Brian Phillips is a financial advisor with Phillips Ray Capital Management, Inc. in Fort Worth, Texas. He holds a Series 63 designation and has 29 years of industry experience, including 24 years with his current firm. Phillips Ray Capital Management provides investment advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, using customized investment policies and a range of instruments tailored to client objectives and risk tolerance.

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.

Tory Giddens is a financial advisor with Fort Eagle Wealth Management in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Fortis Capital Advisors, Westlake Wealth Management, and Edward Jones. He is also involved in the sales of fixed insurance products on a limited basis. Fort Eagle Wealth Management serves individuals, high-net-worth clients, and corporations, providing discretionary asset management, financial planning, and consulting services. The firm employs a variety of investment analyses and strategies, managing accounts on a discretionary basis and coordinating with third-party managers as needed.

Ryan Sawyer is the principal of Sawyer Investment Management Company in Colleyville, TX, holding the CFA® designation and Series 65 license with 12 years of industry experience. Prior to founding his firm, he worked at Chapman Hext / White Rock Advisors and Commuter Capital, LP. He also owns and manages an accounting firm, Ryan A. Sawyer, CPA, PLLC. Sawyer Investment Management Company provides discretionary portfolio management primarily for individual investors, focusing on concentrated portfolios of publicly traded bank holding companies. The firm develops personalized Investment Policy Statements and combines fundamental analysis with a specialized sector focus, managing a modest number of accounts with integrated accounting expertise.

Shane Wilkins is the sole advisor at Wilkins Advisors, LLC, an independent firm based in Fort Worth, TX. He holds a Series 65 credential and has three years of experience in financial advising. Wilkins also works as a Management Analyst for the U.S. Department of Agriculture, where he applies Lean Six Sigma methodologies and serves as an instructional cadre for process improvement projects. Prior to his advisory role, he spent three years at Fordham University. Wilkins Advisors serves private individuals, families, trusts, small businesses, retirement plans, and other business entities, providing financial planning, discretionary asset management, and portfolio supervision. The firm employs a core-and-satellite investment approach combining value-oriented and passive strategies, guided by fundamental analysis and modern portfolio theory, with services tailored through client-specific Investment Policy Statements.

Richard Stroud is the principal advisor at Stroud Investment Consulting with 47 years of industry experience. He previously worked at UBS Financial Services and JPMorgan Securities. Stroud holds Series 63 and Series 65 licenses and is also a licensed insurance agent, dedicating a portion of his time to insurance sales. Stroud Investment Consulting is an independent, single-advisor firm offering discretionary investment management and integrated financial planning to individuals, families, business owners, trusts, estates, charitable organizations, and other business entities. The firm employs a mix of quantitative and qualitative analysis, modern portfolio theory, and charting to construct diversified portfolios across various securities.

Henry Smith is a Series 66-licensed financial advisor with 25 years of industry experience. He has been the sole advisor at HV Capital Advisors LLC since 2012, based in Dallas, TX. HV Capital Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a multifaceted investment approach, combining fundamental, technical, charting, and cyclical analysis, and offers a wide range of investment options managed in-house.

Mohammed Merchant is a financial advisor at INAEYA Wealth Management LLC, holding a Series 65 credential with five years of industry experience. Prior to his advisory role, he spent four years retired and engaged in volunteer work. INAEYA Wealth Management offers discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental and technical analysis with a long-term investment focus, tailoring portfolio construction and supervision to clients’ objectives and risk tolerance.

Ricardo Rivas Alas is the sole advisor at Lambda Wealth Management LLC in Fort Worth, TX. He holds a Series 65 designation and has been in the financial advisory industry since 2025. Prior to founding Lambda Wealth Management, he has worked at Corning Optical Communications LLC for several years in various roles. Alongside his advisory duties, he maintains a full-time engineering management position at Corning Optical Communications. Lambda Wealth Management LLC provides continuous investment advisory and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a combination of fundamental analysis and modern portfolio theory to build diversified portfolios, primarily advising on traditional investment vehicles without recommending alternative investments or charging performance-based fees.

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.

Carlisle Wysong is a CFA® charterholder based in Fort Worth, TX, and the sole advisor at Chalk Creek Partners, LLC. He has seven years of industry experience, including nine years at Chalk Creek Partners and a year spent traveling prior to founding the firm. Chalk Creek Partners is an independent investment adviser managing approximately $29 million in assets and serving a small roster of clients, including individuals, trusts, limited partnerships, charitable organizations, and corporate/business clients. The firm offers both discretionary and non-discretionary portfolio management and sponsors a private pooled fund that employs long/short, multi-asset strategies using fundamental, technical, and quantitative analysis, with the capability to use derivatives to manage risk and position for macroeconomic trends.

Michael Awosemusi is a financial advisor at Empowerment Financial Advisors LLC in Irving, TX, holding the ChFC® designation and Series 66 license with 10 years of industry experience. His prior experience includes roles at Edward Jones and Brandon K. Moore Financial, LLC. He serves on several nonprofit and civic boards in the Irving area, including the Irving-Las Colinas Chamber of Commerce and the Baylor Scott and White Irving Foundation. Empowerment Financial Advisors provides asset management, financial planning, and retirement plan advisory services to individual, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering tailored investment strategies and ongoing supervision, including discretionary trading when authorized.

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.

Kevin Stadtler is the principal of Stadtler Capital Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has led Stadtler Capital Management since its founding in 2011. The firm provides discretionary investment advisory services primarily to private pooled investment vehicles, charitable organizations, registered investment advisors, and other institutional clients. Stadtler Capital Management follows a value-oriented equity approach focusing on large- and mid-cap stocks, incorporating fundamental and technical analysis as well as derivatives strategies, and serves as investment manager to a private partnership formed in 2024.

Vishnu Gupta is a financial advisor with NEK Financial Inc in Irving, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked with Netrin Investments, LP for 11 years before founding NEK Financial Inc in 2015. NEK Financial Inc provides discretionary investment management services tailored to individuals, families, IRAs, corporate entities, and trusts, focusing on an options-based investment approach. The firm employs institutional-style options strategies with a performance-fee compensation model and discretionary trading authority on client accounts.

William Hubble is a Certified Financial Planner® with 25 years of industry experience. He has been the sole advisor at Sequoia Private Wealth Management, LLC since 2015. Sequoia Private Wealth Management provides fee-based discretionary investment management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is grounded in Modern Portfolio Theory and utilizes a long-term, buy-and-hold asset allocation strategy primarily implemented with passively managed mutual funds and model portfolios aligned with clients’ written investment policy statements.

Brandon Daniel is a Series 65 licensed financial advisor at Atai Capital Management LLC with four years of industry experience. His work history includes roles at Askeladden Capital, Tocqueville Asset Management, and Ciera Bank. He also has experience in academic settings, having worked at the University of Texas at Arlington and Coffeyville Community College. Atai Capital Management LLC is an independent, single-advisor firm serving individuals, family offices, and institutions with discretionary asset management. The firm focuses on fundamental analysis and long-term strategies, managing portfolios across a variety of securities and offering performance-based fee arrangements and public performance reporting.

Yashar Samandarli is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Black Sea Investment Group and also holds an engineering management position at Pioneer Natural Resources. Additionally, he works as a real estate agent through HSTEX LLC. Black Sea Investment Group, established in 2023, provides portfolio management and financial planning services to individuals, families, high-net-worth clients, charitable organizations, trusts, and select corporate entities. The firm employs a research-driven approach focused on asset allocation, diversification, security selection, risk management, and regular portfolio reviews.