Phillip Washington Jr. is a financial advisor at Stone Hill Wealth Management, LLC in Dallas, TX, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stone Hill Wealth Management since 2016. Outside of his advisory role, he is the CEO of PW Media, a media and book publishing company, and produces the educational podcast Wealth Building Made Simple. Stone Hill Wealth Management is an independent firm serving individuals, high-net-worth clients, retirement plans, and select corporate clients. The firm employs a "Flow and Foundation" investment philosophy, incorporating broad-market ETFs, alternative exposures, and tactical strategies, while offering services such as portfolio management, financial planning, retirement plan consulting, and private investment due diligence.

Michael Howard is a financial advisor at AfroBloc in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Scouting America, RI International, and Broward County. Howard is involved in educational seminars and speaking engagements through his firm’s public outreach efforts. AfroBloc is a fee-only, registered investment adviser serving individuals, charitable organizations, and businesses with discretionary investment management, financial planning, and educational services. The firm uses a combination of passive and active investment strategies, including ESG options, and provides ongoing financial planning at no extra cost to investment management clients.

Andrew Kuhn is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to his current role, he was a partner and General Partner of the Bison Alpha Fund at Kuhn Capital Partners, LLC. Focused Compounding Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, insurance companies, and certain governmental entities. The firm manages a private fund and employs a long-term, concentrated investment strategy focused on overlooked equities such as spin-offs, illiquid microcaps, and companies emerging from bankruptcy.

Ryan Sawyer is the sole advisor at Sawyer Investment Management Company and holds the CFA® designation along with a Series 65 license. He has 12 years of industry experience and previously worked at Chapman Hext / White Rock Advisors and runs an accounting firm, Ryan A. Sawyer, CPA, PLLC. His accounting firm provides audit and business management services. Sawyer Investment Management Company is an independent, state-registered advisory firm serving individual investors with discretionary portfolio management. The firm emphasizes fundamental analysis, concentrating client assets primarily in publicly traded bank holding companies, and constructs tailored investment plans based on clients’ risk tolerance and goals.

Lucian Ioja is a financial advisor with Oris Wealth Designs LLC in Southlake, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. He has been with Oris Wealth Designs since 2020 and also maintains a role at Fountainhead Capital Management, LLC. Outside of investment management, he is a self-employed insurance broker licensed since 1998, focusing on long-term care, disability, life, and annuities insurance products. Oris Wealth Designs LLC provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm constructs portfolios based on client objectives and risk tolerance and offers standalone financial plans or plans bundled with advisory services.

John Stuart is a financial advisor with Ironwood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ironwood Wealth Management since 2014 and has worked with related entities since 2009. Ironwood Wealth Management provides advisory services primarily to individual clients, including both high net worth and non-HNW individuals. The firm offers discretionary asset management along with financial, retirement, and college planning, using proprietary model portfolios that combine fundamental and technical analysis and actively managed asset allocations.

Gavin Richey is the principal and sole advisor at Sieve Capital LLC, holding a Series 65 designation with seven years of prior experience at Railroad Ranch Capital. He has been operating in the financial industry since 2016 and formed Sieve Capital in 2024. Sieve Capital is an independent, state-registered investment adviser serving primarily pooled and institutional mandates as well as high-net-worth investors. The firm employs active, short-term trading strategies that combine systematic quantitative models with fundamental analysis and offers discrete investment approaches under written agreements.

Andrew Fisher is the principal of Pathsetter Financial, a state-registered investment adviser based in Coppell, TX. He holds a Series 65 designation and has four years of experience in the financial advisory industry. Prior to founding Pathsetter Financial in 2021, Fisher worked at PepsiCo for nearly four decades. He also provides supply chain consulting services through a separate business. Pathsetter Financial offers investment management and a range of financial planning services to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses within a Modern Portfolio Theory framework, utilizing both passive and active strategies alongside third-party solutions and sub-advisors.

Henry Smith is a Series 66-licensed financial advisor with 25 years of industry experience. He has been the sole advisor at HV Capital Advisors LLC since 2012, based in Dallas, TX. HV Capital Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a multifaceted investment approach, combining fundamental, technical, charting, and cyclical analysis, and offers a wide range of investment options managed in-house.

