Nolan Kopkin is the sole advisor at Kopkin Capital Management, LLC in Allen, Texas. He holds a Series 65 designation and has four years of industry experience. Kopkin has managed his firm since 2021 and maintains an academic appointment with the University of Wisconsin System, where he has been involved since 2013. Kopkin Capital Management, LLC is a discretionary investment manager serving pooled vehicles, institutional accounts, individual investors, trusts, and pension plans. The firm employs a momentum-focused, concentrated investment approach, typically holding 4–20 securities selected by a proprietary methodology and emphasizing frequent trading with short- to medium-term holding periods.

Enrique Eulloqui is a financial advisor with Momentum Financial Planning LLC, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at various firms including Osaic Wealth Inc. and Fidelity Investments. Eulloqui also assists with securities-related business as a wealth planner and advisor at Longhorn Wealth Management Group. Momentum Financial Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm combines passive and active investment strategies based on modern portfolio theory and offers both project-based financial planning and ongoing portfolio management.

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Bradford Rodrigues is the sole advisor at R1 Financial Group, a Texas-registered independent investment adviser. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. R1 Financial Group serves individuals, high-net-worth individuals, and trusts, offering portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis with a long-term, value-oriented investment strategy that may include small- and mid-cap stocks, turnaround or undervalued companies, and high-yield fixed income.

Louis Fritts is a Series 65-licensed advisor with Amplified Alpha in Dallas, TX, bringing four years of industry experience. Prior to joining Amplified Alpha, he worked at Service Academy Capital Management, LLC for two years. He is also the owner and principal of Fritts Films LLC, a production company involved in filmmaking, editing, and web design. Amplified Alpha provides discretionary investment management primarily to individual clients and operates a private pooled investment vehicle. The firm uses an actively traded quantitative model that employs leverage, market timing, and active risk management through leveraged exchange-traded products, derivatives, and options.

Richard Greenfield is a CFP®-certified financial advisor with 34 years of industry experience. He is the president of RJG Financial, an independent registered investment adviser based in Dallas, TX. Prior to founding RJG Financial in 2018, he worked at Osaic Wealth, Inc. and SagePoint Financial. RJG Financial serves individuals, trusts, estates, and retirement and corporate accounts, managing approximately $50 million across nearly 60 client relationships. The firm offers balanced portfolio management using mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with a long-term investment approach.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Dmitri Rabkin is the sole advisor at Rabkin Advisors LLC in Richardson, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding his independent advisory firm in 2017, he worked at Amdocs Inc. for 14 years. Rabkin Advisors LLC provides discretionary portfolio management primarily to individual investors, including IRAs and self-directed 401(k)s, as well as trusts, estates, and small-business pension clients. The firm’s investment approach focuses on dividend-paying companies with growth potential and share repurchases, offering personalized plans and ongoing portfolio monitoring tailored to each client’s objectives and risk profile.

James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.

Wendell Brock is a financial advisor at Yield Financial Advisors in McKinney, TX, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been leading De Novo Strategy, Inc. since 2005. Outside of his advisory work, he serves as the executive director of CREED, a 501(c)(3) nonprofit organization. Yield Financial Advisors provides comprehensive, fee-based financial planning and consulting services to individuals, professionals, and small business owners. The firm follows a structured five-step engagement process and offers a wrap fee program along with affiliated insurance and tax advisory services.

Linda Jackson is a financial advisor with Sueing Investments, LLC in Flower Mound, TX. She holds Series 63 and Series 65 registrations and has 23 years of industry experience, including 21 years with Sueing Investments. In addition to advisory work, she spends a portion of her time involved in traditional insurance sales. Sueing Investments, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporations. The firm manages portfolios using fundamental, charting, and technical analysis, tailoring asset allocation to client objectives and market conditions, and offers various billing structures including fixed monthly fees and hourly consultations.

