Louis Fritts is a financial advisor at Amplified Alpha with a Series 65 designation and four years of industry experience. He has worked at Service Academy Capital Management and Amplified Alpha Capital Management. Outside of finance, he is the owner and principal of Fritts Films LLC, a production company involved in filmmaking, editing, and web design. Amplified Alpha provides discretionary investment management primarily to individual clients and operates a private pooled investment vehicle. The firm uses an actively traded quantitative model focusing on leverage, market timing, and risk management, implementing strategies through leveraged exchange-traded products, derivatives, and options.

Melody Jackson is a CFP® professional with 15 years of industry experience, operating through her firm, Jackson Financial Services LLC in Dallas, TX. She has worked at Unum since 2010, providing group and individual financial counseling related to employee benefits. In addition to her advisory role, she is a licensed CPA and life and health insurance agent, offering tax compliance and insurance services. Jackson Financial Services LLC provides fee-based comprehensive financial planning, investment advisory, and income tax services to individuals, families, and small businesses. The firm serves as a fiduciary advisor to employer-sponsored retirement plans, delivering non-discretionary, advice-only investment guidance focused on long-term strategies and diversified allocations using mutual funds and ETFs.

Richard Greenfield is a CFP®-certified financial advisor with 34 years of industry experience. He is the president of RJG Financial, an independent registered investment adviser based in Dallas, TX. Prior to founding RJG Financial in 2018, he worked at Osaic Wealth, Inc. and SagePoint Financial. RJG Financial serves individuals, trusts, estates, and retirement and corporate accounts, managing approximately $50 million across nearly 60 client relationships. The firm offers balanced portfolio management using mutual funds, ETFs, stocks, and bonds, combining fundamental and technical analysis with a long-term investment approach.

Christopher Phillips is a financial advisor with Frontstage Financial LLC in Lewisville, TX. He holds a Series 66 designation and has four years of industry experience. Prior to founding Frontstage Financial, Phillips worked at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Goldman Sachs, and Fidelity Investments. Frontstage Financial provides wealth management and financial planning services to individuals and high net worth clients, utilizing both discretionary and non-discretionary investment management across mutual funds, ETFs, individual stocks and bonds, and retirement accounts. The firm emphasizes a fiduciary approach based on fundamental analysis and a long-term investment horizon, using low-cost diversified funds and outside managers selected through due diligence and oversight.

Alan Lawrence is the sole advisor at Lawrence, Alan, an independent firm based in Dallas, TX. He holds the CFA® designation and Series 63 license and has 39 years of industry experience, including 36 years at First Research Financial. Outside of advising, he is involved in personal real estate investment activities through ownership, management, and financing of properties for his own account and trust. The firm provides portfolio management and advisory services to individuals, retirement plans, business entities, trusts, estates, and occasionally pension and profit-sharing plans. Investment decisions emphasize fundamental and macroeconomic analysis, with portfolios that can include a range of securities such as equities, bonds, ETFs, options, futures, and real-estate related instruments.

Edward Milner is a financial advisor at CasMilner Consulting LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with CasMilner Consulting LLC since 2015 in various roles. Outside of advisory work, Mr. Milner serves as a volunteer mentor at a startup accelerator and holds advisory or board positions with six startup companies across technology and service sectors. CasMilner Consulting LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on long-term investments in technology-driven companies. The firm emphasizes proprietary qualitative and quantitative analysis to select securities, targeting large-cap dividend-paying industry leaders and smaller- to mid-cap firms developing advanced technologies.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Dmitri Rabkin is the sole advisor at Rabkin Advisors LLC in Richardson, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding his independent advisory firm in 2017, he worked at Amdocs Inc. for 14 years. Rabkin Advisors LLC provides discretionary portfolio management primarily to individual investors, including IRAs and self-directed 401(k)s, as well as trusts, estates, and small-business pension clients. The firm’s investment approach focuses on dividend-paying companies with growth potential and share repurchases, offering personalized plans and ongoing portfolio monitoring tailored to each client’s objectives and risk profile.

Dominic Dougherty IV is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Advising for Life, LLC. His prior roles include positions at Northwestern Mutual Investment Services and TD Ameritrade. Dougherty also operates a bookkeeping subscription service and has passive real estate interests along with property management activities. Advising for Life, LLC provides wealth management and financial planning services primarily to individuals, high net worth clients, trusts, and estates. The firm employs a Modern Portfolio Theory-based investment approach utilizing diversified, low-cost ETFs alongside selective individual securities and alternative investments, offering discretionary portfolio management and estate planning support as needed.

James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.

