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.

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.

Gerrond Mckee is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Lifeway Financial Corporation since 2009. Lifeway Financial Corporation advises individual and high-net-worth clients by providing personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million across about 168 client relationships, emphasizing asset allocation, diversification, and including private placements and other illiquid investments in its portfolios.

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.

Paul Henley is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Farris Capital Management Inc. since 2018. Prior to joining Farris Capital, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also licensed as an insurance agent, offering insurance products to clients. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm employs a written Investment Policy Statement and a stock-selection process focused on companies with strong fundamentals, utilizing a mix of ETFs, mutual funds, derivatives, and options strategies across multiple custodial platforms.

Robert Prather Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Vision Research, LLC since 2012, where he serves as an advisor. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers, primarily hedge funds and investment limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas for professional money managers.

Robert Garner is the principal of Garner Asset Management Corporation in Plano, TX, holding a Series 66 designation with 27 years of industry experience. He has led Garner Asset Management since its founding in 1998. Outside of his advisory work, he serves as a director of IPMG, LLC, a development-stage company focused on transferring commercially viable concepts from university and government environments to the private sector, where he provides occasional advice on financial structure. Garner Asset Management provides discretionary investment management to individuals, pension and profit-sharing plan participants, and trusts and estates. The firm uses fundamental analysis and a combination of long-term and short-term trading strategies, including short sales, while allowing clients to place written restrictions on investments or sectors.

Owen Hill is a financial advisor at The Lynd Group Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Roadhouse before entering the financial industry. He is also an insurance agent affiliated with The Lynd Group, providing insurance services alongside his advisory role. The Lynd Group Advisors, LLC offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm combines annuity contract coordination with insurance carriers and uses fundamental, technical, and cyclical analysis, while also operating educational seminars and providing clients with a secure online portal.

Joshua Orton is a financial advisor at LGT Financial Advisors LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade and National Estate Services LLP. LGT Financial Advisors serves individual and high-net-worth clients, as well as pension and charitable accounts, offering portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies across multiple asset classes and provides clients access to private investment funds and separately managed account programs.

Scott Miller is a financial advisor at Linch Financial, LLC in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Linch Financial since 2018. Prior to his current role, he worked at Integrity Publishing Solutions and RightNow Ministries. Linch Financial provides discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm employs a range of strategies, including options and short sales, to manage customized portfolios.

Matthew Quinn is a CFA® charterholder with 20 years of industry experience. He has been with Legacy Consulting Group since 2017 and previously worked at Vicus Capital, Inc. for one year. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of quantitative research, qualitative manager due diligence, and a structured capital allocation framework to build and manage portfolios that typically include mutual funds, ETFs, individual stocks, and alternative strategies.

Gary Wood is a financial advisor at Concorde Investment Management with 33 years of industry experience. He has been with Concorde since 1981. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach with a focus on fundamental analysis, managing separately managed accounts and advising an in-house mutual fund, while also offering consulting services related to private pooled investment vehicles.

Daniel Rascoe is a financial advisor at Ensemble Financial, Inc. based in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Titleist Asset Management, Sunrise Financial Services, Madison Avenue Securities, and TD Ameritrade. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm tailors client relationships through Investment Policy Statements and employs both fundamental and technical analysis in its investment strategies. The firm also engages in intermediary activities and maintains fee-sharing and referral arrangements with third-party managers and lenders.

Timothy Purser is a financial advisor at Shade Tree Partners LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Shade Tree Partners since 2015 and is also involved with Provident Advisors LLC, where he has worked since 2002. Outside of his advisory roles, Purser serves as president of the Arbor Lakes Homeowners Association, a volunteer position he has held since 2005. 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 for around 60 clients, employing a mix of fundamental and technical analysis with a focus on broad market exposures such as index funds and ETFs.

Robert Brauer is a CFP® with 11 years of industry experience, currently serving at Snider Advisors in Irving, TX. He has been with Chronim Investments, now part of Snider Advisors, since 2014. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm manages approximately $216 million in assets across discretionary and non-discretionary accounts, and offers technology-enabled tools alongside portfolio management and educational workshops.

Geoffrey Gannon is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX. He holds a Series 65 designation and has eight years of industry experience. Gannon previously worked with Whitney Kuhn, LLC and GuruFocus. Focused Compounding Capital Management provides discretionary portfolio management to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, insurance companies, and governmental entities. The firm employs a fundamental, long-term, concentrated investment strategy focused on overlooked equities such as spin-offs and small-cap companies.