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.

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.

Laurie Sepanski is a financial advisor at LTS Financial Group in Ft. Worth, TX, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including FRIE Financial Group, Rhodes Securities, and Meinen Financial Services. LTS Financial Group provides ongoing portfolio management tailored to individual and business clients’ goals, time horizons, and risk tolerances. The firm combines multiple analytical approaches and manages accounts on a discretionary basis, with regular reviews and detailed reporting.

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.

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.

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.

Timothy Dutton is a CFP®-designated financial advisor with five years of industry experience. He is the principal of Dutton Financial Planning, LLC, an independent firm he has led since 2023. Prior to founding his own firm, he worked at Commonwealth Financial Network and Colorado Financial Management, LLC. Outside of financial advising, he serves as a sales manager for Cowtown Express Logistics, a transportation and logistics company. Dutton Financial Planning provides discretionary asset management, personal and business financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm is notable for its use of derivatives in separately managed accounts and combines outsourced model and co-advisor arrangements with in-house oversight.

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.

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.

Before founding SharpEdge Financial, Joel achieved a lifelong dream of playing professional hockey. This unique career path has helped him build the confidence and resiliency needed to launch a financial planning firm. Joel is a CERTIFIED FINANCIAL PLANNER® (CFP®) and helps his clients with a variety of complex financial planning topics. His specialization in working with young professionals, and especially young attorneys, stems from being married to a former Big Law attorney, now in-house counsel. In fact, prior to his wife, Courtney, leaving Big Law, Joel built a detailed financial plan that gave him and Courtney the confidence they needed to navigate her transition to in-house counsel. 𝗛𝗼𝘄 𝗛𝗲 𝗚𝗼𝘁 𝗛𝗲𝗿𝗲 Joel spent his youth in Quebec, Canada, where he balanced school and hockey up until he was drafted by the Colorado Avalanche in the 2008 NHL Draft. He signed his first professional contract in 2010 and moved to the United States to play for the Avalanche’s affiliate team in Cleveland, OH. This is where he would eventually meet the love of his life, Courtney. Like many professional athletes, his career had highs and lows. To prepare for life after hockey, he pursued a bachelor’s degree during his downtime away from the rink. After playing for seven different teams over nine years, Joel’s last stop was Allen, TX, where he and his family decided to plant roots. Immediately after hanging up his skates, Joel entered the financial services industry and started selling life and disability insurance. His primary focus was to help his clients protect their wealth. He eventually morphed into a more complete financial planner and started advising his clients on how to build wealth as well as how to protect it. Even though he is now a fee-only financial advisor (i.e., he does not receive a commission for selling products), he still keeps that same approach to financial planning: prioritize defensive planning to protect assets, then strategically go on the offensive to grow wealth. Fast forward to today, Joel and Courtney have two boys, Julien and Luca, and a goldendoodle named Harley. He still spends considerable time at the hockey rink either watching, playing, or coaching. And when time allows, he trades his hockey stick for a golf club or a pickleball paddle.

Omar Aguilar is a financial advisor with Blue Ladder Financial Planning, LLC in Benbrook, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Brokerage Services, and he currently serves in the Air Force Reserves as an A1C specializing in Munitions Systems. He is also a board member of the Benbrook Economic Development Committee. Blue Ladder Financial Planning, LLC is registered as an investment manager offering discretionary direct asset management along with financial planning and consulting services. The firm employs a variety of analytical techniques to guide investment decisions based on documented client objectives and risk tolerances, managing accounts separately and utilizing digital custodial platforms.

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.

Jeffrey Steiner is the principal of Second Opinion Financial and holds a Series 65 designation with two years of industry experience. Prior to founding Second Opinion Financial in 2022, he worked at UT Southwestern Medical Center for 15 years. He is also co-owner of Two Pugs Publishing, a self-publishing education business he has been involved with since 2012. Second Opinion Financial, established in 2023, provides investment management, financial planning, and educational seminars primarily to individuals, trusts, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary services alongside subscription-based planning and monitoring.

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.

Samir Patel is a Series 65-licensed financial advisor with nine years of industry experience. He has been the sole advisor at Askeladden Capital Management LLC since 2015. Askeladden Capital is an independent, single-advisor firm that provides discretionary portfolio management through separately managed accounts and manages private funds for institutional clients such as trusts, family offices, and charitable organizations. The firm employs a value-oriented investment approach focused on micro-, small-, and mid-cap equities over a multi-year horizon and incorporates AI-assisted research tools in its process.

Britton Taylor is a CFP® with nine years of industry experience and operates Taylor & Taylor Financial Services in Keller, TX. He has been associated with Taylor & Taylor Financial Services since 2000 and is also involved with the Church of God a Worldwide Association and the United Church of God. Additionally, he provides tax preparation services as a sole proprietor. Taylor & Taylor Financial Services offers comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, as well as corporations and trusts. The firm employs a detailed planning process to create individualized plans covering retirement, tax, estate, and risk management, and manages portfolios across various asset classes.

Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.