Scott Hancock is a financial advisor at Oak Capital Advisors in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oak Capital Advisors since 2012. Hancock serves on the board of directors of Schuepbach Energy. Oak Capital Advisors is an independent sole proprietorship that provides investment management and asset-allocation advice to individuals, families, corporations, foundations, and retirement plans. The firm manages approximately $186 million and focuses on core holdings in index-tracking ETFs, emphasizing asset allocation and cost minimization while maintaining limited discretionary authority.

Kevin Clariday is the principal of Kevin Clariday Investment Advisor, an independent sole proprietorship based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. The firm provides comprehensive portfolio management and investment consulting services to individuals, trusts, and business entities, with approximately $21 million in assets under management. It specializes in non-discretionary portfolio management combining fundamental and technical analysis, emphasizing long-term investments and allowing clients to retain transaction approval authority.

Michael Awosemusi is a financial advisor at Empowerment Financial Advisors LLC in Irving, TX, holding the ChFC® designation and Series 66 license with 10 years of industry experience. His prior experience includes roles at Edward Jones and Brandon K. Moore Financial, LLC. He serves on several nonprofit and civic boards in the Irving area, including the Irving-Las Colinas Chamber of Commerce and the Baylor Scott and White Irving Foundation. Empowerment Financial Advisors provides asset management, financial planning, and retirement plan advisory services to individual, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering tailored investment strategies and ongoing supervision, including discretionary trading when authorized.

Anthony Noto is a CFP® and CFA® with 12 years of experience in financial advising. He has operated Noto Financial Planning, LLC since 2013 in Dallas, TX. The firm serves individuals, families, and high-net-worth clients with fee-only financial planning and investment management. Noto Financial Planning employs a tailored, long-term buy-and-hold strategy focused on strategic asset allocation primarily using ETFs and mutual funds, with limited use of U.S. Treasury bonds and avoidance of individual equities and market timing. The firm is notable for its experience with non-U.S. clients and cross-border financial issues, and it operates on a largely non-discretionary basis.

David Mathews is the sole advisor at QKM, L.L.C. in Dallas, TX, holding a Series 65 credential with 13 years of industry experience. He has operated QKM, L.L.C. and worked as a self-employed advisor since 2011. Outside of his advisory role, Mathews is a 49% owner of Bear Trap Partners, L.L.C., a real estate investment company, and is a licensed real estate broker in Texas. QKM, L.L.C. provides investment research services focused on fundamental analysis for high-net-worth investors and pooled vehicles, without engaging in discretionary portfolio management or trade execution. The firm offers research covering a broad range of securities and employs proprietary methodologies to support client decision-making.

Ronald Harrison is a financial advisor at Planb Tax & Wealth Advisors LLC in Richardson, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA tax preparation and accounting practice since 1994. Prior to founding Planb Tax & Wealth Advisors in 2019, he worked at Fox Wealth Advisors from 2015 to 2019. Planb Tax & Wealth Advisors provides tax-aware wealth planning and portfolio management for individual clients, integrating tax planning into investment decisions. The firm serves a diverse client base that includes individuals, corporate and business clients, pension plans, charitable organizations, and various financial institutions.

Hammad Moon is a CFA® charterholder associated with Ihsan Wealth in Plano, TX. Although new to financial advising, he has professional experience at firms including PepsiCo, Inc. and Copart, as well as entrepreneurial involvement with 64bits LLC. Ihsan Wealth provides Sharia-compliant discretionary portfolio management services to U.S. individual investors, using a variety of screened investment vehicles tailored to client-selected Sharia standards. The firm also offers a publicly available suite of educational and research tools related to Islamic finance.

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.

Omar Mallick is a financial advisor at Holbrook Management, LLC in Dallas, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Holbrook Management since 2009. Holbrook Management, LLC is an independent, Delaware-registered asset manager overseeing approximately $72.7 million for high-net-worth individuals, family offices, institutions, and a commingled private fund. The firm employs a value-oriented, event-driven multi-asset investment approach with concentrated portfolios and uses quantitative techniques for idea generation and risk monitoring.

