John Shao is a CFA® charterholder with 28 years of industry experience. He is the principal of Summitas Investment Management LLC, where he has worked since 2024. Prior to joining Summitas, he led his own firm, John Shao Portfolio Management, Inc., for 12 years and worked at Eudaimonia Partners, LLC for four years. Summitas Investment Management LLC provides discretionary investment management and advisory services primarily to individuals and high net worth clients, including retirement account guidance. The firm employs a fundamental analysis-driven approach using exchange-traded funds, individual stocks, and bonds, with a focus on long-term investment horizons and customized portfolio allocations.

Edison Noboa is a financial advisor at Eagle Wealth Management, Inc. in McKinney, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, Noboa is employed as a Benefits Analyst at the University of California Office of the President. Eagle Wealth Management offers discretionary portfolio management and investment advice to individual investors, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a combination of technical and fundamental analysis and employs diverse investment instruments, tailoring strategies to each client’s objectives.

Vj Arjan is a financial advisor at ConCap LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Torchmark Corporation. Outside of his advisory work, Arjan maintains a personal blog unrelated to finance. ConCap LLC serves individual clients, including high-net-worth individuals, by providing asset management alongside financial and estate-planning services. The firm applies fundamental analysis and Modern Portfolio Theory to build tailored portfolios, focusing on active management through ongoing monitoring and client communication.

Francisco Zorrilla is a financial advisor at Zor Capital, LLC with 15 years of experience in the industry. He holds Series 63 and Series 65 licenses and has operated his own advisory firm since 2011. In addition to his advisory work, he runs a financial education website and hosts a weekly Twitter chat focused on stock market discussions. Zor Capital serves individual and high-net-worth clients by providing discretionary portfolio management, individualized asset allocation, and customized investment programs. The firm employs a combination of fundamental and technical analysis across various instruments and offers both performance-based and traditional fee arrangements.

Terry Ledbetter is a CFA® charterholder with 23 years of industry experience. He has been with Kopion Asset Management, LLC since 2009, where he serves as one of two advisors. Kopion Asset Management provides discretionary investment management primarily for individual clients seeking capital appreciation over a multi-year horizon. The firm manages concentrated portfolios of 15 to 25 publicly traded stocks selected through fundamental analysis, maintaining a uniform model portfolio approach for all fully invested clients.

Randy Smith is a CFP® with 34 years of industry experience. He is currently with Clear Sky Financial, LP, where he has worked since 2018, and previously held positions at LPL Financial and Flight Safety International. He is also a licensed insurance agent. Clear Sky Financial is a small advisory firm managing approximately $140.6 million in discretionary assets, offering tailored investment management and financial planning services to a diverse client base including individuals, institutions, and other investment advisers.

Nancy Elliott is a CFP® professional with seven years of experience at Silver Lake Advisory Partners, LLC in Melissa, TX. She has been with the firm since 2019 and is part of a team that has collectively served clients since 2010. Silver Lake Advisory Partners provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, and small charitable foundations and endowments. The firm employs a fundamental analysis-driven investment approach emphasizing long-term holdings with flexibility for short-term trades, tax-aware strategies, and customized portfolios aligned with client risk tolerance and income needs.

Jonathan Lindstrom is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Kopion Asset Management, LLC since 2017 and has prior experience at Buswell Memorial Library and Wheaton College. Kopion Asset Management provides discretionary investment management to individual clients focused on capital appreciation through a single, relatively concentrated model portfolio of 15–25 publicly traded stocks held typically for three or more years. The firm serves investors with a multi-year horizon and employs standardized operations through Schwab with detailed performance reporting and trading disclosures.

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

Clark Buchanan is a CFP® and Series 65 licensed advisor at Succession Financial, Inc. with three years of industry experience. He previously worked at Moss, Luse & Womble, LLC for six years and spent four years at Dallas Baptist University in various capacities. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental analysis and modern portfolio theory with both passive and active strategies, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services.

Braiden Simpson is a financial advisor at Legacy Folios with a Series 65 designation and three years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Financial Group, Bankers Life, and other financial firms. Since August 2025, he has also served as Chief Financial Officer of Gold Lake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm employs multiple analytical methods and both long- and short-term trading strategies to align portfolios with clients’ risk tolerance and time horizon.

Matthew Ludwick is a CFP® professional with 12 years of experience in financial advising. He has been with Fowler Financial Management since 2013. Ludwick holds a Series 65 license and maintains a life and health insurance license in Texas, though he is not currently appointed with any insurance companies nor receives commissions. Fowler Financial Management serves individuals, families, trusts, and closely held companies by providing investment management, financial planning, and estate-planning support. The firm combines fundamental and technical analysis with third-party research to create tailored portfolios, operating with a small, owner-operated structure and integrating estate-planning coordination with outside counsel.

Billy Fowler is a financial advisor with Fowler Financial Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fowler Financial Management since 2003. Outside of advisory work, he has experience in independent insurance sales. Fowler Financial Management provides investment management, financial planning, estate-planning support, and consulting to individuals, families, trusts, and closely held companies. The firm manages approximately $30 million in assets and employs a combination of fundamental and technical analysis along with third-party research to develop customized portfolios, with an emphasis on estate-planning coordination and streamlined execution.

Eric Wolfe is a CFP® and ChFC® with 30 years of industry experience. He has worked at Succession Financial, Inc. since 2018 and previously spent 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc., along with 10 years at WealthStar Advisors, LLC. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing both passive and active strategies across diverse asset types.

John Paulson is a financial advisor at Clear Sky Financial, LP with 28 years of industry experience. He holds a Series 63 designation and has worked at Clear Sky Financial since 2018, following a 13-year tenure at LPL Financial. Paulson is also a licensed insurance agent and registered representative, dedicating a portion of his time to these roles. Clear Sky Financial provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a wide range of securities and offers both advisory management and sub-adviser appointments, operating as a small, three-advisor practice.

Gary Brittain is a financial advisor at Legacy Folios in McKinney, TX, holding a Series 65 designation and bringing 18 years of industry experience. He previously worked at AssetBuilder for 15 years before founding Legacy Folios in 2022. Legacy Folios offers discretionary portfolio management to individuals and high-net-worth clients, emphasizing modern portfolio theory and a long-term investment horizon. The firm manages approximately $70 million in assets across about 60 client relationships, creating customized Investment Policy Statements and utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Joseph Nappi is a financial advisor with Legacy Folios, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Investment Advisors, Bank of America, Merrill, and Citigroup. Outside of Legacy Folios, he serves as Chief Risk Officer at Goldlake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm’s investment approach combines multiple analytical methods and strategic asset allocation to align portfolios with clients’ risk tolerance and time horizons.

Joel Bennett is a financial advisor at Expand Financial Group, LLC in Celina, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Expand Financial Group in 2020, he worked in education and healthcare sectors, including roles at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group provides asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical approaches to manage portfolios consisting of stocks, bonds, ETFs, mutual funds, and alternative investments, offering both discretionary and non-discretionary account management.

Emmanuel Iroko is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Plero, Artium, Selby Lane Capital, and Giverise, where he is also Founder and CEO. Outside of advisory work, he founded Varens SoftTech LLC, a technology talent recruitment and software development business. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team approach and actively manages portfolios using a range of strategies and analyses tailored to client objectives.

Lisa Sharp is a CFP® professional with 16 years of industry experience, currently serving at Spectrum Asset Management Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Gunter, TX. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis within tailored model portfolios, focusing on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.