Michael Doyle is a CFA® charterholder and principal of Legacy Harbor in Plano, TX, with 21 years of experience in the financial industry. He also owns and operates Michael B. Doyle, PC, providing accounting, tax, and CPA services, as well as the Law Offices of Michael Doyle, PLLC, offering attorney services. Michael has been active in these professional roles since the early 1990s. Legacy Harbor is an independent advisory firm serving individual, high-net-worth, and corporate clients with discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis, offers access to third-party managers, and invests across a range of asset classes including mutual funds, equities, fixed income, ETFs, REITs, and select alternatives such as agricultural commodities.

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.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

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.

Britton Taylor is a CFP® with nine years of industry experience and operates Taylor & Taylor Financial Services in Keller, TX. He has been associated with Taylor & Taylor Financial Services since 2000 and is also involved with the Church of God a Worldwide Association and the United Church of God. Additionally, he provides tax preparation services as a sole proprietor. Taylor & Taylor Financial Services offers comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, as well as corporations and trusts. The firm employs a detailed planning process to create individualized plans covering retirement, tax, estate, and risk management, and manages portfolios across various asset classes.

Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.

Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with one year of industry experience. He has worked at Vivid Wealth Management since 2023 and is also involved with Vivid Financial Group as an insurance agent. Vivid Wealth Management serves individual and high-net-worth clients by recommending and coordinating relationships with third-party money managers, focusing on selection, onboarding, and ongoing monitoring rather than direct asset management.

Costa Tzotzis is a financial advisor at CST Financial Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to founding CST Financial Advisory in 2022, he worked at Cape Investment Advisory, Inc. and Cape Securities, Inc. for a combined total of over 20 years. CST Financial Advisory LLC serves individual and high-net-worth clients through ongoing portfolio management and access to third-party model portfolios and advisers. The firm employs multiple analytical methods across a range of strategies and integrates external model marketplaces and alternative investment options in its approach.

David Megarity is a CFP® professional with 32 years of industry experience. He currently leads Stratia Wealth Management, LLC and previously worked for Wells Fargo Advisors from 2009 to 2025. Megarity also operates as an independent insurance agent, selling insurance and annuity products. Stratia Wealth Management, LLC provides discretionary asset management, assets-under-advisement, and standalone financial planning primarily for individuals and high-net-worth clients. The firm employs a tailored investment process incorporating technical and cyclical analysis alongside various investment strategies, offering both discretionary management and advisory models.

Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.

Gregory Schmitz is a financial advisor with Copiam Wealth Management, LLC in The Colony, TX, holding a Series 65 designation and 19 years of industry experience. He has been with Copiam Wealth Management since 2014. Outside of advising, he works as an independent insurance agent. Copiam Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth households, and institutional clients. The firm employs an evidence-based, multifactor investment approach using low-cost, globally diversified funds and offers additional services such as financial planning, pension consulting, and educational workshops.

Morton Taylor is a financial advisor at FireHorse Strategic Investing, LLC with four years of industry experience. He holds a Series 65 designation and has worked concurrently at American Airlines since 1999. FireHorse Strategic Investing is a single-advisor registered investment adviser that manages discretionary portfolios for individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers tailored investment strategies involving equities, fixed income, ETFs, and select non-U.S. investments.

Matthew Slaton is the principal of Slaton Capital Advisors in Bartonville, TX, holding a Series 65 designation with seven years of industry experience. He has held roles at Equity Services, Inc. and InSight Financial Group, and has involvement in affiliate marketing through Gnarlife LLC. He has been managing his own firms, Slaton Capital Advisors Ltd and Slaton Capital Management LLC, since 2009 and 2005, respectively. Slaton Capital Advisors provides wealth advisory and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm employs an academically oriented investment approach focused on diversification, long-term portfolio structure, and risk management, and it serves both individual and institutional clients through comprehensive financial planning and portfolio management.

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 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.

Gregory Matthews is a CFP® with 30 years of industry experience, currently serving at Triumph Wealth Advisors, Inc. since 2013. He has also been associated with World Equity Group, Inc. since 2019 and has operated as a sole proprietor since 1995. Outside of advisory work, Matthews serves on the Board of Directors for the North Texas Letter Winners Association and facilitates client access to estate planning services through a referral relationship with Estate Docs Pro. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, using a variety of investment vehicles and third-party managers, and serves clients without a firm-level account minimum.

David Rice is a financial advisor at The Helix Financial Group with 32 years of industry experience. He has been with The Helix Financial Group since 2007 and has also operated as a self-employed advisor since 2004. His credentials include the Series 63 and Series 65 licenses. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation framework with tactical adjustments and global diversification, managing approximately $107 million in assets primarily on a non-discretionary basis.