Barron Gray II is the sole advisor at Gray Financial Planning LLC in McKinney, TX, holding CFP® and Series 66 credentials with 17 years of industry experience. He founded Gray Financial Planning in 2011. Outside of his advisory work, Mr. Gray owns and manages several short-term vacation rental properties and provides consulting services related to network and phone switch equipment. Gray Financial Planning LLC serves individuals, estates, trusts, and small businesses with financial planning and investment supervisory services. The firm operates primarily on a non-discretionary basis, applying Modern Portfolio Theory with a long-term, buy-and-hold approach using indexes and ETFs, and emphasizes client approval for trade execution.

Michael Smith is a financial advisor at Smith, Michael, Glen with a Series 65 designation and two years of industry experience. He operates as a sole proprietor and has held various roles in investment and energy-related companies since 2011. Smith, Michael, Glen provides non-discretionary investment advisory services and portfolio management to high-net-worth individuals, foundations, endowments, trusts, qualified plans, and selected institutional accounts. The firm emphasizes fundamental research, tailored asset allocation, and due diligence on third-party portfolio managers, maintaining an operational affiliation with an accounting firm specializing in taxation for high-net-worth clients.

Chris Bentley is an independent financial advisor at Parker Prescott Capital Management in Dallas, TX, with nine years of industry experience. He holds Series 63, 65, and 66 designations. Outside of his advisory role, Bentley is the broker and owner of Bentley Fine Properties, a real estate sales business in Texas, and operates Angry Pirate Sales, an online retailer of children's action figures. Parker Prescott Capital Management provides wealth management and financial advisory services to a diverse client base, including qualified and non-qualified individuals as well as institutional clients. The firm employs active portfolio management strategies focused on technical analysis and a diversified, value-oriented approach, managing accounts on a discretionary basis through Interactive Brokers.

Todd Volkman is a CFP® with 31 years of experience in the financial industry. He is the sole advisor at VOLKMAN Wealth Management, LLC in Dallas, TX, a firm he founded in 2020. His prior experience includes roles at XO Wealth Management, Fuller Wealth Management, and Raymond James Financial Services. Outside of his advisory work, he is a licensed insurance agent and serves as a wholesaler for an investment management firm. VOLKMAN Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory and follows a long-term trading approach tailored to each client’s investment policy statement.

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.

As the founder of Sammons Wealth Management, I specialize in retirement planning and portfolio management for women and LGBTQ professionals, executives, physicians, and business owners who are 50+. My home base is Dallas, Texas, but I serve clients nationwide. My clients are busy professionals and delegators who value having a trusted partner to guide them through their ideal retirement. We focus on designing your ideal retirement timing and income plan, tax minimization, and wise investment management. We also cover your health and long-term care planning, equity compensation (RSUs, NQSOs, Deferred Comp), inheritance planning, and more. My practice is small by design, which allows me to go deep with each client and have my finger on the pulse of your entire financial picture. My clients also tend to have more complex financial situations that require a strategic approach to solving problems. Although I only take on a few new clients each year, you are welcome to submit an inquiry and request an introductory call. My services are best suited to individuals and couples within 5-10 years of retirement, with a minimum of $1M+ in IRAs, 401ks, and taxable investment accounts. If this sounds like you, complete my questionnaire here to request a call: https://sammonswealth.com/intro-call-questionnaire/

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.

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.

What led you to your position at your firm? I have been focused on FIRE (financial independence, retire early) goals since college. At age 36, I was able to quit a high-paying hedge fund job to pursue my dream of starting this business. This wasn’t an accident, but part of a long-term financial plan I crafted for myself. Now, I am able to share my passion and help others pursue and achieve their dreams. What makes you different from other advisors? I am different from other advisors in that I offer a white glove, high touch model. While other advisors may serve as many as 100 to 200 clients each, I intend to serve no more than 20 clients exceptionally well. What minimum assets do you require? For investment-only clients, we require minimum assets under management of $300,000. I charge a 1.0% investment management fee for the active strategy and a 0.7% investment management fee for the passive strategy. For clients with more than $1 million of assets under management, we offer financial planning services at no additional charge. Due to capacity limitations, we will only be able to accept a few more financial planning clients. Once we reach capacity, we will no longer be able to accept new financial planning clients. What makes your investment process unique? Inspired by Warren Buffett’s investing style, I believe I can add substantial value to our clients through active management and superior stock selection. Having two decades of investment experience working at multiple hedge funds with exposure to both equities and fixed income, I have learned from the best. With all of my own net worth invested alongside my clients in the same strategies, my interests are aligned with yours as this cook eats his own cooking.

