Jefferson Henderson is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Cultivar Capital, Inc. since 2013, where he serves as one of two advisors. Cultivar Capital, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management, financial planning, and ERISA 3(21) plan services to individuals, high-net-worth clients, trusts, estates, and a registered investment company. The firm manages the Cultivar ETF and uses long-term, asset-allocation driven strategies incorporating mutual funds, ETFs, ETNs, and individual equities across diversified risk models.

Reed Hays is a financial advisor at DFS Advisory with a Series 65 credential and one year of industry experience. Prior to joining DFS Advisory, he worked at Distinct Financial Solutions, Inc. and has a background that includes involvement with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and planning services to individuals, trusts, estates, businesses, retirement plans, and privately offered pooled investment vehicles. The firm employs a primarily long-term, customized investment approach using fundamental and technical analysis across various asset classes and manages portfolios through internal management, independent managers, or platforms such as Betterment Institutional.

Collins Knight is a CFP® and holds the Series 66 designation with seven years of industry experience. He is currently with Panteles Advisors and has prior experience at firms including Ausdal Financial Partners and Stephens Inc. He is also a licensed Certified Public Accountant in Texas and is involved in insurance sales. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm uses a strategic asset-allocation framework combined with multiple analytical approaches to tailor portfolios, managing approximately $108 million across a small client base.

Justin Farris is a CFP® professional with 22 years of industry experience, currently serving at Farris Capital Management Inc. since 2011. Prior to this, he worked at Securities America Inc. from 2010 to 2018. He is also engaged as a licensed insurance agent. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm manages approximately $177.5 million across about 395 clients, utilizing a combination of advisor-managed accounts, automated investment platforms, and a disciplined investment process that includes the use of defined-outcome ETFs and options strategies.

Noah Trstenjak is a financial advisor with Lifetime Capital Planning Group LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience as a self-employed contractor. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management and financial planning services, including managed access to held-away retirement accounts. The firm employs a client-tailored, discretionary investment approach and offers educational seminars and workshops without fee or individualized advice.

Jeffrey Rayburn is a financial advisor at Elm Asset Management Inc. based in Denton, TX, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at BT Americas, Inc. for 11 years. Outside of advising, he owns and operates Tingewick Holdings, LLC, providing part-time book-keeping and tax services for individuals and small businesses. Elm Asset Management offers discretionary investment management for individuals, trusts, estates, and charitable entities using separately managed accounts. The firm employs a combination of charting, fundamental, and technical analysis through actively traded growth and moderate income strategies, managing approximately $5.9 million in assets across a small client base.

Alec Calvillo is a financial advisor at Panteles Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Dell Technologies and Deloitte & Touche, LLP. Outside of his advisory work, Alec serves as a financial analyst for Colo Development Partners, where he is involved in commercial real estate development. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm manages approximately $108 million in assets for a small client base, using a strategic asset allocation framework combined with diverse analytical approaches and a range of investment vehicles, with ongoing portfolio monitoring and rebalancing under discretionary authority.

Matthew Grygar is a financial advisor at The Helix Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Helix Financial Group since 2010. Outside of advisory work, he is licensed as an agent selling healthcare benefits for Blue Cross & Blue Shield and Cigna. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $82.4 million across about 219 client relationships, focusing on tactical and strategic asset allocation with global diversification, primarily managing portfolios on a non-discretionary basis.

Kelly Rench is a financial advisor at Relevance Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Relevance Capital Management in 2020, Rench worked at Ryan, LLC from 2013 to 2020. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with large market capitalizations and employs fundamental and cyclical analysis to guide security selection.

Aaron Junk is a financial advisor at Panteles Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Investment Management, Hartford Funds, and Cole Development Partners. Outside of his advisory role, he manages two holding companies for personal non-exchange traded investments. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a strategic asset-allocation framework and multiple analytical approaches to customize portfolios, managing approximately $108 million in assets for a small client base.

