Eric Hudson Jr. is the sole advisor at Hudson Wealth Management, LLC in Dallas, TX, with eight years of industry experience. He holds a Series 65 designation and has worked at GAF Materials Corporation since 2016. Hudson Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services primarily to employee benefit plans, institutional clients, and other entities. The firm customizes portfolios using fundamental and cyclical analysis and offers plan-level services including fund selection advice, investment performance monitoring, and participant education seminars.

Fadi Boury is a financial advisor at Investor’s Advantage with 18 years of industry experience. He holds a Series 63 designation and has worked at Investor’s Advantage since 1991, with a two-year period at Per Stirling Capital Management from 2019 to 2021. Investor’s Advantage is a fee-only registered investment adviser offering discretionary investment management and tailored advisory services to individuals, high-net-worth clients, pension plans, trusts, corporations, and a range of institutional clients including insurance companies and sovereign wealth funds. The firm employs a fiduciary investment approach that combines low-cost, market-cap-weighted index funds for equity exposure with active fixed-income management, operating without commissions and using institutional-quality custodial platforms.

James Crank is the managing partner of J C Texas Investment Advisors, Ltd., an independent firm based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 22 years of experience in investment advisory services. Prior to founding his firm in 2003, Mr. Crank has been involved in multiple business ventures, including real estate and oil and gas partnerships, and serves as co-trustee for several family trusts. J C Texas Investment Advisors, Ltd. provides discretionary investment advisory services primarily through separately managed accounts to a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional accounts. The firm’s investment approach is based on fundamental analysis and typically involves concentrated equity and fixed-income portfolios designed to align with each client’s objectives and risk profile.

Kathy Stewart is a financial advisor at Kurtin Financial Advisers, LLC in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kurtin Financial Advisers since 2007. Kurtin Financial Advisers is an independent, single-advisor firm serving high-net-worth individuals, families, trusts, estates, and charitable entities. The firm provides customized investment portfolios and strategic wealth planning, often incorporating direct investments and cash-flow-oriented positions, and works with an unaffiliated sub-advisor for tactical trading.

Connor Davis is a financial advisor at Lake Highlands Capital Management in Dallas, TX, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Sands Capital Management and PhysAssist Scribes. Lake Highlands Capital Management provides discretionary investment management through separately managed accounts and bespoke advisory projects. The firm serves a diverse client base ranging from individuals to institutional investors, employing a concentrated investment approach that combines fundamental research with technical analysis across various geographies and sectors.

Jamie Grant is a financial advisor with LPL Financial based in Arlington, TX, holding a Series 66 designation and 25 years of industry experience. He has been with JDG Wealth Management Group, LLC and LPL Financial since 2009. Grant also serves as an adjunct professor at Paul Quinn College and operates a family farm in Streetman, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Evan Mcdaniel is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He is the sole advisor at Eastlake Planning LLC, where he has worked since 2024. Prior to this, he held roles at MML Investors Services, LLC and Spectrum Financial Group. He is also an independent licensed insurance agent. Eastlake Planning LLC is an independent registered investment adviser managing approximately $44.6 million in assets for individual and high-net-worth clients. The firm offers portfolio management, retirement-plan fiduciary advice, and financial planning services, utilizing an investment approach focused on asset allocation and modern portfolio theory.

Atul Sethi is a financial advisor at Mooring Bay Capital Management with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Estrada Hinojosa & Company Inc. and Orix Corp USA. Mooring Bay Capital Management provides discretionary investment management, portfolio analysis, and financial planning primarily for high-net-worth individuals, estates, corporations, pension plans, and endowments. The firm specializes in fixed income with a focus on municipal and infrastructure debt, using a range of credit quality and analytical approaches to construct tailored, actively managed portfolios.

Robert Wood is a financial advisor with Wood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His prior roles include positions at Questar Asset Management and Woodbury Financial Services. Wood is also a licensed insurance agent offering fixed annuities and life and annuity sales. Wood Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, focusing on a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation. The firm manages client assets primarily on a non-discretionary basis and performs regular portfolio reviews and reporting.

Keith Chapman is the principal of Think818, LLC, an independent advisory firm based in Dallas, TX. He holds a Series 63 designation and has 29 years of industry experience. Prior to founding Think818, he has worked with firms such as CETERA Advisor Networks LLC and Summit Financial Group Inc. In addition to his advisory role, Chapman operates an insurance business focused on selling and servicing policies, and serves as a national sales trainer for Leap Systems, providing training on advanced financial planning and life insurance. Think818 serves individuals, trusts, estates, and retirement plan sponsors by providing retirement plan consulting, financial planning, and investment advisory services. The firm utilizes third-party sub-advisers and model portfolios for investment implementation, offering both discretionary and non-discretionary options, and supports clients with educational workshops and newsletters at no additional cost.

