Shayan Mozaffar is a financial advisor at 10x10y LLC in Dallas, TX, holding a Series 65 designation with four years of industry experience. He has worked at firms including Parian Global, Woodson Capital, and Solomon Global Management. Mozaffar is also an adjunct professor at Columbia Business School, where he teaches a course on Advanced Investment Research. 10x10y LLC provides discretionary investment management and portfolio oversight for individual and institutional clients across multiple asset classes. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis to construct concentrated long and short positions, utilizing tools such as ETFs, options, and leverage.

Chad Thompson is a financial advisor at AlgoTech Financial LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. He previously worked at JP Morgan Chase & Co. for eight years and Verizon for five years. AlgoTech Financial LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory and Monte Carlo techniques to construct portfolios aligned with client goals, and it offers public educational seminars and workshops.

Edward Sullivan Jr. is a CFA® charterholder with 17 years of industry experience. He is the sole advisor at EFS Asset Management LLC, an independent firm based in Dallas, TX. Prior to founding EFS Asset Management in 2024, he worked at Five Keys Capital Advisors, Inc. and Belmont Global Advisors Inc. EFS Asset Management LLC provides discretionary portfolio management to high-net-worth individuals through separately managed accounts, offering tailored investment strategies across various asset classes including equities, fixed income, ETFs, mutual funds, and structured products. The firm combines macroeconomic analysis with security-level selection and operates with discretionary trading authority subject to client-imposed limits.

Mary McMahon is a CFP® professional with 15 years of experience in financial advising. She has led MSM Advisory, LLC since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves as a chapter president for Master Networks and is involved with Rotary International. MSM Advisory serves individual clients, including high-net-worth individuals, and small businesses by providing comprehensive financial planning and investment consultation. The firm uses a mix of fundamental, technical, and cyclical analysis with strategies such as Modern Portfolio Theory and Core+Satellite, often recommending third-party managers through an Envestnet platform while maintaining non-discretionary client relationships.

Paul Williams is a financial advisor at Dominion Financial Advisors, LLC in Dallas, TX, holding a Series 65 credential. He has one year of industry experience, having joined Dominion Financial Advisors in 2025. Prior to his advisory role, he worked in franchising and the food service industry. Dominion Financial Advisors provides financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm’s investment approach incorporates asset allocation and Modern Portfolio Theory, using both passive and active investment vehicles tailored to client objectives and risk tolerance.

Nikitas Koumoundouros is a financial advisor with Komons Financial LLC in Carrollton, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to founding Komons Financial in 2019, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2013 to 2019. Outside of finance, he is involved in breeding Labrador retriever puppies and serves as an American Kennel Club retriever field trial judge. He also holds leadership and alumni roles in nonprofit organizations including BNI Central Business and the Delta Sigma Phi Alumni Control Board. Komons Financial LLC is an independent firm serving clients with personalized financial advice and investment strategies tailored to individual needs.

Jane Macadams is the sole advisor at Mac Adams Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 designations with 17 years of industry experience. She has led her independent firm since 2008. Mac Adams Wealth Advisors, LLC provides personalized financial planning, portfolio and asset management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers retirement plan consulting, estate-planning advice, and ongoing oversight of annuity subaccounts, sponsoring two Asset Management Programs and utilizing a broad investment toolkit with a fiduciary standard.

Leonid Murashkovskiy is the principal and sole advisor at Prime Sentry Wealth Management LLC. He holds a Series 65 credential and has over a decade of experience as a licensed attorney and real estate broker operating separate business entities. Murashkovskiy also serves on the board of directors for the Dallas International Academy, a nonprofit organization. Prime Sentry Wealth Management LLC is a fee-only registered investment adviser that provides discretionary and non-discretionary portfolio management primarily for pooled vehicles and institutional clients. The firm applies Modern Portfolio Theory and longer-term strategies using mutual funds and exchange-traded funds, with portfolio management tailored to client objectives and risk tolerance.

Chad Johnson is a CFP® and Series 65-licensed advisor with seven years of industry experience. He has served as the principal of Spartan Wealth Solutions LLC since 2018 and has a concurrent role at Arconic since 2016. Outside of advisory services, he operates Spartan Tax Solutions LLC, a tax return preparation business serving individuals and small businesses. Spartan Wealth Solutions LLC offers fee-only financial planning and advisory services to individuals, high-net-worth clients, and small businesses, emphasizing retirement, investment, and tax planning. The firm uses a long-term, buy-and-hold approach with diversified asset allocation and provides both ongoing and fee-based financial coaching and business consulting.

