Kelley Douglas is a financial advisor at StoneBridge Wealth Management, LLC in Frisco, TX, with 27 years of industry experience. He has held Series 63 and Series 65 licenses and has been with StoneBridge since 2008. StoneBridge Wealth Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily passive and evidence-based mutual funds and ETFs, with significant use of Dimensional Fund Advisors funds.

Jace Prows is a financial advisor with Luminary Wealth Advisors in McKinney, TX. He holds Series 63 and Series 66 designations and has 16 years of industry experience. Prior to founding Luminary Wealth Advisors, he worked at Alpha Cubed Investments and Beacon Pointe Advisors. Outside of his advisory role, Prows owns Luminary Cabins LLC, a property management company. Luminary Wealth Advisors provides discretionary investment management and financial planning services to individuals and corporate clients. The firm primarily uses a passive, asset-class-based investment approach with index funds and ETFs, while also incorporating fundamental and technical analysis as needed.

Jonathan Mazur is a financial advisor with Luke Financial Company, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Zachary Financial, LLC and Luke Financial Company LLC since 2008. Outside of his advisory role, he operates JUNGLETREK, a career services firm, and is involved in the sale of life, health, and annuity insurance products as an owner and insurance agent at Zachary Financial, LLC. Luke Financial Company provides investment management and financial planning primarily for individual and high net worth clients. The firm employs a range of strategies including discretionary portfolio management, consulting, and educational seminars, and distinguishes itself by integrating insurance services and utilizing borrowing and derivatives in managed accounts.

Costa Tzotzis is a financial advisor at CST Financial Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cape Investment Advisory, Inc. and Cape Securities, Inc. prior to his current role. CST Financial Advisory LLC is an independent, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, and cyclical analysis, utilizing strategies from long-term investing to advanced trading techniques and access to private equity and secondary investment vehicles.

John Shao is a CFA® charterholder with 28 years of industry experience. He is the principal of Summitas Investment Management LLC, where he has worked since 2024. Prior to joining Summitas, he led his own firm, John Shao Portfolio Management, Inc., for 12 years and worked at Eudaimonia Partners, LLC for four years. Summitas Investment Management LLC provides discretionary investment management and advisory services primarily to individuals and high net worth clients, including retirement account guidance. The firm employs a fundamental analysis-driven approach using exchange-traded funds, individual stocks, and bonds, with a focus on long-term investment horizons and customized portfolio allocations.

Gregory Schmitz is a financial advisor with Copiam Wealth Management, LLC in The Colony, TX, holding a Series 65 designation and 19 years of industry experience. He has been with Copiam Wealth Management since 2014. Outside of advising, he works as an independent insurance agent. Copiam Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth households, and institutional clients. The firm employs an evidence-based, multifactor investment approach using low-cost, globally diversified funds and offers additional services such as financial planning, pension consulting, and educational workshops.

Johnny Kang is a financial advisor at Prestonwood Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has been associated with NFPSI since 2014. Outside of his advisory role, Kang is involved in commercial real estate brokerage in Denver. Prestonwood Capital Management, LLC is an independent, state-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides discretionary portfolio management and financial advisory services, emphasizing customized asset allocation and fundamental security analysis tailored to client goals and risk tolerance.

Matthew Willis is a financial advisor at Visionary Wealth Management LLC in Frisco, TX, with 15 years of industry experience. He holds a Series 65 designation and previously worked at Avanade, NCC Group, and Solutionary/NTT Security. Visionary Wealth Management LLC provides discretionary portfolio management to individual clients, focusing on retirement and taxable accounts. The firm primarily invests in individual equities, CDs, and municipal and corporate debt, using subscription research services to guide investment decisions and tailoring services to each client's needs.

Edison Noboa is a financial advisor at Eagle Wealth Management, Inc. in McKinney, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, Noboa is employed as a Benefits Analyst at the University of California Office of the President. Eagle Wealth Management offers discretionary portfolio management and investment advice to individual investors, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a combination of technical and fundamental analysis and employs diverse investment instruments, tailoring strategies to each client’s objectives.

Eric Edwards is a financial advisor at SurePath Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bison Advisors and Truadvice, LLC. Edwards also owns Edwards Financial Strategies, where he is an insurance agent involved in the sale of insurance products. SurePath Wealth Management provides portfolio management and advisory services to individuals and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, offering discretionary and non-discretionary management through model portfolios and third-party TAMP relationships.

