Michael Aussieker is the sole advisor at OH Cap Asset Management, an independent firm based in Frisco, TX. He holds the CFA® designation and Series 63 license, with two years of industry experience and seven years managing his own advisory firms. OH Cap Asset Management is a fee-only advisory firm serving primarily individual clients, as well as small businesses, corporations, and institutional clients. The firm integrates fundamental, technical, and quantitative analysis with risk assessment tools like Conditional Value at Risk (CVaR) and employs proprietary models for portfolio management and consulting services typically found at larger firms.

Justin Thomas is a financial advisor at Frontline Wealth Management in Denton, TX. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he has worked as a police officer with the City of Denton Police Department since 2012. Frontline Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of fundamental, technical, cyclical, and Modern Portfolio Theory approaches, combining both passive and active investment vehicles, and routinely selects independent outside managers while maintaining overall oversight.

Stephen Hill is a financial advisor with Eagle Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Eagle Financial Advisors since 2015 and also manages Stephen F. Hill & Associates LLC, an investment advisory firm he founded in 2003. Outside of advisory services, he is involved with an insurance agency affiliated with Eagle Financial Group. Eagle Financial Advisors is an independent advisory firm with a seven-advisor team serving individuals, trusts, corporations, and other entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning services, and assists clients in selecting third-party managers, using a combination of quantitative and qualitative analysis in its investment approach.

Jill Taylor Gordon is the sole advisor at Taylor Financial Consulting in Lantana, TX, holding a Series 63 designation and bringing 24 years of industry experience. She has led her firm since 1996 and also serves as CEO of two separate businesses: a home construction and remodeling company and a dealer in gold and silver coins and bullion. Taylor Financial Consulting provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes fundamental security analysis and a combination of short- and long-term investments, managing client accounts on a non-discretionary basis and utilizing third-party tools from Buckingham Strategic Partners for asset allocation, reporting, and rebalancing services.

Brian Neff Sr. is a financial advisor with Fiduciary Wealth Management, LLC., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Fiduciary Wealth Management since its founding in 2017 and also leads an independent insurance brokerage, Insurance Suite, LLC, which he co-founded in 2006. Fiduciary Wealth Management serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, participant account advice, and referrals to third-party money managers. The firm emphasizes a model that combines third-party manager referrals with discretionary oversight of participant accounts and maintains an affiliation with insurance activities through its principal.

Pranav Shingala is a financial advisor at Prudent Prosperity with a Series 65 credential and one year of industry experience. He previously worked at The Goldman Sachs Group, Inc. for ten years and has held roles at several other firms including MyTimeEquity, LLC and Tax Planning Consultants LLC. He also owns Prudent Wealth Solutions, LLC, a firm providing accounting and tax preparation services. Prudent Prosperity offers investment management services primarily to pooled vehicles and institutional clients, while also providing subscription-based and customized financial planning, tax, and estate planning services to individual households. The firm’s approach combines Modern and Post-Modern Portfolio Theory with a focus on long-term, tax-aware ETF allocations and selective use of alternative investments.

Narasimha Vulisetti is the sole advisor at Y2K Financial LLC, holding a Series 65 license with six years of industry experience. He has worked concurrently as a systems architect at Bank of America since 2020 and previously spent nine years at Pegasystems Inc. Outside of financial advising, he maintains a role in software development at a financial institution. Y2K Financial LLC offers financial planning and investment consultation primarily to individual and high-net-worth clients. The firm provides written plans and allocation guidance based on fundamental analysis and a Modern Portfolio Theory framework, without ongoing portfolio management or trade execution.

Jose Medina is a financial advisor with J I Medina Investments, LLC in Frisco, TX, holding Series 66 and Series 63 credentials and 11 years of industry experience. His career includes roles at Guardian Life, Fidelity Investments, Symmetry Financial, Infosys, Revature, and Edward Jones. Outside of advising, Medina works as an independent contractor providing junk removal services. J I Medina Investments offers financial planning and investment advisory services to individuals, small businesses, and non-profit organizations. The firm employs a combination of fundamental and technical analysis to manage portfolios that include mutual funds, ETFs, stocks, bonds, and options, providing both discretionary and non-discretionary account options.

