. Stoecker Financial offers asset-allocation investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and business entities. The firm uses a formula-driven, rules-based approach with institutional money managers and co-advisors, incorporating insurance products and educational resources as part of its offerings.

Gary Dennis is the sole advisor at GWD Capital Management, LLC in Coppell, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. He previously worked at First Research Financial for 24 years before founding his current firm in 2020. Outside of his advisory role, he has ownership interests in several related investment and holding companies. GWD Capital Management provides investment management and financial planning services to individual and high-net-worth clients, as well as business entities including corporations, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis, offering discretionary and non-discretionary account management and may coordinate with third-party managers when appropriate.

Robert Hudak II is a Series 65-licensed financial advisor at Tradespro LLC with one year of industry experience. Before joining Tradespro, he held positions at Hydrogen Technologies, MMEFS LLC, Accentcare HomeHealth, Lockheed Martin, and Healthcare Management Systems. He also provides basic engineering consulting services through his single-member LLC, MMEFS LLC. Tradespro LLC is an independent registered investment adviser serving a small client base primarily composed of high-net-worth individuals, retirement accounts, small businesses, and consulting clients. The firm employs a technical and quantitative investment approach that includes market-timing techniques, discretionary and non-discretionary management, and project-based trade structuring, distinguishing it through its combination of tactical trading, subscription research, and institutional-style consulting.

Duane Francis is the sole advisor at Francis Capital Management, Inc., an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having led his firm since 2005. Francis Capital Management provides investment and wealth management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary, customized portfolios using fundamental and technical analysis, focusing on long-term investments in individual equities, fixed-income securities, mutual funds, and ETFs.

Matthew Mckinney is a financial advisor at Arcon Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Arcon Wealth Management since 2007. In addition to his advisory role, he is active as a licensed insurance agent, focusing on non-variable insurance products. Arcon Wealth Management, operating as Impact Investments, provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes market efficiency and asset allocation, implementing long-term investment strategies across a range of asset classes while operating under discretionary trading authority with quarterly reviews.

Ryan Sawyer is the principal of Sawyer Investment Management Company in Colleyville, TX, holding the CFA® designation and Series 65 license with 12 years of industry experience. Prior to founding his firm, he worked at Chapman Hext / White Rock Advisors and Commuter Capital, LP. He also owns and manages an accounting firm, Ryan A. Sawyer, CPA, PLLC. Sawyer Investment Management Company provides discretionary portfolio management primarily for individual investors, focusing on concentrated portfolios of publicly traded bank holding companies. The firm develops personalized Investment Policy Statements and combines fundamental analysis with a specialized sector focus, managing a modest number of accounts with integrated accounting expertise.

Lucian Ioja is a financial advisor with Oris Wealth Designs LLC in Southlake, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. He has been with Oris Wealth Designs since 2020 and also maintains a role at Fountainhead Capital Management, LLC. Outside of investment management, he is a self-employed insurance broker licensed since 1998, focusing on long-term care, disability, life, and annuities insurance products. Oris Wealth Designs LLC provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm constructs portfolios based on client objectives and risk tolerance and offers standalone financial plans or plans bundled with advisory services.

David Zeballos is a financial advisor at Campeones FC LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to founding Campeones FC in 2026, he worked at Charles Schwab and Co., Inc. for three years and TD Ameritrade for ten years. Campeones FC provides ongoing portfolio management services to individual and high-net-worth clients, focusing on equities, ETFs, and options-based growth and income strategies within a modern portfolio theory framework. The firm emphasizes individualized portfolio management, documenting client risk tolerance and conducting regular account reviews.

Andrew Fisher is the principal of Pathsetter Financial, a state-registered investment adviser based in Coppell, TX. He holds a Series 65 designation and has four years of experience in the financial advisory industry. Prior to founding Pathsetter Financial in 2021, Fisher worked at PepsiCo for nearly four decades. He also provides supply chain consulting services through a separate business. Pathsetter Financial offers investment management and a range of financial planning services to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses within a Modern Portfolio Theory framework, utilizing both passive and active strategies alongside third-party solutions and sub-advisors.

Henry Smith is a Series 66-licensed financial advisor with 25 years of industry experience. He has been the sole advisor at HV Capital Advisors LLC since 2012, based in Dallas, TX. HV Capital Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a multifaceted investment approach, combining fundamental, technical, charting, and cyclical analysis, and offers a wide range of investment options managed in-house.

Jeremy Heimbigner is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. He specializes in assisting high-level professionals in developing comprehensive wealth plans tailored to their unique goals. Jeremy has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2014, including Benefits & Planning Consultant, Executive Services; Retirement Solutions Representative; Investment Solutions Representative; Retirement Representative; and Financial Representative. Prior to joining Fidelity, he worked as an Associate Financial Planner at Cetera Advisor Networks LLC from 2011 to 2014 and completed an internship at Morgan Stanley Smith Barney from 2009 to 2010. He holds a California Insurance License.

Niels Buksik is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Anchory, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Anchory, LLC provides discretionary and non-discretionary investment management to individuals and high-net-worth clients, combining financial planning services at no additional charge. The firm utilizes a blend of passive and active investment strategies with a focus on personalized portfolio management for a small client base.

Stephen Hozie is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. He is the sole advisor at Hozie Consulting, an independent firm based in Coppell, TX. Prior to founding Hozie Consulting, he worked at Mills Wealth Advisors, LLC from 2017 to 2018. In addition to his advisory role, Hozie is a licensed CPA and provides tax preparation, accounting, and financial analysis services through his CPA firm. Hozie Consulting serves individual clients, including business owners, executives, retirees, and their families, offering wealth management, financial planning, portfolio management, and accounting services such as tax return preparation and fractional CFO work. The firm emphasizes a long-term, market-based investment approach using low-cost mutual funds and ETFs, with portfolios constructed for value and tax efficiency.

Michael Awosemusi is a financial advisor at Empowerment Financial Advisors LLC in Irving, TX, holding the ChFC® designation and Series 66 license with 10 years of industry experience. His prior experience includes roles at Edward Jones and Brandon K. Moore Financial, LLC. He serves on several nonprofit and civic boards in the Irving area, including the Irving-Las Colinas Chamber of Commerce and the Baylor Scott and White Irving Foundation. Empowerment Financial Advisors provides asset management, financial planning, and retirement plan advisory services to individual, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering tailored investment strategies and ongoing supervision, including discretionary trading when authorized.

Emory Hoover is the sole advisor at Hoover Capital Management, LLC, an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, having founded the firm in 2015. Hoover Capital Management provides asset management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and institutional clients. The firm employs a Global Value Opportunities strategy that integrates quantitative screening with fundamental analysis and offers institutional portfolio management alongside typical individual and trust services.