Zeta Russell is a CFP® with 24 years of industry experience and is the principal advisor at Tuggle & Russell, L.L.C., an independent firm based in Richardson, TX. She has been with Tuggle & Russell since 2003 and previously worked at Advisory Solutions Group. Outside of advisory work, she is involved in licensed insurance sales focused on annuities and life and health insurance. Tuggle & Russell, L.L.C. provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, and estates. The firm emphasizes income generation through interest, dividends, royalties, and covered-call strategies, and also offers tax preparation and educational presentations.

Bret Wilson is the sole advisor at Wilson Investment Services in Rockwall, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Wilson Investment Services since 2014. Wilson Investment Services provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing both technical/charting analysis and fundamental methods. The firm’s approach includes long-term strategies complemented by occasional short-term trading, covered-call overlays, and ETF hedges, with a client focus that includes mutual funds, equities, ETFs, fixed income, publicly traded REITs, and unit investment trusts.

Brian Jones is the founder of Jones Capital Advisors, LLC, an independent firm based in Murphy, Texas. He holds Series 63, 65, and 66 licenses and has 19 years of industry experience, leading his firm since 2011. In addition to advisory services, he is licensed to sell life insurance in Texas, which he provides upon client request. Jones Capital Advisors offers customized investment management and financial planning to individuals, retirement and pension plans, trusts, estates, charitable foundations, and private operations. The firm employs an asset-allocation strategy tailored to each client’s risk tolerance and uses both fundamental and technical analysis across a range of domestic and international securities.

Whitney Davis is a financial advisor at Davis Financial Services in Dallas, TX, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to founding her firm, she worked at LPL Financial, Freeport LNG, and Phillips 66. Outside of her advisory work, she owns Resurrezione, LLC, a non-investment-related business. Davis Financial Services provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, as well as corporate and charitable organizations. The firm’s investment approach integrates behavioral, charting, cyclical, fundamental, and technical analysis, with portfolios managed on a discretionary basis and accounting/tax-preparation services offered to support integrated financial planning.

Stanley Szafran Jr. is a financial advisor with Szafran Capital Management, LLC in Rowlett, TX, holding a Series 66 designation and 25 years of industry experience. He has held leadership roles at Trust Advisors, Inc. and Service Corporation International, where he serves as Director of Trust Investments and Vice President of Trust Advisors, Inc., a subsidiary of SCI. Szafran Capital Management provides fee-only investment advisory services to individuals, trusts, estates, and corporations, offering both discretionary and non-discretionary portfolio management. The firm focuses on client goals and risk tolerance using a blend of fundamental and technical analysis, and manages a small number of client relationships with approximately $11.9 million in assets under management.

Scott Briney is a financial advisor at Capital Advice, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Advice since 2019 and Cetera Advisor Networks since 2013. In addition to his advisory role, he is independently licensed to sell insurance products through various companies. Capital Advice, LLC provides discretionary investment management to individual clients and offers market-timing signals and sub-manager services to other registered advisers and institutional subscribers. The firm employs proprietary, model-based technical methodologies focused on trend, momentum, volatility, and market internals to manage fixed-income and equity strategies.

Todd Pniewski is a CFP®-designated financial advisor with 17 years of industry experience. He is the sole advisor at TBMS Wealth LLC in Plano, TX, and has previously worked at Origin Financial and TH Wealth Management LLC. Pniewski also provides investment advice and financial planning through Elements Wealth, LLC. TBMS Wealth LLC offers financial planning and investment management services to individuals, trusts, estates, foundations, and business entities. The firm employs a combination of fundamental analysis and both active and passive strategies, focusing on low-cost, tax-efficient funds and regular portfolio reviews, while coordinating with clients’ attorneys and accountants on estate, tax, and risk-management matters.

James Crank is the managing partner of J C Texas Investment Advisors, Ltd., an independent firm based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 22 years of experience in investment advisory services. Prior to founding his firm in 2003, Mr. Crank has been involved in multiple business ventures, including real estate and oil and gas partnerships, and serves as co-trustee for several family trusts. J C Texas Investment Advisors, Ltd. provides discretionary investment advisory services primarily through separately managed accounts to a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional accounts. The firm’s investment approach is based on fundamental analysis and typically involves concentrated equity and fixed-income portfolios designed to align with each client’s objectives and risk profile.

Janet Mac Innis is a financial advisor at WhiteStone Wealth Advisors, LLC, holding a Series 65 designation. She has over 11 years of prior experience at Globe Life, Inc and currently holds concurrent roles with WhiteStone Wealth Advisors and Gmac Family Financial. WhiteStone Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a combination of fundamental and technical analysis with long- and short-term strategies, offering personalized managed accounts supported by sub-advisory relationships and a wrap-fee platform.