Troy Alley is a financial advisor at Ark Wealth Management in Austin, TX, with six years of industry experience. He holds a Series 65 designation and previously worked at Third Generation Capital Management, Con-Real, LP, and Bravado, LP. He continues to serve as President and CEO of Third Generation Capital Management, although the firm is currently not operational. Ark Wealth Management serves individuals, including high-net-worth clients, as well as business entities, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, pension consulting, financial planning, and operates a robo-advisor program that uses model portfolios based on a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Stephen Galanakis is the sole advisor at BlackBox Capital Management LLC in Allen, TX, holding a Series 65 license with five years of industry experience. Prior to founding BlackBox Capital Management in 2021, he worked at Nutanix, Pure Storage, and Commvault. Outside of advisory work, he manages a rental property business in the Dallas-Fort Worth area. BlackBox Capital Management is an independent firm providing discretionary and non-discretionary portfolio management and financial strategy to individuals, pension plans, trusts, and charitable organizations. The firm primarily uses diversified ETFs along with select individual equities and bonds, applying both fundamental and technical analysis, and employs option and margin strategies alongside a managed Treasury account for lower-risk investments.

Aaron Miller is the sole advisor at Family Wealth Coaching, LLC, an independent firm based in Plano, TX. He holds a Series 65 designation and has eight years of experience in financial advising. In addition to his advisory role, Miller is a practicing attorney at Miller Law Office, PLLC. Family Wealth Coaching serves individual and high-net-worth clients by providing portfolio analysis reports, one-time financial plans, and educational seminars. The firm operates on a non-discretionary basis, referring clients to third-party advisers and focusing on long-term investment strategies aligned with modern portfolio theory.

Adam Bar is a financial advisor at RTB Wealth Advisors, LLC in McKinney, TX, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Kingswood Wealth Advisors and Mass Mutual Investors Services. Outside of advisory work, he is a published author of the book "Unleash Your Financial Powerhouse." RTB Wealth Advisors, LLC provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside individual securities and alternative investments as appropriate.

Philip Maguire is the sole advisor at Maguire Stewardship Partners, an independent firm based in Allen, TX. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including prior roles at Smith, Frank & Partners and MassMutual Life Insurance Co. Although licensed as an insurance agent, he does not currently sell insurance products or offer them to his clients. Maguire Stewardship Partners provides investment management and financial planning services to individual and high-net-worth clients. The firm primarily uses passive portfolio construction complemented by technical analysis and may incorporate third-party managers, offering both project-based and ongoing comprehensive planning.

David Pettus is a Series 65-licensed financial advisor with six years of industry experience, operating independently through Blue Rock Capital in Allen, TX. He retired from prior work in 2015 and currently manages Blue Rock Capital as its sole advisor. Outside of advisory work, he serves as managing member for two investment-related LLCs, holding a voting role in Front Porch Investments LLC and a minor ownership interest in Bald Eagle Asset Management, LLC. Blue Rock Capital provides discretionary investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, companies with excess cash, and small-business retirement plans. The firm employs a Modern Portfolio Theory-based investment approach across core asset classes and incorporates both fundamental and technical analysis, typically favoring a long-term, buy-and-hold strategy with periodic rebalancing.

Katie Brewer is a CFP® professional with 19 years of experience in financial planning and investment advisory services. She has been with Your Richest Life, LLC since 2014, where she serves as one of two advisors. The firm provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and their participants. Your Richest Life emphasizes a passive, asset-allocation approach using index mutual funds and ETFs, offering services such as ongoing monitoring, participant education, and fiduciary retirement plan consulting.

Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.

Kevin Parish is a financial advisor at Kelley Lane Capital, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Akard Street Capital, Glasheen, Valles & Inderman, LLP, and served eight years in the United States Marine Corps. Outside of his advisory role, Parish works full-time as a staff attorney for the El Paso Court of Appeals, assisting justices with legal research and opinion writing. Kelley Lane Capital provides discretionary investment management, financial planning, and consulting services to individuals, trusts, small businesses, charitable organizations, and retirement plans. The firm focuses on personalized, tax-sensitive portfolios and serves a client base that includes legal professionals, law firms, and personal-injury claimants, distinguishing itself through its legal community connections and flexible fee structures.