Scott Briney is a financial advisor at Capital Advice, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Advice since 2019 and Cetera Advisor Networks since 2013. In addition to his advisory role, he is independently licensed to sell insurance products through various companies. Capital Advice, LLC provides discretionary investment management to individual clients and offers market-timing signals and sub-manager services to other registered advisers and institutional subscribers. The firm employs proprietary, model-based technical methodologies focused on trend, momentum, volatility, and market internals to manage fixed-income and equity strategies.

Todd Pniewski is a CFP®-designated financial advisor with 17 years of industry experience. He is the sole advisor at TBMS Wealth LLC in Plano, TX, and has previously worked at Origin Financial and TH Wealth Management LLC. Pniewski also provides investment advice and financial planning through Elements Wealth, LLC. TBMS Wealth LLC offers financial planning and investment management services to individuals, trusts, estates, foundations, and business entities. The firm employs a combination of fundamental analysis and both active and passive strategies, focusing on low-cost, tax-efficient funds and regular portfolio reviews, while coordinating with clients’ attorneys and accountants on estate, tax, and risk-management matters.

Janet Mac Innis is a financial advisor at WhiteStone Wealth Advisors, LLC, holding a Series 65 designation. She has over 11 years of prior experience at Globe Life, Inc and currently holds concurrent roles with WhiteStone Wealth Advisors and Gmac Family Financial. WhiteStone Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a combination of fundamental and technical analysis with long- and short-term strategies, offering personalized managed accounts supported by sub-advisory relationships and a wrap-fee platform.

Weston Haaf is a CFP® professional with 13 years of industry experience. He is the sole advisor at Vantage Wealth Management LLC, having joined the firm in 2023 following eight years at Fidelity Investments. Outside of advisory work, he manages a residential real estate rental property through Living Life Properties LLC. Vantage Wealth Management LLC serves high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning, implementing diversified, risk-based portfolios tailored to clients’ goals and risk tolerance.

Sanjeev Kaushik is a financial advisor at Reap Asset Management LLC in Plano, TX, holding a Series 65 designation with five years of industry experience, including roles at MF&Co. Asset Management and RegCentric. He maintains an ongoing advisory role with an Australian firm. Reap Asset Management provides discretionary asset management and retirement plan consulting services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a combination of fundamental and technical analysis with varied investment strategies, including futures, options, and digital assets, and offers both retirement consulting and subscription-based market education products.

John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Kyle French is the sole advisor at FLB Capital Management, LLC in Rowlett, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at FLB Capital Management since 2008 and at ProMark Securities Inc. since 2003. In addition to advisory services, he is a licensed insurance agent selling fixed annuities, life insurance, and health insurance. FLB Capital Management provides investment advisory and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs multiple security analysis methods and generally pursues a long-term investment strategy, while offering discretionary portfolio management and financial planning consultations.

Lawrence Oliver is a financial advisor at Prosperity First Wealth Management with seven years of industry experience. He holds a Series 65 designation and has worked previously at Superior Industries. Oliver also serves as Vice President of Operations for First Co, an HVAC equipment manufacturer. Prosperity First Wealth Management offers portfolio management and integrated financial planning services to individuals, high-net-worth clients, self-employed individuals, and family trusts. The firm emphasizes custom portfolios using low-cost mutual funds, ETFs, bond funds, U.S. Treasury securities, and select individual securities, managing only non-discretionary accounts without custody of client assets.

Jaime Sanchez is a financial advisor at Partner Wealth Management, LLC in Rockwall, TX, holding a Series 63 designation with 31 years of industry experience. He has been with Partner Wealth Management since 2014. Partner Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical methods and trading strategies. The firm manages both wrap and non-wrap accounts, maintains a small client roster, and requires clients to use a single custodian, Charles Schwab.

Ronald Hodges is a financial advisor at Crestway Advisory Group in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Crestway Advisory Group since 2020 and is also involved full-time with Crestway Insurance Group, LLC, an insurance brokerage specializing in life, health, property, and casualty insurance. Crestway Advisory Group provides discretionary and non-discretionary portfolio management and retirement-planning services tailored to professionals, executives, and business owners. The firm integrates income-planning recommendations through its affiliated insurance business and offers educational content, group workshops, and hourly financial planning.

