Hammad Moon is a CFA® charterholder and the sole advisor at Ihsan Wealth. He has varied professional experience, including roles at PepsiCo, Inc., Copart, and Magnus Investments. He is also involved with 64bits LLC, an ongoing business venture. Ihsan Wealth provides discretionary, automated portfolio management for individual investors, trusts, and IRAs through a digital platform. The firm’s portfolios adhere to Islamic investment principles using rules-based screens and consist of strategic asset-allocation models with ETFs, employing a long-term, programmatic approach.

Katherine Malone is a financial advisor at Malone Financial Planning LLC in McKinney, TX, holding a Series 65 designation and bringing three years of industry experience. Her work history includes roles at Citrine Capital and Baylor Scott & White Health prior to founding her independent firm. Malone Financial Planning LLC offers fee-only investment management and financial planning services to individual and high-net-worth clients, focusing on personalized investment policies that incorporate both passive and active strategies along with options for socially responsible investing. The firm operates as a boutique practice, providing discretionary portfolio oversight and a range of planning services without account minimums.

Lawrence Deramus Jr. is the principal of DeRamus Wealth Management, LLC in Plano, TX, with 31 years of industry experience. He holds the Series 63 designation and has worked at firms including CETERA Advisor Networks LLC and Summit Financial Group. Outside of advising, he serves as an architectural committee member for the Preston Green Homeowners Association. DeRamus Wealth Management, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities by providing financial planning, estate-planning coordination, and pension consulting. The firm generally offers non-discretionary advice, directs assets to selected third-party managers, and employs a range of analytical methods and investment strategies.

Mengting Xia is the sole advisor at NorStar Financial of Plano, LLC, holding a Series 65 designation and possessing seven years of industry experience. Xia has been with NorStar Financial since 2018 and was self-employed in the financial sector from 2010 to 2018. NorStar Financial of Plano is a fee-only investment adviser serving individual households and families with customized financial planning and portfolio management. The firm employs a combination of modern portfolio theory, fundamental and top-down analysis, and strategic and tactical asset allocation, with regular portfolio reviews and client communications.

Beverly Johnson is a financial advisor at BDJ Wealth Management LLC in Plano, TX, holding a Series 65 license with 12 years of industry experience. She has worked at SOFOS Investments, Inc. and is a partner at PJS Services, LLC, where she is involved in business development, tax filing, and tax planning. Additionally, she owns Teach Them 2 Fish, a financial education and consulting business. BDJ Wealth Management LLC serves individual and high-net-worth clients, including business owners, by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes tailored, tax-aware investment strategies with a focus on value and smaller-cap equities, and it maintains co-advisory relationships to accommodate clients’ social or moral investment preferences.

Emory Hoover is the sole advisor at Hoover Capital Management, LLC, an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, having founded the firm in 2015. Hoover Capital Management provides asset management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and institutional clients. The firm employs a Global Value Opportunities strategy that integrates quantitative screening with fundamental analysis and offers institutional portfolio management alongside typical individual and trust services.

Charles Manthey is a CFP® with 38 years of experience in financial services. He is the president and sole advisor of Bluechip Financial Planning, Inc., an independent firm based in Richardson, TX. Before founding Bluechip Financial Planning, he worked at Securities America, Inc. for 28 years. Manthey also serves as a voting board member of the Prairie Club. Bluechip Financial Planning serves individual clients, including high-net-worth individuals, offering financial planning and asset management through both discretionary and non-discretionary accounts. The firm uses a combination of fundamental, technical, and economic analyses along with outsourced platforms and model portfolios to manage client accounts.

Michael Mc Erlane is a CFP® with seven years of industry experience, currently serving as the sole advisor at Comprehensive Financial Planning for Doctors, LLC in Frisco, TX. He previously worked at Northwestern Mutual in various capacities from 2018 to 2021. Comprehensive Financial Planning for Doctors, LLC provides fee-only financial planning and advisory services primarily to physicians and other professionals. The firm focuses on passive, low-cost investment strategies and offers both standalone plans and ongoing engagements, with client meetings conducted nationally, often virtually.

Bob Knode is the President and Founder of Knode Wealth Management, bringing over two decades of comprehensive financial planning experience to clients throughout Texas and beyond. A 2004 graduate of Texas Tech University with a Bachelor of Science degree in Personal Financial Planning, Bob has built his practice on a foundation of technical expertise and Catholic values-based investing principles. As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and an Enrolled Agent (EA), Bob offers a unique combination of investment management and tax planning expertise. His dual credentials allow him to create highly customized financial strategies while also providing advanced tax preparation services and representing clients directly with the IRS on tax matters. Bob specializes in serving executives, small business owners, retirees, and Catholic families who seek financial guidance aligned with their faith and values. His areas of expertise include: -Executive benefits planning and optimization -Comprehensive tax planning and preparation -Catholic values-based investment strategies -Retirement planning and wealth management -Small business financial planning

Ryan Munoz is a financial advisor with Clairalpha Advisors LLC in Frisco, TX. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Transc3nd and American Legacy Solutions. Munoz is involved with multiple related businesses including Realta Investment Advisors, Inc. and Trinity Tax Strategies, LLC, which provide investment advisory and tax consulting services. Clairalpha Advisors LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a portfolio construction approach based on modern portfolio theory, employing long-term and income strategies tailored to client risk profiles, and delivers investment management through a co-advisory managed-account platform.

