Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.

Glenn Bishop is a CFP® professional with 23 years of industry experience. He has operated GA Bishop and Associates, LLC since 2001. GA Bishop and Associates provides fee-only, as-needed financial planning and investment advisory services to individuals and families without minimum account or income requirements. The firm emphasizes fundamental, long-term buy-and-hold investment strategies using a non-discretionary, hourly or retainer-based advisory model.

Edward Whelan is the principal of EMW Capital Advisors, LLC, an independent firm based in Fort Worth, TX. He holds a Series 65 designation and has 20 years of industry experience. In addition to his advisory role, Whelan serves as Chief Financial Officer of Bobby Cox Companies, Inc., a holding company with operations in restaurants, real estate, and ranching, and as Treasurer for CNR, Inc., a holding company with interests in chemical manufacturing and distribution. EMW Capital Advisors serves individual and trust clients through separately managed accounts and acts as adviser and general partner to a pooled private fund, also accepting corporate clients. The firm employs a value-oriented equity approach combining fundamental company analysis with a macroeconomic overlay and a proprietary ranking framework, implementing both long and short positions in portfolios tailored to client objectives.

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

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.

Peter Stranberg is the sole advisor at Stranberg Capital LLC in Southlake, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has managed Stranberg Capital since 1998. Stranberg Capital provides discretionary portfolio management services primarily to individuals and high-net-worth clients, managing approximately $103 million across about 51 accounts. The firm employs an analytical investment approach based on Modern Portfolio Theory, broad diversification, and relative-value tilts, with portfolios managed fully discretionary and primarily focused on retirement 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.

Markus Byrd is a financial advisor at Candor Wealth Management, LLC in Dallas, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Kestra Investment Services. Byrd is also a licensed insurance agent. Candor Wealth Management is an independent, solo-advisor firm providing discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes individualized investment strategies that include equities, mutual funds, ETFs, fixed income, and insurance products.

James Bruno Jr. is a financial advisor at Five Keys Private Advisors LLC in Dallas, TX, holding a Series 65 designation with experience beginning in 2020. His prior roles include work at Kennedy Private Client Services LLC and ownership in the Bruno Restaurant Group, LLC. He is also a passive owner of Village Way Financial LLC, an accounting services business. Five Keys Private Advisors provides discretionary investment advisory services to accredited investors, focusing on pooled investment vehicles and a fundamental, macroeconomic-based approach to identifying fairly priced assets. The firm actively monitors risk and may engage unaffiliated managers for specialized allocations.

Robert Helm is the sole advisor at Helm Investment in Fort Worth, TX, and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at LPL Financial and Securities America. Helm is also an independently licensed insurance agent specializing in life insurance. Helm Investment is an independent registered investment adviser offering discretionary asset management and financial advisory services to individuals, high-net-worth clients, corporations, and other business entities. The firm manages separately managed accounts and a private pooled investment vehicle focused on cryptocurrency stable assets, employing a blend of fundamental and technical analysis alongside a range of investment strategies.

Shawn Peach is the sole advisor at Peach Wealth Management in Arlington, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked in education for over eight years, including roles at Life Schools of Dallas and multiple independent school districts. Peach Wealth Management provides financial planning and discretionary investment management to individuals and families, employing a combination of fundamental and technical analysis to construct portfolios primarily from ETFs, mutual funds, equities, and fixed income. The firm generally requires no minimum account size and manages client accounts according to individual objectives and risk tolerance.

Melody Jackson is a CFP® professional with 15 years of industry experience, operating through her firm, Jackson Financial Services LLC in Dallas, TX. She has worked at Unum since 2010, providing group and individual financial counseling related to employee benefits. In addition to her advisory role, she is a licensed CPA and life and health insurance agent, offering tax compliance and insurance services. Jackson Financial Services LLC provides fee-based comprehensive financial planning, investment advisory, and income tax services to individuals, families, and small businesses. The firm serves as a fiduciary advisor to employer-sponsored retirement plans, delivering non-discretionary, advice-only investment guidance focused on long-term strategies and diversified allocations using mutual funds and ETFs.