Adam Morse is a financial advisor at Fortify Financial LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at AssetBuilder from 2014 to 2025. Fortify Financial LLC is a registered investment adviser that offers integrated portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, endowments, and businesses. The firm focuses on long-only portfolio construction using exchange-traded funds and individual securities when appropriate, applying modern portfolio theory alongside fundamental and cyclical analysis.

Christopher Neudecker is a financial advisor at In-Christ Asset Management, LLC in Plano, TX, with nine years of industry experience. He holds Series 63, 65, and 66 credentials. Besides his advisory work, he has been a software contractor since 2012 and serves as a software leader at BHG since 2022. In-Christ Asset Management is an independent, state-registered advisor providing discretionary asset management to individuals, high-net-worth clients, and certain institutions. The firm serves a small client base with tailored investment programs that use technical and charting analysis, offering flexibility through discretionary authority and a performance-based fee option for qualified clients.

Sanjeev Kaushik is a financial advisor at Reap Asset Management LLC in Plano, TX, holding a Series 65 designation with five years of industry experience, including roles at MF&Co. Asset Management and RegCentric. He maintains an ongoing advisory role with an Australian firm. Reap Asset Management provides discretionary asset management and retirement plan consulting services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a combination of fundamental and technical analysis with varied investment strategies, including futures, options, and digital assets, and offers both retirement consulting and subscription-based market education products.

Michael Burkhart is a CFP® professional with six years of industry experience. He is currently associated with 83 Financial and previously worked at Comerica Bank, Succession Financial, Home Service Franchise, and Wells Fargo Bank. 83 Financial provides wealth management and financial planning services to individuals, high-net-worth clients, small business owners, and charitable organizations. The firm’s investment approach combines modern portfolio theory with fundamental, technical, and cyclical analysis, employing both passive and active funds and options strategies.

Kyle French is the sole advisor at FLB Capital Management, LLC in Rowlett, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at FLB Capital Management since 2008 and at ProMark Securities Inc. since 2003. In addition to advisory services, he is a licensed insurance agent selling fixed annuities, life insurance, and health insurance. FLB Capital Management provides investment advisory and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs multiple security analysis methods and generally pursues a long-term investment strategy, while offering discretionary portfolio management and financial planning consultations.

Ryan Smith is a financial advisor at Gladiator Capital Management in Parker, TX, holding a Series 65 credential with four years of industry experience. He has worked at Gladiator Capital Management since 2016 and also serves as Director of Procurement at ATW, where he manages supplier negotiations and delivery schedules. Gladiator Capital Management is an independent, fee-only firm that provides discretionary portfolio management to private individuals and small businesses, focusing on growth-oriented strategies using equities and stock options. The firm employs a model-driven, technical investment approach with an emphasis on volatility strategies implemented through ETFs and options, managing accounts using custodian relationships without taking custody of client assets.

Lawrence Oliver is a financial advisor at Prosperity First Wealth Management with seven years of industry experience. He holds a Series 65 designation and has worked previously at Superior Industries. Oliver also serves as Vice President of Operations for First Co, an HVAC equipment manufacturer. Prosperity First Wealth Management offers portfolio management and integrated financial planning services to individuals, high-net-worth clients, self-employed individuals, and family trusts. The firm emphasizes custom portfolios using low-cost mutual funds, ETFs, bond funds, U.S. Treasury securities, and select individual securities, managing only non-discretionary accounts without custody of client assets.

Atul Sethi is a financial advisor at Mooring Bay Capital Management with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Estrada Hinojosa & Company Inc. and Orix Corp USA. Mooring Bay Capital Management provides discretionary investment management, portfolio analysis, and financial planning primarily for high-net-worth individuals, estates, corporations, pension plans, and endowments. The firm specializes in fixed income with a focus on municipal and infrastructure debt, using a range of credit quality and analytical approaches to construct tailored, actively managed portfolios.

Robert Wood is a financial advisor with Wood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His prior roles include positions at Questar Asset Management and Woodbury Financial Services. Wood is also a licensed insurance agent offering fixed annuities and life and annuity sales. Wood Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, focusing on a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation. The firm manages client assets primarily on a non-discretionary basis and performs regular portfolio reviews and reporting.

Jason Edgerton is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is the sole advisor at Certified Financial Strategies Corporation, where he has worked since 2016. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm utilizes both strategic and tactical asset allocation with a mix of passive and active investment vehicles and offers discretionary and non-discretionary account management alongside comprehensive financial planning.

Jaime Sanchez is a financial advisor at Partner Wealth Management, LLC in Rockwall, TX, holding a Series 63 designation with 31 years of industry experience. He has been with Partner Wealth Management since 2014. Partner Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical methods and trading strategies. The firm manages both wrap and non-wrap accounts, maintains a small client roster, and requires clients to use a single custodian, Charles Schwab.