Andrew Kuhn is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to his current role, he was a partner and General Partner of the Bison Alpha Fund at Kuhn Capital Partners, LLC. Focused Compounding Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, insurance companies, and certain governmental entities. The firm manages a private fund and employs a long-term, concentrated investment strategy focused on overlooked equities such as spin-offs, illiquid microcaps, and companies emerging from bankruptcy.

John Stuart is a financial advisor with Ironwood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ironwood Wealth Management since 2014 and has worked with related entities since 2009. Ironwood Wealth Management provides advisory services primarily to individual clients, including both high net worth and non-HNW individuals. The firm offers discretionary asset management along with financial, retirement, and college planning, using proprietary model portfolios that combine fundamental and technical analysis and actively managed asset allocations.

Gavin Richey is the principal and sole advisor at Sieve Capital LLC, holding a Series 65 designation with seven years of prior experience at Railroad Ranch Capital. He has been operating in the financial industry since 2016 and formed Sieve Capital in 2024. Sieve Capital is an independent, state-registered investment adviser serving primarily pooled and institutional mandates as well as high-net-worth investors. The firm employs active, short-term trading strategies that combine systematic quantitative models with fundamental analysis and offers discrete investment approaches under written agreements.

Andrew Fisher is the principal of Pathsetter Financial, a state-registered investment adviser based in Coppell, TX. He holds a Series 65 designation and has four years of experience in the financial advisory industry. Prior to founding Pathsetter Financial in 2021, Fisher worked at PepsiCo for nearly four decades. He also provides supply chain consulting services through a separate business. Pathsetter Financial offers investment management and a range of financial planning services to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analyses within a Modern Portfolio Theory framework, utilizing both passive and active strategies alongside third-party solutions and sub-advisors.

Philip Maguire is the sole advisor at Maguire Stewardship Partners, an independent firm based in Allen, TX. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including prior roles at Smith, Frank & Partners and MassMutual Life Insurance Co. Although licensed as an insurance agent, he does not currently sell insurance products or offer them to his clients. Maguire Stewardship Partners provides investment management and financial planning services to individual and high-net-worth clients. The firm primarily uses passive portfolio construction complemented by technical analysis and may incorporate third-party managers, offering both project-based and ongoing comprehensive planning.

David Pettus is a Series 65-licensed financial advisor with six years of industry experience, operating independently through Blue Rock Capital in Allen, TX. He retired from prior work in 2015 and currently manages Blue Rock Capital as its sole advisor. Outside of advisory work, he serves as managing member for two investment-related LLCs, holding a voting role in Front Porch Investments LLC and a minor ownership interest in Bald Eagle Asset Management, LLC. Blue Rock Capital provides discretionary investment advisory and portfolio management services for individuals, high-net-worth clients, trusts, companies with excess cash, and small-business retirement plans. The firm employs a Modern Portfolio Theory-based investment approach across core asset classes and incorporates both fundamental and technical analysis, typically favoring a long-term, buy-and-hold strategy with periodic rebalancing.

Katie Brewer is a CFP® professional with 19 years of experience in financial planning and investment advisory services. She has been with Your Richest Life, LLC since 2014, where she serves as one of two advisors. The firm provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and their participants. Your Richest Life emphasizes a passive, asset-allocation approach using index mutual funds and ETFs, offering services such as ongoing monitoring, participant education, and fiduciary retirement plan consulting.

Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.

Henry Smith is a Series 66-licensed financial advisor with 25 years of industry experience. He has been the sole advisor at HV Capital Advisors LLC since 2012, based in Dallas, TX. HV Capital Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a multifaceted investment approach, combining fundamental, technical, charting, and cyclical analysis, and offers a wide range of investment options managed in-house.

Mohammed Merchant is a financial advisor at INAEYA Wealth Management LLC, holding a Series 65 credential with five years of industry experience. Prior to his advisory role, he spent four years retired and engaged in volunteer work. INAEYA Wealth Management offers discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental and technical analysis with a long-term investment focus, tailoring portfolio construction and supervision to clients’ objectives and risk tolerance.

Kevin Parish is a financial advisor at Kelley Lane Capital, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Akard Street Capital, Glasheen, Valles & Inderman, LLP, and served eight years in the United States Marine Corps. Outside of his advisory role, Parish works full-time as a staff attorney for the El Paso Court of Appeals, assisting justices with legal research and opinion writing. Kelley Lane Capital provides discretionary investment management, financial planning, and consulting services to individuals, trusts, small businesses, charitable organizations, and retirement plans. The firm focuses on personalized, tax-sensitive portfolios and serves a client base that includes legal professionals, law firms, and personal-injury claimants, distinguishing itself through its legal community connections and flexible fee structures.

