Ryan Sawyer is the sole advisor at Sawyer Investment Management Company and holds the CFA® designation along with a Series 65 license. He has 12 years of industry experience and previously worked at Chapman Hext / White Rock Advisors and runs an accounting firm, Ryan A. Sawyer, CPA, PLLC. His accounting firm provides audit and business management services. Sawyer Investment Management Company is an independent, state-registered advisory firm serving individual investors with discretionary portfolio management. The firm emphasizes fundamental analysis, concentrating client assets primarily in publicly traded bank holding companies, and constructs tailored investment plans based on clients’ risk tolerance and goals.

Lucian Ioja is a financial advisor with Oris Wealth Designs LLC in Southlake, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. He has been with Oris Wealth Designs since 2020 and also maintains a role at Fountainhead Capital Management, LLC. Outside of investment management, he is a self-employed insurance broker licensed since 1998, focusing on long-term care, disability, life, and annuities insurance products. Oris Wealth Designs LLC provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm constructs portfolios based on client objectives and risk tolerance and offers standalone financial plans or plans bundled with advisory services.

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.

Henry Smith is a Series 66-licensed financial advisor with 25 years of industry experience. He has been the sole advisor at HV Capital Advisors LLC since 2012, based in Dallas, TX. HV Capital Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a multifaceted investment approach, combining fundamental, technical, charting, and cyclical analysis, and offers a wide range of investment options managed in-house.

Mohammed Merchant is a financial advisor at INAEYA Wealth Management LLC, holding a Series 65 credential with five years of industry experience. Prior to his advisory role, he spent four years retired and engaged in volunteer work. INAEYA Wealth Management offers discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental and technical analysis with a long-term investment focus, tailoring portfolio construction and supervision to clients’ objectives and risk tolerance.

Todd Volkman is a CFP® with 31 years of experience in the financial industry. He is the sole advisor at VOLKMAN Wealth Management, LLC in Dallas, TX, a firm he founded in 2020. His prior experience includes roles at XO Wealth Management, Fuller Wealth Management, and Raymond James Financial Services. Outside of his advisory work, he is a licensed insurance agent and serves as a wholesaler for an investment management firm. VOLKMAN Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory and follows a long-term trading approach tailored to each client’s investment policy statement.

Niels Buksik is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Anchory, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Anchory, LLC provides discretionary and non-discretionary investment management to individuals and high-net-worth clients, combining financial planning services at no additional charge. The firm utilizes a blend of passive and active investment strategies with a focus on personalized portfolio management for a small client base.

Stephen Hozie is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. He is the sole advisor at Hozie Consulting, an independent firm based in Coppell, TX. Prior to founding Hozie Consulting, he worked at Mills Wealth Advisors, LLC from 2017 to 2018. In addition to his advisory role, Hozie is a licensed CPA and provides tax preparation, accounting, and financial analysis services through his CPA firm. Hozie Consulting serves individual clients, including business owners, executives, retirees, and their families, offering wealth management, financial planning, portfolio management, and accounting services such as tax return preparation and fractional CFO work. The firm emphasizes a long-term, market-based investment approach using low-cost mutual funds and ETFs, with portfolios constructed for value and tax efficiency.

Ian Hunter is the principal of Hunter Value Capital LLC, an independent investment advisory firm based in Dallas, TX. He holds the CFA® designation and Series 63 license, with seven years of industry experience. Prior to establishing his firm, Hunter held roles at Baker Tilly Virchow Krause, LLP and Savanna Investment Management. Outside of advising, he has engaged in management and financial consulting through a separate business entity, Mustang Square Ventures, LLC. Hunter Value Capital is a fee-only adviser serving individuals, high-net-worth clients, trusts, and small pension and profit-sharing plans. The firm manages approximately $16 million and offers a microcap-focused separately managed account alongside a Financial Independence Plan emphasizing global diversification within a contrarian value framework.

Michael Awosemusi is a financial advisor at Empowerment Financial Advisors LLC in Irving, TX, holding the ChFC® designation and Series 66 license with 10 years of industry experience. His prior experience includes roles at Edward Jones and Brandon K. Moore Financial, LLC. He serves on several nonprofit and civic boards in the Irving area, including the Irving-Las Colinas Chamber of Commerce and the Baylor Scott and White Irving Foundation. Empowerment Financial Advisors provides asset management, financial planning, and retirement plan advisory services to individual, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering tailored investment strategies and ongoing supervision, including discretionary trading when authorized.