Michael Doyle is a CFA® charterholder and principal of Legacy Harbor in Plano, TX, with 21 years of experience in the financial industry. He also owns and operates Michael B. Doyle, PC, providing accounting, tax, and CPA services, as well as the Law Offices of Michael Doyle, PLLC, offering attorney services. Michael has been active in these professional roles since the early 1990s. Legacy Harbor is an independent advisory firm serving individual, high-net-worth, and corporate clients with discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis, offers access to third-party managers, and invests across a range of asset classes including mutual funds, equities, fixed income, ETFs, REITs, and select alternatives such as agricultural commodities.

David Cannon is a CFP® and holds a Series 65 license, with seven years of experience in financial advising and accounting. He is the sole advisor at David Rhodes Cannon, C.P.A., LLC, a firm he has led since 2023, following eight years at Cain Watters & Associates, LLC. David Rhodes Cannon, C.P.A., LLC provides portfolio management, financial planning, and accounting and tax-preparation services to individual and high-net-worth clients. The firm uses written investment policy statements to document client objectives and constraints and emphasizes well-diversified investment strategies with both discretionary and non-discretionary management.

Stephen Cross is the sole advisor at Cross Financial Strategies, LLC, an independent firm based in Prosper, Texas. He holds a Series 66 designation and has 26 years of industry experience, including work at LPL Financial. In addition to his advisory role, he maintains a limited insurance agent activity. Cross Financial Strategies provides discretionary asset management to individuals, high-net-worth clients, and corporate entities, with specialized services in ERISA plan management and pension consulting. The firm employs tailored investment programs utilizing Modern Portfolio Theory along with long- and short-term strategies, including options and derivatives, and it permits the use of margin and borrowing in managed accounts.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

Kelley Douglas is a financial advisor at StoneBridge Wealth Management, LLC in Frisco, TX, with 27 years of industry experience. He has held Series 63 and Series 65 licenses and has been with StoneBridge since 2008. StoneBridge Wealth Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily passive and evidence-based mutual funds and ETFs, with significant use of Dimensional Fund Advisors funds.

Jonathan Mazur is a financial advisor with Luke Financial Company, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Zachary Financial, LLC and Luke Financial Company LLC since 2008. Outside of his advisory role, he operates JUNGLETREK, a career services firm, and is involved in the sale of life, health, and annuity insurance products as an owner and insurance agent at Zachary Financial, LLC. Luke Financial Company provides investment management and financial planning primarily for individual and high net worth clients. The firm employs a range of strategies including discretionary portfolio management, consulting, and educational seminars, and distinguishes itself by integrating insurance services and utilizing borrowing and derivatives in managed accounts.

Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

Costa Tzotzis is a financial advisor at CST Financial Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cape Investment Advisory, Inc. and Cape Securities, Inc. prior to his current role. CST Financial Advisory LLC is an independent, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, and cyclical analysis, utilizing strategies from long-term investing to advanced trading techniques and access to private equity and secondary investment vehicles.

Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.

Gregory Schmitz is a financial advisor with Copiam Wealth Management, LLC in The Colony, TX, holding a Series 65 designation and 19 years of industry experience. He has been with Copiam Wealth Management since 2014. Outside of advising, he works as an independent insurance agent. Copiam Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth households, and institutional clients. The firm employs an evidence-based, multifactor investment approach using low-cost, globally diversified funds and offers additional services such as financial planning, pension consulting, and educational workshops.

Johnny Kang is a financial advisor at Prestonwood Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has been associated with NFPSI since 2014. Outside of his advisory role, Kang is involved in commercial real estate brokerage in Denver. Prestonwood Capital Management, LLC is an independent, state-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides discretionary portfolio management and financial advisory services, emphasizing customized asset allocation and fundamental security analysis tailored to client goals and risk tolerance.

Morton Taylor is a financial advisor at FireHorse Strategic Investing, LLC with four years of industry experience. He holds a Series 65 designation and has worked concurrently at American Airlines since 1999. FireHorse Strategic Investing is a single-advisor registered investment adviser that manages discretionary portfolios for individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers tailored investment strategies involving equities, fixed income, ETFs, and select non-U.S. investments.