James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.

Linda Jackson is a financial advisor with Sueing Investments, LLC in Flower Mound, TX. She holds Series 63 and Series 65 registrations and has 23 years of industry experience, including 21 years with Sueing Investments. In addition to advisory work, she spends a portion of her time involved in traditional insurance sales. Sueing Investments, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporations. The firm manages portfolios using fundamental, charting, and technical analysis, tailoring asset allocation to client objectives and market conditions, and offers various billing structures including fixed monthly fees and hourly consultations.

Troy Alley is a financial advisor at Ark Wealth Management in Austin, TX, with six years of industry experience. He holds a Series 65 designation and previously worked at Third Generation Capital Management, Con-Real, LP, and Bravado, LP. He continues to serve as President and CEO of Third Generation Capital Management, although the firm is currently not operational. Ark Wealth Management serves individuals, including high-net-worth clients, as well as business entities, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, pension consulting, financial planning, and operates a robo-advisor program that uses model portfolios based on a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Douglas Simmang is a financial advisor at Turtle Creek Wealthcare in Dallas, TX, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Turtle Creek Advisors, Inc. since 2006. Turtle Creek WealthCare provides financial planning and advisory services to individuals, trusts, and endowments, serving around 73 clients. The firm uses a licensed WEALTHCARE planning system and simulation analysis to guide goal-based planning, and it co-advises with recommended SEC-registered discretionary managers while focusing on tax-efficient, diversified indexed ETF portfolios.

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.

Phillip Washington Jr. is a financial advisor at Stone Hill Wealth Management, LLC in Dallas, TX, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stone Hill Wealth Management since 2016. Outside of his advisory role, he is the CEO of PW Media, a media and book publishing company, and produces the educational podcast Wealth Building Made Simple. Stone Hill Wealth Management is an independent firm serving individuals, high-net-worth clients, retirement plans, and select corporate clients. The firm employs a "Flow and Foundation" investment philosophy, incorporating broad-market ETFs, alternative exposures, and tactical strategies, while offering services such as portfolio management, financial planning, retirement plan consulting, and private investment due diligence.

Michael Howard is a financial advisor at AfroBloc in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Scouting America, RI International, and Broward County. Howard is involved in educational seminars and speaking engagements through his firm’s public outreach efforts. AfroBloc is a fee-only, registered investment adviser serving individuals, charitable organizations, and businesses with discretionary investment management, financial planning, and educational services. The firm uses a combination of passive and active investment strategies, including ESG options, and provides ongoing financial planning at no extra cost to investment management clients.

Andrew Kuhn is the sole advisor at Focused Compounding Capital Management, LLC, based in Dallas, TX. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Kuhn Capital Partners, LLC, including serving as a partner for the private Bison Alpha Fund managed by that firm. 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 certain governmental entities. The firm emphasizes fundamental analysis and a long-term, concentrated investment strategy focused on overlooked equities such as spin-offs and illiquid microcaps.

John Stuart is a financial advisor with Ironwood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ironwood Wealth Management since 2014 and has worked with related entities since 2009. Ironwood Wealth Management provides advisory services primarily to individual clients, including both high net worth and non-HNW individuals. The firm offers discretionary asset management along with financial, retirement, and college planning, using proprietary model portfolios that combine fundamental and technical analysis and actively managed asset allocations.

Gavin Richey is the principal and sole advisor at Sieve Capital LLC, holding a Series 65 designation with seven years of prior experience at Railroad Ranch Capital. He has been operating in the financial industry since 2016 and formed Sieve Capital in 2024. Sieve Capital is an independent, state-registered investment adviser serving primarily pooled and institutional mandates as well as high-net-worth investors. The firm employs active, short-term trading strategies that combine systematic quantitative models with fundamental analysis and offers discrete investment approaches under written agreements.

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.

Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.

Kevin Parish is a financial advisor at Kelley Lane Capital, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Akard Street Capital, Glasheen, Valles & Inderman, LLP, and served eight years in the United States Marine Corps. Outside of his advisory role, Parish works full-time as a staff attorney for the El Paso Court of Appeals, assisting justices with legal research and opinion writing. Kelley Lane Capital provides discretionary investment management, financial planning, and consulting services to individuals, trusts, small businesses, charitable organizations, and retirement plans. The firm focuses on personalized, tax-sensitive portfolios and serves a client base that includes legal professionals, law firms, and personal-injury claimants, distinguishing itself through its legal community connections and flexible fee structures.

