Brian Neff Sr. is a financial advisor with Fiduciary Wealth Management, LLC., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Fiduciary Wealth Management since its founding in 2017 and also leads an independent insurance brokerage, Insurance Suite, LLC, which he co-founded in 2006. Fiduciary Wealth Management serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, participant account advice, and referrals to third-party money managers. The firm emphasizes a model that combines third-party manager referrals with discretionary oversight of participant accounts and maintains an affiliation with insurance activities through its principal.

Pranav Shingala is a financial advisor at Prudent Prosperity with a Series 65 credential and one year of industry experience. He previously worked at The Goldman Sachs Group, Inc. for ten years and has held roles at several other firms including MyTimeEquity, LLC and Tax Planning Consultants LLC. He also owns Prudent Wealth Solutions, LLC, a firm providing accounting and tax preparation services. Prudent Prosperity offers investment management services primarily to pooled vehicles and institutional clients, while also providing subscription-based and customized financial planning, tax, and estate planning services to individual households. The firm’s approach combines Modern and Post-Modern Portfolio Theory with a focus on long-term, tax-aware ETF allocations and selective use of alternative investments.

Narasimha Vulisetti is the sole advisor at Y2K Financial LLC, holding a Series 65 license with six years of industry experience. He has worked concurrently as a systems architect at Bank of America since 2020 and previously spent nine years at Pegasystems Inc. Outside of financial advising, he maintains a role in software development at a financial institution. Y2K Financial LLC offers financial planning and investment consultation primarily to individual and high-net-worth clients. The firm provides written plans and allocation guidance based on fundamental analysis and a Modern Portfolio Theory framework, without ongoing portfolio management or trade execution.

Jose Medina is the principal advisor at J I Medina Investments, LLC, based in Frisco, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Guardian Life, Fidelity Investments, Symmetry Financial, Infosys, Revature, and Edward Jones. Outside the financial industry, he provides junk removal services as an independent contractor. J I Medina Investments, LLC offers investment advice and financial planning to individuals, small businesses, and non-profit organizations. The firm’s investment process incorporates fundamental and technical analysis across various securities and provides services such as plan development, ongoing monitoring, and custodial account support.

Michael Doyle is a CFA® charterholder and principal of Legacy Harbor in Plano, TX, with 21 years of experience in the financial industry. He also owns and operates Michael B. Doyle, PC, providing accounting, tax, and CPA services, as well as the Law Offices of Michael Doyle, PLLC, offering attorney services. Michael has been active in these professional roles since the early 1990s. Legacy Harbor is an independent advisory firm serving individual, high-net-worth, and corporate clients with discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis, offers access to third-party managers, and invests across a range of asset classes including mutual funds, equities, fixed income, ETFs, REITs, and select alternatives such as agricultural commodities.

Jeffrey Steiner is the principal of Second Opinion Financial and holds a Series 65 designation with two years of industry experience. Prior to founding Second Opinion Financial in 2022, he worked at UT Southwestern Medical Center for 15 years. He is also co-owner of Two Pugs Publishing, a self-publishing education business he has been involved with since 2012. Second Opinion Financial, established in 2023, provides investment management, financial planning, and educational seminars primarily to individuals, trusts, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary services alongside subscription-based planning and monitoring.

David Cannon is a CFP® and holds a Series 65 license, with seven years of experience in financial advising and accounting. He is the sole advisor at David Rhodes Cannon, C.P.A., LLC, a firm he has led since 2023, following eight years at Cain Watters & Associates, LLC. David Rhodes Cannon, C.P.A., LLC provides portfolio management, financial planning, and accounting and tax-preparation services to individual and high-net-worth clients. The firm uses written investment policy statements to document client objectives and constraints and emphasizes well-diversified investment strategies with both discretionary and non-discretionary management.

