John Adams is a financial advisor at Adams Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, J.P. Morgan Securities, Baker Tilly Wealth Management, and Morgan Stanley. Adams Advisory Services provides discretionary portfolio management and comprehensive investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios, long-term investing, diversification, and tax-aware decisions, and often uses sub-advisors to implement investment strategies.

Lewis Johnson is a financial advisor with Wealth Creators, LLC in Irving, TX, holding a Series 65 credential and 25 years of industry experience. He has been with Wealth Creators since 2000. The firm works directly with families and individuals to provide financial planning and ongoing monitoring, focusing on long-term investment strategies tied to client goals. Wealth Creators publishes a financial education book, Young Money Masters, and offers public speaking engagements aimed at teenagers and young adults, combining retail-focused planning services with educational outreach.

Steven Mitchell is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Main Street Financial Advisors in Justin, TX. He has been with Main Street Financial Advisors since 2004. Main Street Financial Advisors manages approximately $4.4 million for a select group of individual and trust clients, offering discretionary portfolio management, asset-allocation services, and comprehensive financial planning. The firm employs a research-driven, value-oriented investment approach, focusing on a concentrated portfolio of individual securities and various income strategies, with client accounts held exclusively at Interactive Brokers.

Matthew Wehling is the principal of Wehling Investment Management, a state-registered independent advisory firm based in North Richland Hills, TX. He holds a Series 65 designation and has been operating his advisory firm since 2025. Prior to founding the firm, he worked at the Federal Aviation Administration for nine years and served two years in the United States Marine Corps. Wehling Investment Management provides ongoing portfolio management primarily for individuals and trusts, including higher-net-worth clients. The firm employs a fundamental analysis-driven, concentrated buy-and-hold strategy focused on U.S. and developed-market common stocks, maintaining flexibility to hold cash or Treasury bills when suitable investment opportunities are not available.

Matthew Nelson is a financial advisor at Flourish Financial Planning with five years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Nelson is a partner and executive in tax preparation businesses, including Nelson & Nelson Tax Services, Inc., where he serves as Vice President. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory approach with primarily passive investments and provides comprehensive financial planning and employer-funded educational workshops.

Teresa Gast is a financial advisor at Privus Financial, LLC in Irving, TX, holding a Series 65 credential with 23 years of industry experience. She previously worked at Cain, Watters & Associates, P.L.L.C. for ten years and has been with Privus Financial since 2017. Gast holds minor ownership interests in Tectonic Holdings, LLC and T Acquisition, Inc., which are affiliated with firms that provide additional investment-related services to Privus clients. Privus Financial serves individual clients and pension and profit-sharing plans, including both high-net-worth and non-HNW individuals. The firm offers financial planning, estate-planning coordination, tax management, and accounting services, typically referring clients to third-party advisers who manage portfolios on a discretionary basis while Privus coordinates and reviews these relationships.

Wesley Warren is a ChFC® credentialed advisor with over 12 years of industry experience. He has been affiliated with Financial Security Services Group, Inc. since 2013 and has led W.W. Warren Ins Group, Inc. DBA FSS Group since 2015. Warren’s background includes extensive experience in insurance product sales alongside his advisory work. Financial Security Services Group primarily serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, including a proprietary market-timing signal, and offers educational workshops to clients and prospects.

Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. His previous roles include positions at OneAmerica Securities, American United Life, and Northwestern Mutual in various capacities from 2007 through 2022. He is also licensed as an insurance agent for non-variable insurance sales in Texas. Integrity Financial Group advises individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to a range of investment solutions. The firm customizes portfolios based on client objectives and risk tolerance, often employing third-party models and multiple investment methodologies.

Andrew Durrett is a financial advisor with Potential Wealth Management LLC in Irving, TX, holding a Series 65 designation and nine years of industry experience. He has been with Potential Wealth Management since 2016 and is also a partner at Potential Investments, Ltd. Co., where he oversees real estate property operations. Potential Wealth Management LLC is a discretionary investment manager that serves a variety of clients, including institutional and high-net-worth individuals. The firm uses an active long/short equity strategy with fundamental, technical, quantitative, and sentiment analysis to manage portfolios on a discretionary basis.