Preston Zapffe is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Family CFO, LLC, where he has worked since 2017, and he previously worked at Children's Health for one year. Zapffe serves as a director for a financial literacy nonprofit and maintains licensed insurance and real estate activities alongside his advisory work. Family CFO, LLC provides non-discretionary asset management and financial planning to individuals and business entities, supplemented by educational seminars and workshops. The firm uses a client-tailored approach based on documented goals and risk profiles, employing fundamental and technical analysis with client-approved investment decisions.

Chris Bentley is a financial advisor at Parker Prescott Capital Management with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his advisory role, Bentley is a real estate broker and owner of Bentley Fine Properties and operates an online business selling children's action figure toys. Parker Prescott Capital Management is an independent advisory firm offering discretionary portfolio management to qualified and non-qualified clients. The firm uses a diversified, value-oriented investment approach with an emphasis on technical analysis and active trading strategies.

William Sharpe II is a financial advisor with Dallas Financial Planning LLC in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society for five years. Outside of advisory work, he is the managing member of Sharpe Package Services, LLC, an e-commerce business. Dallas Financial Planning LLC is a small independent firm offering discretionary asset management and financial consulting, with a focus on fundamental analysis and a traditional mix of equity and fixed-income strategies. The firm provides portfolio management tailored to client objectives and uses an hourly billing model for consulting services.

As the founder of Sammons Wealth Management, I specialize in retirement planning and portfolio management for women and LGBTQ professionals, executives, physicians, and business owners who are 50+. My home base is Dallas, Texas, but I serve clients nationwide. My clients are busy professionals and delegators who value having a trusted partner to guide them through their ideal retirement. We focus on designing your ideal retirement timing and income plan, tax minimization, and wise investment management. We also cover your health and long-term care planning, equity compensation (RSUs, NQSOs, Deferred Comp), inheritance planning, and more. My practice is small by design, which allows me to go deep with each client and have my finger on the pulse of your entire financial picture. My clients also tend to have more complex financial situations that require a strategic approach to solving problems. Although I only take on a few new clients each year, you are welcome to submit an inquiry and request an introductory call. My services are best suited to individuals and couples within 5-10 years of retirement, with a minimum of $1M+ in IRAs, 401ks, and taxable investment accounts. If this sounds like you, complete my questionnaire here to request a call: https://sammonswealth.com/intro-call-questionnaire/

Jonathan Mcmullen is a CFP®-designated financial advisor with 14 years of industry experience, currently serving as the owner and wealth manager at The Wealth Observatory in Dallas, TX. He previously worked at Wisniewski Wealth Management and has held roles with Smallwillow, LLC and Advisor-Friendly Insurance. The Wealth Observatory is an independent advisory firm providing investment consulting and comprehensive wealth planning to individual and estate clients. The firm follows a Modern Portfolio Theory–based investment approach, offering personalized service to a small, select client roster without imposing asset minimums.

Robert Hunt is the sole advisor at Robert Hunt Financial, LLC in Dallas, TX. He holds a Series 65 designation and has 10 years of experience in the industry. Robert Hunt Financial provides fee-for-service financial planning, investment advice, and financial education to individuals, high-net-worth individuals, trusts, and families. The firm focuses on low-cost, predominantly index fund solutions with an emphasis on asset allocation, expense control, and tax considerations. It offers written and verbal analyses, client-focused seminars, and publishes periodicals, operating on an advisory model without investment discretion or custody of client assets.

Scott Hancock is a financial advisor at Oak Capital Advisors in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oak Capital Advisors since 2012. Hancock serves on the board of directors of Schuepbach Energy. Oak Capital Advisors is an independent sole proprietorship that provides investment management and asset-allocation advice to individuals, families, corporations, foundations, and retirement plans. The firm manages approximately $186 million and focuses on core holdings in index-tracking ETFs, emphasizing asset allocation and cost minimization while maintaining limited discretionary authority.