Mohammed Merchant is a financial advisor at INAEYA Wealth Management LLC, holding a Series 65 credential with five years of industry experience. Prior to his advisory role, he spent four years retired and engaged in volunteer work. INAEYA Wealth Management offers discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental and technical analysis with a long-term investment focus, tailoring portfolio construction and supervision to clients’ objectives and risk tolerance.

Kevin Parish is a financial advisor at Kelley Lane Capital, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Akard Street Capital, Glasheen, Valles & Inderman, LLP, and served eight years in the United States Marine Corps. Outside of his advisory role, Parish works full-time as a staff attorney for the El Paso Court of Appeals, assisting justices with legal research and opinion writing. Kelley Lane Capital provides discretionary investment management, financial planning, and consulting services to individuals, trusts, small businesses, charitable organizations, and retirement plans. The firm focuses on personalized, tax-sensitive portfolios and serves a client base that includes legal professionals, law firms, and personal-injury claimants, distinguishing itself through its legal community connections and flexible fee structures.

Preston Zapffe is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Family CFO, LLC, where he has worked since 2017, and he previously worked at Children's Health for one year. Zapffe serves as a director for a financial literacy nonprofit and maintains licensed insurance and real estate activities alongside his advisory work. Family CFO, LLC provides non-discretionary asset management and financial planning to individuals and business entities, supplemented by educational seminars and workshops. The firm uses a client-tailored approach based on documented goals and risk profiles, employing fundamental and technical analysis with client-approved investment decisions.

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.

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/

Jonathan Mcmullen is a CFP®-designated financial advisor with 14 years of industry experience, currently serving as the owner and wealth manager at The Wealth Observatory in Dallas, TX. He previously worked at Wisniewski Wealth Management and has held roles with Smallwillow, LLC and Advisor-Friendly Insurance. The Wealth Observatory is an independent advisory firm providing investment consulting and comprehensive wealth planning to individual and estate clients. The firm follows a Modern Portfolio Theory–based investment approach, offering personalized service to a small, select client roster without imposing asset minimums.

Robert Hunt is the sole advisor at Robert Hunt Financial, LLC in Dallas, TX. He holds a Series 65 designation and has 10 years of experience in the industry. Robert Hunt Financial provides fee-for-service financial planning, investment advice, and financial education to individuals, high-net-worth individuals, trusts, and families. The firm focuses on low-cost, predominantly index fund solutions with an emphasis on asset allocation, expense control, and tax considerations. It offers written and verbal analyses, client-focused seminars, and publishes periodicals, operating on an advisory model without investment discretion or custody of client assets.

Stephen Hozie is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. He is the sole advisor at Hozie Consulting, an independent firm based in Coppell, TX. Prior to founding Hozie Consulting, he worked at Mills Wealth Advisors, LLC from 2017 to 2018. In addition to his advisory role, Hozie is a licensed CPA and provides tax preparation, accounting, and financial analysis services through his CPA firm. Hozie Consulting serves individual clients, including business owners, executives, retirees, and their families, offering wealth management, financial planning, portfolio management, and accounting services such as tax return preparation and fractional CFO work. The firm emphasizes a long-term, market-based investment approach using low-cost mutual funds and ETFs, with portfolios constructed for value and tax efficiency.

Clayton Kohl is the sole advisor at Sunsage Capital Management in Grapevine, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Sunsage Capital, LLC since 2001. Sunsage Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and institutional clients. The firm employs a proprietary combination of fundamental, technical, and cyclical analysis to construct portfolios emphasizing growth and dividend-growth equities and substantial foreign exposure, with a notable focus on direct foreign and private-market securities.

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.

Scott Hancock is a financial advisor at Oak Capital Advisors in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oak Capital Advisors since 2012. Hancock serves on the board of directors of Schuepbach Energy. Oak Capital Advisors is an independent sole proprietorship that provides investment management and asset-allocation advice to individuals, families, corporations, foundations, and retirement plans. The firm manages approximately $186 million and focuses on core holdings in index-tracking ETFs, emphasizing asset allocation and cost minimization while maintaining limited discretionary authority.