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 a financial advisor at Panteles Advisors with three years of industry experience. He holds Series 63 and Series 65 designations and has served as Founder and Manager of Colo Development Partners, a commercial real estate firm, since 2016. Shannon is also a board member of the North Texas Community Foundation. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and charitable organizations. The firm uses a strategic asset allocation framework and employs various analytical techniques to customize portfolios across multiple asset classes.

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.

Sean Kelleher is a CFP® professional with 21 years of industry experience, currently serving at Riverchase Wealth Management, LLC in Flower Mound, TX. He previously worked at Kelleher Dean Tax Advisors, LLC for five years and has been with Riverchase Financial Planning, LLC for 15 years. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors, providing financial planning, discretionary investment management, retirement plan consulting, as well as tax preparation and IRS representation services. The firm emphasizes documented investment policy statements, tax-conscious strategies, and fiduciary roles for employer plans.

Joel Hays is a financial advisor at DFS Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bfc Planning and Securities Management and Research Inc. In addition to his advisory role, he is a shareholder and agent producer in an insurance and financial services agency involved in the sale of casualty, life, health insurance, and annuities. DFS Advisory is an SEC-registered investment adviser providing portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144 million in assets and constructs customized portfolios using both internal management and unaffiliated independent managers, emphasizing a primarily long-term investment approach with ongoing monitoring and periodic reviews.

Derek Atkinson is a financial advisor with FQI Capital Management LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at FQI Capital Management since 2018 and previously at DSA LLC and First Financial Equity Corporation. FQI Capital Management serves individual investors, including high-net-worth clients, as well as pension, profit-sharing, and corporate clients. The firm employs a blend of quantitative models, systematic technical timing, and fundamental sector selection, using derivatives and option strategies within discretionary portfolio management and advisory consulting.

Marmar Binley is a financial advisor at KM Capital Management, Ltd. with 18 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Fidelity Investments for 14 years. Outside of his advisory role, he is an independent consultant distributing skin care products for Rodan & Fields and Olive Tree People. KM Capital Management is a private wealth management firm serving high-net-worth individuals and acting as sub-adviser to a privately offered pooled investment vehicle. The firm focuses on wealth preservation and risk management through diversified asset allocation, including low-cost mutual funds, ETFs, individual securities, private funds, and direct private placements. It also offers discretionary and non-discretionary advisory services alongside concierge and administrative support, with a distinctive involvement in private fund management and performance-based compensation arrangements.

Jefferson Henderson is a financial advisor at Cultivar Capital, Inc. in Denton, TX, holding a Series 65 credential with 10 years of industry experience. He has been with Cultivar Capital since 2013. Cultivar Capital 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 focuses on fundamental analysis and asset allocation across five risk profiles, utilizing no-load mutual funds, ETFs, ETNs, and selected individual securities, and it acts as the investment adviser to a registered ETF, a distinction uncommon among its peers.

Reed Hays is a financial advisor at DFS Advisory with a Series 65 credential and one year of industry experience. Prior to joining DFS Advisory, he worked at Distinct Financial Solutions, Inc. and has a background that includes involvement with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and planning services to individuals, trusts, estates, businesses, retirement plans, and privately offered pooled investment vehicles. The firm employs a primarily long-term, customized investment approach using fundamental and technical analysis across various asset classes and manages portfolios through internal management, independent managers, or platforms such as Betterment Institutional.

Collins Knight is a CFP® and CPA with seven years of industry experience. He is currently with Panteles Advisors and Colo Development Partners, having previously worked at Ausdal Financial Partners, Stephens Inc., Ernst & Young, and other firms. Knight is also licensed to sell insurance products. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios through a strategic asset allocation framework and employs a variety of analytical approaches to guide investment decisions.

Noah Trstenjak is a financial advisor with Lifetime Capital Planning Group LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience as a self-employed contractor. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management and financial planning services, including managed access to held-away retirement accounts. The firm employs a client-tailored, discretionary investment approach and offers educational seminars and workshops without fee or individualized advice.

Jeffrey Rayburn is a financial advisor at Elm Asset Management Inc. based in Denton, TX, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at BT Americas, Inc. for 11 years. Outside of advising, he owns and operates Tingewick Holdings, LLC, providing part-time book-keeping and tax services for individuals and small businesses. Elm Asset Management offers discretionary investment management for individuals, trusts, estates, and charitable entities using separately managed accounts. The firm employs a combination of charting, fundamental, and technical analysis through actively traded growth and moderate income strategies, managing approximately $5.9 million in assets across a small client base.

Alec Calvillo is a financial advisor at Panteles Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Colo Development Partners and Dell Technologies. Outside of advisory work, he serves as a financial analyst focusing on commercial real estate development at Colo Development Partners. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios using a strategic asset allocation framework and employs various analytical methods, offering performance-based compensation to qualified investors within a small team of credentialed professionals.

Kelly Rench is a financial advisor at Relevance Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Relevance Capital Management in 2020, Rench worked at Ryan, LLC from 2013 to 2020. 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 large market capitalizations and employs fundamental and cyclical analysis to guide security selection.

Aaron Junk is a financial advisor at Panteles Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Investment Management Inc. and Hartford Funds Management Company. Outside of his advisory role, he is the owner and manager of two holding companies for personal non-exchange traded investments. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios using a strategic asset allocation framework and employs various analytical approaches, including macro, fundamental, quantitative, qualitative, and technical analysis.

Thomas Barber is a financial advisor at Relic Wealth Management LLC in Ponder, TX, holding a Series 65 designation with no prior industry experience. His background includes clinical pharmacy roles at Denton State Supported Living Center and Trusted Medical, where he provided drug regimen reviews for patients. Relic Wealth Management LLC offers asset management, financial planning, and retirement plan consulting to individual investors, trusts, corporations, and employee benefit plans. The firm employs a range of analytical methods and investment strategies, including discretionary portfolio management and performance-based fee arrangements for qualified clients.

Morgan Gough is a financial advisor at Stonemark Wealth Management with 21 years of industry experience. He holds a Series 63 designation and has worked at Arkenstone Financial, LLC since 2012 and Wespac Advisors Socal, LLC since 2011. Stonemark Wealth Management provides discretionary investment management, financial planning, and limited consulting services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and retirement plan participants. The firm employs a combination of fundamental and technical analysis and utilizes strategies including covered-call and put-writing option strategies, managing accounts on a discretionary basis tailored to client objectives and risk tolerance.

Carolyn Pratt is a financial advisor at Guided Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at NYLIFE Securities, LPL Financial LLC, Lincoln Financial Advisors Corporation, and Strategic Wealth Partners. Guided Wealth, LLC provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a long-term, goal-aligned investment approach focused on fundamental analysis and custom portfolio construction, incorporating low-cost mutual funds, ETFs, and other investment vehicles as appropriate.

Ross Richmond is a financial advisor at Relic Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Edward Jones, and RVPP LLC. Outside of finance, Richmond is the owner of Oceanside Cleaning LLC, a family-held service and maintenance business. Relic Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm employs diverse analytical methods and offers discretionary portfolio management including alternative investments, alongside financial planning services, and may enter performance-based fee arrangements with qualified clients while also serving institutional pensions under ERISA fiduciary responsibilities.

James Chick is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX. He holds the Series 66 designation and has 19 years of industry experience, including 17 years at Edward Jones. He also operates Allen Chick Investing, LLC. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to both individual clients, including high-net-worth households, and institutional entities. The firm constructs tailored portfolios using a range of securities and offers consulting and retirement-account advice with an investment process based on third-party research and fundamental and technical analysis.