Billy Fowler is a financial advisor with Fowler Financial Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fowler Financial Management since 2003. Outside of advisory work, he has experience in independent insurance sales. Fowler Financial Management provides investment management, financial planning, estate-planning support, and consulting to individuals, families, trusts, and closely held companies. The firm manages approximately $30 million in assets and employs a combination of fundamental and technical analysis along with third-party research to develop customized portfolios, with an emphasis on estate-planning coordination and streamlined execution.

Karla Martin is a Series 65-licensed financial advisor with Align Financial Advisors, LLC, bringing two years of industry experience. Her prior roles include positions at Wheat Givens Financial and Ember Financial Services, LLC. Outside of advising, she provides personal bookkeeping services on a part-time basis. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs a variety of analytical methods and invests across mutual funds, ETFs, and equities, managing multiple types of risk while allowing clients to tailor investment restrictions and engagement terms.

Venugopal Reddy is a financial advisor at FBS Securities with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he was affiliated with FortyTwo Capital Ltd and World Choice Securities, Inc. Mr. Reddy is a member of the Rotary Club of McKinney, where he participates in community service and charitable activities. FBS Securities provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm generally manages client accounts on a discretionary basis, employing both model portfolios and active trading strategies, including options and derivatives, aligned with documented investment objectives and risk tolerances.

Eric Wolfe is a CFP® and ChFC® with 30 years of industry experience. He has worked at Succession Financial, Inc. since 2018 and previously spent 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc., along with 10 years at WealthStar Advisors, LLC. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing both passive and active strategies across diverse asset types.

John Paulson is a financial advisor at Clear Sky Financial, LP with 28 years of industry experience. He holds a Series 63 designation and has worked at Clear Sky Financial since 2018, following a 13-year tenure at LPL Financial. Paulson is also a licensed insurance agent and registered representative, dedicating a portion of his time to these roles. Clear Sky Financial provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a wide range of securities and offers both advisory management and sub-adviser appointments, operating as a small, three-advisor practice.

Gary Brittain is a financial advisor at Legacy Folios in McKinney, TX, holding a Series 65 designation and bringing 18 years of industry experience. He previously worked at AssetBuilder for 15 years before founding Legacy Folios in 2022. Legacy Folios offers discretionary portfolio management to individuals and high-net-worth clients, emphasizing modern portfolio theory and a long-term investment horizon. The firm manages approximately $70 million in assets across about 60 client relationships, creating customized Investment Policy Statements and utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Jeffrey Reddick is a financial advisor at WG Plan LLC with 25 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining WG Plan, he operated Reddick Consulting, d/b/a Proline Financial Advisors, for several years and has worked at multiple firms including Guideline Capital Management. Outside of advisory services, he serves as Managing Director and CFO of a litigation finance business and provides life insurance, annuities, and long-term care insurance solutions to clients. WG Plan provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis with a proprietary quantitative model to manage customized portfolios across various asset classes, with an emphasis on regular review and ongoing client engagement.

Joseph Nappi is a financial advisor with Legacy Folios, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Investment Advisors, Bank of America, Merrill, and Citigroup. Outside of Legacy Folios, he serves as Chief Risk Officer at Goldlake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individuals and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm’s investment approach combines multiple analytical methods and strategic asset allocation to align portfolios with clients’ risk tolerance and time horizons.

Owen Stewart is a financial advisor with Macro Wealth Advisors, Inc. in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Macro Financial Advisors and its related entities since 1994. Outside of advisory work, he serves as president of Macro Financial Concepts, Inc., a non-investment business. Macro Wealth Advisors is a small, state-registered firm serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management primarily through third-party asset manager programs, complemented by in-house model portfolios and ongoing financial planning tailored to client goals.

Joel Bennett is a financial advisor at Expand Financial Group, LLC in Celina, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Expand Financial Group in 2020, he worked in education and healthcare sectors, including roles at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group provides asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical approaches to manage portfolios consisting of stocks, bonds, ETFs, mutual funds, and alternative investments, offering both discretionary and non-discretionary account management.

Emmanuel Iroko is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Plero, Artium, Selby Lane Capital, and Giverise, where he is also Founder and CEO. Outside of advisory work, he founded Varens SoftTech LLC, a technology talent recruitment and software development business. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team approach and actively manages portfolios using a range of strategies and analyses tailored to client objectives.

Michael Digiacinto is a Chartered Financial Consultant (ChFC®) with 25 years of industry experience. He has been with Worth Financial Group Inc. since 2018 and previously held roles at Financial Planning of McKinney and multiple 1st Global entities. Outside of his advisory work, he is also a licensed CPA and an independent agent involved in the marketing and sales of traditional insurance products. Worth Financial Group provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a cyclical security analysis approach, integrating fundamental, technical, and charting methods to tailor portfolios based on client risk tolerance and objectives.

Scott Evans is a CFP® and CFA® charterholder with 13 years of industry experience. He currently works at Liberty Atlantic Advisors and has held positions at firms including Beacon Global Advisor Network and Northwestern Mutual. He is also a licensed insurance agent involved in insurance product sales. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s investment approach emphasizes fundamental analysis and longer-term portfolio construction with diversified allocations, including the use of third-party sub-advisers for specialized strategies.

Lisa Sharp is a CFP® professional with 16 years of industry experience, currently serving at Spectrum Asset Management Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Gunter, TX. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis within tailored model portfolios, focusing on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.

Jakub Kubrak is a financial advisor at Silver Grove Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning, Texas Capital Bank Private Wealth Advisors, Fisher Investments, and Chase Investment Services Corp. Outside of his advisory role, he owns and operates a small business buying and selling used items on online marketplaces. Silver Grove Advisory Services manages approximately $453.6 million in client assets, providing investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and options as needed, and offers a variety of delivery models including discretionary management and referrals to independent managers.

Tanner Mathis is a financial advisor at MDRN Capital with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, JPMorgan Securities, Raymond James, and LPL Financial. Outside of his advisory role, he is a co-owner of Beard Key, a business that sells all-natural beard care products. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, offering portfolios that may include independent managers, mutual funds, ETFs, and individual securities.

Austin Sorem is a financial advisor at United Advisors America with a Series 65 credential and less than one year of industry experience. Prior to joining the firm, he held various roles including a position with the Oklahoma City Thunder and work at Leslie's Pool & Spa Supplies. He is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations, primarily implementing strategies through mutual funds and ETFs.

Jack Clemans is a CFP® credentialed advisor with four years of industry experience, currently serving at Fruitful. His prior roles include positions at Ernst & Young Investment Advisers LLP and his own firm, Clemans Financial LLC. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients through a subscription membership. The firm focuses on personalized planning with passive, low-cost investment strategies centered on exchange-traded funds and index funds.

Brian Burman is a financial advisor at Expand Financial Group, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Strategic Leaders Group, LLC, Excel Leadership Network, and Excel Leadership Coaching, LLC. Outside of financial advising, he is the author of a book and provides leadership development and coaching services through Strategic Leaders Group, LLC. Expand Financial Group offers asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses fundamental, technical, quantitative, and qualitative analysis to build and manage portfolios that include stocks, bonds, ETFs, mutual funds, and alternative investments.

Dominic Cooper is a financial advisor at United Advisors America with a Series 65 credential and one year of industry experience. Prior to his current role, he has worked at VisaNotary, Alliance America, and held positions outside of the financial industry at Rally House and New Balance. He is also active as an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios that include mutual funds, ETFs, and select exchange-traded products. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning services.