Shannon Carson is the president and sole owner of Alliance Wealth Management, LLC in Dallas, TX, with 19 years of industry experience. He previously worked at Capital Asset Advisory Services LLC and has served as president of Capital Security Financial Services LLC since 1999, where he markets fixed and fixed indexed annuities to 403b and 457 plan participants. Outside of financial services, he is involved in roofing sales through a business in Plano, TX. Alliance Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and 403b retirement plan participants. The firm employs proprietary tactical asset allocation portfolios driven by a rules-based quantitative algorithm, combining quantitative, technical, and fundamental analysis to manage risk and tailor portfolios to different risk profiles.

John Booth IV is a financial advisor at Bancroft Booth Capital Advisors in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America. He is also a licensed insurance agent, offering life insurance products to advisory clients as a sole proprietor. Bancroft Booth Capital Advisors provides discretionary asset management, comprehensive financial planning, and public seminars on investment topics. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, emphasizing fundamental analysis, ongoing portfolio monitoring, and a fiduciary standard.

Ben Jackson is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Street Light Wealth Management, LLC in Dallas, TX. Prior to founding his firm, Jackson worked at Morgan Stanley and Morgan Stanley Private Bank for seven and six years, respectively. Street Light Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm emphasizes fundamental equity analysis and options strategies within a long-term investment approach and also offers business valuation and specialized service tiers.

Cort Hoffman is a financial advisor at Hoffman Wealth Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his independent advisory firm in 2025, he worked in operational logistics and staff management at UPS from 2019 onward. Outside of his advisory role, he continues to manage operations at UPS as a full-time manager. Hoffman Wealth Advisors is a fee-only registered investment adviser serving individuals, families, and small business owners with integrated financial planning and investment management. The firm emphasizes diversified, low-cost index fund and ETF portfolios using long-term, passive, tax-efficient strategies based on Modern Portfolio Theory.

John Adams is a Series 66 licensed financial advisor with 15 years of industry experience. He is the sole advisor at Adams Advisory Services, LLC, an independent registered investment adviser based in Irving, TX. Prior to founding his firm, Adams held positions at Merrill Lynch, Baker Tilly Wealth Management, and JPMorgan Securities and JPMorgan Chase Bank. Adams Advisory Services serves individuals, high-net-worth clients, trusts and estates, pension plans, corporations, and other institutional clients. The firm offers portfolio management, comprehensive investment advisory services, and consulting, employing a variety of analytical approaches and investment vehicles to tailor portfolios.

James Davis is the founder and sole advisor at Reg Davis Investments, LLC in Grand Prairie, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to establishing his current firm in 2018, he worked at James R. Davis, Registered Investment Advisor, and held positions at Hodges Capital Management, First Dallas Securities, BBVA Compass Investment Solutions, and S&P Investors. Davis is registered with United Healthcare to provide Medicare Supplement and Medicare Advantage plans. Reg Davis Investments offers investment supervisory services and consultative advice primarily to individual clients on a fee-only basis. The firm employs strategic and tactical asset-allocation approaches focused on individual equities, ETFs, and mutual funds, utilizing technical, fundamental, and economic analysis.

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.

William Larson is the sole advisor at William B. Larson, CPA, LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 12 years of industry experience. Since 2011, he has operated his CPA firm, integrating accounting and tax expertise into his financial advisory services. The firm provides personal financial reviews and planning primarily for young professionals, middle-income workers, and retirees, as well as consulting services for businesses on transactions and cash flow matters. Its investment approach emphasizes asset allocation and diversification using a top-down macroeconomic framework and Modern Portfolio Theory, favoring passive index funds with limited tactical allocations, and delivers non-discretionary advice without managing client investment accounts.

Lisa Ward is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Plumb Financial in Arlington, TX. Her prior roles include positions at ChappelWood Financial Services, Osaic Wealth, Royal Alliance Associates, and New York Life. In addition to advisory services, she is licensed to market and sell fixed insurance products including life insurance and annuities. Plumb Financial provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers non-discretionary portfolio management and financial planning, combining investment strategies with insurance products, and conducts free public educational seminars and workshops.

Donald Denton is a financial advisor at Roland, Criss Investment Research, LLC in Arlington, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He also serves as Vice President of Compliance and Certifications and analyst at Roland, Criss & Williams, LLC, a role he has held since 2008. Roland, Criss Investment Research provides advisory and consulting services primarily to retirement plans, plan sponsors, trustees, endowments, foundations, and other institutional or corporate clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term asset-class diversification, quantitative fund selection, and a passive tilt where appropriate, focusing on pension consulting and assets-under-advisement work rather than discretionary portfolio management.