Michael Allison is the sole advisor at Red Tree Investments with 22 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at MDX Wealth Management. Outside of his advisory role, Allison owns Texas Investment Training LLC, which provides training to Texas municipalities on public funds investment regulations and related topics. Red Tree Investments offers fee-based advisory and portfolio management services to individuals and various institutional clients, including retirement plans and local governments. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, REITs, and ETFs, and provides pension consulting and municipal services, including fiduciary roles under ERISA, within a single-advisor structure.

Mekkos Jones is a financial advisor at Noblehouse Family Office, LLC, holding a Series 65 designation. He has experience with Catalyst Capital LLC, Fidelity Investments, Charles Schwab, and PFS Investments. Jones also maintains an active role as a licensed insurance agent. Noblehouse Family Office, LLC provides comprehensive wealth management and family-office coordination to high-net-worth individuals, families, and business owners. The firm offers investment advisory, holistic financial planning, estate and tax coordination, private market access, and specialized pension consulting, applying a core-satellite investment approach that includes both public and alternative assets.

William Nolan is a financial advisor at Spar Wealth Management LLC with 8 years of industry experience. He holds a Series 65 credential and has a background in military service, including three years with the United States Army and over two decades with the Nebraska Army National Guard. He also works with the U.S. Citizenship and Immigration Services. Spar Wealth Management serves a diverse clientele, including individuals, high-net-worth clients, trusts, estates, nonprofits, and businesses, offering discretionary investment management across multiple asset classes. The firm emphasizes risk management through tailored portfolios and uses derivatives strategies for hedging and volatility control, distinguishing its approach among independent advisers.

Richard Greenfield is a CFP®-certified financial advisor with 34 years of industry experience. He is the president of RJG Financial, an independent registered investment adviser based in Dallas, TX. Prior to founding RJG Financial in 2018, he worked at Osaic Wealth, Inc. and SagePoint Financial. RJG Financial serves individuals, trusts, estates, and retirement and corporate accounts, managing approximately $50 million across nearly 60 client relationships. The firm offers balanced portfolio management using mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with a long-term investment approach.

Christopher Phillips is a financial advisor with Frontstage Financial LLC in Lewisville, TX. He holds a Series 66 designation and has four years of industry experience. Prior to founding Frontstage Financial, Phillips worked at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Goldman Sachs, and Fidelity Investments. Frontstage Financial provides wealth management and financial planning services to individuals and high net worth clients, utilizing both discretionary and non-discretionary investment management across mutual funds, ETFs, individual stocks and bonds, and retirement accounts. The firm emphasizes a fiduciary approach based on fundamental analysis and a long-term investment horizon, using low-cost diversified funds and outside managers selected through due diligence and oversight.

Tyler Young is a CFP® and CFA® based in Plano, TX, with five years of industry experience. He is the sole advisor at Theory79 Wealth Design LLC, where he has worked since 2026. Prior to that, he held roles at SFMG Wealth Advisors, CI RGT Private Wealth, RGT Wealth Advisors, Odyssey Wealth, and Happy State Bank & Trust Company. Theory79 provides wealth management services to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, corporations, and other entities. The firm combines discretionary investment management with financial planning, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios and using sub-advisors and turnkey asset management providers as needed.

Dale Mcmullen Jr. is a CFP® with 25 years of industry experience and has been the sole advisor at Financial Advantage since 2003. He holds Series 63 and Series 65 securities registrations. Financial Advantage serves individual clients by providing financial planning and investment advice, including retirement, college, and insurance planning, alongside ongoing portfolio management. The firm emphasizes diversification through mutual funds and ETFs, uses a primarily non-discretionary model, and maintains a small client roster with a focus on individualized account oversight.

Mark Stoecker is the principal advisor at Stoecker Financial, Inc. in Lantana, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in financial planning and insurance services through affiliated entities since 1991. Stoecker also operates On The Mark Money, Inc., which provides financial planning services and marketing support for his advisory firm. Stoecker Financial offers asset-allocation investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and business entities. The firm uses a formula-driven, rules-based approach with institutional money managers and co-advisors, incorporating insurance products and educational resources as part of its offerings.

Duane Francis is the sole advisor at Francis Capital Management, Inc., an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having led his firm since 2005. Francis Capital Management provides investment and wealth management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary, customized portfolios using fundamental and technical analysis, focusing on long-term investments in individual equities, fixed-income securities, mutual funds, and ETFs.

