Andrew Winningham is a CFP® professional with 11 years of industry experience, currently serving at Principia Wealth Advisory, LLC since 2015. He is a member of Thousand Hills, LLC, a private investment vehicle focused on sourcing and evaluating private business opportunities. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and corporate entities. The firm employs a multi-strategy investment approach incorporating ETFs, mutual funds, individual securities, options, and cash management across multiple offices.

Scott Miller is a CFA® charterholder and Series 63 licensee with 28 years of experience in the financial industry. He has been with Miller Global Investments, LLC since 1998. Outside of his advisory role, he serves on the board of directors and the ALCO committee of Texas Security Bank and is a vice president of Indianola Foods, a family-owned grocery store operator. Miller Global Investments provides discretionary investment management and financial planning services for individuals, trusts, privately held corporations, retirement accounts, and investment funds, primarily through separately managed accounts. The firm employs a combined bottom-up and top-down investment approach across multiple strategy categories, including equities, fixed income, alternatives, and hedge strategies, offering institutional-style capabilities uncommon among similarly sized advisers.

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.

Richard Jordan is a financial advisor at Fortress Estate Solutions, PLLC in Frisco, TX, holding a Series 65 designation with 18 years of industry experience. He has been with Fortress Estate Solutions since 2006. In addition to his advisory work, he offers life insurance products as a licensed life insurance agent. Fortress Estate Solutions serves individuals, families, trusts, estates, and business entities by providing financial and investment planning, active portfolio management, and related services including estate, charitable, tax, mortgage/debt, and business planning. The firm combines comprehensive estate and charitable planning with active trading and options strategies, tailoring investment advice through fundamental and technical methods.

Wesley Pingelton is a CFP® and CFA® with 22 years of industry experience, currently serving at Northill Aims, LLC since 2025. His prior experience includes roles at Triad Advisors, Inc., Fullcircle Wealth LLC, and Invest Financial Corporation, among others. Outside of his advisory work, he is involved in managing youth and adult soccer organizations as a board member and managing member. Northill Aims provides investment management, financial planning, and consulting services to individuals, families, trusts, and institutions. The firm employs strategic and tactical asset allocation with a value-oriented approach, integrating independent sub-advisors and financial planning into its portfolio management.

Timothy Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has operated Alcove Senior Advocates, a senior housing referral business, since 2017 and owns Aero Magister, LLC, through which he provides flight instruction and volunteer pilot services. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning alongside discretionary and non-discretionary investment management. The firm incorporates fundamental, technical, and cyclical analysis in portfolio construction and employs derivative instruments as part of its risk management and return-targeting strategies.

Clay Daniels is a financial advisor at Daniels & Erickson Financial Advisors, LLC with 22 years of industry experience. He holds the Series 65 designation and has been with Daniels & Erickson since 2002. In addition to his advisory role, Daniels is an accountant at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plans, and business entities. The firm manages approximately $213.6 million for about 60 clients, employing a customized asset-allocation process with ongoing monitoring and rebalancing that incorporates both fundamental and technical analysis. The firm's affiliation with a full-service CPA practice allows coordination of tax planning, charitable gifting, and estate work alongside investment advice.

Janine Guenther is a CFA® charterholder with over 11 years of industry experience. She is currently with Promus Advisors and Bellwether Investment Management, having previously worked at Dixon Mitchell Investment Counsel and CIBC Wood Gundy. Guenther serves as a Finance Committee member at large for the University Women's Club of Vancouver and is a board member of the CMT Association. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that combines core equity and fixed income holdings with alternative strategies, managing over $415 million across 269 accounts.

Zackary Smutzer is a CFP® and holds a Series 65 license with one year of industry experience. He joined Sage Wealth Planning in 2025 after working at Carter Advisory Services for one year and spent four years at Texas A&M University prior to entering the financial advisory field. Sage Wealth Planning offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive, risk-based investment approach using diversified portfolios that include mutual funds, ETFs, stocks, fixed income, and other securities.

David Nelson is a CFP® professional with 23 years of industry experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2002. He is also a shareholder and tax accountant at Daniels & Erickson, P.C., where he manages tax client relationships and prepares tax returns. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plan participants, and business entities. The firm integrates its investment approach with tax planning through its affiliation with a CPA firm, focusing on customized asset allocation and ongoing portfolio management.

Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Clifford Brott Jr. is a CFP® with 54 years of experience in the financial industry. He has been with Capital Ideas since 1995 and also worked at Alliance Financial Group, Inc. and Rhodes Securities, Inc. Brott serves as a board member for the Network of Community Ministries, a social services organization in Richardson, Texas. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, and retirement plans, utilizing a combination of fundamental and technical analysis along with proprietary trading models. The firm also offers third-party manager selection, model portfolios, and subadvisory services to other registered investment advisers.

Hamiz Mushtaq Awan is a financial advisor at Plutus21 Capital Management, L.L.C. with a Series 65 credential and three years of industry experience. He has worked at Pari Capital USA, LLC since 2021 and is a partner at Plutus21 Blockchain Capital, LLC and Awan Capital Partners, family and investment entities with interests spanning financial services, technology, and other sectors. Plutus21 Capital Management provides discretionary separately managed account services mainly to institutional investors and high-net-worth individuals, combining digital assets with traditional securities through tailored, long-term oriented portfolios. The firm also offers thematic investment strategies and uses specialized custodians for both cryptocurrency and traditional market access.

Roger Shake is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Legacy Consulting Group in Plano, TX, where he has worked for 27 years, and previously spent time at Perryman Securities, Inc. His credentials include Series 63 and Series 65 licenses. Legacy Consulting Group provides portfolio management, financial life planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of quantitative research, qualitative due diligence, and a structured capital allocation framework to manage client portfolios across a range of investment strategies.

Chester Anderson III is a CFP® professional at 7th Harvest Investments in Dallas, TX, with 12 years of industry experience. He has been with 7th Harvest Investments since 2015. Outside of his advisory role, Anderson is involved in nonprofit activities, serving as treasurer for Westside Baptist Church and Real Life Ministries, and markets biblical study materials through a related business. 7th Harvest Investments provides fee-based investment management and retirement plan consulting to individuals and organizations, including high-net-worth households and plan sponsors. The firm uses a combination of charting, fundamental and technical analysis, and offers both direct portfolio management and model-based services.

Stanley Pyndus Jr. is a financial advisor with Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Shade Tree Partners since 2009. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans, providing portfolio management, investment policy development, and financial planning. The firm uses a mix of fundamental, technical, cyclical, and charting analysis, incorporating country GDP forecasts, and favors broad exposures such as index funds and ETFs.

Jeffrey Reddick is a financial advisor at WG Plan LLC with 25 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining WG Plan, he operated Reddick Consulting, d/b/a Proline Financial Advisors, for several years and has worked at multiple firms including Guideline Capital Management. Outside of advisory services, he serves as Managing Director and CFO of a litigation finance business and provides life insurance, annuities, and long-term care insurance solutions to clients. WG Plan provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis with a proprietary quantitative model to manage customized portfolios across various asset classes, with an emphasis on regular review and ongoing client engagement.

Mark Cope is a financial advisor at Process Capital Management, LLC in Coppell, TX, with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, Fidelity Investments, Purshe Kaplan Sterling Investments, Thrivent Financial Network, and 49 Financial. Process Capital Management is an independent registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis to manage portfolios primarily consisting of individual stocks and bonds, supplemented by mutual funds, ETFs (including cryptocurrency ETFs), and options.

Eli Tabaria is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Pinecrest Advisory Services, LLC. His prior roles include positions at Stifel Nicolaus & Co Inc and Merrill Lynch Wealth Management. Outside of his advisory work, he is active in nonprofit organizations, serving on the board of the Jewish Federation of Dallas and as a principal member of IJF Outreach. Pinecrest Advisory Services provides portfolio management and pension consulting services to institutional clients, charitable organizations, and business entities. The firm offers discretionary portfolio management across a wide range of investments and employs a combination of charting, fundamental, quantitative, and technical analysis tailored to client goals and risk tolerances.

Drew Harris is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Shade Tree Partners since 2009. Shade Tree Partners serves individual investors, trusts, estates, non-profit organizations, corporations, and retirement plans by providing portfolio management, investment policy development, and financial planning. The firm manages approximately $80 million across about 60 clients, employing a mix of fundamental, technical, cyclical, and charting analysis while favoring broad exposures such as index funds and ETFs.