Bradford Sylve is a CFP® professional with 30 years of experience in financial advising. He has been with DFW Wealthcare Advisors, LLC since 2017 and is also the owner of DFW Strategic College Funding Solutions, which offers college admission and financial aid planning. Additionally, he operates a CPA practice providing tax and accounting services and sells various insurance products. DFW Wealthcare Advisors is a fee-based financial planning and investment management firm serving individual clients and retirement plans. The firm employs fundamental analysis and Modern Portfolio Theory in portfolio construction, offers discretionary and non-discretionary management, and provides ERISA plan consulting with limited-scope 3(21) fiduciary advice.

Linda Jackson is a financial advisor with Sueing Investments, LLC in Flower Mound, TX. She holds Series 63 and Series 65 registrations and has 23 years of industry experience, including 21 years with Sueing Investments. In addition to advisory work, she spends a portion of her time involved in traditional insurance sales. Sueing Investments, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and corporations. The firm manages portfolios using fundamental, charting, and technical analysis, tailoring asset allocation to client objectives and market conditions, and offers various billing structures including fixed monthly fees and hourly consultations.

Dale Mcmullen is a CFP® professional with 24 years of experience in financial advising. He has been with Financial Advantage since 2003, where he is the sole advisor. Financial Advantage serves individual clients by providing financial planning and investment advice, including retirement, college, and insurance planning, along with ongoing portfolio management. The firm emphasizes diversification through mutual funds and ETFs, uses Morningstar for fund monitoring, and maintains a primarily non-discretionary operating model that involves clients directly in trade approvals and proxy voting.

Mark Stoecker is the principal advisor at Stoecker Financial, Inc. in Lantana, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in financial planning and insurance services through affiliated entities since 1991. Stoecker also operates On The Mark Money, Inc., which provides financial planning services and marketing support for his advisory firm. Stoecker Financial offers asset-allocation investment advisory and wealth management services to individuals, high-net-worth clients, trusts, and business entities. The firm uses a formula-driven, rules-based approach with institutional money managers and co-advisors, incorporating insurance products and educational resources as part of its offerings.

Troy Alley is a financial advisor at Ark Wealth Management in Austin, TX, with six years of industry experience. He holds a Series 65 designation and previously worked at Third Generation Capital Management, Con-Real, LP, and Bravado, LP. He continues to serve as President and CEO of Third Generation Capital Management, although the firm is currently not operational. Ark Wealth Management serves individuals, including high-net-worth clients, as well as business entities, charitable organizations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, pension consulting, financial planning, and operates a robo-advisor program that uses model portfolios based on a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Gary Dennis is the sole advisor at GWD Capital Management, LLC in Coppell, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. He previously worked at First Research Financial for 24 years before founding his current firm in 2020. Outside of his advisory role, he has ownership interests in several related investment and holding companies. GWD Capital Management provides investment management and financial planning services to individual and high-net-worth clients, as well as business entities including corporations, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis, offering discretionary and non-discretionary account management and may coordinate with third-party managers when appropriate.

Stephen Galanakis is the sole advisor at BlackBox Capital Management LLC in Allen, TX, holding a Series 65 license with five years of industry experience. Prior to founding BlackBox Capital Management in 2021, he worked at Nutanix, Pure Storage, and Commvault. Outside of advisory work, he manages a rental property business in the Dallas-Fort Worth area. BlackBox Capital Management is an independent firm providing discretionary and non-discretionary portfolio management and financial strategy to individuals, pension plans, trusts, and charitable organizations. The firm primarily uses diversified ETFs along with select individual equities and bonds, applying both fundamental and technical analysis, and employs option and margin strategies alongside a managed Treasury account for lower-risk investments.

Douglas Simmang is a financial advisor at Turtle Creek Wealthcare in Dallas, TX, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Turtle Creek Advisors, Inc. since 2006. Turtle Creek WealthCare provides financial planning and advisory services to individuals, trusts, and endowments, serving around 73 clients. The firm uses a licensed WEALTHCARE planning system and simulation analysis to guide goal-based planning, and it co-advises with recommended SEC-registered discretionary managers while focusing on tax-efficient, diversified indexed ETF portfolios.

Robert Hudak II is a Series 65-licensed financial advisor at Tradespro LLC with one year of industry experience. Before joining Tradespro, he held positions at Hydrogen Technologies, MMEFS LLC, Accentcare HomeHealth, Lockheed Martin, and Healthcare Management Systems. He also provides basic engineering consulting services through his single-member LLC, MMEFS LLC. Tradespro LLC is an independent registered investment adviser serving a small client base primarily composed of high-net-worth individuals, retirement accounts, small businesses, and consulting clients. The firm employs a technical and quantitative investment approach that includes market-timing techniques, discretionary and non-discretionary management, and project-based trade structuring, distinguishing it through its combination of tactical trading, subscription research, and institutional-style consulting.