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.

Nicolas Davis is a financial advisor with Brindle & Bay Financial Advisors, LLC in Frisco, TX. He holds the CFP® and ChFC® designations, along with a Series 65 license, and has 10 years of industry experience. His prior work includes roles at Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he has experience as a principal and insurance and annuity agent with Stonebridge Financial Group, LLC. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management for individual and high-net-worth clients, focusing on personalized planning across retirement, cash flow, tax, estate, and insurance matters. The firm employs an asset-allocation framework using exchange-traded funds and model portfolios, managing accounts primarily on a discretionary basis with periodic rebalancing and annual reviews.

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.

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.

Venugopal Reddy is a financial advisor at FBS Securities with Series 65, Series 63, and Series 66 licenses and seven years of industry experience. His prior work includes roles at FortyTwo Capital Ltd and World Choice Securities, Inc. He is a member of the Rotary Club of McKinney and participates in its community and charitable activities. FBS Securities provides discretionary portfolio management, financial planning, pension consulting, third-party administrative services, and educational seminars to a range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis in managing portfolios and offers active trading strategies and cryptocurrency exposure through separately managed accounts.

Khurram Agha is a financial advisor at Manzil Investment Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Oracle and Microsoft. Manzil Investment Advisors provides investment advisory and portfolio management services to individual clients and acts as a sub-adviser to registered investment companies, including ETFs. The firm employs diversified, longer-term strategies and incorporates Shariah-compliant screening and financial-ratio analysis where applicable, operating as a digital-first adviser within a broader Canadian Islamic fintech group.

John Paulson is a financial advisor at Clear Sky Financial, LP with 28 years of industry experience. He holds a Series 63 designation and has worked at Clear Sky Financial since 2018, following a 13-year tenure at LPL Financial. Paulson is also a licensed insurance agent and registered representative, dedicating a portion of his time to these roles. Clear Sky Financial provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a wide range of securities and offers both advisory management and sub-adviser appointments, operating as a small, three-advisor practice.

Jeffrey Reddick is a CFP® professional with 24 years of experience in financial advisory services. He is currently with WG Plan LLC and has prior experience at Proline Investment Management, Reddick Consulting, and Guideline Capital Management. Outside of his advisory work, he manages a litigation finance business and provides life insurance, annuities, long-term care, and disability insurance solutions to clients. WG Plan LLC provides asset management and financial planning services to individual and high-net-worth clients, utilizing a mix of fundamental and technical analysis alongside a proprietary quantitative model to manage portfolios. The firm’s legal and insurance affiliations and a hands-on approach distinguish it within its market segment.

James Chick is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX. He holds the Series 66 designation and has 19 years of industry experience, including 17 years at Edward Jones. He also operates Allen Chick Investing, LLC. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to both individual clients, including high-net-worth households, and institutional entities. The firm constructs tailored portfolios using a range of securities and offers consulting and retirement-account advice with an investment process based on third-party research and fundamental and technical analysis.

Jay Beerley is a financial advisor at Provision Asset, LLC with 10 years of industry experience. He holds a Series 65 designation and operates a separate insurance practice as an independent insurance agent. Beerley has been affiliated with Provision Asset since 2015 and also maintains a role as a sole proprietor in insurance sales and services. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm employs fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis and utilizes sub-advisors and third-party money managers as part of its service model.

David Miller is a ChFC® credentialed financial advisor with 38 years of industry experience. He currently works at Eagle Financial Advisors, LLC and serves as president of Miller Financial Services, Inc., a life insurance and annuity firm. His prior roles include positions at CLA USA Advisory Group, Nvest Wealth Strategies, Cuna Brokerage, United Federal Credit Union, CUSO Financial Services, and Ameriprise Financial. Eagle Financial Advisors, LLC is a team-based firm managing approximately $113 million in assets, primarily on a non-discretionary basis. The firm serves individuals, high-net-worth clients, trusts, and business entities, using quantitative methods and third-party research to build client-specific investment policies and monitor portfolio allocations.

Joel Bennett is a financial advisor at Expand Financial Group, LLC in Celina, TX, holding a Series 65 designation with five years of industry experience. Prior to joining Expand Financial Group in 2020, he worked in education and healthcare sectors, including roles at Corsicana Independent School District, Burleson Independent School District, and Wise Health System. Expand Financial Group provides asset management, comprehensive portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical approaches to manage portfolios consisting of stocks, bonds, ETFs, mutual funds, and alternative investments, offering both discretionary and non-discretionary account management.

Emmanuel Iroko is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Plero, Artium, Selby Lane Capital, and Giverise, where he is also Founder and CEO. Outside of advisory work, he founded Varens SoftTech LLC, a technology talent recruitment and software development business. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team approach and actively manages portfolios using a range of strategies and analyses tailored to client objectives.

Gwendolyn Louie is a Series 65 licensed financial advisor with Provision Asset, LLC, based in Little Elm, TX. She has four years of industry experience and has been with Provision Asset in various capacities since 2018. Prior to her advisory career, she worked at HomeMaker from 2009 to 2018. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis and offers services including portfolio management, comprehensive financial planning, and qualified plan consulting.

George Townsend is a CFP® professional with 12 years of experience in financial planning and wealth advisory. He has been with Consilium Wealth Advisory, LLC since 2015 and previously operated as a sole proprietor. Townsend is also licensed as an insurance agent. Consilium Wealth Advisory serves individuals, high-net-worth clients, and corporate entities with fee-based investment management, comprehensive financial planning, and consulting services, employing both quantitative and qualitative analysis to build and monitor portfolios.

Lisa Sharp is a CFP® professional with 16 years of industry experience, currently serving at Spectrum Asset Management Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Gunter, TX. Spectrum Asset Management is an SEC-registered investment adviser managing approximately $640 million for about 305 clients, including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis within tailored model portfolios, focusing on growth-at-a-reasonable-price equity strategies and actively managed fixed-income portfolios.

Jakub Kubrak is a financial advisor at Silver Grove Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Compound Planning, Texas Capital Bank, and Fisher Investments. Outside of advisory work, he is involved in buying and selling used items on online marketplaces. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds, ETFs, and individual securities, managing discretionary portfolios with a team serving approximately $453.6 million in assets.

Alton Thompson is a financial advisor at Worth Asset Management in Frisco, TX, with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with Worth Financial Group since 2019. Outside of advising, he is involved part time in sales lead generation for two small businesses, TAP Innovations and Dealer Detail Services, neither of which are investment related. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm combines multiple security analysis methods and employs both discretionary and non-discretionary account management, regularly incorporating outside managers and sub-advisors.

Cliff Demarest is a financial advisor at Consilium Wealth Advisory, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Consilium Wealth Advisory since 2012. Consilium Wealth Advisory provides investment management and wealth advisory services primarily to high-net-worth and individual clients, as well as corporate and business entities. The firm offers client-specific investment strategies, family wealth stewardship, business valuation research, and employer financial-wellness programs.

Eduardo Gandara is a financial advisor at Consilium Wealth Advisory, LLC with a Series 65 credential and two years of industry experience. Prior to joining Consilium Wealth Advisory, he worked at Ecentria and has held positions outside the financial industry, including roles at Stephen F. Austin State University and Lamps Plus. Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to build investment strategies, including a discretionary equity-focused approach balanced between value and growth.