William Saplicki is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial, First Allied Advisory Services, and LS Wealth Strategies. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management, financial planning, ERISA plan services, and third-party manager oversight, employing a range of investment strategies tailored to client objectives.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

Lee Bradshaw is a financial advisor at First Dallas Securities Incorporated with nine years of industry experience. He holds the Series 66 designation and has worked at both Hodges Capital Management and First Dallas Securities since 2017. Bradshaw also worked at Texas State University from 2015 to 2016. First Dallas Securities serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations, managing discretionary equity portfolios with an emphasis on fundamental and technical analysis. The firm operates with a small team and oversees approximately $398 million in discretionary assets.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

Christian Patterson is a CFP® with eight years of experience in the financial advisory industry. He is currently with Quadcap Wealth Management, LLC and previously worked at Exencial Wealth Advisors and Downs Saffiotti & Boudreaux, LLP. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines equities and fixed income in customized asset allocations and uses an AI-enabled platform to assist with estate planning documents, alongside traditional advisory services.

Christopher Soviero is a financial advisor at DHL Wealth Management LLC in Richardson, TX, holding a Series 66 license with seven years of industry experience. His prior roles include positions at UBS, Commerce Trust, Hillcrest Bank, and Wells Fargo. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm employs a long-term investment approach based on modern portfolio theory and manages assets through custodial services at Schwab Institutional and third-party managers when appropriate.

John Gordon is a financial advisor at Vaquero Private Wealth, Ltd. in Dallas, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Syntal Capital Partners. Vaquero Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, and institutional accounts, utilizing a research-driven approach to construct diversified portfolios across public and private markets.

Nicholas Lehman is a financial advisor at Spectrum Advisors, Inc. in Plano, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, retirement plan consulting, and third-party money manager selection, using asset-allocation models, fundamental analysis, and client account aggregation through eMoney.

William Cirksena is a Series 66-licensed advisor at MDRN Capital with five years of industry experience. He previously worked at Cetera Advisor Networks and Enterprise Fleet Management. He is also involved in insurance sales, dedicating about 10% of his time to this activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Matthew Brown is a CFP® professional with 12 years of experience in financial advisory. He has worked at Mills Wealth Advisors, LLC since 2017 and was previously employed by TD Ameritrade from 2013 to 2017. Brown holds Series 63 and Series 65 licenses and is based in Southlake, TX. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm uses an evidence-based CORE+ investment framework combining diversified core holdings with selective satellite positions, emphasizing tax-aware trading, rebalancing, and ongoing monitoring aligned with client objectives.

Johanna Moya is a Series 65-licensed financial advisor with two years of industry experience. She is currently with EVOAdvisors and previously worked at BlueSky Wealth Advisors, LLC. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations with ongoing financial planning and portfolio management. The firm offers fee-only, fiduciary advisory services focused on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

Edward Hoffman is a financial advisor at Sanders Morris LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill Lynch, Morgan Stanley, and Sanders Morris Harris. Outside of advisory work, he is the founder of FLY Holdings LLC, a men's grooming business. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other entities. The firm primarily manages discretionary accounts through wrap‑fee programs and utilizes third‑party portfolio managers and model portfolios to implement diversified investment strategies tailored to client objectives and risk tolerance.

Amanda Sasko is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Strata Wealth Advisors, LLC. She has two years of industry experience, with prior roles at Exencial Wealth Advisors, True North Advisors, and Hedgefield Wealth. Strata Wealth Advisors is a team-based firm managing over $927 million in assets, offering investment management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a tailored investment approach that includes diverse asset classes and utilizes technology platforms for client reporting and account management.

Carlos Esteve is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at First Dallas Securities Incorporated and Hodges Capital Management Inc. since 2023, and previously was employed by The Vanguard Group, Inc. and Huffines Communities. First Dallas Securities serves individual and institutional clients, including high-net-worth investors, trusts, estates, and charitable organizations. The firm emphasizes discretionary portfolio management with a focus on equity securities, combining fundamental and technical analysis to create portfolios tailored to client objectives.

Robert Blair is a CFP® certificant with 16 years of industry experience. He is currently with Peak American Investment Advisors, Inc. and has previously worked at Madison Avenue Securities, Kalos Capital, Spectrum Advisors, Dallas Financial Advisors, Mass Mutual Investors Services, and Spectrum Strategies. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning, incorporating retirement tax strategy, insurance coordination, and estate and legacy planning. The firm combines technical and fundamental analysis in portfolio construction and integrates tax and insurance considerations into retirement and income planning.

Avery Klatsky is a CFP® professional at SFMG Wealth Advisors in Plano, TX, with experience starting in 2021. Prior to joining SFMG, Avery worked with Bayntree Wealth Advisors and also gained experience contributing to The State Press at Arizona State University. SFMG Wealth Advisors is a team-based firm providing integrated financial planning and discretionary portfolio management to individuals, families, and institutional clients. The firm employs a combined financial planning and investment management approach, using strategic allocations overseen by an Investment Committee and offers options for values-based investing.

Adyson Irvin is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Strata, Irvin was associated with Captrust and McPherson Cellars, as well as holding roles in educational institutions including Texas Tech University and the University of Oklahoma. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm employs a fiduciary, tailored approach using a range of securities and integrates technology and AI tools in portfolio management and client reporting.

Tonyia Cleaver is a financial advisor at The Wealth Boutique in Dallas, TX, holding a Series 66 designation with six years of industry experience. She previously worked at Edward Jones for five years and spent 14 years with KXAS-TV - NBC Universal. In addition to her advisory role, she is a licensed insurance agent focusing on life, annuity, and health products. The Wealth Boutique is a team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management with a financial-planning-led, goals-based approach that incorporates both fundamental and technical analysis.

Hope Robinson is a CFP® at Penn Davis McFarland Inc. in Dallas, TX, with four years of industry experience. Prior to joining her current firm, she worked at RGT Wealth Advisors for three years and EY for two years. Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans, offering separately managed accounts and financial planning. The firm applies a fundamental, long-term investment approach focused on publicly traded equities, bonds, and cash equivalents, with portfolios typically concentrated and supplemented by occasional use of alternative instruments.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.