David Piccolo is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Piccolo Investment Consulting since its founding in 2014. Outside of advising, he receives royalties from oil and gas production. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to individual and institutional clients. The firm emphasizes tailored portfolios using stocks, bonds, ETFs, and mutual funds, and serves a diverse client base including high-net-worth households, pension plans, trusts, and charitable organizations.

Sean Kelleher is a CFP® professional with 21 years of industry experience, currently serving at Riverchase Wealth Management, LLC in Flower Mound, TX. He previously worked at Kelleher Dean Tax Advisors, LLC for five years and has been with Riverchase Financial Planning, LLC for 15 years. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors, providing financial planning, discretionary investment management, retirement plan consulting, as well as tax preparation and IRS representation services. The firm emphasizes documented investment policy statements, tax-conscious strategies, and fiduciary roles for employer plans.

Joel Hays is a financial advisor at DFS Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bfc Planning and Securities Management and Research Inc. In addition to his advisory role, he is a shareholder and agent producer in an insurance and financial services agency involved in the sale of casualty, life, health insurance, and annuities. DFS Advisory is an SEC-registered investment adviser providing portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144 million in assets and constructs customized portfolios using both internal management and unaffiliated independent managers, emphasizing a primarily long-term investment approach with ongoing monitoring and periodic reviews.

Suzanne Fitzgerald is a financial advisor with Solutions 4 Wealth in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Solutions 4 Wealth, Advanced Planning, Inc., and Fitzgerald Wealth Strategies since 2019, and previously at Exencial Wealth Advisors from 2015 to 2019. Fitzgerald serves on the Parkland Hospital Foundation Planned Giving Council and is a board member at Plymouth State University. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm emphasizes broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing monitoring, and financial planning services, while also acting as an adviser and organizer of pooled real-estate investment vehicles.

Robert Gabhart is a financial advisor with Bluegrass Legacy Planning in Keller, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Edward Jones and various Bluegrass-affiliated entities. Outside of his advisory work, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and is an author and speaker with several published books. Bluegrass Legacy Planning offers financial planning and subscription coaching primarily to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach with a long-term investment orientation but does not manage client accounts or accept investment discretion, instead providing fixed, hourly, or subscription fee-based advisory services.

John Lombardo is an advisor at Rival Capital Management, LLC with Series 63 and Series 65 licenses and one year of industry experience. He has been with Rival Capital Management since 2024 and is also president of Rival Corporation, an entity established for personal trading activity. Rival Capital Management, LLC provides discretionary investment management and project-based financial planning to individual and high-net-worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing portfolios across multiple asset classes on a discretionary basis with regular reviews.

Marmar Binley is a financial advisor at KM Capital Management, Ltd. with 18 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Fidelity Investments for 14 years. Outside of his advisory role, he is an independent consultant distributing skin care products for Rodan & Fields and Olive Tree People. KM Capital Management is a private wealth management firm serving high-net-worth individuals and acting as sub-adviser to a privately offered pooled investment vehicle. The firm focuses on wealth preservation and risk management through diversified asset allocation, including low-cost mutual funds, ETFs, individual securities, private funds, and direct private placements. It also offers discretionary and non-discretionary advisory services alongside concierge and administrative support, with a distinctive involvement in private fund management and performance-based compensation arrangements.

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.

Martin Day is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Brexton Family Financial, LLC since 2020 and previously spent ten years at Box Financial Advisors, LLC. Brexton Family Financial provides comprehensive wealth management services to individuals, non-profit organizations, and businesses, combining ongoing financial planning with discretionary portfolio management. The firm employs fundamental security analysis and Modern Portfolio Theory to build diversified, long-term portfolios tailored to clients’ investment policies and risk tolerances.

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.

Brad Bartz is a financial advisor with Ridgewood Wealth Management LLC in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Fidelity Investments in various roles from 2009 to 2019 before joining Ridgewood Wealth Management in 2019. Ridgewood Wealth Management serves high-net-worth individuals and small businesses, offering tailored investment management combined with comprehensive financial planning. The firm employs an active management strategy using a mix of ETFs, mutual funds, individual equities, and fixed-income instruments, and also oversees third-party sub-advisers while maintaining responsibility for client suitability.

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.

William Byrum is a financial advisor at TL Private Wealth with 13 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following five years at TD Ameritrade. TL Private Wealth provides investment supervisory services and financial planning primarily to individuals and high-net-worth clients, managing accounts on a discretionary basis and integrating financial planning, tax, and retirement considerations into its advisory services. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis to select holdings.

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.

Constantinos Maniatis is a financial advisor at Corps Capital Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2019. Maniatis has been with Corps Capital Advisors since 2019. Corps Capital Advisors serves a concentrated, mostly high-net-worth and accredited investor clientele, offering discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm combines fundamental and technical analysis with a long-term investment orientation and manages customized portfolios that may include ETFs, equities, fixed income, mutual funds, private investments, options, and derivatives.

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.

Bradley Stevenson is a financial advisor at Rival Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage lending, having worked at Prosperity Home Mortgage and Wells Fargo Home Mortgage. Outside of advisory work, he is active as a mortgage consultant, assisting borrowers with home financing. Rival Capital Management, LLC provides discretionary investment management and project-based financial planning to individual clients, including high-net-worth individuals. The firm customizes advice based on client objectives and risk tolerance, managing portfolios across various asset classes and offering standalone financial planning services.

Elizabeth Orser is a financial advisor at Orser Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at Bridger Capital Management, LLC since 2007. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis.