William Saplicki is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial, First Allied Advisory Services, and LS Wealth Strategies. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management, financial planning, ERISA plan services, and third-party manager oversight, employing a range of investment strategies tailored to client objectives.

Lee Bradshaw is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Hodges Capital Management and First Dallas Securities Incorporated since 2017. Bradshaw has also held a position at Texas State University. First Dallas Securities serves individual and high-net-worth clients as well as institutional clients, including trusts, estates, retirement plans, and banking institutions. The firm focuses on discretionary portfolio management with an investment approach centered on domestic equity securities, combining fundamental and technical analysis for allocation and security-selection decisions.

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 23 years before joining Vaquero in 2019. Mr. Gordon is also a licensed insurance agent, holding the license for advisory purposes only. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that blend public and private investments across multiple asset classes.

Nicholas Lehman is a financial advisor at Spectrum Advisors, Inc. in Plano, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and client account aggregation through eMoney.

William Cirksena is a financial advisor at MDRN Capital with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisor Networks and Enterprise Fleet Management. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers alongside low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.

Mitchell Kramer is a CFP® with 30 years of experience in the financial industry, currently serving at Fluent Financial, LLC in Dallas, TX. He has worked at Fluent Financial since 2005 and previously spent over a decade with LPL Financial. Outside of his advisory work, he is a driving instructor and coach for both a national auto racing association and the Porsche Club of America, and he serves on the advisory council for the Texas Tech Rawls School of Business. Fluent Financial is a registered investment adviser managing approximately $330 million on a discretionary basis for individuals, trusts, pension plans, and business entities. The firm offers asset management primarily through wrap-fee accounts, employing a range of strategies including fundamental, technical, and cyclical analysis, along with pension consulting and participant education services.

Johanna Moya is a financial advisor at EVOAdvisors in Plano, TX, holding a Series 65 license with two years of industry experience. Her prior roles include positions at BlueSky Wealth Advisors, LLC and Opes Advisors. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations with ongoing financial planning and portfolio management. The firm follows a fee-only, fiduciary approach and emphasizes evidence-based investment strategies, regular rebalancing, and the use of no-load mutual funds and ETFs.

Edward Hoffman is a financial advisor at Sanders Morris LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill Lynch, Morgan Stanley, and Sanders Morris Harris. Outside of advisory work, he is the founder of FLY Holdings LLC, a men's grooming business. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other entities. The firm primarily manages discretionary accounts through wrap‑fee programs and utilizes third‑party portfolio managers and model portfolios to implement diversified investment strategies tailored to client objectives and risk tolerance.

Amanda Sasko is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Strata Wealth Advisors, LLC. She has two years of industry experience, with prior roles at Exencial Wealth Advisors, True North Advisors, and Hedgefield Wealth. Strata Wealth Advisors is a team-based firm managing over $927 million in assets, offering investment management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes diverse asset classes and utilizes technology platforms for client reporting and account management.

Carlos Esteve is a CFA® charterholder with four years of industry experience, currently affiliated with First Dallas Securities Incorporated. His prior roles include positions at Hodges Capital Management Inc. and The Vanguard Group, Inc. He has also worked in financial and legal settings, including Burton, McCumber & Longoria, LLP, and has experience in academic institutions. First Dallas Securities serves individual, high-net-worth, and institutional clients with discretionary portfolio management, emphasizing domestic equity securities through a combination of fundamental and technical analysis. The firm manages approximately $335.7 million in discretionary assets and provides advisory services on a commission-based model.

Robert Blair is a CFP® professional with 15 years of industry experience. He is currently with Peak American Investment Advisors, Inc. and has previously worked at Madison Avenue Securities, Kalos Capital, Spectrum Advisors, and Dallas Financial Advisors. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, including retirement tax strategy, insurance coordination, and estate planning. The firm combines technical and fundamental analysis in its investment approach and integrates tax and insurance considerations into income and retirement planning.

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Hope Robinson is a CFP® professional at Penn Davis McFarland Inc. in Dallas, TX, with four years of industry experience. She previously worked at RGT Wealth Advisors for seven years and at Ey for two years. Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans, offering financial planning and family office services. The firm’s investment approach emphasizes fundamental, long-term strategies across equities, bonds, and cash equivalents, complemented by selective use of alternative instruments and concentrated portfolios.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Lane Moore is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Sanders Morris Harris since 2016 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Sanders Morris LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages discretionary accounts through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to provide diversified investment allocations tailored to client objectives and risk tolerance.

Patrick Thuemmel is a CFP® with 20 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at Northwest Asset Management and Sigma Planning Corporation. He is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis with a diversified investment approach, managing approximately $490 million in client assets across eight advisors.

William Moore is a CFP® professional at Versant Capital Management, Inc. in Dallas, TX, with one year of industry experience. Prior to joining Versant, he held positions at Tolleson Wealth Management, Simmons Bank, and several other firms. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and family office services. The firm builds diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and alternative investments.

Luke Schlenker is a financial advisor at Peak American Investment Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Fisher Investments and Texas Mortgage Lending, LLC. Peak American Investment Advisors serves individual and high-net-worth clients with discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy services. The firm employs a combined technical and fundamental investment approach and integrates tax and insurance planning into its retirement and income strategies.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

David Faulkner is a CFP® professional with 22 years of experience in financial advising. He has been a partner at Spectrum Advisors, Inc. since 2016. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance products through Advisors Excel. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, qualified retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and regular client reporting as part of its investment approach.