David Zeballos is a financial advisor at Campeones FC LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade. Campeones FC provides portfolio management services to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework. The firm focuses on equities, ETFs, and options-based strategies and maintains a fiduciary standard with documented risk tolerance and regular account reviews.

Andrew Fisher is the principal of Pathsetter Financial, a state-registered investment adviser based in Coppell, TX. He holds a Series 65 designation and has four years of experience in the financial advisory industry. Prior to founding Pathsetter Financial in 2021, Fisher worked at PepsiCo for nearly four decades. He also provides supply chain consulting services through a separate business. Pathsetter Financial offers investment management and a range of financial planning services to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses within a Modern Portfolio Theory framework, utilizing both passive and active strategies alongside third-party solutions and sub-advisors.

Stephen Hozie is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. He is the sole advisor at Hozie Consulting, an independent firm based in Coppell, TX. Prior to founding Hozie Consulting, he worked at Mills Wealth Advisors, LLC from 2017 to 2018. In addition to his advisory role, Hozie is a licensed CPA and provides tax preparation, accounting, and financial analysis services through his CPA firm. Hozie Consulting serves individual clients, including business owners, executives, retirees, and their families, offering wealth management, financial planning, portfolio management, and accounting services such as tax return preparation and fractional CFO work. The firm emphasizes a long-term, market-based investment approach using low-cost mutual funds and ETFs, with portfolios constructed for value and tax efficiency.

Emory Hoover is the sole advisor at Hoover Capital Management, LLC, an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, having founded the firm in 2015. Hoover Capital Management provides asset management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and institutional clients. The firm employs a Global Value Opportunities strategy that integrates quantitative screening with fundamental analysis and offers institutional portfolio management alongside typical individual and trust services.

Michael Kremer is a CFP®-certified financial advisor with 17 years of industry experience. He is the sole advisor at Therawealth, LLC, having previously worked at firms including Eagle Strategies LLC/Nylife Securities LLC, Strategic Advisers, Inc., and Fidelity Investments. Kremer is also a licensed insurance agent offering non-registered insurance products on a limited basis. Therawealth, LLC advises individual and high-net-worth clients with services including portfolio management, financial planning, and estate planning. The firm provides non-discretionary portfolio management based on a written Investment Policy Statement and employs various analytical methods, emphasizing a long-term trading orientation.

Craig Turner is the sole advisor at Ranchwood Capital Management in Coppell, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding Ranchwood Capital Management in 2017, he worked at Bell Helicopter - TEXTRON for eight years. He is also involved in Ranchwood Outdoors, a landscaping business serving the Dallas-Fort Worth area. Ranchwood Capital Management is an independent, single-advisor firm that provides discretionary portfolio management for high-net-worth individuals, trusts, endowments, foundations, and corporate clients. The firm employs a long-term, value-oriented equity strategy focused on capital preservation and concentrated positions, managing separately tailored accounts rather than broad diversification.

Wheeler Pulliam is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is the principal at Xponify, Inc., an independent firm, and has prior experience with Cetera and Edward Jones. He is also an independent insurance agent. Xponify, Inc. provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, using a modern portfolio theory approach and preparing written Investment Policy Statements for each client. The firm manages portfolios of mutual funds, fixed income, equities, ETFs, and insurance products, and offers fixed-fee financial planning engagements.

Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.

Paul Streiber is a CFP® with 17 years of industry experience, currently serving as the sole advisor at PRS Wealth Management in Coppell, TX. He has worked at PRS Wealth Management since 2009 and previously spent eight years at Heritage Financial Planning. PRS Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and comprehensive financial plans. The firm utilizes Modern Portfolio Theory to build client-specific allocations and employs both long-term management and higher-risk margin and options trading strategies.

Corey Winten is a financial advisor at Winten Investment Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with his firm since its founding in 2011. In addition to his advisory role, he operates as a licensed independent insurance agent, focusing on term life and long-term care insurance. Winten Investment Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and business entities. The firm follows a long-term, income-focused investment approach based on the Random Walk Hypothesis, managing client assets directly with diversified portfolios designed to generate and manage cash flow over multi-year horizons.

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.

Murtaza Shahbazker is a CFA® charterholder and principal of Astute Consulting, LLC, an independent advisory firm based in Flower Mound, TX. He has experience in financial training and consultancy through roles at Astute Consultancy FZ-LLC and Kaplan Professional Middle East, among others. Outside his advisory role, he is involved in financial training and consultancy activities. Astute Consulting, LLC provides discretionary portfolio management to individual and high-net-worth clients, creating customized portfolios based on documented client goals, time horizon, and risk tolerance. The firm’s investment approach relies primarily on technical analysis and implements strategies largely through exchange-traded funds and actively traded portfolios, with daily account monitoring and trade-level client notifications.

Justin Thomas is a financial advisor at Frontline Wealth Management in Denton, TX. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he has worked as a police officer with the City of Denton Police Department since 2012. Frontline Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of fundamental, technical, cyclical, and Modern Portfolio Theory approaches, combining both passive and active investment vehicles, and routinely selects independent outside managers while maintaining overall oversight.

Jill Taylor Gordon is the sole advisor at Taylor Financial Consulting in Lantana, TX, holding a Series 63 designation and bringing 24 years of industry experience. She has led her firm since 1996 and also serves as CEO of two separate businesses: a home construction and remodeling company and a dealer in gold and silver coins and bullion. Taylor Financial Consulting provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes fundamental security analysis and a combination of short- and long-term investments, managing client accounts on a non-discretionary basis and utilizing third-party tools from Buckingham Strategic Partners for asset allocation, reporting, and rebalancing services.

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.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

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.

Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with two years of industry experience. He has worked in financial services since 2018, including roles at New York Life Insurance Company and Vivid Financial Group. In addition to his advisory work, Grant spends approximately half of his time as a licensed insurance agent. Vivid Wealth Management LLC provides investment advice to individuals and high-net-worth clients by recommending and coordinating with third-party money managers rather than managing portfolios directly. The firm assists clients in selecting appropriate managers, handling account paperwork, and monitoring performance, while operating through formal referral relationships.

David Megarity is a CFP® professional with 32 years of industry experience. He currently leads Stratia Wealth Management, LLC and previously worked for Wells Fargo Advisors from 2009 to 2025. Megarity also operates as an independent insurance agent, selling insurance and annuity products. Stratia Wealth Management, LLC provides discretionary asset management, assets-under-advisement, and standalone financial planning primarily for individuals and high-net-worth clients. The firm employs a tailored investment process incorporating technical and cyclical analysis alongside various investment strategies, offering both discretionary management and advisory models.