Tempest Williams is the principal advisor at The Tempest Financial Group PLLC in Fort Worth, TX, with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Eagle Strategies (NY Life) from 2016 to 2019. Outside of financial advising, Williams owns and manages Storm Catering & Smoked Meats, a catering company specializing in smoked meats. She also serves as an officer of the Paul Laurence Dunbar Alumni Association, supporting her alma mater and local schools. The Tempest Financial Group provides comprehensive financial planning, insurance strategies, and consulting primarily through virtual engagements for individuals, high-net-worth households, and business owners. The firm emphasizes a planning-led approach and fundamental analysis to guide asset allocation and investment recommendations, offering services such as retirement and estate planning, tax planning, business succession, and educational seminars.

Dominic Dougherty IV is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Advising for Life, LLC. His prior roles include positions at Northwestern Mutual Investment Services and TD Ameritrade. Dougherty also operates a bookkeeping subscription service and has passive real estate interests along with property management activities. Advising for Life, LLC provides wealth management and financial planning services primarily to individuals, high net worth clients, trusts, and estates. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified, low-cost ETFs alongside selective individual securities and alternative investments, offering discretionary portfolio management and estate planning support as needed.

Bradford Sylve is a CFP® professional with 30 years of experience in financial advising. He has been with DFW Wealthcare Advisors, LLC since 2017 and is also the owner of DFW Strategic College Funding Solutions, which offers college admission and financial aid planning. Additionally, he operates a CPA practice providing tax and accounting services and sells various insurance products. DFW Wealthcare Advisors is a fee-based financial planning and investment management firm serving individual clients and retirement plans. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction, offers discretionary and non-discretionary management, and provides ERISA plan consulting with limited-scope 3(21) fiduciary advice.

Gary Dennis is the sole advisor at GWD Capital Management, LLC in Coppell, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. He previously worked at First Research Financial for 24 years before founding his current firm in 2020. Outside of his advisory role, he has ownership interests in several related investment and holding companies. GWD Capital Management provides investment management and financial planning services to individual and high-net-worth clients, as well as business entities including corporations, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis, offering discretionary and non-discretionary account management and may coordinate with third-party managers when appropriate.

Robert Hudak II is a Series 65-licensed financial advisor at Tradespro LLC with one year of industry experience. Before joining Tradespro, he held positions at Hydrogen Technologies, MMEFS LLC, Accentcare HomeHealth, Lockheed Martin, and Healthcare Management Systems. He also provides basic engineering consulting services through his single-member LLC, MMEFS LLC. Tradespro LLC is an independent registered investment adviser serving a small client base primarily composed of high-net-worth individuals, retirement accounts, small businesses, and consulting clients. The firm employs a technical and quantitative investment approach that includes market-timing techniques, discretionary and non-discretionary management, and project-based trade structuring, distinguishing it through its combination of tactical trading, subscription research, and institutional-style consulting.

Matthew Mckinney is a financial advisor at Arcon Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Arcon Wealth Management since 2007. In addition to his advisory role, he is active as a licensed insurance agent, focusing on non-variable insurance products. Arcon Wealth Management, operating as Impact Investments, provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes market efficiency and asset allocation, implementing long-term investment strategies across a range of asset classes while operating under discretionary trading authority with quarterly reviews.

Tory Giddens is a financial advisor at Fort Eagle Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortis Capital Advisors, Westlake Wealth Management, and Edward Jones. Giddens also engages in fixed insurance product sales on a limited basis. Fort Eagle Wealth Management is an independent advisory firm serving individuals, charitable organizations, corporations, and other advisers. The firm offers tailored portfolio management, financial planning, and insurance products, employing investment strategies informed by Modern Portfolio Theory and a combination of fundamental, technical, cyclical, and charting analyses.

Ryan Sawyer is the sole advisor at Sawyer Investment Management Company and holds the CFA® designation along with a Series 65 license. He has 12 years of industry experience and previously worked at Chapman Hext / White Rock Advisors and runs an accounting firm, Ryan A. Sawyer, CPA, PLLC. His accounting firm provides audit and business management services. Sawyer Investment Management Company is an independent, state-registered advisory firm serving individual investors with discretionary portfolio management. The firm emphasizes fundamental analysis, concentrating client assets primarily in publicly traded bank holding companies, and constructs tailored investment plans based on clients’ risk tolerance and goals.