Paul Nouri is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Noble Advisors, LLC in Dallas, TX. He has been with Noble Advisors since 2009 and also manages Noble Equity Capital Management, LLC, a healthcare-focused investment advisor affiliated with private funds. Since 2013, Mr. Nouri has served on the board of VDI, a veterinary diagnostic company, without compensation. Noble Advisors provides discretionary portfolio management and supplementary financial planning services primarily for individual clients, including retirement account rollovers. The firm’s investment approach combines growth and income based on fundamental research, with frequent portfolio monitoring and aggregated trading across client accounts, and maintains an operating profile distinct from typical small advisory practices due to concurrent management of private investment vehicles and active involvement in business and tax planning.

David Fent is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. He has worked at Frost Investment Advisors, LLC and Frost Bank before founding Penn Street Capital Management LLC in 2017. Based in Dallas, TX, he is the sole advisor at his independent firm. Penn Street Capital Management provides discretionary investment management to individuals, high-net-worth clients, IRAs, trusts, estates, foundations, and endowments, typically requiring a $1,000,000 account minimum. The firm emphasizes long-term strategies and fundamental analysis to tailor portfolios based on client goals, risk tolerance, time horizon, and tax considerations.

Colby Harlow is the principal of Harlow Capital Management LLC in Dallas, TX, holding a Series 63 license and bringing 25 years of industry experience. He has worked at Arbco, LLC and Harlow Capital Management since 2005. Outside of his advisory role, he serves as Secretary Treasurer on the board of CTW Companies. Harlow Capital Management provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, charitable organizations, and pooled investment vehicles. The firm sponsors and manages private funds, including those focused on energy infrastructure, biotech, and aerospace, employing a disciplined, value-oriented investment process across separately managed accounts and private funds.

Michael Parikh is a CFP®-certified financial advisor with 21 years of industry experience. He has been with M Street Capital, LLC since 2015 and has also worked with Commonwealth Financial Network and Capital Navigation Group, LLC. Parikh owns M Street Capital, a private entity facilitating securities, advisory, and insurance business. M Street Capital provides financial planning and investment advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm combines fee-based financial planning with discretionary portfolio management through a wrap-fee program, using fundamental, technical, and cyclical analysis to tailor portfolios and financial plans to client goals.

Robert Holman is a CHARTERED FINANCIAL ANALYST (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). The former is the gold standard for the investment management profession, and the latter is useful for advising on personal financial circumstances. I'm "The Defensive Advisor" because it is essential to understand when markets are conducive to building opportunistic profits and when risk-taking should be minimized. Former positions: • LPL Financial Advisor • TD Ameritrade Investment Consultant • Director, Financial Planning & Analysis Robert is a registered investment advisor and fee-only financial planner. His investing curiosity brought real understanding of investing, surpassing what can be learned in an academic setting. His investing beliefs center around knowing the signs of the times, what should be done about them, and seeking to build wealth in both up and down markets. Robert is a summa cum laude graduate of The University of Texas at Austin. He belonged to the honor societies Phi Kappa Phi (Overall Collegiate), Beta Gamma Sigma (Finance), and Beta Alpha Psi (Business). Robert was a member of Pi Sigma Epsilon (Management) and volunteered his time as an advisor to SCORE (U.S. Small Business Administration Consulting). Robert resides in Dallas, Texas, with his amazing wife Karen and three wonderful daughters, Beth, Nancy, and Emily. He is the Stewardship Leader for his local church and an active volunteer in many church ministries, including divorce recovery and marriage counseling. Read Robert’s 2-minute biweekly stock market insights report here:  https://www.defensiveadvisor.com/blog

Alex Andrade is a Series 65-licensed advisor with 18 years of industry experience. He has been with Bulle Rock since 2006. Bulle Rock serves as investment manager to a private pooled investment vehicle and provides discretionary portfolio management to individual clients and trusts. The firm manages a long-short equity fund focused mainly on healthcare and consumer sectors, alongside long-only separately managed accounts that may include client-imposed restrictions.

Matt Zumbach is a CFA® charterholder and principal at Divergent Path Capital Management with prior experience at Northern Trust, Alight Solutions, Wall Street Prep, and AON Corporation. He currently serves as chief investment officer and president of the Baylor Oral Health Foundation, a nonprofit affiliated with Texas A&M University College of Dentistry. Divergent Path Advisors offers fee-only financial planning and non-discretionary investment consulting through fixed-fee, project-based written reports for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides customized, tax-aware strategic asset allocation advice without portfolio management or custody of client assets.

John Line is a CFP® and Series 65 credentialed financial advisor with 21 years of industry experience. He is the owner of John Line, CPA, Inc., and previously worked at Paladini Financial Advisors, LLC for 13 years. Outside of investment advisory, he provides accounting and tax preparation services through his CPA firm. John Line, CPA, Inc. serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios managed by unaffiliated sub-advisers and emphasizes diversification and long-term investment strategies.

