Benjamin Lott is a financial advisor at Simpli-FI Alpha LLC with three years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Primerica Advisors and served in the United States Marine Corps for eight years. In addition to his advisory role, he has a long-standing position with the Denton Fire Department. Simpli-FI Alpha LLC provides portfolio management and investment advice to individuals, high-net-worth clients, charities, and business entities. The firm uses a combination of charting, fundamental, quantitative, and technical analysis alongside modern portfolio theory to implement diverse investment strategies, including options and margin trading.

Gerald Diduck is a financial advisor at FQI Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at McElhenny Sheffield Capital Management, LLC, and Wealth Enhancement Advisory Services. Outside of finance, he is owner of a logistics brokerage and serves as a director and board member for charitable organizations associated with the Dallas Stars. FQI Capital Management serves individual, pension, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm uses a combination of quantitative models, technical timing, and fundamental sector selection, incorporating derivatives strategies such as option writing to manage risk and pursue income.

Darrell Mitchell is a financial advisor at DFS Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including JPMorgan Securities LLC, Fidelity, and BFC Planning, Inc. Outside of his advisory role, Mitchell is also an insurance agent and a managing partner at a real estate group. DFS Advisory provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm manages $156 million in assets and constructs customized portfolios using internal and independent managers as well as a robo-advisor platform, serving clients with a long-term investment approach combined with tactical flexibility.

Casey Rench is a CFP®, CFA®, and Series 65 credentialed advisor with 12 years of industry experience. He has been with Rench Wealth Management, Inc. since 2013. Rench is based in Denton, TX and is part of a four-advisor team at Relevance Capital Management. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations focused on dividend-paying large-cap companies and uses fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.

Brian Czerwinski is a financial advisor at Maverick Private Wealth LLC in Frisco, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Maverick Private Wealth LLC since 2015 and at Cornerstone Family Office Advisors LLC since 2016, where he provides administrative and planning services to high-net-worth families. He is also the owner of F2 Analytics LLC, a consulting business specializing in operations, accounting, and finance for small businesses. Maverick Private Wealth LLC offers discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to individuals with net worths of $3 million or more, trusts, foundations, and employer-sponsored plans. The firm applies a range of analytical methods and proprietary investment systems, managing client accounts on a discretionary basis with strategies tailored to each client's circumstances.

Chelsea Niestrom is a financial advisor at Cloak Advisors in Frisco, TX. She holds a Series 65 designation and has been with Cloak Advisors since 2026. Prior to that, she worked at Vaco by Highspring for nine years. Cloak Advisors provides discretionary portfolio management to individuals, high net worth clients, and profit-sharing plans, managing approximately $35 million in discretionary assets. The firm focuses on fundamental analysis and long-only strategies across equity and balanced portfolios, conducting regular account reviews and maintaining a small, concentrated client base.

Jordan Rench is a financial advisor at Relevance Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at Relevance Capital Management since 2018, following six years at Goldman Sachs. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with market capitalizations of at least $5 billion, alongside cash and fixed-income investments, and employs fundamental and cyclical analysis for security selection.

John Gallagher is a financial advisor with Gallagher Capital Advisors, LLC in Argyle, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has led Gallagher Capital Advisors since 2014. Outside of advisory services, he also sells health insurance on a part-time basis. Gallagher Capital Advisors provides investment advisory services to individual and high-net-worth clients, as well as retirement and profit-sharing plans, offering portfolio management and retirement plan consulting. The firm manages approximately $202.6 million across about 231 client relationships, utilizing fundamental analysis and diverse investment strategies including ETFs, mutual funds, and individual equities.

James Rench is a CFP® with 26 years of industry experience, currently serving at Relevance Capital Management in Denton, TX. He has led Rench Wealth Management, Inc. since 2011 and has worked as an independent insurance agent since 1986, though he no longer sells insurance and receives only renewal commissions. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies and utilizes fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.

Jerome Leftwich is a CFP® professional with 25 years of industry experience currently with Financial Security Services Group, Inc. He has held positions at firms including Q3 Asset Management, Wells Fargo Investments, and Fidelity. Outside of advisory roles, he has been involved with Parish Episcopal School and Oak Creek Tennis Center. Financial Security Services Group, Inc. serves primarily individual and high-net-worth clients, managing approximately $83.4 million across about 323 client relationships. The firm provides discretionary asset management, financial planning, and educational workshops, employing a combination of fundamental and technical analysis along with proprietary market-timing strategies.