Michael Awosemusi is a financial advisor at Empowerment Financial Advisors LLC in Irving, TX, holding the ChFC® designation and Series 66 license with 10 years of industry experience. His prior experience includes roles at Edward Jones and Brandon K. Moore Financial, LLC. He serves on several nonprofit and civic boards in the Irving area, including the Irving-Las Colinas Chamber of Commerce and the Baylor Scott and White Irving Foundation. Empowerment Financial Advisors provides asset management, financial planning, and retirement plan advisory services to individual, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering tailored investment strategies and ongoing supervision, including discretionary trading when authorized.

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.

Seth Blanck is affiliated with Blanck Financial and holds a Series 65 credential. He has industry experience beginning in 2022, including roles at Elektrobit GmbH and Texas Instruments. His work history also includes establishing Blanck Financial, LLC in 2026. Blanck Financial, LLC is a fee-only registered investment adviser providing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm’s investment approach incorporates asset allocation and diversification, utilizing a mix of passive and active funds across various securities, and offers tailored financial planning on a fixed-fee basis.

Ronald Harrison is the principal of Planb Tax & Wealth Advisors LLC in Richardson, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in wealth advisory and tax preparation since 1994, including prior roles at Fox Wealth Advisors and his own CPA practice. He is also the sole proprietor of Ron E Harrison CPA, providing accounting and tax preparation services. Planb Tax & Wealth Advisors LLC offers tax-aware wealth planning and portfolio management for individuals, integrating tax planning into investment decisions. The firm serves a broad range of clients, including corporate and business clients, pension plans, charitable organizations, and other financial entities, and conducts educational seminars and workshops as part of its services.

Billy Briggs is a financial advisor with Clear and Simple Financial Group LLC in Allen, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at USAA Investment Management Company and related USAA entities, spanning from 2011 to 2020. Outside of his advisory work, Briggs is a self-employed musician since 1995. Clear and Simple Financial Group LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a range of analytical methods and focusing on long-term trading and cash-flow portfolio construction. The firm operates with a small client base and incorporates an active insurance practice, with Briggs licensed to recommend insurance and annuity products.

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.

Hammad Moon is a CFA® charterholder based in Plano, TX, serving as the sole advisor at Ihsan Wealth. He has held roles at PepsiCo, Inc., Copart, Stack Sports, Texas A&M University Commerce, and Magnus Investments, and has been involved with 64bits LLC since 2022. Ihsan Wealth provides Shariah-compliant, automated discretionary investment management primarily for individual retail clients and retirement accounts. The firm uses rules-based software for portfolio selection and rebalancing, offers ETF-based model portfolios and an optional U.S. equity fund, and also markets securities-screening and budgeting software subscriptions separately.

Katherine Malone is a financial advisor at Malone Financial Planning LLC in McKinney, TX, holding a Series 65 designation and bringing three years of industry experience. Her work history includes roles at Citrine Capital and Baylor Scott & White Health prior to founding her independent firm. Malone Financial Planning LLC offers fee-only investment management and financial planning services to individual and high-net-worth clients, focusing on personalized investment policies that incorporate both passive and active strategies along with options for socially responsible investing. The firm operates as a boutique practice, providing discretionary portfolio oversight and a range of planning services without account minimums.

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.

Omar Mallick is a financial advisor at Holbrook Management, LLC in Dallas, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Holbrook Management since 2009. Holbrook Management, LLC is an independent, Delaware-registered asset manager overseeing approximately $72.7 million for high-net-worth individuals, family offices, institutions, and a commingled private fund. The firm employs a value-oriented, event-driven multi-asset investment approach with concentrated portfolios and uses quantitative techniques for idea generation and risk monitoring.