Louis Fritts is a Series 65-licensed advisor with Amplified Alpha in Dallas, TX, bringing four years of industry experience. Prior to joining Amplified Alpha, he worked at Service Academy Capital Management, LLC for two years. He is also the owner and principal of Fritts Films LLC, a production company involved in filmmaking, editing, and web design. Amplified Alpha provides discretionary investment management primarily to individual clients and operates a private pooled investment vehicle. The firm uses an actively traded quantitative model that employs leverage, market timing, and active risk management through leveraged exchange-traded products, derivatives, and options.

Richard Greenfield is a CFP®-certified financial advisor with 34 years of industry experience. He is the president of RJG Financial, an independent registered investment adviser based in Dallas, TX. Prior to founding RJG Financial in 2018, he worked at Osaic Wealth, Inc. and SagePoint Financial. RJG Financial serves individuals, trusts, estates, and retirement and corporate accounts, managing approximately $50 million across nearly 60 client relationships. The firm offers balanced portfolio management using mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with a long-term investment approach.

Todd Frederick is a CFP® professional with 29 years of industry experience. He is the sole advisor at Stonecreek Private Wealth, LLC, where he has worked since 2022. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of his advisory work, he is a director and silent partner at a women’s kickboxing gym. StoneCreek Private Wealth provides discretionary investment management and financial planning services primarily to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, generally serving larger accounts with a $1 million minimum. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors products.

Christopher Phillips is a financial advisor at Frontstage Financial LLC in Lewisville, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, Park Avenue Securities, Guardian Life Insurance Company, Goldman Sachs, and Fidelity Investments. Frontstage Financial LLC provides wealth management and financial planning services to individuals and high net worth clients, offering discretionary and non-discretionary investment management across mutual funds, ETFs, individual stocks and bonds, and retirement accounts. The firm employs a fiduciary approach with an emphasis on fundamental analysis, low-cost diversified funds, and the use of third-party model portfolios and independent managers for asset allocation and oversight.

Dmitri Rabkin is the sole advisor at Rabkin Advisors LLC in Richardson, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding his independent advisory firm in 2017, he worked at Amdocs Inc. for 14 years. Rabkin Advisors LLC provides discretionary portfolio management primarily to individual investors, including IRAs and self-directed 401(k)s, as well as trusts, estates, and small-business pension clients. The firm’s investment approach focuses on dividend-paying companies with growth potential and share repurchases, offering personalized plans and ongoing portfolio monitoring tailored to each client’s objectives and risk profile.

Wendell Brock is a financial advisor at Yield Financial Advisors in McKinney, TX, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been leading De Novo Strategy, Inc. since 2005. Outside of his advisory work, he serves as the executive director of CREED, a 501(c)(3) nonprofit organization. Yield Financial Advisors provides comprehensive, fee-based financial planning and consulting services to individuals, professionals, and small business owners. The firm follows a structured five-step engagement process and offers a wrap fee program along with affiliated insurance and tax advisory services.

Dale Mcmullen Jr. is a CFP® with 25 years of industry experience and has been the sole advisor at Financial Advantage since 2003. He holds Series 63 and Series 65 securities registrations. Financial Advantage serves individual clients by providing financial planning and investment advice, including retirement, college, and insurance planning, alongside ongoing portfolio management. The firm emphasizes diversification through mutual funds and ETFs, uses a primarily non-discretionary model, and maintains a small client roster with a focus on individualized account oversight.

Christopher Cardinal is the sole advisor at Cardinal Wealth Management LLC in McKinney, TX. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory career, he worked in behavioral health and nonprofit organizations. Cardinal Wealth Management provides financial planning services to individuals, couples, and families, including professionals with equity compensation and small-business owners. The firm emphasizes a planning-first approach and offers investment management as an optional add-on, utilizing a long-term strategic asset allocation primarily composed of low-cost, broadly diversified index funds.

Gary Dennis is the sole advisor at GWD Capital Management, LLC in Coppell, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. He previously worked at First Research Financial for 24 years before founding his current firm in 2020. Outside of his advisory role, he has ownership interests in several related investment and holding companies. GWD Capital Management provides investment management and financial planning services to individual and high-net-worth clients, as well as business entities including corporations, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis, offering discretionary and non-discretionary account management and may coordinate with third-party managers when appropriate.

Stephen Galanakis is the sole advisor at BlackBox Capital Management LLC in Allen, TX, holding a Series 65 license with five years of industry experience. Prior to founding BlackBox Capital Management in 2021, he worked at Nutanix, Pure Storage, and Commvault. Outside of advisory work, he manages a rental property business in the Dallas-Fort Worth area. BlackBox Capital Management is an independent firm providing discretionary and non-discretionary portfolio management and financial strategy to individuals, pension plans, trusts, and charitable organizations. The firm primarily uses diversified ETFs along with select individual equities and bonds, applying both fundamental and technical analysis, and employs option and margin strategies alongside a managed Treasury account for lower-risk investments.

