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.

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 the sole advisor at Chalk Creek Partners, LLC, a registered investment adviser based in Fort Worth, TX. He holds the CFA® designation and Series 63 license and has six years of industry experience. Prior to founding Chalk Creek Partners in 2017, he spent a year traveling. Chalk Creek Partners manages approximately $29 million in assets and serves individuals, trusts, limited partnerships, charitable organizations, and corporate clients. The firm employs a combination of fundamental, technical, and quantitative analysis along with long- and short-term strategies, including options and derivatives, and acts as investment manager to a private pooled fund that pursues long/short, multi-asset approaches.

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.

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 at NEK Financial Inc in Irving, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with NEK Financial Inc since its founding in 2015. NEK Financial Inc provides discretionary investment management for individuals, families, IRAs, corporate entities, trusts, and other legal business entities, tailoring portfolios to clients’ objectives and risk profiles. The firm employs an institutional-style options trading approach focused on delta-neutral strategies, using technical and cyclical analysis with performance-based compensation.

Brandon Daniel is a Series 65-licensed financial advisor with Atai Capital Management LLC in Bedford, TX, bringing three years of industry experience. He has held roles at Askeladden Capital, Tocqueville Asset Management, Ciera Bank, Breach Inlet Capital, and has teaching experience at the University of Texas at Arlington and Coffeyville Community College. Outside of his advisory work, he conducts research on specific companies, industries, and trends. Atai Capital Management LLC serves a small client base including individuals, family offices, and institutions, providing discretionary asset management focused on fundamental analysis and long-term strategies. The firm operates as a solo practice with roughly a dozen clients and manages approximately $1.33 million in assets, offering publicly presented performance results and utilizing performance-based fee arrangements.

Byron Green is a CFP® with 47 years of industry experience and has been the sole advisor at Green Investment Management, Inc. in Fort Worth, TX since 1995. He holds Series 63 and Series 65 licenses and leads his firm in providing discretionary portfolio management services. Green Investment Management offers model-based portfolio management to individual and high-net-worth clients, as well as other registered investment adviser firms. The firm focuses on asset allocation with a broad range of models that integrate fundamental, technical, and quantitative analysis, and utilizes specialized strategies including defined-maturity bond ETF ladders and managed-risk buffer ETF approaches.

Troy Ferguson is the sole advisor at Ferguson Financial Planning in Duncanville, TX, holding CFP® and Series 65 credentials with 22 years at his firm and 11 years of industry experience. Ferguson Financial Planning is a fee-only independent advisory firm managing approximately $74 million in assets across 169 client relationships. The firm provides discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. It employs a fundamental, long-term investment approach through five model folios on a Goldman Sachs platform and offers clients 24-hour access to account performance reporting.

Glenn Williams is a CFP® professional with 34 years of experience in financial advising. He is the owner of Williams Financial Planning, Inc., an independent firm he has led since 2017, following 14 years at Linsco/Private Ledger. In addition to advisory services, he is a licensed insurance agent offering annuities, Medicare supplements, and life insurance products. Williams Financial Planning, Inc. serves individual and high-net-worth clients, providing ongoing portfolio management and written financial planning. The firm emphasizes client education through seminars and workshops and employs a long-term trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

Kyle Watkins is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at CF Financial in Fort Worth, TX. His prior experience includes five years with Regal Investment Advisors, LLC. Outside of his advisory work, Watkins is a licensed insurance agent and markets himself under the name Carrington Wealth Advisors. CF Financial serves individuals and high-net-worth clients, offering discretionary portfolio management, ongoing financial planning, and third-party adviser selection. The firm uses fundamental analysis and modern portfolio theory with a long-term trading approach, providing individualized Investment Policy Statements and periodic market updates to clients.

Gary Wright is the sole advisor at Premier Wealth Management, LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Premier Wealth Management since 2007. Additionally, Wright has operated Premier Life Planning, an insurance and tax sales business, since 1987. Premier Wealth Management serves individual clients primarily through third-party money managers and a co-advisor arrangement, focusing on portfolio management, financial planning, and consulting services while clients retain custody of their assets. The firm emphasizes model portfolio selection and oversight, with trade execution and custody handled externally.

Kermit Gable is a CFP® with 33 years of industry experience, currently serving as the sole advisor at Fidelis FS, LLC since 2016. Prior to this, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2012 to 2016. He also serves as a commander in the United States Army Reserve, a role he has held since 2009. Fidelis FS, LLC provides discretionary asset management and financial planning services to individuals and business entities, utilizing fundamental and technical analysis in its investment process. The firm manages assets on a discretionary basis and offers strategies including long- and short-term holdings, option writing, and margin trading tailored to client objectives and risk tolerances.

Zita Enloe is the sole advisor at Enloe Financial Advisory LLC in Fort Worth, Texas, holding a Series 63 designation with 23 years of industry experience. She has led her independent advisory firm since 2013. Enloe Financial Advisory LLC provides portfolio management and investment supervisory services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis and offers non-discretionary, actively managed portfolios that include long-term and short-term trading, short sales, and options strategies tailored to client goals and risk tolerance.

Jamie Grant is a financial advisor with LPL Financial based in Arlington, TX, holding a Series 66 designation and 25 years of industry experience. He has been with JDG Wealth Management Group, LLC and LPL Financial since 2009. Grant also serves as an adjunct professor at Paul Quinn College and operates a family farm in Streetman, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Ian Powell is a financial advisor at Financial Serenity, LLC in Burleson, Texas, holding Series 65 and Series 63 licenses with six years of industry experience. His prior work includes roles at Woodbury Financial Services, Fortune Financial Services, Interactive Financial Advisors, Battle Born Financial Advisor, United Parcel Service, and FTS International. Financial Serenity, LLC provides discretionary portfolio management, financial planning, and behavior-focused financial coaching serving individuals, high-net-worth clients, corporations, and small businesses. The firm emphasizes long-term, fundamental allocation models and offers distinct service lines including financial coaching addressing behavioral issues, along with no-fee educational seminars and a subscription coaching program called “Real Money Talk.”

Jemimah Stratford is a financial advisor at JOS Planning with a Series 65 credential and two years of industry experience. Her prior work includes positions at First Pacific Financial, North Carolina Central University, Texas Tech, Macy’s, and Bank of America. JOS Planning Firm LLC offers fee-only financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, corporations, estates, and trusts. The firm utilizes third-party advisers and a turn-key asset management platform focused on asset allocation, passive investments, and Modern Portfolio Theory, with options for ESG criteria and charitable gift planning.