Stephen Cross is the sole advisor at Cross Financial Strategies, LLC, an independent firm based in Prosper, Texas. He holds a Series 66 designation and has 26 years of industry experience, including work at LPL Financial. In addition to his advisory role, he maintains a limited insurance agent activity. Cross Financial Strategies provides discretionary asset management to individuals, high-net-worth clients, and corporate entities, with specialized services in ERISA plan management and pension consulting. The firm employs tailored investment programs utilizing Modern Portfolio Theory along with long- and short-term strategies, including options and derivatives, and it permits the use of margin and borrowing in managed accounts.

Karen Ehmke is the principal of Springwood Financial Advisors, an independent firm based in Dallas, TX. She holds the PFS™ designation and a Series 65 license, with 22 years of industry experience. Since 2004, she has led Springwood Financial Advisors, which she operates as a single-advisor firm. Springwood Financial Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, small businesses, and corporate pension plans. The firm emphasizes a long-term, evidence-based investment approach using low-turnover passive funds and model portfolios, and offers additional services including accounting-affiliated tax support and employee benefit plan consulting.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

Lance Riddle is a CFP® with 25 years of industry experience and the sole advisor at Optimal Wealth Advisors, LLC in Dallas, TX. He has led the firm since 2009 and also works as an independent insurance agent. Optimal Wealth Advisors serves individual investors, including many high-net-worth clients, providing financial planning and discretionary portfolio management. The firm employs a relatively conservative investment approach focused on asset allocation frameworks and tailors strategies based on client goals, risk tolerance, and time horizon.

Kelley Douglas is a financial advisor at StoneBridge Wealth Management, LLC in Frisco, TX, with 27 years of industry experience. He has held Series 63 and Series 65 licenses and has been with StoneBridge since 2008. StoneBridge Wealth Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily passive and evidence-based mutual funds and ETFs, with significant use of Dimensional Fund Advisors funds.

Jonathan Mazur is a financial advisor with Luke Financial Company, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Zachary Financial, LLC and Luke Financial Company LLC since 2008. Outside of his advisory role, he operates JUNGLETREK, a career services firm, and is involved in the sale of life, health, and annuity insurance products as an owner and insurance agent at Zachary Financial, LLC. Luke Financial Company provides investment management and financial planning primarily for individual and high net worth clients. The firm employs a range of strategies including discretionary portfolio management, consulting, and educational seminars, and distinguishes itself by integrating insurance services and utilizing borrowing and derivatives in managed accounts.

Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.

Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with two years of industry experience. He has worked in financial services since 2018, including roles at New York Life Insurance Company and Vivid Financial Group. In addition to his advisory work, Grant spends approximately half of his time as a licensed insurance agent. Vivid Wealth Management LLC provides investment advice to individuals and high-net-worth clients by recommending and coordinating with third-party money managers rather than managing portfolios directly. The firm assists clients in selecting appropriate managers, handling account paperwork, and monitoring performance, while operating through formal referral relationships.

Costa Tzotzis is a financial advisor at CST Financial Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cape Investment Advisory, Inc. and Cape Securities, Inc. prior to his current role. CST Financial Advisory LLC is an independent, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, and cyclical analysis, utilizing strategies from long-term investing to advanced trading techniques and access to private equity and secondary investment vehicles.

David Megarity is a CFP® professional with 32 years of industry experience. He currently leads Stratia Wealth Management, LLC and previously worked for Wells Fargo Advisors from 2009 to 2025. Megarity also operates as an independent insurance agent, selling insurance and annuity products. Stratia Wealth Management, LLC provides discretionary asset management, assets-under-advisement, and standalone financial planning primarily for individuals and high-net-worth clients. The firm employs a tailored investment process incorporating technical and cyclical analysis alongside various investment strategies, offering both discretionary management and advisory models.

Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.

Gregory Schmitz is a financial advisor with Copiam Wealth Management, LLC in The Colony, TX, holding a Series 65 designation and 19 years of industry experience. He has been with Copiam Wealth Management since 2014. Outside of advising, he works as an independent insurance agent. Copiam Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth households, and institutional clients. The firm employs an evidence-based, multifactor investment approach using low-cost, globally diversified funds and offers additional services such as financial planning, pension consulting, and educational workshops.