Evan Koch is a financial advisor at EDK Advisory in Frisco, TX, holding a PFS™ designation and a Series 65 license with 21 years of industry experience. Prior to founding EDK Advisory, he worked for J.E. Simmons & Co. for 10 years. He also operates EDK Tax Services PLLC, a tax and accounting practice affiliated with his advisory firm. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios primarily with diversified mutual funds and ETFs, managing accounts on a discretionary basis with a focus on both long-term strategies and tactical adjustments.

Jefferson Henderson is a financial advisor at Cultivar Capital, Inc. in Denton, TX, holding a Series 65 credential with 10 years of industry experience. He has been with Cultivar Capital since 2013. Cultivar Capital is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, ERISA retirement plans, and a registered investment company. The firm’s investment approach focuses on fundamental analysis and asset allocation across five risk profiles, utilizing no-load mutual funds, ETFs, ETNs, and selected individual securities, and it acts as the investment adviser to a registered ETF, a distinction uncommon among its peers.

Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, with three years of industry experience. She holds a Series 65 designation and has worked at Brindle & Bay since 2021, following a role at Belay Inc. She is also a licensed life insurance agent involved in insurance sales and policy reviews. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using an asset-allocation framework with a dynamic-weighting approach that includes ETFs, stocks, bonds, and mutual funds. The firm employs model portfolios with periodic reviews and quarterly rebalancing.

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.

Bryan Monks is a CFP® professional at WPWealth LLP in Dallas, TX, with seven years of industry experience. Prior to joining WPWealth in 2025, he worked at Merrill Lynch for five years and held roles at Wells Fargo Advisors Financial Network, TD Ameritrade, and other firms. Outside of finance, he serves as a rugby referee with the Texas Rugby Referee Association. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $1.03 billion in assets and employs an asset-class based investment approach tailored to client objectives and risk tolerance, supported by comprehensive financial planning and coordination with affiliated accounting and insurance services.

Victor McClure is a financial advisor with McClure Capital Advisors, Inc. in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with McClure Capital, Inc. and McClure Capital Advisors, Inc. since 1994. In addition to his advisory role, he is a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and overseeing third-party subadvisors who typically use ETF-based strategies, while also offering discretionary account management.

Collins Knight is a CFP® and CPA with seven years of industry experience. He is currently with Panteles Advisors and Colo Development Partners, having previously worked at Ausdal Financial Partners, Stephens Inc., Ernst & Young, and other firms. Knight is also licensed to sell insurance products. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios through a strategic asset allocation framework and employs a variety of analytical approaches to guide investment decisions.

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.

Alec Calvillo is a financial advisor at Panteles Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Colo Development Partners and Dell Technologies. Outside of advisory work, he serves as a financial analyst focusing on commercial real estate development at Colo Development Partners. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios using a strategic asset allocation framework and employs various analytical methods, offering performance-based compensation to qualified investors within a small team of credentialed professionals.

Galen Herrington is a financial advisor with Herrington Wealth Management Corporation in Frisco, TX. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Herrington Tax Service and has been involved as a stay-at-home dad. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and employer retirement plan consulting to individuals, pension plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing diversified portfolios across various asset classes generally on a discretionary basis.

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.

Aaron Junk is a financial advisor at Panteles Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Investment Management Inc. and Hartford Funds Management Company. Outside of his advisory role, he is the owner and manager of two holding companies for personal non-exchange traded investments. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios using a strategic asset allocation framework and employs various analytical approaches, including macro, fundamental, quantitative, qualitative, and technical analysis.

Kenneth Haines is a financial advisor at MRM Financial Advisors, LLC in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities LLC, and Guardian Life Insurance Company. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm uses fundamental security analysis and detailed client interviews to create tailored investment policy statements and manages accounts on a non-discretionary basis with custodial services through Schwab Institutional.

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.

Evangeline Herrington is a CFP® with 11 years of industry experience, currently serving at Herrington Wealth Management Corporation. She has worked at various firms including International Research Securities, Inc. and Edward Jones. Herrington is also an insurance agent selling life, annuities, and long-term care products and serves as an advisory council member of the Communities Foundation of Texas. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, managing roughly $41 million for about 36 clients.

Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

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.

Richard Jordan is a financial advisor at Fortress Estate Solutions, PLLC in Frisco, TX, holding a Series 65 designation with 18 years of industry experience. He has been with Fortress Estate Solutions since 2006. In addition to his advisory work, he offers life insurance products as a licensed life insurance agent. Fortress Estate Solutions serves individuals, families, trusts, estates, and business entities by providing financial and investment planning, active portfolio management, and related services including estate, charitable, tax, mortgage/debt, and business planning. The firm combines comprehensive estate and charitable planning with active trading and options strategies, tailoring investment advice through fundamental and technical methods.