Melissa Crockett is a financial advisor at IS Capital Management in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Kovack Advisors, Inc. and Trustmont Advisory Group, Inc. In addition to her advisory role, she serves as president of The Independent Security Company, Inc., a fixed insurance agency involved in sales of fixed annuities and life and health insurance policies. IS Capital Management serves individual and high-net-worth clients with conservative, income-oriented portfolios, emphasizing dividend-producing securities such as preferred stocks and closed-end funds. The firm provides ongoing investment management, financial planning, and retirement-plan rollover education, employing a combination of fundamental, technical, cyclical, and charting analyses in portfolio construction.

Alexis Buchholz is a financial advisor with BFG Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining BFG Wealth Management, Buchholz worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Outside of advisory services, Buchholz is involved in insurance brokering through Buchholz Financial Group LLC and business consulting with BFG Capital Partners LLC. BFG Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, and business entities, managing approximately $32.8 million across about 56 client relationships. The firm employs fundamental analysis, quantitative methods, and modern portfolio theory to construct portfolios primarily from common stocks, ETFs/ETPs, and cash equivalents, offering a range of thematic strategies implemented on a discretionary basis.

Richard Corse is the principal of Westmont Capital Advisors, LLC in Dallas, TX, with 21 years of industry experience. He has been with Westmont Capital Advisors since 2012 and also leads Corse Consulting, Inc., a management consulting, investment banking, and litigation support firm he has operated since 1989. Westmont Capital Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, and estates. The firm offers customized, goal-based portfolio management and financial planning, using a range of investment vehicles and providing both discretionary and non-discretionary services.

William Baxter is a Series 65-licensed advisor with Baxter Capital Group in Dallas, TX. He has experience working at Braiins, Ernst & Young, and KB Lone Star Mining prior to his current role. Baxter Capital Group provides investment advisory services primarily focused on bitcoin to individuals and high net worth clients, emphasizing concentrated, long-term holdings tailored to client objectives and risk tolerance. The firm operates on a discretionary basis using independent qualified custodians and serves both retail and high-net-worth investors.

Eric Hudson Jr. is the sole advisor at Hudson Wealth Management, LLC in Dallas, TX, with eight years of industry experience. He holds a Series 65 designation and has worked at GAF Materials Corporation since 2016. Hudson Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services primarily to employee benefit plans, institutional clients, and other entities. The firm customizes portfolios using fundamental and cyclical analysis and offers plan-level services including fund selection advice, investment performance monitoring, and participant education seminars.

Fadi Boury is a financial advisor at Investor’s Advantage with 18 years of industry experience. He holds a Series 63 designation and has worked at Investor’s Advantage since 1991, with a two-year period at Per Stirling Capital Management from 2019 to 2021. Investor’s Advantage is a fee-only registered investment adviser offering discretionary investment management and tailored advisory services to individuals, high-net-worth clients, pension plans, trusts, corporations, and a range of institutional clients including insurance companies and sovereign wealth funds. The firm employs a fiduciary investment approach that combines low-cost, market-cap-weighted index funds for equity exposure with active fixed-income management, operating without commissions and using institutional-quality custodial platforms.

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.

Kathy Stewart is a financial advisor at Kurtin Financial Advisers, LLC in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kurtin Financial Advisers since 2007. Kurtin Financial Advisers is an independent, single-advisor firm serving high-net-worth individuals, families, trusts, estates, and charitable entities. The firm provides customized investment portfolios and strategic wealth planning, often incorporating direct investments and cash-flow-oriented positions, and works with an unaffiliated sub-advisor for tactical trading.

Weston Haaf is a CFP®-certified financial advisor at Vantage Wealth Management LLC with 14 years of industry experience. Prior to founding Vantage Wealth Management in 2023, he worked at Fidelity Investments in various roles from 2013 to 2023. Outside of his advisory work, Haaf is involved with Living Life Properties LLC, a residential real estate rental property management business in Dallas, TX. Vantage Wealth Management LLC serves high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides tailored investment management and financial planning, implementing diversified, risk-based portfolios with discretionary and non-discretionary options, and frequently utilizes third-party advisers and custodians for execution and support.

Connor Davis is a financial advisor at Lake Highlands Capital Management in Dallas, TX, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Sands Capital Management and PhysAssist Scribes. Lake Highlands Capital Management provides discretionary investment management through separately managed accounts and bespoke advisory projects. The firm serves a diverse client base ranging from individuals to institutional investors, employing a concentrated investment approach that combines fundamental research with technical analysis across various geographies and sectors.

John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Evan Mcdaniel is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He is the sole advisor at Eastlake Planning LLC, where he has worked since 2024. Prior to this, he held roles at MML Investors Services, LLC and Spectrum Financial Group. He is also an independent licensed insurance agent. Eastlake Planning LLC is an independent registered investment adviser managing approximately $44.6 million in assets for individual and high-net-worth clients. The firm offers portfolio management, retirement-plan fiduciary advice, and financial planning services, utilizing an investment approach focused on asset allocation and modern portfolio theory.