Stephen Ratchford is the sole advisor at R5 Capital Management in Dallas, TX, holding a Series 66 designation with 18 years of industry experience. He has been with R5 Capital Management since 2013. Outside of his advisory role, he has worked as an insurance agent on a limited basis. R5 Capital Management serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers asset management, comprehensive portfolio management, and retirement plan consulting, using a combination of analytical methods and typically pursuing long-term purchase strategies with periodic rebalancing.

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

Kyle Grisz is a financial advisor at Voyage Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Paratus Financial, Inc. for ten years. Voyage Wealth Management, LLC also provides tax planning and compliance services to clients. Voyage Wealth Management offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm emphasizes fundamental analysis and modern portfolio theory with a long-term investment approach, managing accounts primarily on a discretionary basis and providing custodial services through Charles Schwab.

Ross Heath is a Series 65-licensed financial advisor based in Flower Mound, TX, currently serving as the sole advisor at AI Investor 360. He has been associated with SAS since 2014 and joined AI Investor 360 in 2025. AI Investor 360 is a state-registered investment manager specializing in discretionary portfolio management and custom model construction for pooled vehicles and institutional clients. The firm integrates traditional investment analysis with AI-based optimization techniques grounded in Modern Portfolio Theory to tailor portfolios toward specific objectives such as low volatility, dividend income, or high growth.

David Gunderson is a financial advisor at US Freedom Capital Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Tobin & Company Securities LLC and Corsair Ventures, where he oversees real estate development activities. Gunderson is also a founding partner of Power Cord Energy LLC, an electricity brokerage. US Freedom Capital Advisors LLC provides investment advice and portfolio management primarily to pooled investment vehicles and individuals investing through EB-5 funds, focusing on U.S. real estate, healthcare, and EB-5–related projects. The firm employs a fundamental analysis approach and offers discretionary management with multiple fee arrangements.

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Crescent Investment Solutions in 2024, he worked at Microsoft in various roles, including as a Digital Technology Specialist. Crescent Investment Solutions LLC is an independent advisory firm that provides portfolio management services primarily to individual clients. The firm uses a combination of investment strategies and manages portfolios with discretionary authority, emphasizing tailored investment policy statements and risk tolerance documentation.

Dana Bentz is a financial advisor at Vestie with a Series 65 designation and no prior industry experience. Her work history includes roles at AirStudio, Inc., StreamYard, Inc., and Keller Williams Realty. Vestie provides discretionary investment management to individual investors through a digital platform that offers personalized portfolio services based on risk tolerance. The firm employs a strategic asset-allocation approach using diversified ETF portfolios and operates exclusively through software without traditional advisor-client meetings.

Mekkos Jones is a financial advisor at Noblehouse Family Office, LLC, holding a Series 65 designation. He has experience with Catalyst Capital LLC, Fidelity Investments, Charles Schwab, and PFS Investments. Jones also maintains an active role as a licensed insurance agent. Noblehouse Family Office, LLC provides comprehensive wealth management and family-office coordination to high-net-worth individuals, families, and business owners. The firm offers investment advisory, holistic financial planning, estate and tax coordination, private market access, and specialized pension consulting, applying a core-satellite investment approach that includes both public and alternative assets.

Nolan Kopkin is the sole advisor at Kopkin Capital Management, LLC in Allen, Texas. He holds a Series 65 designation and has four years of industry experience. Kopkin has managed his firm since 2021 and maintains an academic appointment with the University of Wisconsin System, where he has been involved since 2013. Kopkin Capital Management, LLC is a discretionary investment manager serving pooled vehicles, institutional accounts, individual investors, trusts, and pension plans. The firm employs a momentum-focused, concentrated investment approach, typically holding 4–20 securities selected by a proprietary methodology and emphasizing frequent trading with short- to medium-term holding periods.

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Bradford Rodrigues is the sole advisor at R1 Financial Group, a Texas-registered independent investment adviser. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. R1 Financial Group serves individuals, high-net-worth individuals, and trusts, offering portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis with a long-term, value-oriented investment strategy that may include small- and mid-cap stocks, turnaround or undervalued companies, and high-yield fixed income.

