Brandon Daniel is a Series 65-licensed financial advisor with Atai Capital Management LLC in Bedford, TX, bringing three years of industry experience. He has held roles at Askeladden Capital, Tocqueville Asset Management, Ciera Bank, Breach Inlet Capital, and has teaching experience at the University of Texas at Arlington and Coffeyville Community College. Outside of his advisory work, he conducts research on specific companies, industries, and trends. Atai Capital Management LLC serves a small client base including individuals, family offices, and institutions, providing discretionary asset management focused on fundamental analysis and long-term strategies. The firm operates as a solo practice with roughly a dozen clients and manages approximately $1.33 million in assets, offering publicly presented performance results and utilizing performance-based fee arrangements.

Yashar Samandarli is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Black Sea Investment Group and also holds an engineering management position at Pioneer Natural Resources. Additionally, he works as a real estate agent through HSTEX LLC. Black Sea Investment Group, established in 2023, provides portfolio management and financial planning services to individuals, families, high-net-worth clients, charitable organizations, trusts, and select corporate entities. The firm employs a research-driven approach focused on asset allocation, diversification, security selection, risk management, and regular portfolio reviews.

Byron Green is a CFP® with 47 years of industry experience and has been the sole advisor at Green Investment Management, Inc. in Fort Worth, TX since 1995. He holds Series 63 and Series 65 licenses and leads his firm in providing discretionary portfolio management services. Green Investment Management offers model-based portfolio management to individual and high-net-worth clients, as well as other registered investment adviser firms. The firm focuses on asset allocation with a broad range of models that integrate fundamental, technical, and quantitative analysis, and utilizes specialized strategies including defined-maturity bond ETF ladders and managed-risk buffer ETF approaches.

Paul Wildberger is a CFP®-designated financial advisor with 19 years of industry experience. He is the sole advisor at Integrity Private Wealth Advisors, LLC, where he has worked since 2018. Before that, he spent four years at Ameriprise Financial Services, Inc. Outside of his advisory role, he manages personal rental properties. Integrity Private Wealth Advisors serves individual clients, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management through a wrap-fee program and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, sector, and cyclical analysis with various strategies, managing portfolios primarily on a non-discretionary basis.

Charles Durham is a financial advisor at Birnam Wood Capital, LLC in Dallas, TX, holding a Series 66 license with 17 years of industry experience. He has worked with Birnam Wood Capital since 2015 and has been associated with Bluffview Securities and Bluffview RIA since 2009. Outside of his advisory role, Durham is involved in managing several special purpose investment vehicles and serves as chairman of a sporting goods business. Birnam Wood Capital provides investment advisory and financial planning services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis with a focus on non-discretionary portfolio management, and it sponsors multiple pooled private vehicles and single-purpose LLCs through affiliated entities.

Troy Ferguson is the sole advisor at Ferguson Financial Planning in Duncanville, TX, holding CFP® and Series 65 credentials with 22 years at his firm and 11 years of industry experience. Ferguson Financial Planning is a fee-only independent advisory firm managing approximately $74 million in assets across 169 client relationships. The firm provides discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. It employs a fundamental, long-term investment approach through five model folios on a Goldman Sachs platform and offers clients 24-hour access to account performance reporting.

Glenn Williams is a CFP® professional with 34 years of experience in financial advising. He is the owner of Williams Financial Planning, Inc., an independent firm he has led since 2017, following 14 years at Linsco/Private Ledger. In addition to advisory services, he is a licensed insurance agent offering annuities, Medicare supplements, and life insurance products. Williams Financial Planning, Inc. serves individual and high-net-worth clients, providing ongoing portfolio management and written financial planning. The firm emphasizes client education through seminars and workshops and employs a long-term trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

Kyle Watkins is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at CF Financial in Fort Worth, TX. His prior experience includes five years with Regal Investment Advisors, LLC. Outside of his advisory work, Watkins is a licensed insurance agent and markets himself under the name Carrington Wealth Advisors. CF Financial serves individuals and high-net-worth clients, offering discretionary portfolio management, ongoing financial planning, and third-party adviser selection. The firm uses fundamental analysis and modern portfolio theory with a long-term trading approach, providing individualized Investment Policy Statements and periodic market updates to clients.

James Still is a CFP® professional with 13 years of experience in financial advising. He has led JASI Financial, Inc. since 2012 and concurrently works as a consultant with Andrea M Still, CPA PC, a non-investment related CPA firm. JASI Financial, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, small businesses, and retirement plan sponsors and participants. The firm employs a buy-and-hold, long-term investment strategy focused on diversified asset allocation using primarily low-cost, passively managed funds and offers both discretionary and non-discretionary management.

Kermit Gable is a CFP® with 33 years of industry experience, currently serving as the sole advisor at Fidelis FS, LLC since 2016. Prior to this, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2012 to 2016. He also serves as a commander in the United States Army Reserve, a role he has held since 2009. Fidelis FS, LLC provides discretionary asset management and financial planning services to individuals and business entities, utilizing fundamental and technical analysis in its investment process. The firm manages assets on a discretionary basis and offers strategies including long- and short-term holdings, option writing, and margin trading tailored to client objectives and risk tolerances.

