Duane Francis is the sole advisor at Francis Capital Management, Inc., an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having led his firm since 2005. Francis Capital Management provides investment and wealth management services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary, customized portfolios using fundamental and technical analysis, focusing on long-term investments in individual equities, fixed-income securities, mutual funds, and ETFs.

Matthew Mckinney is a financial advisor at Arcon Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Arcon Wealth Management since 2007. In addition to his advisory role, he is active as a licensed insurance agent, focusing on non-variable insurance products. Arcon Wealth Management, operating as Impact Investments, provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes market efficiency and asset allocation, implementing long-term investment strategies across a range of asset classes while operating under discretionary trading authority with quarterly reviews.

David Machemehl is a financial advisor at Asset Management Corporation in Frisco, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Crispian Venture Capital, LLC for 12 years before continuing his advisory role at Asset Management Corporation since 2005. Asset Management Corporation provides investment advisory services to individuals, retirement accounts, trusts, and high-net-worth clients. The firm focuses on tailored portfolio management and offers recommendations on U.S. growth and growth-and-income stocks, bonds, CDs, and money-market instruments, operating primarily on a non-discretionary basis with an individualized asset allocation process.

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.

David Zeballos is a financial advisor at Campeones FC LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade. Campeones FC provides portfolio management services to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework. The firm focuses on equities, ETFs, and options-based strategies and maintains a fiduciary standard with documented risk tolerance and regular account reviews.

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.

Chris Bentley is a financial advisor with Parker Prescott Capital Management in Dallas, TX, holding Series 63, 65, and 66 licenses with nine years of industry experience. He has held roles at various firms including MoneyGram International and World Financial Group. Outside of advisory work, Bentley is involved in real estate sales as a broker/owner of Bentley Fine Properties and operates an Amazon store selling children's action figure toys. Parker Prescott Capital Management is an independent advisory firm serving qualified and non-qualified clients with discretionary portfolio management focused on publicly traded stocks, ETFs, mutual funds, and bonds. The firm employs an active trading style using technical analysis and a value-oriented approach with portfolio rebalancing to maintain risk profiles.

William Sharpe II is a financial advisor with Dallas Financial Planning LLC in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society for five years. Outside of advisory work, he is the managing member of Sharpe Package Services, LLC, an e-commerce business. Dallas Financial Planning LLC is a small independent firm offering discretionary asset management and financial consulting, with a focus on fundamental analysis and a traditional mix of equity and fixed-income strategies. The firm provides portfolio management tailored to client objectives and uses an hourly billing model for consulting services.

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.

Anthony Noto is a CFP® and CFA® with 13 years of experience in financial planning and investment management. He is the sole advisor at Noto Financial Planning, an independent Dallas-based firm he has led since 2013. Noto Financial Planning provides fee-only financial planning and investment management services to individuals, families, and high-net-worth clients. The firm employs a tailored, long-term buy-and-hold strategy focused on strategic asset allocation using ETFs and mutual funds, with a primarily non-discretionary implementation approach and specialized experience managing cross-border financial issues.

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.

Beverly Johnson is a financial advisor at BDJ Wealth Management LLC in Plano, TX, holding a Series 65 license with 12 years of industry experience. She has worked at SOFOS Investments, Inc. and is a partner at PJS Services, LLC, where she is involved in business development, tax filing, and tax planning. Additionally, she owns Teach Them 2 Fish, a financial education and consulting business. BDJ Wealth Management LLC serves individual and high-net-worth clients, including business owners, by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes tailored, tax-aware investment strategies with a focus on value and smaller-cap equities, and it maintains co-advisory relationships to accommodate clients’ social or moral investment preferences.

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.