Michael Hornung is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He has worked at Strategic Wealth Management, LLC since 2015, including its supported entity since 2019, and has also been affiliated with LPL Financial since 2015. Strategic Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm offers discretionary asset management using ETFs, mutual funds, individual securities, and third-party portfolio managers, with customized portfolios and quarterly reviews.

Scott Geppert is a CFA® charterholder with six years of experience in the financial industry. He is currently with Stonekeep Investments, LLC, where he has worked since 2020. Prior to that, he was employed at Toyota Financial Services and Lcm Group. Stonekeep Investments provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach including fundamental, technical, and cyclical analysis, and uses technology and artificial intelligence alongside human oversight to manage approximately $169.6 million for about 110 clients.

John Cravens is a financial advisor with Cravens Brothers Private Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Gladstone Wealth Partners, Grs Partners LLC, and Wavecrest Securities LLC. He is also the owner of Genbeem LLC, which holds passive investments in oil and gas ventures in Texas. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities, primarily operating on a non-discretionary basis. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets, focusing on client approval for each transaction.

Logan Bennett is a CFP® professional with 13 years of industry experience. He is currently with Brexton Family Financial, LLC, where he has worked since 2023. Prior to that, he spent 10 years at Box Insurance Agency, Inc. and Box Financial Advisor. Brexton Family Financial provides comprehensive wealth management services to individuals, including high-net-worth clients, as well as non-profit organizations and corporate clients. The firm employs a long-term investment strategy using fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with tailored asset allocations.

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.

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.

Maksym Sulkov is a financial advisor at FS Financial Advisors, LLC in Dallas, TX, holding the PFS™ designation with seven years of industry experience. He has been with FS Financial Advisors since 2018 and is also associated with Freeze Sulkov & Associates CPA's, PC, where he has worked since 2014. Outside of advising, he manages Freeze-Sulkov Holdings, Inc., a holding company with business interests in oil, gas, and healthcare. FS Financial Advisors, LLC provides investment advisory and planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors and participants. The firm utilizes both fundamental and technical analysis to construct individualized portfolios with various asset types and offers coordinated tax planning alongside investment advice through its affiliation with an accounting firm.

Alexander Gass is a financial advisor at Paradigm Advisors, LLC in Dallas, TX, holding a Series 65 credential. He has professional experience at AlixPartners, Alvarez and Marsal, and KPMG prior to joining Paradigm Advisors in 2026. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a passive, model-based investment approach with primarily low-cost, broadly diversified ETFs and offers discretionary investment management, comprehensive financial planning, and personal tax return preparation through a third-party provider.

Thomas Holloway is a financial advisor at Heritage Retirement Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sabre Inc. since 1988. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and retirement-plan fiduciary services. The firm employs a model-based investment approach centered on a seven-facet Total Client Profile and offers performance-based fee arrangements for qualified clients.

Jerod Brockelman is a CFP® professional with 11 years of experience in financial advising. He is currently with Eubank, Hutson & Associates, LLC and has prior experience at Addington Financial Group. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, with discretionary portfolio management, financial planning, and consulting. The firm’s investment approach incorporates technical and fundamental analysis, modern portfolio theory, and a mix of long- and short-term strategies, including options and other derivatives, tailored to clients’ objectives and risk tolerance.

Alexis Brown is a financial advisor at Brown and Brown Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 21 years of industry experience. She has been affiliated with Brown and Brown Securities, Inc. since 2010. Brown and Brown Financial Services provides discretionary investment management primarily for individuals, IRAs, businesses, business retirement plans, and trusts. The firm manages portfolios on an individualized basis, following a long-term, asset-allocation strategy focused on preservation of principal and gradual wealth accumulation through high-quality equities and investment-grade fixed income.

Dustin Parker is a financial advisor at Box Financial Advisors, LLC in Grapevine, TX, holding a Series 65 license. He has been with the firm since 2026 and has 19 years of experience at Box Insurance Agency. Box Financial Advisors provides investment supervisory services and financial planning to individuals, retirement plans, and business entities. The firm employs a fundamental and long-term asset-allocation approach, managing both public and alternative investments, including private placements and private funds.

Patrick Pope Jr. is a financial advisor with HG Tailored Financial Services in Dallas, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Patrick has worked at multiple firms including LPL Financial and BB&T entities, and operates his own sole proprietorship. 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 uses a mix of fundamental, technical, and charting analysis to develop customized investment programs aligned with clients' goals and risk tolerance.

Stephen Blum is a CFP® and ChFC® with 22 years of experience in financial advising. He is the sole advisor at Strategic Wealth Planning and has held roles at Realta Equities, Inc. since 2018 and Purshe Kaplan Sterling Investments from 2009 to 2018. Blum is also involved with Levine Academy in Dallas, TX. Strategic Wealth Planning, operating as Blum Financial L.P., provides investment advisory and financial planning services to individuals, families, businesses, and plan sponsors. The firm offers both discretionary and non-discretionary portfolio management, pension consulting, and financial planning, with additional services including bookkeeping, tax preparation, and insurance through affiliated businesses.

Jeffrey Parkhurst is a financial advisor with Halcyon Global Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has worked at Halcyon Global Advisors since 2014 and previously spent 17 years at LPL Financial, LLC. Halcyon Global Advisors provides discretionary asset management and project-based financial planning to individuals, high-net-worth clients, corporations, and other entities. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory, managing accounts primarily on a discretionary basis and offering wrap-fee programs that consolidate management and transaction costs.

Jesse Huebner is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Leon Capital Group, RREAF Holdings, and Legacy Star Capital Partners. Fortune Wealth Management provides discretionary investment management and financial planning services to individual and institutional clients, including pension plans, ERISA accounts, trusts, and business entities. The firm employs an asset-allocation based approach supported by multiple securities analysis methods and manages approximately $396 million in assets under management.

Sameer Chand is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, Investment Consultant, and Retirement Investment Services. His extensive experience within the company highlights his long-term commitment to financial consulting. Throughout his career, Sameer has focused on working closely with clients to develop financial plans tailored to their individual goals and situations. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Sameer enjoys fitness, hiking, and tennis.

Patrick Combs is a financial advisor with Combs Capital Partners in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include leadership positions at Archetype Wealth Partners and ongoing consulting work as Senior VP at Teamalytics, focusing on leadership coaching for business executives. He is also involved in managing alternative investment vehicles and serves as managing director for hedge fund and private equity firms with focuses on blockchain and small to mid-sized company investments. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, trusts, and estates, offering active asset management, tailored portfolio construction, financial planning, and pension consulting. The firm employs a long-term investment approach utilizing fundamental, technical, and cyclical analysis, primarily implementing strategies through mutual funds and ETFs within discretionary model portfolios.