Roderick Roberts II is the sole advisor at Finance.vet LLC, holding a Series 65 designation with one year of experience. His prior work includes roles at C4 Constructors LLC and Beauty Bakerie Cosmetics Brand, Inc. Finance.vet LLC provides internet-based discretionary portfolio management primarily for U.S. veterans, military retirees, and military-connected families, employing an ETF-first investment approach with a focus on options-income and digital-asset strategies. The firm offers an optional advisory service distinct from its educational technology platform and operates a partner-funded cohort model to reduce fees for eligible clients.

You've experienced an unimaginable loss: the loss of a spouse, a marriage, or a loved one. You never handled the "money" side of things, and you're scared. Your estate planning or divorce attorney has helped you through the nuts and bolts, but now what? Molly Laughter, CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ is passionate about helping women understand finances and answer this question. Molly has spent her professional career making complicated financial topics relatable and understandable. You don't have to know numbers to build a successful life or start again. Molly’s mission is to educate and empower the women she works with to live a life they love, with solid analysis and planning as a foundation for the future. She provides access to comprehensive financial planning and investment management.

Wheeler Pulliam is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is the principal at Xponify, Inc., an independent firm, and has prior experience with Cetera and Edward Jones. He is also an independent insurance agent. Xponify, Inc. provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, using a modern portfolio theory approach and preparing written Investment Policy Statements for each client. The firm manages portfolios of mutual funds, fixed income, equities, ETFs, and insurance products, and offers fixed-fee financial planning engagements.

Anthony Tseng is the sole advisor at Caishen Financial, operating under Grand Investment Group LLC. He holds a Series 65 designation and has two years of industry experience. Outside of financial advising, Tseng owns and operates two restaurant businesses, Comfort Foods Group LLC and Mr. Teppan LLC. Caishen Financial serves pooled and institutional clients, as well as individuals, high-net-worth clients, corporations, and other business entities. The firm provides discretionary portfolio management and standalone financial planning services, utilizing a variety of analytical techniques and investment strategies.

Jefferson Wang is a CFP® and Series 65-registered financial advisor with seven years of industry experience. He is the principal of Gordon Oak Financial, LLC, an independent firm he has been with since 2020. Prior to that, he worked at Cain Watters & Associates and Price Waterhouse Coopers. He is also an accountant and may provide accounting-related advice in addition to financial planning. Gordon Oak Financial serves individuals and small- to mid-size employers by offering comprehensive private financial planning and an employer program focused on employee planning. The firm operates on a fee-only basis without discretionary portfolio management or AUM-based fees, emphasizing long-term investment guidance, educational seminars, and workshops.

Ashish Shah is the sole advisor at Shah Tax and Financial Planning in Frisco, TX, holding a Series 65 credential with seven years of industry experience. Prior to founding his firm in 2016, he worked at Hewlett Packard Enterprise for one year. Outside of investment advising, he operates a tax preparation and filing business. Shah Tax and Financial Planning offers investment management alongside financial planning and tax accounting services for pooled, institutional, and other clients. The firm employs a primarily passive, asset-allocation approach with non-discretionary account management and integrates tax-efficiency into its planning, providing clients with written or electronic plans and ongoing updates.

Bradley Runyon is a financial advisor at OneWay Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining OneWay Financial, he operated a sole proprietorship under the same name for three years. His prior work experience includes positions at Allied Universal and Domino's Pizza. OneWay Financial serves individuals, families, small business owners, professionals, and prospective retirees by providing financial counseling, insurance planning, and product placement without asset minimums. The firm does not manage client assets or accept discretionary trading authority, instead offering consultative planning and compensation through commissions on insurance products.

William Wilson is the principal of Wilson Investment Advisory Services, LLC, an independent registered investment adviser based in Plano, Texas. He holds the CFA® designation and Series 63 license and has 41 years of industry experience. Wilson has worked with Lincoln Investment Planning, Inc. and Capital Analysts, LLC, in addition to managing his own advisory firm since 2005. Outside of advising, he is a licensed insurance agent involved in the sale of life insurance and fixed annuities and volunteers with the Dallas chapter of Better Investing, assisting in educational programs. Wilson Investment Advisory Services serves individual clients with personalized investment planning and portfolio management, offering both discretionary and non-discretionary services. The firm bases its portfolios on fundamental analysis and Morningstar analytics, primarily recommending mutual funds and ETFs, and combines related household accounts for fee determination. The managing principal is also a licensed CPA who provides tax preparation services separately from the advisory business.

Wissam Bilal is a financial advisor with Tigris Consulting LLC in Allen, TX, holding a Series 65 designation and bringing nine years of industry experience. He has been with Tigris Consulting since 2015 and previously worked at the Special Tribunal for Lebanon from 2010 to 2021. Tigris Consulting LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term buy-and-hold investment approach supported by various analytical methods and offers services such as retirement account management, estate-planning assistance, and advisory coverage for held-away employer-sponsored accounts.

Corey Winten is a financial advisor at Winten Investment Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with his firm since its founding in 2011. In addition to his advisory role, he operates as a licensed independent insurance agent, focusing on term life and long-term care insurance. Winten Investment Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and business entities. The firm follows a long-term, income-focused investment approach based on the Random Walk Hypothesis, managing client assets directly with diversified portfolios designed to generate and manage cash flow over multi-year horizons.