Alexander Bischoff is a financial advisor at Kipos Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Blockweather Holdings. Outside of his advisory role, he is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs multiple methods of analysis and uses a range of investment strategies, including alternatives and tactical adjustments, managing both discretionary and non-discretionary accounts.

Thomas Muir is a CFP® and PFS™ with 26 years of industry experience. He has been with Cultivar Capital, Inc. since 2011 and operates an independent CPA practice specializing in income tax preparation. Muir also serves as the mayor of Sanger, Texas, dedicating time weekly to that role. Cultivar Capital, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, ERISA retirement plans, and a registered investment company. The firm’s investment approach combines fundamental and technical analysis with asset allocation across multiple risk profiles, including management of a registered ETF and specialized conflict-mitigation practices.

Keith Smith is a financial advisor with Turner Capital Investments, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He also operates ERISA GROUP, LLC, focused on employee benefits and fixed insurance, and works as a senior account representative at Hub International Group, specializing in marketing employee benefits. Turner Capital Investments provides discretionary investment management to affluent individuals and business entities, offering defined, actively managed strategies that emphasize technical algorithms and market-directional approaches using stocks and exchange-traded funds.

Careena Patel is a financial advisor with Wealth Benefit Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Pinnacle Wealth Management, LLP, Kingswood Wealth Advisors, PNC Investments, and BBVA-affiliated firms. She also provides financial planning services through Pinnacle Wealth in London. Wealth Benefit Advisors, LLC offers investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, focusing on customized portfolio management and retirement plan consulting. The firm employs various methods such as asset allocation and technical analysis, combining turnkey asset management programs and separately managed accounts to align with clients’ objectives and risk profiles.

Stephen Shannon is an advisor at Panteles Advisors with Series 63 and Series 65 registrations and three years of industry experience. He has worked at Panteles Advisors since 2022 and previously spent one year at Citigroup Global Markets. Outside of advisory work, Shannon is the founder and manager of Colo Development Partners, a commercial real estate firm, and serves as a board member of the North Texas Community Foundation. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations with discretionary investment management and financial planning. The firm uses a strategic asset-allocation framework combined with multiple analytical approaches to customize portfolios and manages approximately $108 million in assets across about 39 client relationships.

David Piccolo is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Piccolo Investment Consulting since its founding in 2014. Outside of advising, he receives royalties from oil and gas production. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to individual and institutional clients. The firm emphasizes tailored portfolios using stocks, bonds, ETFs, and mutual funds, and serves a diverse client base including high-net-worth households, pension plans, trusts, and charitable organizations.

Joel Hays is a financial advisor at DFS Advisory with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bfc Planning and Securities Management and Research Inc. Hays is also a shareholder and agent producer at Distinct Financial Solutions Inc., involved in the sale of casualty, life, health insurance, and annuities. DFS Advisory provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and privately offered pooled investment vehicles. The firm constructs customized portfolios using a mix of internal management, independent managers, and the Betterment Institutional platform, with a generally long-term orientation and tactical adjustments.

Derek Atkinson is a financial advisor with FQI Capital Management LLC in Highland Village, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held positions at DSA LLC and Forza Capital Management, L.L.C. prior to joining FQI Capital Management in 2018. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting with an emphasis on real-time portfolio review and options strategies. The firm integrates quantitatively driven models, technical timing, and fundamental sector selection, and employs derivatives within managed accounts, including option writing, to manage risk and generate income.

Jefferson Henderson is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Cultivar Capital, Inc. since 2013, where he serves as one of two advisors. Cultivar Capital, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management, financial planning, and ERISA 3(21) plan services to individuals, high-net-worth clients, trusts, estates, and a registered investment company. The firm manages the Cultivar ETF and uses long-term, asset-allocation driven strategies incorporating mutual funds, ETFs, ETNs, and individual equities across diversified risk models.

Reed Hays is a financial advisor at DFS Advisory in Denton, TX, holding a Series 65 designation. He began his career in financial services in 2025 and has professional experience with Distinct Financial Solutions, Inc. and Team Hays Inc. dba DFS Advisory. Outside of finance, he has been involved with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing $156 million in assets. The firm uses a combination of internal management, independent managers, and a technology platform to build customized portfolios with both fundamental and technical analysis.