Thomas Barber is a financial advisor at Relic Wealth Management LLC in Ponder, TX, holding a Series 65 designation with no prior industry experience. His background includes clinical pharmacy roles at Denton State Supported Living Center and Trusted Medical, where he provided drug regimen reviews for patients. Relic Wealth Management LLC offers asset management, financial planning, and retirement plan consulting to individual investors, trusts, corporations, and employee benefit plans. The firm employs a range of analytical methods and investment strategies, including discretionary portfolio management and performance-based fee arrangements for qualified clients.

Matthew Tarkington is a financial advisor at Directional Advisors in Lewisville, TX. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Tarkington serves as Senior Pastor at Faith4life Church, a position he has held since 2013. Directional Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach is goals-centric, emphasizing ETFs and fixed income while incorporating business-cycle analysis to adjust allocations and manage risk. Directional Advisors also offers unique services such as held-away plan advice and family office offerings, distinguishing it from similarly sized independent advisory firms.

Morgan Gough is a financial advisor with Arkenstone Financial, LLC, holding a Series 63 designation and 22 years of industry experience. He has worked at Arkenstone Financial since 2012 and has prior experience with firms including Wespac Advisors SoCal, Girard Securities, Hilltop Securities, and Tower Asset Management. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and offers tailored portfolio management within a wrap-fee program alongside comprehensive planning and consulting services.

Carolyn Pratt is a financial advisor with Guided Wealth, LLC in Lantana, TX, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at NYLIFE Securities, LPL Financial, Lincoln Financial Advisors, and Strategic Wealth Partners. Guided Wealth provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes long-term, goal-aligned portfolio construction using low-cost mutual funds and ETFs, supplemented by other investment vehicles and oversight of unaffiliated Independent Managers.

Ross Richmond is a financial advisor at Relic Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Edward Jones, and RVPP LLC. Outside of finance, Richmond is the owner of Oceanside Cleaning LLC, a family-held service and maintenance business. Relic Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm employs diverse analytical methods and offers discretionary portfolio management including alternative investments, alongside financial planning services, and may enter performance-based fee arrangements with qualified clients while also serving institutional pensions under ERISA fiduciary responsibilities.

James Chick is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX. He holds the Series 66 designation and has 19 years of industry experience, including 17 years at Edward Jones. He also operates Allen Chick Investing, LLC. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to both individual clients, including high-net-worth households, and institutional entities. The firm constructs tailored portfolios using a range of securities and offers consulting and retirement-account advice with an investment process based on third-party research and fundamental and technical analysis.

Paul Henley is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Farris Capital Management Inc. since 2018. Prior to joining Farris Capital, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also licensed as an insurance agent, offering insurance products to clients. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm employs a written Investment Policy Statement and a stock-selection process focused on companies with strong fundamentals, utilizing a mix of ETFs, mutual funds, derivatives, and options strategies across multiple custodial platforms.

Saragail Calloway is a financial advisor with Financial Security Services Group, Inc. She holds a Series 66 designation and has 11 years of industry experience. Prior to joining her current firm in 2019, she operated Calloway Financial Inc. for four years and has been involved with Calloway Insurance and Financial Services since 2004, where she is an owner and insurance agent. Financial Security Services Group, Inc. serves primarily individual and high-net-worth clients, managing approximately $83.4 million through a small advisory team. The firm offers discretionary asset management, direct management of variable annuity and life sub-accounts, financial planning, consulting, and client workshops, employing a discretionary investment approach that combines fundamental and technical analysis with portfolio monitoring and third-party manager models.

Jay Beerley is a financial advisor at Provision Asset, LLC with 10 years of industry experience. He holds a Series 65 designation and operates a separate insurance practice as an independent insurance agent. Beerley has been affiliated with Provision Asset since 2015 and also maintains a role as a sole proprietor in insurance sales and services. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm employs fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis and utilizes sub-advisors and third-party money managers as part of its service model.

Gwendolyn Louie is a Series 65 licensed financial advisor with Provision Asset, LLC, based in Little Elm, TX. She has four years of industry experience and has been with Provision Asset in various capacities since 2018. Prior to her advisory career, she worked at HomeMaker from 2009 to 2018. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis and offers services including portfolio management, comprehensive financial planning, and qualified plan consulting.