Matt Harrelson is a CFP® professional with 16 years of industry experience. He is currently with Principia Wealth Advisory, LLC in Dallas, TX, and has previously worked at Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, and Fidelity Brokerage Services. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm manages approximately $225 million in client assets using a range of strategies including long-term investment, options and derivatives, with a multi-office structure and coordination of insurance services through separate arrangements.

David Oconnor is the sole advisor at Waterford Capital Investment Advisory Services LLC in Addison, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Waterford Capital entities since 1997 and serves as president of the advisory firm since 2007. Outside of advising, he owns Dipshit Radio, LLC, a business focused on communicating about sports events. Waterford Capital Investment Advisory Services LLC is an SEC-registered boutique investment adviser serving high-net-worth individuals, families, trusts, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach with strategic and tactical asset allocation, focusing primarily on non-discretionary management and using a mix of exchange-traded funds, mutual funds, and private investments.

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

John Brady Jr. is a financial advisor with Triumph Wealth Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at Leadership Financial Advisors, World Equity Group, TCM Securities, and VFG Advisors. Outside of his advisory work, he is an independent Texas state life insurance agent and managing partner of Leadership Financial Group, where he sells life, health, disability, long-term care insurance, and annuities. Triumph Wealth Advisors provides asset management, financial planning, and consultation services primarily to individual and business clients. The firm manages client portfolios on a non-discretionary basis and utilizes equities, fixed income, mutual funds, and ETFs, while also sourcing and monitoring third-party managers.

Kathryn Tutt is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, with 28 years of industry experience. She has been with the firm since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she volunteers for The Breast Cancer 3 Day and helps with catering through The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm employs fundamental analysis and constructs portfolios using asset allocation and individual security selection, incorporating both long- and short-term trading strategies.

Tyler Wacaster is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at AutoNation and New York Life. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios, ongoing portfolio monitoring, and financial planning, and also sponsors pooled real-estate investment vehicles and single-purpose limited partnerships for accredited investors.

Scott Wisniewski is the founder and principal of Wisniewski Wealth Management in Dallas, TX, holding a Series 65 credential and bringing 16 years of industry experience. He has led his firm since 2009. Outside of his advisory role, he is also the founder and CEO of Arianna Insurance Advisors LLC and Arianna Tax Advisors LLC, providing insurance second opinions and tax-related advice to clients. Wisniewski Wealth Management serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering fiduciary investment management and comprehensive financial planning. The firm applies a Modern Portfolio Theory-based approach with proprietary model portfolios emphasizing strategic asset allocation, primarily using mutual funds and ETFs, and manages approximately $266 million across about 273 client relationships.

Henri Glover is a financial advisor with HG Tailored Financial Services in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has worked with firms including Davis, Glenn, & Glover Wealth Management Services and LPL Financial. Outside of advisory services, he is involved in an independent insurance agency offering various lines of non-variable insurance. HG Tailored Financial Services provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm develops customized investment programs based on client goals, time horizons, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with ongoing monitoring and quarterly reviews.

Joshua Moore is a financial advisor with Corps Capital Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Corps Capital Advisors, he has been the CEO of THS Home Solar since 2018, an electrical contracting business. Corps Capital Advisors serves primarily high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, managing approximately $270 million for a small client base. The firm builds customized portfolios using a range of securities and private investments, applying both fundamental and technical analysis with a generally long-term orientation.

Charles Limandri is a CFP® professional with one year of experience at Orchid Advisory. He has been involved with Matter Family Office since 2019 and previously worked in the Office of Advancement at the University of Dallas. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, providing asset management and family office services including consolidated reporting, tax and legacy coordination, cash flow planning, and administrative support.

Evangeline Herrington is a CFP® with 11 years of industry experience, currently serving at Herrington Wealth Management Corporation. She has worked at various firms including International Research Securities, Inc. and Edward Jones. Herrington is also an insurance agent selling life, annuities, and long-term care products and serves as an advisory council member of the Communities Foundation of Texas. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, managing roughly $41 million for about 36 clients.

Todd Rabalais is a financial advisor at KPC Financial Solutions, LLC in Dallas, TX, with 17 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, Total Advisor Network, LLC, and Innovative Estate Management, LLC. In addition to his advisory role, he sells life, accident, and health insurance through various company appointments. KPC Financial Solutions provides portfolio management and financial planning services for individual and high-net-worth clients, utilizing tailored Investment Policy Statements and discretionary portfolio implementation. The firm employs a quantitative investment approach combining mutual funds, ETFs, equities, fixed income, and annuities, with both long- and short-term trading strategies aligned with client risk profiles.

John Emmett is a financial advisor with Geneva Financial Group LLC in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Brokersxpress, LLC since 2007. In addition to advising, he is involved with Paraclete Advisors, which offers financial planning, life insurance, and annuities. Geneva Financial Group LLC provides fee-only, discretionary investment management and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm emphasizes broadly diversified, tax-efficient portfolios based on Modern Portfolio Theory principles and serves a client base that includes institutional-type entities uncommon for a firm of its size.

Quantrel Hedrick is a CFP® with four years of industry experience, currently serving at Box Financial Advisors, LLC. Prior to joining Box Financial Advisors in 2026, he held positions at Baker Tilly Wealth Management, The Vanguard Group, and several other firms. Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm employs a long-term asset-allocation approach based on fundamental analysis and offers advisory services including both public securities and alternative investments.

William Blake II is a financial advisor at PMG Family Office, LLC in Plano, TX, holding a Series 66 designation with 15 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining PMG Family Office in 2021. PMG Family Office provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management using a combination of in-house oversight and third-party sub-advisors, employing strategies that include fundamental, qualitative, and sector analysis as well as the use of derivatives and structured products.

Michael Pettit is a CFP® and CFA® professional with two years of experience in financial advising. He currently works at Dornick Wealth Management in Dallas, TX, where he has been since 2025. His prior experience includes roles at Oak Hills Securities, Merritt Plus, and Veritex Community Bank. Pettit is also associated with L&E Properties, LLC in a non-investment-related capacity. Dornick Wealth Management serves high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm employs a blend of passive and active strategies grounded in modern portfolio theory and emphasizes a long-term investment approach.

Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

Christopher Chavez is a financial advisor at Apricity Financial, LLC with two years of industry experience. He previously worked at Fisher Investments and Blue Line Capital prior to joining Apricity Financial. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach is primarily fundamental-analysis driven, emphasizing diversified, low-cost ETFs while utilizing individual securities and alternatives as appropriate.

Nicholas Moore is a CFP® with four years of industry experience, currently serving as an advisor at Ideology Wealth Advisors, LLC in Dallas, TX. His career includes roles at J.P. Morgan Securities, Legends Hospitality, and the Ritz-Carlton Hotel Company. Ideology Wealth Advisors provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach integrating value investing, technical analysis, and various investment vehicles, including ETFs and private placements.