Adib Motiwala is the principal advisor at Motiwala Capital in Irving, TX, holding a Series 65 designation with 14 years of industry experience. His prior roles include positions at Citigroup, Orange People, Deloitte Consulting LLP, and several other firms. Outside of his advisory work, he is a full-time program manager for software delivery teams at Citigroup. Motiwala Capital provides discretionary investment management and financial planning to private individuals, high-net-worth clients, and small businesses. The firm employs a bottom-up value approach for U.S. capital appreciation and offers specialized strategies including Japan-focused and Shariah-compliant portfolios.

Markus Byrd is a financial advisor at Candor Wealth Management, LLC in Dallas, TX, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Kestra Investment Services. Byrd is also a licensed insurance agent. Candor Wealth Management is an independent, solo-advisor firm providing discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes individualized investment strategies that include equities, mutual funds, ETFs, fixed income, and insurance products.

Cindy Mikel is the principal of Mikel Wealth Management in Dallas, TX, with 13 years of industry experience. She holds a Series 66 designation and previously worked at Smith Wealth Advisors, Symmetry Financial Services, Securian Financial Services, Minnesota Life Insurance Company, and Planto Roe Financial Services. Outside of her advisory role, she practices law as the owner of the Law Office of Cindy Mikel and serves as a bookkeeper for Central Presbyterian Church. Mikel Wealth Management serves individuals, families, high-net-worth clients, and small businesses with personalized investment advisory and financial planning services. The firm manages portfolios across a range of securities using fundamental analysis and asset allocation, primarily operating in a non-discretionary capacity.

James Bruno Jr. is a financial advisor at Five Keys Private Advisors LLC in Dallas, TX, holding a Series 65 designation with experience beginning in 2020. His prior roles include work at Kennedy Private Client Services LLC and ownership in the Bruno Restaurant Group, LLC. He is also a passive owner of Village Way Financial LLC, an accounting services business. Five Keys Private Advisors provides discretionary investment advisory services to accredited investors, focusing on pooled investment vehicles and a fundamental, macroeconomic-based approach to identifying fairly priced assets. The firm actively monitors risk and may engage unaffiliated managers for specialized allocations.

Donald Laseter is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Financial Consulting Services in Dallas, TX. He has been with the firm since 1989. Financial Consulting Services specializes in discretionary investment management and financial planning for individuals, families—including high-net-worth clients—and small businesses. The firm employs a long-term investment approach that combines fundamental, technical, cyclical, and charting analyses, alongside active trading strategies including options, leverage, and alternative investments.

John Shryack is the sole advisor at JS Wealth Investment Group, an independent firm based in Dallas, TX. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has led JS Wealth Investment Group since 2012. The firm primarily serves individual clients, including both non‑high-net-worth and high-net-worth individuals, as well as small businesses, charities, and small pension plans. JS Wealth Investment Group provides financial planning and portfolio management with a client-driven, largely non-discretionary approach, typically investing in broad markets through stocks, bonds, mutual funds, government securities, and options.

Louis Fritts is a financial advisor at Amplified Alpha with a Series 65 designation and four years of industry experience. He has worked at Service Academy Capital Management and Amplified Alpha Capital Management. Outside of finance, he is 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 focusing on leverage, market timing, and risk management, implementing strategies through leveraged exchange-traded products, derivatives, and options.

Melody Jackson is a CFP® professional with 15 years of industry experience, operating through her firm, Jackson Financial Services LLC in Dallas, TX. She has worked at Unum since 2010, providing group and individual financial counseling related to employee benefits. In addition to her advisory role, she is a licensed CPA and life and health insurance agent, offering tax compliance and insurance services. Jackson Financial Services LLC provides fee-based comprehensive financial planning, investment advisory, and income tax services to individuals, families, and small businesses. The firm serves as a fiduciary advisor to employer-sponsored retirement plans, delivering non-discretionary, advice-only investment guidance focused on long-term strategies and diversified allocations using mutual funds and ETFs.

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.