Vj Arjan is a financial advisor at ConCap LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Torchmark Corporation. Outside of his advisory work, Arjan maintains a personal blog unrelated to finance. ConCap LLC serves individual clients, including high-net-worth individuals, by providing asset management alongside financial and estate-planning services. The firm applies fundamental analysis and Modern Portfolio Theory to build tailored portfolios, focusing on active management through ongoing monitoring and client communication.

Steven Schlegel is a CFP®-certified financial advisor with 24 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 20-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamental, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, offering discretionary management and comprehensive financial planning through a three-advisor team.

Stephen Chambers is a financial advisor with Linch Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Linch Financial since 2013 and has prior experience with Retirement Rescue Advisors LLC and Verity Medical Services. Chambers is also co-owner and CEO of Physicians Network LLC, which provides products and programs to support physicians' practices, and co-owner of SBC Benefits LLC, offering benefits solutions to small business owners. Linch Financial offers discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm employs customized portfolios using fundamental and technical analysis, cyclical methods, and both long- and short-term trading strategies, including derivatives and short selling.

Katherine Im is a financial advisor with WG Plan LLC in McKinney, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her previous roles include positions at LPL Financial and TIAA-CREF, as well as experience outside finance at J.C. Penney and Sassy Su LLC. WG Plan provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and a proprietary quantitative model to manage portfolios tailored to client specifications.

Francisco Zorrilla is a financial advisor at Zor Capital, LLC with 15 years of experience in the industry. He holds Series 63 and Series 65 licenses and has operated his own advisory firm since 2011. In addition to his advisory work, he runs a financial education website and hosts a weekly Twitter chat focused on stock market discussions. Zor Capital serves individual and high-net-worth clients by providing discretionary portfolio management, individualized asset allocation, and customized investment programs. The firm employs a combination of fundamental and technical analysis across various instruments and offers both performance-based and traditional fee arrangements.

Trey Touchstone is a CFA® charterholder with 16 years of experience in financial advising. He has been with Lifeway Financial Corporation since 2010. Lifeway Financial Corporation serves individual and high-net-worth clients with personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million for about 168 client relationships, emphasizing asset allocation, diversification, and the inclusion of private placements and other illiquid investments within its portfolios.

Amy Hall is a Series 65-licensed financial advisor with CPR Financial & Insurance Services, Inc. in Prosper, TX, where she has worked for eight years. She also has experience as an independent insurance agent and offers accounting and tax preparation services. Approximately 25% of her professional time is dedicated to these other business activities, which occasionally involve providing related products and services to her clients. CPR Financial & Insurance Services offers portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm combines fundamental analysis with individualized investment policies and utilizes sub-advisors and multiple platforms to implement client portfolios, while also maintaining significant insurance brokerage activities.

Mark Mitchell is a financial advisor at Caprock Capital Advisors Inc. in Plano, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Caprock since 2014 and Mitchell, Lockhart & Associates since 2012. Outside of his advisory role, he serves as co-trustee for a multigenerational family trust and manages a royalty acquisition investment business for himself and his family. Caprock Capital Advisors primarily serves high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and recommending third-party managers when appropriate. The firm employs fundamentally driven, dynamic asset allocation models and allocates a portion of portfolios to alternative investments for diversification.

Brian Neu is a CFP® with 27 years of industry experience. He has been with Olimpio Neu & Associates, Inc. since 1998. The firm provides investment management, advisory services, and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, non-profits, and business entities. Olimpio Neu & Associates manages approximately $77 million, focusing on asset allocation, diversification, and tax efficiency, and is affiliated with an accounting and consulting practice that supports its emphasis on tax and estate planning.

Brett Mills is a financial advisor with MRM Financial Advisors, LLC in Frisco, TX, holding the PFS™ designation and eight years of industry experience. He is also a partner and actively engaged Certified Public Accountant (CPA) at McCarthy, Rose & Mills, LLP, a tax and accounting firm he has been involved with since 2002. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm employs fundamental security analysis and non-discretionary portfolio management, with a notable affiliation to an accounting firm and additional roles as a private fund adviser and manager of pooled investment vehicles.