David Machemehl is a financial advisor at Asset Management Corporation in Frisco, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Crispian Venture Capital, LLC for 12 years before continuing his advisory role at Asset Management Corporation since 2005. Asset Management Corporation provides investment advisory services to individuals, retirement accounts, trusts, and high-net-worth clients. The firm focuses on tailored portfolio management and offers recommendations on U.S. growth and growth-and-income stocks, bonds, CDs, and money-market instruments, operating primarily on a non-discretionary basis with an individualized asset allocation process.

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.

Phillip Ristau is the sole advisor at Ristau Capital, LLC in Frisco, TX, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, TIAA-CREF, and Tata Consulting. Outside of his advisory work, he is employed part-time as a rural mail carrier. Ristau Capital, LLC is an independent investment advisory firm serving individual and high-net-worth clients with separately managed equity portfolios. The firm employs fundamental analysis to build concentrated, event-driven portfolios across three strategies and offers both discretionary and non-discretionary services, using performance-based fees for qualified clients alongside asset-based fees.

Chris Bentley is a financial advisor with Parker Prescott Capital Management in Dallas, TX, holding Series 63, 65, and 66 licenses with nine years of industry experience. He has held roles at various firms including MoneyGram International and World Financial Group. Outside of advisory work, Bentley is involved in real estate sales as a broker/owner of Bentley Fine Properties and operates an Amazon store selling children's action figure toys. Parker Prescott Capital Management is an independent advisory firm serving qualified and non-qualified clients with discretionary portfolio management focused on publicly traded stocks, ETFs, mutual funds, and bonds. The firm employs an active trading style using technical analysis and a value-oriented approach with portfolio rebalancing to maintain risk profiles.

William Sharpe II is a financial advisor with Dallas Financial Planning LLC in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society for five years. Outside of advisory work, he is the managing member of Sharpe Package Services, LLC, an e-commerce business. Dallas Financial Planning LLC is a small independent firm offering discretionary asset management and financial consulting, with a focus on fundamental analysis and a traditional mix of equity and fixed-income strategies. The firm provides portfolio management tailored to client objectives and uses an hourly billing model for consulting services.

Niels Buksik is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Anchory, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Anchory, LLC provides discretionary and non-discretionary investment management to individuals and high-net-worth clients, combining financial planning services at no additional charge. The firm utilizes a blend of passive and active investment strategies with a focus on personalized portfolio management for a small client base.

John Gay is a CFP® certificant with 23 years of industry experience. He has been the sole advisor at Frisco Financial Planning, an independent firm in Frisco, TX, since 2004. Frisco Financial Planning serves individuals, businesses, and trustees with fee-for-service financial planning, investment advice, and discretionary asset management. The firm emphasizes asset allocation and diversified exposure primarily through mutual funds and ETFs, tailoring strategies based on client goals and risk tolerance.

Anthony Noto is a CFP® and CFA® with 13 years of experience in financial planning and investment management. He is the sole advisor at Noto Financial Planning, an independent Dallas-based firm he has led since 2013. Noto Financial Planning provides fee-only financial planning and investment management services to individuals, families, and high-net-worth clients. The firm employs a tailored, long-term buy-and-hold strategy focused on strategic asset allocation using ETFs and mutual funds, with a primarily non-discretionary implementation approach and specialized experience managing cross-border financial issues.

Brent Little is a CFP® and PFS™ credentialed advisor at Theory79 with 17 years of industry experience. His career includes roles at Saville CPAs and Advisors, Corient Private Wealth, RGT Wealth Advisors, Odyssey Wealth Management, and Cain, Watters & Associates. Theory79 provides wealth management services to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines discretionary investment management with financial planning, utilizing Modern Portfolio Theory and fundamental analysis to create diversified portfolios, and may engage third-party sub-advisors and turnkey asset management providers.

Venu Vallabhaneni is a financial advisor at CapitalAlphabet with three years of industry experience. He holds a Series 65 designation and previously worked at Bank of America for 13 years. In addition to his advisory role, Vallabhaneni is a licensed real estate agent. CapitalAlphabet is an independent firm that provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm employs a fundamental, research-intensive approach with concentrated portfolios focused on long-term capital preservation and uses a broad range of investment instruments, including equities, fixed income, and derivatives.

Lawrence Deramus Jr. is the principal of DeRamus Wealth Management, LLC in Plano, TX, with 31 years of industry experience. He holds the Series 63 designation and has worked at firms including CETERA Advisor Networks LLC and Summit Financial Group. Outside of advising, he serves as an architectural committee member for the Preston Green Homeowners Association. DeRamus Wealth Management, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities by providing financial planning, estate-planning coordination, and pension consulting. The firm generally offers non-discretionary advice, directs assets to selected third-party managers, and employs a range of analytical methods and investment strategies.