Melissa Summitt is a Series 65-licensed financial advisor with 21 years of industry experience. She has been the principal at Golconda Capital Management, LLC since 2005. Golconda Capital Management provides advisory services to a private pooled investment partnership and individual clients. The firm manages the pooled vehicle through a fundamentally driven, concentrated long/short equity strategy focused on small- and micro-cap stocks, while offering non-discretionary, advice-only services that emphasize diversified, low-cost index exposures for individual investors.

James Malone is a financial advisor at Oakview Capital Management, L.P. in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Oakview Capital since its founding in 2007. Malone is also the owner of Oakview Investments, LLC, a holding company related to the firm. Oakview Capital Management provides discretionary investment management and mutual fund selection primarily to high-net-worth individuals through separately managed accounts. The firm’s investment process emphasizes fundamental security analysis and may include concentrated, special-situation investments, foreign securities, and high-yield instruments.

Brandon Daniel is a Series 65-licensed financial advisor with Atai Capital Management LLC in Bedford, TX, bringing three years of industry experience. He has held roles at Askeladden Capital, Tocqueville Asset Management, Ciera Bank, Breach Inlet Capital, and has teaching experience at the University of Texas at Arlington and Coffeyville Community College. Outside of his advisory work, he conducts research on specific companies, industries, and trends. Atai Capital Management LLC serves a small client base including individuals, family offices, and institutions, providing discretionary asset management focused on fundamental analysis and long-term strategies. The firm operates as a solo practice with roughly a dozen clients and manages approximately $1.33 million in assets, offering publicly presented performance results and utilizing performance-based fee arrangements.

Yashar Samandarli is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Black Sea Investment Group and also holds an engineering management position at Pioneer Natural Resources. Additionally, he works as a real estate agent through HSTEX LLC. Black Sea Investment Group, established in 2023, provides portfolio management and financial planning services to individuals, families, high-net-worth clients, charitable organizations, trusts, and select corporate entities. The firm employs a research-driven approach focused on asset allocation, diversification, security selection, risk management, and regular portfolio reviews.

David Caviness is a CFP® professional with 25 years of experience in financial advisory. He is the principal of Caviness Wealth Management, LLC, an independent firm he has led since 2011. Caviness is also involved as a YouTube Partner, producing content related to investments. Caviness Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm manages approximately $59 million in discretionary assets and offers tailored portfolios alongside comprehensive planning services, including retirement, estate, charitable, education, and corporate tax planning.

Byron Green is a CFP® with 47 years of industry experience and has been the sole advisor at Green Investment Management, Inc. in Fort Worth, TX since 1995. He holds Series 63 and Series 65 licenses and leads his firm in providing discretionary portfolio management services. Green Investment Management offers model-based portfolio management to individual and high-net-worth clients, as well as other registered investment adviser firms. The firm focuses on asset allocation with a broad range of models that integrate fundamental, technical, and quantitative analysis, and utilizes specialized strategies including defined-maturity bond ETF ladders and managed-risk buffer ETF approaches.

Craig Turner is the sole advisor at Ranchwood Capital Management in Coppell, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding Ranchwood Capital Management in 2017, he worked at Bell Helicopter - TEXTRON for eight years. He is also involved in Ranchwood Outdoors, a landscaping business serving the Dallas-Fort Worth area. Ranchwood Capital Management is an independent, single-advisor firm that provides discretionary portfolio management for high-net-worth individuals, trusts, endowments, foundations, and corporate clients. The firm employs a long-term, value-oriented equity strategy focused on capital preservation and concentrated positions, managing separately tailored accounts rather than broad diversification.

Michael Labbe Jr. is a CFA® charterholder and financial advisor at Atwood Capital Management, LLC with four years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and Sikich Corporate Finance LLC, as well as time at The University of Chicago Booth School of Business and Sears Holdings Corporation. Atwood Capital Management, LLC is an independent registered investment adviser offering discretionary portfolio management and fixed-fee financial planning services to individuals and small businesses. The firm employs fundamental analysis across passive, active, and semiactive strategies and incorporates liability-driven investing and hedging techniques, serving clients with tailored investment approaches.

Paul Wildberger is a CFP®-designated financial advisor with 19 years of industry experience. He is the sole advisor at Integrity Private Wealth Advisors, LLC, where he has worked since 2018. Before that, he spent four years at Ameriprise Financial Services, Inc. Outside of his advisory role, he manages personal rental properties. Integrity Private Wealth Advisors serves individual clients, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management through a wrap-fee program and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, sector, and cyclical analysis with various strategies, managing portfolios primarily on a non-discretionary basis.

Charles Durham is a financial advisor at Birnam Wood Capital, LLC in Dallas, TX, holding a Series 66 license with 17 years of industry experience. He has worked with Birnam Wood Capital since 2015 and has been associated with Bluffview Securities and Bluffview RIA since 2009. Outside of his advisory role, Durham is involved in managing several special purpose investment vehicles and serves as chairman of a sporting goods business. Birnam Wood Capital provides investment advisory and financial planning services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis with a focus on non-discretionary portfolio management, and it sponsors multiple pooled private vehicles and single-purpose LLCs through affiliated entities.

Paul Streiber is a CFP® with 17 years of industry experience and is the sole advisor at PRS Wealth Management in Coppell, TX. He has worked at PRS Wealth Management since 2009, with prior roles at Heritage Financial Planning and Talis Advisory Services. PRS Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and customized financial plans. The firm employs Modern Portfolio Theory to build client-specific allocations and uses a mix of mutual funds, ETFs, fixed income instruments, and annuities, with an investment approach that includes margin and options trading.