Robert Hudak II is a Series 65-licensed financial advisor at Tradespro LLC with one year of industry experience. Before joining Tradespro, he held positions at Hydrogen Technologies, MMEFS LLC, Accentcare HomeHealth, Lockheed Martin, and Healthcare Management Systems. He also provides basic engineering consulting services through his single-member LLC, MMEFS LLC. Tradespro LLC is an independent registered investment adviser serving a small client base primarily composed of high-net-worth individuals, retirement accounts, small businesses, and consulting clients. The firm employs a technical and quantitative investment approach that includes market-timing techniques, discretionary and non-discretionary management, and project-based trade structuring, distinguishing it through its combination of tactical trading, subscription research, and institutional-style consulting.

Aaron Miller is the sole advisor at Family Wealth Coaching, LLC, an independent firm based in Plano, TX. He holds a Series 65 designation and has eight years of experience in financial advising. In addition to his advisory role, Miller is a practicing attorney at Miller Law Office, PLLC. Family Wealth Coaching serves individual and high-net-worth clients by providing portfolio analysis reports, one-time financial plans, and educational seminars. The firm operates on a non-discretionary basis, referring clients to third-party advisers and focusing on long-term investment strategies aligned with modern portfolio theory.

Duane Francis is the sole advisor at Francis Capital Management, Inc., an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having led his firm since 2005. Francis Capital Management provides investment and wealth management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary, customized portfolios using fundamental and technical analysis, focusing on long-term investments in individual equities, fixed-income securities, mutual funds, and ETFs.

David Machemehl is a financial advisor at Asset Management Corporation in Frisco, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Crispian Venture Capital, LLC for 12 years before continuing his advisory role at Asset Management Corporation since 2005. Asset Management Corporation provides investment advisory services to individuals, retirement accounts, trusts, and high-net-worth clients. The firm focuses on tailored portfolio management and offers recommendations on U.S. growth and growth-and-income stocks, bonds, CDs, and money-market instruments, operating primarily on a non-discretionary basis with an individualized asset allocation process.

Phillip Ristau is the sole advisor at Ristau Capital, LLC in Frisco, TX, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, TIAA-CREF, and Tata Consulting. Outside of his advisory work, he is employed part-time as a rural mail carrier. Ristau Capital, LLC is an independent investment advisory firm serving individual and high-net-worth clients with separately managed equity portfolios. The firm employs fundamental analysis to build concentrated, event-driven portfolios across three strategies and offers both discretionary and non-discretionary services, using performance-based fees for qualified clients alongside asset-based fees.

Andrew Fisher is the principal of Pathsetter Financial, a state-registered investment adviser based in Coppell, TX. He holds a Series 65 designation and has four years of experience in the financial advisory industry. Prior to founding Pathsetter Financial in 2021, Fisher worked at PepsiCo for nearly four decades. He also provides supply chain consulting services through a separate business. Pathsetter Financial offers investment management and a range of financial planning services to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses within a Modern Portfolio Theory framework, utilizing both passive and active strategies alongside third-party solutions and sub-advisors.

Adam Bar is a financial advisor at RTB Wealth Advisors, LLC in McKinney, TX, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Kingswood Wealth Advisors and Mass Mutual Investors Services. Outside of advisory work, he is a published author of the book "Unleash Your Financial Powerhouse." RTB Wealth Advisors, LLC provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis, utilizing low-cost mutual funds and ETFs alongside individual securities and alternative investments as appropriate.

Philip Maguire is the sole advisor at Maguire Stewardship Partners, an independent firm based in Allen, TX. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including prior roles at Smith, Frank & Partners and MassMutual Life Insurance Co. Although licensed as an insurance agent, he does not currently sell insurance products or offer them to his clients. Maguire Stewardship Partners provides investment management and financial planning services to individual and high-net-worth clients. The firm primarily uses passive portfolio construction complemented by technical analysis and may incorporate third-party managers, offering both project-based and ongoing comprehensive planning.

David Pettus is a Series 65-licensed financial advisor with six years of industry experience, operating independently through Blue Rock Capital in Allen, TX. He retired from prior work in 2015 and currently manages Blue Rock Capital as its sole advisor. Outside of advisory work, he serves as managing member for two investment-related LLCs, holding a voting role in Front Porch Investments LLC and a minor ownership interest in Bald Eagle Asset Management, LLC. Blue Rock Capital provides discretionary investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, companies with excess cash, and small-business retirement plans. The firm employs a Modern Portfolio Theory-based investment approach across core asset classes and incorporates both fundamental and technical analysis, typically favoring a long-term, buy-and-hold strategy with periodic rebalancing.

Katie Brewer is a CFP® professional with 19 years of experience in financial planning and investment advisory services. She has been with Your Richest Life, LLC since 2014, where she serves as one of two advisors. The firm provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and their participants. Your Richest Life emphasizes a passive, asset-allocation approach using index mutual funds and ETFs, offering services such as ongoing monitoring, participant education, and fiduciary retirement plan consulting.