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.

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 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.

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.

James Malone is a financial advisor at Oakview Capital Management, L.P. in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Oakview Capital since its founding in 2007. Malone is also the owner of Oakview Investments, LLC, a holding company related to the firm. Oakview Capital Management provides discretionary investment management and mutual fund selection primarily to high-net-worth individuals through separately managed accounts. The firm’s investment process emphasizes fundamental security analysis and may include concentrated, special-situation investments, foreign securities, and high-yield instruments.

Byron Green Jr. is a CFP® professional with 48 years of industry experience. He has been with Green Investment Management, Inc., an independent firm based in Fort Worth, TX, since 1995. Green Investment Management, Inc. provides discretionary investment management to individuals, retirement plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm focuses on asset allocation using a blend of fundamental, technical, and quantitative analysis through a model-based program, offering a variety of strategies including tax-aware, income-focused, managed-risk, and technology-driven models.

Charles Durham is the sole advisor at Birnam Wood Capital, LLC in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and has worked at Birnam Wood Capital since 2015, following prior roles including Merrill and Bluffview Securities. Outside of his advisory work, Durham serves as chairman of Pello, LLC, a sporting goods business, and sits on the board of Ardenton Capital Corporation, a private equity firm. Birnam Wood Capital serves high-net-worth individuals and related entities, offering portfolio management, financial planning, and consulting across public securities, derivatives, and private investments. The firm utilizes a combination of fundamental, technical, and quantitative analysis and employs various asset allocation strategies, while managing most client accounts on a non-discretionary basis.

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.

Jackson Fleming is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Fleming Wealth, LLC in Fort Worth, TX. His career includes roles at Charles Schwab & Co., Wells Fargo Advisors, and other financial firms. Outside of financial services, he was involved with USA Hockey for nearly a decade. Fleming Wealth, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients. The firm follows an asset allocation approach grounded in Modern Portfolio Theory, combining passive and active fund selections with fundamental, technical, and cyclical analysis, and offers advisor-facilitated estate planning through a third-party platform.

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.