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.

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.

Nathaniel Gardner is a financial advisor at Prime Personal Finance in Wylie, TX, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked at Wayfair for five years and NetScout for seven years, with a professional background in computer science and software engineering. Prime Personal Finance offers financial planning, ongoing review, and education tailored to individuals and households through monthly virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds with established track records, adjusts asset allocation based on client goals and risk tolerance, and operates on a fixed monthly fee without commission or performance-based compensation.

Vishnu Gupta is a financial advisor at NEK Financial Inc in Irving, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. He has been with NEK Financial Inc since its founding in 2015. NEK Financial Inc provides discretionary investment management for individuals, families, IRAs, corporate entities, trusts, and other legal business entities, tailoring portfolios to clients’ objectives and risk profiles. The firm employs an institutional-style options trading approach focused on delta-neutral strategies, using technical and cyclical analysis with performance-based compensation.

Douglas Jordan is a financial advisor with OPCREST Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Since 2011, he has been with OPCREST Investment Management. Outside of his advisory role, Mr. Jordan occasionally provides real estate consulting services and serves as an executor of estates. OPCREST Investment Management offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on option contract strategies and exchange-listed securities and indexes. The firm’s investment approach emphasizes derivatives, including various option spreads and covered options, with daily monitoring and technical analysis tied to the S&P 500 200-day moving average.

Scott Lanigan is a CFA® charterholder based in Dallas, TX, serving as the sole advisor at EID Capital since 2021. He has four years of industry experience and has also been involved with Merit Partners since 2016, where he performs due diligence and produces investment reports for a single-family office. Prior to EID Capital, he worked in financial coaching in Dallas. EID Capital is an independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a combination of passive and active strategies across a broad range of asset classes, including traditional and alternative investments, with a focus on personalized investment policies and quarterly account monitoring.

Grafton Howland is the principal of Howland Advisory Corporation in Dallas, TX, with 23 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with G. Dulany Howland & Company since 1991. Howland is also licensed to sell insurance products. Howland Advisory Corporation is a privately owned investment adviser serving individuals, IRAs, trusts, estates, and business entities. The firm employs a blended active/passive, multi-manager investment approach and offers discretionary and non-discretionary portfolio management along with financial planning and counseling services.

Bradford Valentine is the principal of Valentine Investments, LLC in Dallas, TX, holding a Series 66 designation with 25 years of industry experience. He has led Valentine Investments since 2010. Valentine Investments, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combined fundamental and technical analysis approach with an emphasis on asset allocation and risk-adjusted total return, tailoring portfolios to clients’ risk tolerance and time horizon.

William Hubble is a Certified Financial Planner® with 25 years of industry experience. He has been the sole advisor at Sequoia Private Wealth Management, LLC since 2015. Sequoia Private Wealth Management provides fee-based discretionary investment management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach is grounded in Modern Portfolio Theory and utilizes a long-term, buy-and-hold asset allocation strategy primarily implemented with passively managed mutual funds and model portfolios aligned with clients’ written investment policy statements.

Melissa Summitt is a Series 65-licensed financial advisor with 21 years of industry experience. She has been the principal at Golconda Capital Management, LLC since 2005. Golconda Capital Management provides advisory services to a private pooled investment partnership and individual clients. The firm manages the pooled vehicle through a fundamentally driven, concentrated long/short equity strategy focused on small- and micro-cap stocks, while offering non-discretionary, advice-only services that emphasize diversified, low-cost index exposures for individual investors.

James Malone is a financial advisor at Oakview Capital Management, L.P. in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Oakview Capital since its founding in 2007. Malone is also the owner of Oakview Investments, LLC, a holding company related to the firm. Oakview Capital Management provides discretionary investment management and mutual fund selection primarily to high-net-worth individuals through separately managed accounts. The firm’s investment process emphasizes fundamental security analysis and may include concentrated, special-situation investments, foreign securities, and high-yield instruments.