Zita Enloe is the sole advisor at Enloe Financial Advisory LLC in Fort Worth, Texas, holding a Series 63 designation with 23 years of industry experience. She has led her independent advisory firm since 2013. Enloe Financial Advisory LLC provides portfolio management and investment supervisory services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis and offers non-discretionary, actively managed portfolios that include long-term and short-term trading, short sales, and options strategies tailored to client goals and risk tolerance.

Samir Patel is a Series 65-licensed financial advisor with nine years of industry experience. He has been the sole advisor at Askeladden Capital Management LLC since 2015. Askeladden Capital is an independent, single-advisor firm that provides discretionary portfolio management through separately managed accounts and manages private funds for institutional clients such as trusts, family offices, and charitable organizations. The firm employs a value-oriented investment approach focused on micro-, small-, and mid-cap equities over a multi-year horizon and incorporates AI-assisted research tools in its process.

Jamie Grant is a financial advisor with LPL Financial based in Arlington, TX, holding a Series 66 designation and 25 years of industry experience. He has been with JDG Wealth Management Group, LLC and LPL Financial since 2009. Grant also serves as an adjunct professor at Paul Quinn College and operates a family farm in Streetman, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

John Adams is a Series 66 licensed financial advisor with 15 years of industry experience. He is the sole advisor at Adams Advisory Services, LLC, an independent registered investment adviser based in Irving, TX. Prior to founding his firm, Adams held positions at Merrill Lynch, Baker Tilly Wealth Management, and JPMorgan Securities and JPMorgan Chase Bank. Adams Advisory Services serves individuals, high-net-worth clients, trusts and estates, pension plans, corporations, and other institutional clients. The firm offers portfolio management, comprehensive investment advisory services, and consulting, employing a variety of analytical approaches and investment vehicles to tailor portfolios.

James Davis is a financial advisor at Reg Davis Investments, LLC in Grand Prairie, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously operated as a registered investment advisor under his own name from 2008 to 2017 before founding his current firm in 2018. Davis is also registered with United Healthcare to offer Medicare Supplement and Medicare Advantage plans. Reg Davis Investments, LLC provides investment supervisory services primarily to individual clients, managing portfolios that include individual equities, exchange-traded funds, and mutual funds. The firm employs technical, fundamental, and economic analysis with strategic and tactical asset allocation, managing accounts on a discretionary basis and reviewing them quarterly.

Lewis Johnson is a financial advisor with Wealth Creators, LLC in Irving, TX, holding a Series 65 credential and 25 years of industry experience. He has been with Wealth Creators since 2000. The firm works directly with families and individuals to provide financial planning and ongoing monitoring, focusing on long-term investment strategies tied to client goals. Wealth Creators publishes a financial education book, Young Money Masters, and offers public speaking engagements aimed at teenagers and young adults, combining retail-focused planning services with educational outreach.

Lisa Ward is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Plumb Financial in Arlington, TX. Her prior roles include positions at ChappelWood Financial Services, Osaic Wealth, Royal Alliance Associates, and New York Life. In addition to advisory services, she is licensed to market and sell fixed insurance products including life insurance and annuities. Plumb Financial provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers non-discretionary portfolio management and financial planning, combining investment strategies with insurance products, and conducts free public educational seminars and workshops.

Donald Denton is a financial advisor at Roland, Criss Investment Research, LLC in Arlington, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He also serves as Vice President of Compliance and Certifications and analyst at Roland, Criss & Williams, LLC, a role he has held since 2008. Roland, Criss Investment Research provides advisory and consulting services primarily to retirement plans, plan sponsors, trustees, endowments, foundations, and other institutional or corporate clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term asset-class diversification, quantitative fund selection, and a passive tilt where appropriate, focusing on pension consulting and assets-under-advisement work rather than discretionary portfolio management.

Matthew Wehling is the principal of Wehling Investment Management in North Richland Hills, TX. He holds a Series 65 designation and has experience with the Federal Aviation Administration and the United States Marine Corps. Wehling also maintains ongoing graduate studies in financial management. Wehling Investment Management provides portfolio management and financial planning services to individuals and trusts, applying fundamental analysis and a mix of long- and short-term trading within a strategic asset allocation framework. The firm operates with discretionary authority under written client agreements and executes trades through a recommended institutional brokerage platform, while clients retain custody of their assets.

Edward Ray is the sole advisor at ELR Capital Management, LLC, a firm he has led since 2015. He holds a Series 65 designation and has 10 years of industry experience. Based in Fort Worth, TX, Mr. Ray manages discretionary portfolios for individual and high-net-worth clients. ELR Capital Management is a state-registered, single-advisor investment management firm that employs fundamental, technical, and cyclical analysis across a broad range of instruments, including equities, fixed income, ETFs, commodities, and options. The firm serves both individual and institutional clients and is authorized to use complex trading strategies and performance-based fees for qualified accounts.