Kevin Christ is a financial advisor with KPC Financial Solutions, LLC, holding a Series 65 credential and 11 years of industry experience. His career includes roles at Brookstone Capital Management LLC and AE Wealth Management, LLC before his current position at KPC Financial Solutions. In addition to advisory services, he acts as an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides portfolio management and financial planning services to individual and high-net-worth clients through customized Investment Policy Statements and discretionary portfolio management. The firm uses a combination of modern portfolio theory and quantitative analysis, offering diversified portfolios and employing both long- and short-term trading aligned with client risk profiles.

Ernest Miller is a financial advisor at Directional Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, BB&T Securities, and The Krause Group. Beyond his advisory role, he is a co-founder and advisory board member of Métis Growth Partners, where he focuses on business consulting related to ownership structure, operations, and succession planning. Directional Advisors provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, non-profits, and business entities. The firm employs a goals-based investment process that adjusts portfolio allocations based on business-cycle analysis and offers specialized services such as held-away 401(k) participant support and family-office–type offerings.

Christopher Roberts is a Series 65-licensed advisor with TruAdvisors Financial, LLC, based in Fort Worth, TX. He has been with TruAdvisors since 2026 and has prior experience with Spectra ACS and CWM. TruAdvisors Financial provides investment advisory and portfolio management services to individuals, corporations, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis and employs derivatives strategies, including options, in client accounts.

Albert Dean III is a CFP® with 22 years of industry experience, currently serving at Riverchase Wealth Management, LLC. His prior roles include positions at Riverchase Financial Planning, Avantax Advisory Services, and Quest Capital Management. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors, offering financial planning, discretionary investment management, retirement plan consulting, as well as tax preparation and IRS representation services. The firm employs documented investment policy statements, tax-conscious strategies, and provides discretionary trading authority aligned with client objectives and risk tolerance.

Frederick Hondzinski is a financial advisor at Composure Wealth Management, LLC in Chicago, holding a Series 65 designation. He has over 20 years of professional experience, including a 22-year tenure at Accenture prior to joining Composure Wealth Management. Composure Wealth Management is a small, supported registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, quantitative, technical, and sector analysis.

Gerald Diduck is a financial advisor at FQI Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at McElhenny Sheffield Capital Management, LLC, and Wealth Enhancement Advisory Services. Outside of finance, he is owner of a logistics brokerage and serves as a director and board member for charitable organizations associated with the Dallas Stars. FQI Capital Management serves individual, pension, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm uses a combination of quantitative models, technical timing, and fundamental sector selection, incorporating derivatives strategies such as option writing to manage risk and pursue income.

Brandon Booth is a Series 65 credentialed financial advisor at TruAdvisors with five years of industry experience. He previously worked at Elevated Capital Advisors and has been affiliated with Spectra Financial since 2002. Outside of his advisory role, Booth serves on the board of managers for CyberneticEntertainment, LLC, a software publishing business, and owns The Diamond Source, a company supplying and exchanging diamonds and precious gems to independent jewelry stores. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, and institutions. The firm employs fundamental, technical, and cyclical analysis in developing client investment programs and is notable for its active use of derivatives strategies in client accounts.

Alejandro Lozano is a CFP® professional with 14 years of industry experience, currently serving at Flourish Financial Planning in Grapevine, TX. His prior roles include positions at J.P. Morgan Wealth Management and JP Morgan Securities. Lozano's background spans wealth management and financial planning within both large institutions and boutique firms. Flourish Financial Planning serves individual and business clients with discretionary portfolio management and a variety of financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on passive allocation through index funds and ETFs, offering customized plans and ongoing support alongside educational programs and coordinated tax-related services.

James Orser is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Orser Capital Management LLC in Southlake, TX, and has been affiliated with Bridger Capital Management, LLC since 2013. 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 combines fundamental, technical, and cyclical analysis to manage accounts primarily on a discretionary basis.

Kathryn Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at ClearPoint Wealth Management since 2025 and previously operated Allen Wealth Advisors, LLC for five years. Outside of her advisory roles, Allen was involved with Boulevard Animal Hospital for nearly two decades. ClearPoint Wealth Management provides investment management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a mix of passive and active strategies and offers discretionary portfolio management alongside limited-scope financial planning.

Tyler Curtis is a Series 65-licensed financial advisor at Snider Advisors with 18 years of industry experience. He has been with Chronim Advisors since 2007. Curtis is also involved in the operations, marketing, and development of several investment-related technology companies that he owns. Snider Advisors provides investment advisory and consulting services to individuals and corporate clients, utilizing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm offers a mix of discretionary and non-discretionary portfolio management supported by proprietary screening tools and technology-enabled implementation.