Troy Ferguson is the sole advisor at Ferguson Financial Planning in Duncanville, TX, holding CFP® and Series 65 credentials with 22 years at his firm and 11 years of industry experience. Ferguson Financial Planning is a fee-only independent advisory firm managing approximately $74 million in assets across 169 client relationships. The firm provides discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. It employs a fundamental, long-term investment approach through five model folios on a Goldman Sachs platform and offers clients 24-hour access to account performance reporting.

Before founding SharpEdge Financial, Joel achieved a lifelong dream of playing professional hockey. This unique career path has helped him build the confidence and resiliency needed to launch a financial planning firm. Joel is a CERTIFIED FINANCIAL PLANNER® (CFP®) and helps his clients with a variety of complex financial planning topics. His specialization in working with young professionals, and especially young attorneys, stems from being married to a former Big Law attorney, now in-house counsel. In fact, prior to his wife, Courtney, leaving Big Law, Joel built a detailed financial plan that gave him and Courtney the confidence they needed to navigate her transition to in-house counsel. 𝗛𝗼𝘄 𝗛𝗲 𝗚𝗼𝘁 𝗛𝗲𝗿𝗲 Joel spent his youth in Quebec, Canada, where he balanced school and hockey up until he was drafted by the Colorado Avalanche in the 2008 NHL Draft. He signed his first professional contract in 2010 and moved to the United States to play for the Avalanche’s affiliate team in Cleveland, OH. This is where he would eventually meet the love of his life, Courtney. Like many professional athletes, his career had highs and lows. To prepare for life after hockey, he pursued a bachelor’s degree during his downtime away from the rink. After playing for seven different teams over nine years, Joel’s last stop was Allen, TX, where he and his family decided to plant roots. Immediately after hanging up his skates, Joel entered the financial services industry and started selling life and disability insurance. His primary focus was to help his clients protect their wealth. He eventually morphed into a more complete financial planner and started advising his clients on how to build wealth as well as how to protect it. Even though he is now a fee-only financial advisor (i.e., he does not receive a commission for selling products), he still keeps that same approach to financial planning: prioritize defensive planning to protect assets, then strategically go on the offensive to grow wealth. Fast forward to today, Joel and Courtney have two boys, Julien and Luca, and a goldendoodle named Harley. He still spends considerable time at the hockey rink either watching, playing, or coaching. And when time allows, he trades his hockey stick for a golf club or a pickleball paddle.

Glenn Williams is a CFP® professional with 34 years of experience in financial advising. He is the owner of Williams Financial Planning, Inc., an independent firm he has led since 2017, following 14 years at Linsco/Private Ledger. In addition to advisory services, he is a licensed insurance agent offering annuities, Medicare supplements, and life insurance products. Williams Financial Planning, Inc. serves individual and high-net-worth clients, providing ongoing portfolio management and written financial planning. The firm emphasizes client education through seminars and workshops and employs a long-term trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

Kyle Watkins is a CFP® professional with 13 years of industry experience, currently operating as the sole advisor at CF Financial in Fort Worth, TX. His prior experience includes five years with Regal Investment Advisors, LLC. Outside of his advisory work, Watkins is a licensed insurance agent and markets himself under the name Carrington Wealth Advisors. CF Financial serves individuals and high-net-worth clients, offering discretionary portfolio management, ongoing financial planning, and third-party adviser selection. The firm uses fundamental analysis and modern portfolio theory with a long-term trading approach, providing individualized Investment Policy Statements and periodic market updates to clients.

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.

Jeffrey Steiner is the principal of Second Opinion Financial and holds a Series 65 designation with two years of industry experience. Prior to founding Second Opinion Financial in 2022, he worked at UT Southwestern Medical Center for 15 years. He is also co-owner of Two Pugs Publishing, a self-publishing education business he has been involved with since 2012. Second Opinion Financial, established in 2023, provides investment management, financial planning, and educational seminars primarily to individuals, trusts, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary services alongside subscription-based planning and monitoring.

Karen Ehmke is the principal of Springwood Financial Advisors, an independent firm based in Dallas, TX. She holds the PFS™ designation and a Series 65 license, with 22 years of industry experience. Since 2004, she has led Springwood Financial Advisors, which she operates as a single-advisor firm. Springwood Financial Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, small businesses, and corporate pension plans. The firm emphasizes a long-term, evidence-based investment approach using low-turnover passive funds and model portfolios, and offers additional services including accounting-affiliated tax support and employee benefit plan consulting.

James Still is a CFP® professional with 13 years of experience in financial advising. He has led JASI Financial, Inc. since 2012 and concurrently works as a consultant with Andrea M Still, CPA PC, a non-investment related CPA firm. JASI Financial, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, small businesses, and retirement plan sponsors and participants. The firm employs a buy-and-hold, long-term investment strategy focused on diversified asset allocation using primarily low-cost, passively managed funds and offers both discretionary and non-discretionary management.

Lance Riddle is a CFP® with 25 years of industry experience and the sole advisor at Optimal Wealth Advisors, LLC in Dallas, TX. He has led the firm since 2009 and also works as an independent insurance agent. Optimal Wealth Advisors serves individual investors, including many high-net-worth clients, providing financial planning and discretionary portfolio management. The firm employs a relatively conservative investment approach focused on asset allocation frameworks and tailors strategies based on client goals, risk tolerance, and time horizon.