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.

Britton Taylor is a CFP® with nine years of industry experience and operates Taylor & Taylor Financial Services in Keller, TX. He has been associated with Taylor & Taylor Financial Services since 2000 and is also involved with the Church of God a Worldwide Association and the United Church of God. Additionally, he provides tax preparation services as a sole proprietor. Taylor & Taylor Financial Services offers comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, as well as corporations and trusts. The firm employs a detailed planning process to create individualized plans covering retirement, tax, estate, and risk management, and manages portfolios across various asset classes.

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.

Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.

Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with one year of industry experience. He has worked at Vivid Wealth Management since 2023 and is also involved with Vivid Financial Group as an insurance agent. Vivid Wealth Management serves individual and high-net-worth clients by recommending and coordinating relationships with third-party money managers, focusing on selection, onboarding, and ongoing monitoring rather than direct asset management.

David Megarity is a CFP® professional with 32 years of industry experience. He currently leads Stratia Wealth Management, LLC and previously worked for Wells Fargo Advisors from 2009 to 2025. Megarity also operates as an independent insurance agent, selling insurance and annuity products. Stratia Wealth Management, LLC provides discretionary asset management, assets-under-advisement, and standalone financial planning primarily for individuals and high-net-worth clients. The firm employs a tailored investment process incorporating technical and cyclical analysis alongside various investment strategies, offering both discretionary management and advisory models.

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.

Matthew Slaton is the principal of Slaton Capital Advisors in Bartonville, TX, holding a Series 65 designation with seven years of industry experience. He has held roles at Equity Services, Inc. and InSight Financial Group, and has involvement in affiliate marketing through Gnarlife LLC. He has been managing his own firms, Slaton Capital Advisors Ltd and Slaton Capital Management LLC, since 2009 and 2005, respectively. Slaton Capital Advisors provides wealth advisory and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm employs an academically oriented investment approach focused on diversification, long-term portfolio structure, and risk management, and it serves both individual and institutional clients through comprehensive financial planning and portfolio management.

Steven Mitchell is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Main Street Financial Advisors in Justin, TX. He has been with Main Street Financial Advisors since 2004. Main Street Financial Advisors manages approximately $4.4 million for a select group of individual and trust clients, offering discretionary portfolio management, asset-allocation services, and comprehensive financial planning. The firm employs a research-driven, value-oriented investment approach, focusing on a concentrated portfolio of individual securities and various income strategies, with client accounts held exclusively at Interactive Brokers.

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.

Matthew Nelson is a financial advisor at Flourish Financial Planning with five years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Nelson is a partner and executive in tax preparation businesses, including Nelson & Nelson Tax Services, Inc., where he serves as Vice President. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory approach with primarily passive investments and provides comprehensive financial planning and employer-funded educational workshops.

Wesley Warren is a ChFC® credentialed advisor with over 12 years of industry experience. He has been affiliated with Financial Security Services Group, Inc. since 2013 and has led W.W. Warren Ins Group, Inc. DBA FSS Group since 2015. Warren’s background includes extensive experience in insurance product sales alongside his advisory work. Financial Security Services Group primarily serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, including a proprietary market-timing signal, and offers educational workshops to clients and prospects.

Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 65 and Series 63 licenses and over 15 years of industry experience. His prior roles include positions at Northwestern Mutual and OneAmerica Securities. Warren is also licensed as an insurance agent, selling non-variable insurance products in Texas. Integrity Financial Group serves individuals and business entities, including high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a multi-method investment approach and third-party model portfolios while managing approximately $33 million in discretionary assets.

Jay Angotti is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with KPC Financial Solutions, LLC and has previously worked at LPL Financial LLC, Hilltop Securities Inc, Northern Lights Distributors, LLC, and Swan Global Investments. KPC Financial Solutions, LLC provides ongoing portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a combination of modern portfolio theory and quantitative analysis to create diversified portfolios tailored to client risk profiles, with regular portfolio monitoring and comprehensive financial planning.

Kevin Christ is a financial advisor at KPC Financial Solutions, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management, Brookstone Capital Management, and Guardian Financial Management. In addition to advisory services, he is an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides ongoing portfolio management and financial planning to individual clients, including high-net-worth individuals, using tailored Investment Policy Statements and discretionary portfolio implementation. The firm employs a diversified investment approach combining modern portfolio theory and quantitative analysis, offering services that address investment, insurance, tax, and retirement issues.

John Mckeel is a financial advisor at Mckeel Capital Management in Flower Mound, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Mckeel Capital Management since 2009. Mckeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, as well as corporate and business entities. The firm offers financial planning, consulting, and portfolio management, implementing customized investment policies with a focus on both third-party managers and a variety of securities, typically managing client assets on a discretionary or non-discretionary basis.

Ernest Miller is a financial advisor at Directional Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including The Krause Group, BB&T Securities, and Fusion Capital Management. Miller is also a co-founder and advisory board member of Métis Growth Partners, a business consulting firm focused on ownership structure, operations, and succession planning. Directional Advisors provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, non-profits, and business entities. The firm employs a goals-based investment process that incorporates business-cycle analysis and tactical risk controls, managing approximately $43 million in client assets.

Christopher Roberts is a Series 65-licensed advisor with TruAdvisors Financial, LLC, based in Fort Worth, TX. He has been with TruAdvisors since 2026 and has prior experience with Spectra ACS and CWM. TruAdvisors Financial provides investment advisory and portfolio management services to individuals, corporations, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis and employs derivatives strategies, including options, in client accounts.

Albert Dean is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is affiliated with Riverchase Wealth Management, LLC and previously worked at Kelleher Dean Tax Advisors, LLC. Dean holds Series 63 and Series 65 licenses. Riverchase Wealth Management serves individuals, trusts, estates, retirement plans, small businesses, and corporations by providing financial planning, discretionary investment management, and retirement plan consulting. The firm integrates in-house tax preparation and IRS representation services and typically implements portfolios using a mix of mutual funds, ETFs, equities, fixed income, and alternatives with an emphasis on tax efficiency and periodic rebalancing.

Frederick Hondzinski is a financial advisor at Composure Wealth Management, LLC in Chicago, holding a Series 65 designation. He has over 20 years of professional experience, including a 22-year tenure at Accenture prior to joining Composure Wealth Management. Composure Wealth Management is a small, supported registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, quantitative, technical, and sector analysis.