Lawrence Deramus Jr. is the principal of DeRamus Wealth Management, LLC in Plano, TX, with 31 years of industry experience. He holds the Series 63 designation and has worked at firms including CETERA Advisor Networks LLC and Summit Financial Group. Outside of advising, he serves as an architectural committee member for the Preston Green Homeowners Association. DeRamus Wealth Management, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities by providing financial planning, estate-planning coordination, and pension consulting. The firm generally offers non-discretionary advice, directs assets to selected third-party managers, and employs a range of analytical methods and investment strategies.

Omar Mallick is a financial advisor at Holbrook Management, LLC in Dallas, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Holbrook Management since 2009. Holbrook Management, LLC is an independent, Delaware-registered asset manager overseeing approximately $72.7 million for high-net-worth individuals, family offices, institutions, and a commingled private fund. The firm employs a value-oriented, event-driven multi-asset investment approach with concentrated portfolios and uses quantitative techniques for idea generation and risk monitoring.

Emory Hoover is the sole advisor at Hoover Capital Management, LLC, an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, having founded the firm in 2015. Hoover Capital Management provides asset management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and institutional clients. The firm employs a Global Value Opportunities strategy that integrates quantitative screening with fundamental analysis and offers institutional portfolio management alongside typical individual and trust services.

Vishnu Gupta is a financial advisor at NEK Financial Inc in Irving, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with NEK Financial Inc since its founding in 2015. NEK Financial Inc provides discretionary investment management for individuals, families, IRAs, corporate entities, trusts, and other legal business entities, tailoring portfolios to clients’ objectives and risk profiles. The firm employs an institutional-style options trading approach focused on delta-neutral strategies, using technical and cyclical analysis with performance-based compensation.

Scott Lanigan is a CFA® charterholder based in Dallas, TX, serving as the sole advisor at EID Capital since 2021. He has four years of industry experience and has also been involved with Merit Partners since 2016, where he performs due diligence and produces investment reports for a single-family office. Prior to EID Capital, he worked in financial coaching in Dallas. EID Capital is an independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a combination of passive and active strategies across a broad range of asset classes, including traditional and alternative investments, with a focus on personalized investment policies and quarterly account monitoring.

Michael Kremer is a CFP® with 17 years of industry experience. He is the sole advisor at Therawealth, LLC and has prior experience at firms including Fidelity Investments, Strategic Advisers, Inc., and Eagle Strategies LLC/Nylife Securities LLC. He is also a licensed insurance agent involved in non-registered insurance products. Therawealth, LLC serves individual and high-net-worth clients by providing non-discretionary portfolio management, financial planning, and estate-planning services. The firm emphasizes a long-term trading orientation and employs various methods of analysis while requiring client approval for transactions.

Bradford Valentine is the principal of Valentine Investments, LLC in Dallas, TX, holding a Series 66 designation with 25 years of industry experience. He has led Valentine Investments since 2010. Valentine Investments, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combined fundamental and technical analysis approach with an emphasis on asset allocation and risk-adjusted total return, tailoring portfolios to clients’ risk tolerance and time horizon.

William Hubble is a Certified Financial Planner® with 25 years of industry experience. He has been the sole advisor at Sequoia Private Wealth Management, LLC since 2015. Sequoia Private Wealth Management provides fee-based discretionary investment management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is grounded in Modern Portfolio Theory and utilizes a long-term, buy-and-hold asset allocation strategy primarily implemented with passively managed mutual funds and model portfolios aligned with clients’ written investment policy statements.

Ryan Munoz is a financial advisor with Clairalpha Advisors LLC in Frisco, TX. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Transc3nd and American Legacy Solutions. Munoz is involved with multiple related businesses including Realta Investment Advisors, Inc. and Trinity Tax Strategies, LLC, which provide investment advisory and tax consulting services. Clairalpha Advisors LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a portfolio construction approach based on modern portfolio theory, employing long-term and income strategies tailored to client risk profiles, and delivers investment management through a co-advisory managed-account platform.

Melissa Summitt is a Series 65-licensed financial advisor with 21 years of industry experience. She has been the principal at Golconda Capital Management, LLC since 2005. Golconda Capital Management provides advisory services to a private pooled investment partnership and individual clients. The firm manages the pooled vehicle through a fundamentally driven, concentrated long/short equity strategy focused on small- and micro-cap stocks, while offering non-discretionary, advice-only services that emphasize diversified, low-cost index exposures for individual investors.