Glenn Bishop is a CFP® professional with 22 years of industry experience. He has been the sole advisor at GA Bishop and Associates, LLC since 2001. GA Bishop and Associates offers fee-only financial planning and investment advisory services to individuals and families without minimum account or income requirements. The firm provides advice primarily through hourly and retainer engagements, focusing on long-term, fundamental investment strategies using low-cost mutual funds and ETFs, and operates on a non-discretionary basis without taking custody of client assets.

Stephen spent the first six years of his career in the Dallas office of Ernst & Young, LLP, in various roles, including Manager in Mergers & Acquisitions Due Diligence, where he assisted private equity funds in acquiring businesses. Stephen then spent the next fifteen years in various roles at Maverick Capital, Ltd., one of the world’s largest, oldest, and most prestigious hedge funds, ultimately serving as a Managing Director in Private Equity and Venture Capital, overseeing the valuation of over $5B in private investments. Stephen obtained his undergraduate and graduate degrees in accounting and finance from Texas A&M University and was a proud member of the Texas Aggie Corps of Cadets, where he served as Company D-2’s Executive Officer in his senior year. He also completed the certificate program in Financial Planning from Southern Methodist University.​ Stephen has been married to his wife Amy for over 20 years, having met as young CPAs at Ernst & Young, LLP. Amy and Stephen live in Lake Highlands with their daughter, who attends Ursuline Academy, where she rows crew. An avid doubles tennis player, he can be found with his friends on courts all over North Dallas. Stephen has a passion for not-for-profit finance leadership and has served on the board of directors of various Dallas organizations, including the Maverick Capital Foundation, Church of the Incarnation, Incarnation Foundation, Incarnation Place, and Incarnation House. Additionally, he has served as Treasurer of The Family Place, Junior Warden, and Treasurer at Church of the Incarnation. Stephen is currently Vice-Chairman of the Dick Granger Neighborhood Ministry, where he co-leads a team of over 30 volunteers providing episodic financial assistance for the working poor in the Uptown area. He is also on the board of directors of the Ursuline Academy of Dallas Foundation and a member of the finance committee. ​Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, an active Certified Public Accountant in Texas, and holds the American Institute of CPA's (AICPA) Personal Financial Specialist credential, Series 65 license, and the Certificate in Investment Performance Measurement from the CFA Institute. He is a member of the Financial Planning Association (FPA), CFA Institute, and the AICPA, and is active in both the Texas Society of CPAs – Dallas Chapter and the FPA – DFW Chapter, where he serves on the boards of both.

Stephen Ratchford is the sole advisor at R5 Capital Management in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. He has been with R5 Capital Management since 2013. Outside of his advisory role, he has worked as an insurance agent on a limited basis. R5 Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers asset management, comprehensive portfolio management, and retirement plan consulting, using a combination of analytical methods and typically pursuing long-term purchase strategies with periodic rebalancing.

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

Kyle Grisz is a financial advisor at Voyage Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Paratus Financial, Inc. for ten years. Voyage Wealth Management, LLC also provides tax planning and compliance services to clients. Voyage Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term investment approach, managing accounts primarily on a discretionary basis and providing custodial services through Charles Schwab.

David Gunderson is a financial advisor at US Freedom Capital Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Tobin & Company Securities LLC and Corsair Ventures, where he oversees real estate development activities. Gunderson is also a founding partner of Power Cord Energy LLC, an electricity brokerage. US Freedom Capital Advisors LLC provides investment advice and portfolio management primarily to pooled investment vehicles and individuals investing through EB-5 funds, focusing on U.S. real estate, healthcare, and EB-5–related projects. The firm employs a fundamental analysis approach and offers discretionary management with multiple fee arrangements.

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Crescent Investment Solutions in 2024, he worked at Microsoft in various roles, including as a Digital Technology Specialist. Crescent Investment Solutions LLC is an independent advisory firm that provides portfolio management services primarily to individual clients. The firm uses a combination of investment strategies and manages portfolios with discretionary authority, emphasizing tailored investment policy statements and risk tolerance documentation.

Dana Bentz is a financial advisor at Vestie with a Series 65 designation and no prior industry experience. Her work history includes roles at AirStudio, Inc., StreamYard, Inc., and Keller Williams Realty. Vestie provides discretionary investment management to individual investors through a digital platform that offers personalized portfolio services based on risk tolerance. The firm employs a strategic asset-allocation approach using diversified ETF portfolios and operates exclusively through software without traditional advisor-client meetings.

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.

Adib Motiwala is the principal advisor at Motiwala Capital in Irving, TX, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Citigroup, Orange People, Deloitte Consulting LLP, and several other firms. Outside of his advisory work, he is a full-time program manager for software delivery teams at Citigroup. Motiwala Capital provides discretionary investment management and financial planning to private individuals, high-net-worth clients, and small businesses. The firm employs a bottom-up value approach for U.S. capital appreciation and offers specialized strategies including Japan-focused and Shariah-compliant portfolios.