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.

Phillip Ristau is the sole advisor at Ristau Capital, LLC in Frisco, TX, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, TIAA-CREF, and Tata Consulting. Outside of his advisory work, he is employed part-time as a rural mail carrier. Ristau Capital, LLC is an independent investment advisory firm serving individual and high-net-worth clients with separately managed equity portfolios. The firm employs fundamental analysis to build concentrated, event-driven portfolios across three strategies and offers both discretionary and non-discretionary services, using performance-based fees for qualified clients alongside asset-based fees.

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.

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.

John Gay is a CFP® certificant with 23 years of industry experience. He has been the sole advisor at Frisco Financial Planning, an independent firm in Frisco, TX, since 2004. Frisco Financial Planning serves individuals, businesses, and trustees with fee-for-service financial planning, investment advice, and discretionary asset management. The firm emphasizes asset allocation and diversified exposure primarily through mutual funds and ETFs, tailoring strategies based on client goals and risk tolerance.

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.

Venu Vallabhaneni is a financial advisor at CapitalAlphabet with three years of industry experience. He holds a Series 65 designation and previously worked at Bank of America for 13 years. In addition to his advisory role, Vallabhaneni is a licensed real estate agent. CapitalAlphabet is an independent firm that provides discretionary portfolio management primarily to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm employs a fundamental, research-intensive approach with concentrated portfolios focused on long-term capital preservation and uses a broad range of investment instruments, including equities, fixed income, and derivatives.

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.

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.

Michael Mc Erlane is a CFP® with seven years of industry experience, currently serving as the sole advisor at Comprehensive Financial Planning for Doctors, LLC in Frisco, TX. He previously worked at Northwestern Mutual in various capacities from 2018 to 2021. Comprehensive Financial Planning for Doctors, LLC provides fee-only financial planning and advisory services primarily to physicians and other professionals. The firm focuses on passive, low-cost investment strategies and offers both standalone plans and ongoing engagements, with client meetings conducted nationally, often virtually.

Michael Kremer is a CFP®-certified financial advisor with 17 years of industry experience. He is the sole advisor at Therawealth, LLC, having previously worked at firms including Eagle Strategies LLC/Nylife Securities LLC, Strategic Advisers, Inc., and Fidelity Investments. Kremer is also a licensed insurance agent offering non-registered insurance products on a limited basis. Therawealth, LLC advises individual and high-net-worth clients with services including portfolio management, financial planning, and estate planning. The firm provides non-discretionary portfolio management based on a written Investment Policy Statement and employs various analytical methods, emphasizing a long-term trading orientation.

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.

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.