Jacob Wade is a financial advisor at Shepherd Advisory LLC with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before founding Shepherd Advisory. Shepherd Advisory provides fractional family office and personal CFO services, comprehensive financial planning, and non-discretionary portfolio recommendations to high-net-worth individuals, families, and single-family offices. The firm uses a goals-based, holistic investment approach and coordinates with clients' broader advisory networks to deliver tailored financial solutions.

I’m an independent, fee-only financial planner and the founder of Vessel Financial Planning. I help individuals and families align their use of money with what they value most, so financial decisions feel clearer, more thoughtful, and less overwhelming. My role is to provide structure, perspective, and steady guidance as life and priorities evolve. Vessel was built with real life in mind. I work with people balancing careers, family responsibilities, and long-term goals that often compete for time, money, energy, and attention. A core part of my process is helping clients identify what truly matters to them, then returning to those values as decisions arise. Rather than focusing only on investments, we look at the full picture, including cash flow, goals, tradeoffs, and the practical choices that shape both daily life and long-term direction. Financial planning at Vessel is an ongoing, collaborative process. Values are not something we define once and set aside. They serve as a reference point over time, helping clients stay grounded when circumstances change or decisions feel uncertain. My goal is to be a steady partner who helps clients make thoughtful money decisions with greater confidence and clarity, so they can focus on living the life they want to live.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Holly Brower is a financial advisor at 1836 Asset Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining 1836 Asset Management, she worked at Grey Rock Asset Management, LLC and Raymond James & Associates. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership approach complemented by a range of strategies executed by subadvisers, with a notable emphasis on non-discretionary accounts and tailored client approval processes.

Christopher Arnold is a financial advisor with Eddleman & Eddleman Inc, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His work history includes roles at JMFA, Gall's LLC, Faro Technologies, W.W. Grainger, and Archetype Investment Advisors. Outside of his advisory duties, he serves as a Field Consultant with John M Floyd & Associates, working with banks and credit unions. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities through discretionary portfolio management, financial planning, and project analyses. The firm combines investment management with affiliated accounting services and a venture capital vehicle, utilizing an academic, evidence-based approach to portfolio construction focused on long-term strategies.

James Fowler is a financial advisor at Crestview Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has a background spanning over two decades in chiropractic care and currently maintains roles at Genesis Back and Neck and First Step Chiropractic, P.A. Outside of his advisory work, Fowler is president of Vital Coaching, L.L.C., a property management business. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm employs a client-driven investment process that incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies aligned to clients’ objectives.

Jason Gould is a financial advisor at Lifetime Wealth Management P.C. in Rockwall, TX, with 8 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes positions at Gould Capital and Traditum Group. Lifetime Wealth Management P.C. provides personalized financial planning and investment management to individuals, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite approach combining index and exchange-traded funds with active managers and individual securities, and offers specialized services such as private investment review, placement assistance, and Puerto Rico Act 60 consulting.

James Suttles is a financial advisor at Better Pockets Financial with three years of industry experience. He holds a Series 65 designation and has prior experience at Montoya Wealth and in academic roles at the University of Dallas, University of Texas at Dallas, and Collin College. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services through structured packages. The firm employs a combination of passive and active investment strategies via third-party platforms and emphasizes public educational seminars and workplace retirement participant support.

Howard Johnson III is a financial advisor with Crestview Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. His career includes roles at Mercer Global Advisors, Lake Point Wealth Management, and Sterling National Financial Group. In addition to his advisory work, he is an independent insurance agent focusing on annuities, life insurance, and long-term care. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm’s investment process incorporates asset allocation, dollar-cost averaging, technical analysis, and a mix of long- and short-term strategies tailored to clients’ time horizons and risk tolerances.

Richard Lucas II is the sole advisor at NestEgg Wealth Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has managed NestEgg Wealth Advisors since 2014 and is involved in Rare Coins of New Hampshire as an independent contractor selling gold and silver coins. Lucas also holds an insurance license and operates an affiliated insurance business. NestEgg Wealth Advisors is an independent financial planning firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers under written solicitor agreements and focuses on financial planning through client interviews and analysis without exercising discretionary trading authority.