Preston Zapffe is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Family CFO, LLC, where he has worked since 2017, and he previously worked at Children's Health for one year. Zapffe serves as a director for a financial literacy nonprofit and maintains licensed insurance and real estate activities alongside his advisory work. Family CFO, LLC provides non-discretionary asset management and financial planning to individuals and business entities, supplemented by educational seminars and workshops. The firm uses a client-tailored approach based on documented goals and risk profiles, employing fundamental and technical analysis with client-approved investment decisions.

Chris Bentley is a financial advisor at Parker Prescott Capital Management with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his advisory role, Bentley is a real estate broker and owner of Bentley Fine Properties and operates an online business selling children's action figure toys. Parker Prescott Capital Management is an independent advisory firm offering discretionary portfolio management to qualified and non-qualified clients. The firm uses a diversified, value-oriented investment approach with an emphasis on technical analysis and active trading strategies.

Todd Volkman is a CFP® with 31 years of experience in the financial industry. He is the sole advisor at VOLKMAN Wealth Management, LLC in Dallas, TX, a firm he founded in 2020. His prior experience includes roles at XO Wealth Management, Fuller Wealth Management, and Raymond James Financial Services. Outside of his advisory work, he is a licensed insurance agent and serves as a wholesaler for an investment management firm. VOLKMAN Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory and follows a long-term trading approach tailored to each client’s investment policy statement.

William Sharpe II is a financial advisor with Dallas Financial Planning LLC in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society for five years. Outside of advisory work, he is the managing member of Sharpe Package Services, LLC, an e-commerce business. Dallas Financial Planning LLC is a small independent firm offering discretionary asset management and financial consulting, with a focus on fundamental analysis and a traditional mix of equity and fixed-income strategies. The firm provides portfolio management tailored to client objectives and uses an hourly billing model for consulting services.

As the founder of Sammons Wealth Management, I specialize in retirement planning and portfolio management for women and LGBTQ professionals, executives, physicians, and business owners who are 50+. My home base is Dallas, Texas, but I serve clients nationwide. My clients are busy professionals and delegators who value having a trusted partner to guide them through their ideal retirement. We focus on designing your ideal retirement timing and income plan, tax minimization, and wise investment management. We also cover your health and long-term care planning, equity compensation (RSUs, NQSOs, Deferred Comp), inheritance planning, and more. My practice is small by design, which allows me to go deep with each client and have my finger on the pulse of your entire financial picture. My clients also tend to have more complex financial situations that require a strategic approach to solving problems. Although I only take on a few new clients each year, you are welcome to submit an inquiry and request an introductory call. My services are best suited to individuals and couples within 5-10 years of retirement, with a minimum of $1M+ in IRAs, 401ks, and taxable investment accounts. If this sounds like you, complete my questionnaire here to request a call: https://sammonswealth.com/intro-call-questionnaire/

Jonathan Mcmullen is a CFP®-designated financial advisor with 14 years of industry experience, currently serving as the owner and wealth manager at The Wealth Observatory in Dallas, TX. He previously worked at Wisniewski Wealth Management and has held roles with Smallwillow, LLC and Advisor-Friendly Insurance. The Wealth Observatory is an independent advisory firm providing investment consulting and comprehensive wealth planning to individual and estate clients. The firm follows a Modern Portfolio Theory–based investment approach, offering personalized service to a small, select client roster without imposing asset minimums.

Niels Buksik is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Anchory, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Anchory, LLC provides discretionary and non-discretionary investment management to individuals and high-net-worth clients, combining financial planning services at no additional charge. The firm utilizes a blend of passive and active investment strategies with a focus on personalized portfolio management for a small client base.

Robert Hunt is the sole advisor at Robert Hunt Financial, LLC in Dallas, TX. He holds a Series 65 designation and has 10 years of experience in the industry. Robert Hunt Financial provides fee-for-service financial planning, investment advice, and financial education to individuals, high-net-worth individuals, trusts, and families. The firm focuses on low-cost, predominantly index fund solutions with an emphasis on asset allocation, expense control, and tax considerations. It offers written and verbal analyses, client-focused seminars, and publishes periodicals, operating on an advisory model without investment discretion or custody of client assets.

Stephen Hozie is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. He is the sole advisor at Hozie Consulting, an independent firm based in Coppell, TX. Prior to founding Hozie Consulting, he worked at Mills Wealth Advisors, LLC from 2017 to 2018. In addition to his advisory role, Hozie is a licensed CPA and provides tax preparation, accounting, and financial analysis services through his CPA firm. Hozie Consulting serves individual clients, including business owners, executives, retirees, and their families, offering wealth management, financial planning, portfolio management, and accounting services such as tax return preparation and fractional CFO work. The firm emphasizes a long-term, market-based investment approach using low-cost mutual funds and ETFs, with portfolios constructed for value and tax efficiency.