Alan Lawrence is the sole advisor at Lawrence, Alan, an independent firm based in Dallas, TX. He holds the CFA® designation and Series 63 license and has 39 years of industry experience, including 36 years at First Research Financial. Outside of advising, he is involved in personal real estate investment activities through ownership, management, and financing of properties for his own account and trust. The firm provides portfolio management and advisory services to individuals, retirement plans, business entities, trusts, estates, and occasionally pension and profit-sharing plans. Investment decisions emphasize fundamental and macroeconomic analysis, with portfolios that can include a range of securities such as equities, bonds, ETFs, options, futures, and real-estate related instruments.

Edward Milner is a financial advisor at CasMilner Consulting LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at the same firm in a different capacity for eight years. Outside of his advisory role, Milner volunteers as a mentor at a startup accelerator and serves on the boards of multiple startup companies across various industries. CasMilner Consulting LLC provides discretionary investment management to individuals and high-net-worth clients, focusing on equity portfolios that combine long holdings in large-cap companies with dividend histories and positions in small- and mid-cap technology firms. The firm employs a research-driven approach grounded in quantitative and qualitative analysis, applying proprietary methods related to patented intellectual property and innovation, while generally avoiding short-term trading and various alternative asset classes.

Douglas Simmang is a financial advisor at Turtle Creek Wealthcare in Dallas, TX, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Turtle Creek Advisors, Inc. since 2006. Turtle Creek WealthCare provides financial planning and advisory services to individuals, trusts, and endowments, serving around 73 clients. The firm uses a licensed WEALTHCARE planning system and simulation analysis to guide goal-based planning, and it co-advises with recommended SEC-registered discretionary managers while focusing on tax-efficient, diversified indexed ETF portfolios.

Michael Howard is a financial advisor at AfroBloc in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Scouting America, RI International, and Broward County. Howard is involved in educational seminars and speaking engagements through his firm’s public outreach efforts. AfroBloc is a fee-only, registered investment adviser serving individuals, charitable organizations, and businesses with discretionary investment management, financial planning, and educational services. The firm uses a combination of passive and active investment strategies, including ESG options, and provides ongoing financial planning at no extra cost to investment management clients.

John Stuart III is a financial advisor with Ironwood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and offering 20 years of industry experience. He has been with Ironwood Wealth Management since 2014 and previously worked at Ironwood Wealth Advisors, FSC Securities Corp, and Equitable Advisors. Ironwood Wealth Management provides advisory services primarily to individual clients, including both high net worth and non-HNW individuals, with discretionary asset management and planning for financial, retirement, and college needs. The firm uses proprietary model portfolios, combining fundamental and technical analysis, and manages all accounts on a discretionary basis through Interactive Brokers.

Gavin Richey is the principal and sole advisor at Sieve Capital LLC, holding a Series 65 designation with seven years of prior experience at Railroad Ranch Capital. He has been operating in the financial industry since 2016 and formed Sieve Capital in 2024. Sieve Capital is an independent, state-registered investment adviser serving primarily pooled and institutional mandates as well as high-net-worth investors. The firm employs active, short-term trading strategies that combine systematic quantitative models with fundamental analysis and offers discrete investment approaches under written agreements.

Douglas Roberts Jr. is the sole advisor at Clearwater Wealth Management in Midlothian, TX, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked for GuideStone Financial Resources for 10 years and currently serves as a project manager at Southern Brothers Roofing. Clearwater Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm manages approximately $7.7 million in client assets and uses a combination of fundamental and technical analysis, along with Monte Carlo planning, to develop personalized investment strategies.

Preston Zapffe is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Family CFO, LLC, where he has worked since 2017, and he previously worked at Children's Health for one year. Zapffe serves as a director for a financial literacy nonprofit and maintains licensed insurance and real estate activities alongside his advisory work. Family CFO, LLC provides non-discretionary asset management and financial planning to individuals and business entities, supplemented by educational seminars and workshops. The firm uses a client-tailored approach based on documented goals and risk profiles, employing fundamental and technical analysis with client-approved investment decisions.

Jonathan Mcmullen is a CFP®-certified financial advisor with 14 years of industry experience. He is the owner and sole advisor at The Wealth Observatory, an independent firm he has operated since 2019. Prior to this, he held roles at Wisniewski Wealth Management and has been involved with Smallwillow, LLC and Advisor-Friendly Insurance since 2016. The Wealth Observatory provides investment consulting and comprehensive wealth planning to individual and estate clients. The firm employs a Modern Portfolio Theory–based investment approach with personalized service for a small client roster, offering flexible billing options and no asset minimum.

Robert Hunt is the sole advisor at Robert Hunt Financial, LLC in Dallas, TX. He holds a Series 65 designation and has 10 years of experience in the industry. Robert Hunt Financial provides fee-for-service financial planning, investment advice, and financial education to individuals, high-net-worth individuals, trusts, and families. The firm focuses on low-cost, predominantly index fund solutions with an emphasis on asset allocation, expense control, and tax considerations. It offers written and verbal analyses, client-focused seminars, and publishes periodicals, operating on an advisory model without investment discretion or custody of client assets.

Clayton Kohl is the sole advisor at Sunsage Capital Management in Grapevine, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Sunsage Capital, LLC since 2001. Sunsage Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and institutional clients. The firm employs a proprietary combination of fundamental, technical, and cyclical analysis to construct portfolios emphasizing growth and dividend-growth equities and substantial foreign exposure, with a notable focus on direct foreign and private-market securities.

Scott Hancock is a financial advisor at Oak Capital Advisors in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oak Capital Advisors since 2012. Hancock serves on the board of directors of Schuepbach Energy. Oak Capital Advisors is an independent sole proprietorship that provides investment management and asset-allocation advice to individuals, families, corporations, foundations, and retirement plans. The firm manages approximately $186 million and focuses on core holdings in index-tracking ETFs, emphasizing asset allocation and cost minimization while maintaining limited discretionary authority.

Kevin Clariday is the principal of Kevin Clariday Investment Advisor, an independent sole proprietorship based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. The firm provides comprehensive portfolio management and investment consulting services to individuals, trusts, and business entities, with approximately $21 million in assets under management. It specializes in non-discretionary portfolio management combining fundamental and technical analysis, emphasizing long-term investments and allowing clients to retain transaction approval authority.

David Mathews is a financial advisor at QKM, L.L.C. in Dallas, TX, holding a Series 65 designation with 14 years of industry experience. He has operated his independent advisory firm since 2011. Outside of advisory activities, Mr. Mathews is a licensed real estate broker in Texas and owns a 49% interest in Bear Trap Partners, L.L.C., a real estate investment company. QKM, L.L.C. provides investment research and advisory reports to high-net-worth investors and pooled investment vehicles, focusing on fundamental, bottoms-up analysis of publicly available market data. The firm does not manage client portfolios or custody assets and uses a variety of fee arrangements, including performance-based fees with qualified clients.

Gilles Hudelot is a CFP® with 26 years of industry experience, currently affiliated with Lafayette Financial Planning LLC since 2026. His prior roles include positions at Fruition Personal Finance, USI Consulting Group, USI Securities, and H.D. Vest Investment Services. Lafayette Financial Planning LLC offers wealth management, individual portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, high-net-worth clients, and businesses. The firm employs a blend of passive and active investment strategies based on Modern Portfolio Theory and provides a range of engagement billing options along with retirement plan management services.

Jacob Homan is the principal of Homan Financial Services LLC in Arlington, TX. He holds a Series 65 credential and has experience working at Goldman Sachs & Co, Loftwall, and Interstate Batteries prior to founding his firm in 2026. Homan Financial Services LLC is a fee-only registered investment adviser offering comprehensive personal financial planning and optional discretionary investment management through a flat-fee subscription model. The firm primarily serves dual-income households aged 25–40 with incomes between $100,000 and $300,000 and employs a passive-first, broadly diversified investment approach grounded in modern portfolio theory.

Richard Bolgiano is a financial advisor at Bolgiano Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at Bolgiano Capital Management since 2010. In addition to his advisory role, he is involved with ARS Manager SMLLC and operates Bolgiano Tax & Business Services, a tax and accounting business. Bolgiano Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, incorporating a core/satellite investment framework and options strategies, to manage client portfolios.

Douglas Jordan is a financial advisor with OPCREST Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Since 2011, he has been with OPCREST Investment Management. Outside of his advisory role, Mr. Jordan occasionally provides real estate consulting services and serves as an executor of estates. OPCREST Investment Management offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on option contract strategies and exchange-listed securities and indexes. The firm’s investment approach emphasizes derivatives, including various option spreads and covered options, with daily monitoring and technical analysis tied to the S&P 500 200-day moving average.

Deborah Michel is a financial advisor at Argon Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Catapult Health for 14 years. Argon Advisors provides investment management and financial planning services to high-net-worth individuals, focusing on personalized investment policies and asset allocation. The firm uses a combination of passive and active strategies, manages portfolios according to client risk tolerance, and offers fee-only educational seminars and speaking engagements.