John Shao is a CFA® charterholder with 28 years of industry experience. He is the principal of Summitas Investment Management LLC, where he has worked since 2024. Prior to joining Summitas, he led his own firm, John Shao Portfolio Management, Inc., for 12 years and worked at Eudaimonia Partners, LLC for four years. Summitas Investment Management LLC provides discretionary investment management and advisory services primarily to individuals and high net worth clients, including retirement account guidance. The firm employs a fundamental analysis-driven approach using exchange-traded funds, individual stocks, and bonds, with a focus on long-term investment horizons and customized portfolio allocations.

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.

Johnny Kang is a financial advisor at Prestonwood Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has been associated with NFPSI since 2014. Outside of his advisory role, Kang is involved in commercial real estate brokerage in Denver. Prestonwood Capital Management, LLC is an independent, state-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides discretionary portfolio management and financial advisory services, emphasizing customized asset allocation and fundamental security analysis tailored to client goals and risk tolerance.

Matthew Willis is a financial advisor at Visionary Wealth Management LLC in Frisco, TX, with 15 years of industry experience. He holds a Series 65 designation and previously worked at Avanade, NCC Group, and Solutionary/NTT Security. Visionary Wealth Management LLC provides discretionary portfolio management to individual clients, focusing on retirement and taxable accounts. The firm primarily invests in individual equities, CDs, and municipal and corporate debt, using subscription research services to guide investment decisions and tailoring services to each client's needs.

Edison Noboa is a financial advisor at Eagle Wealth Management, Inc. in McKinney, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, Noboa is employed as a Benefits Analyst at the University of California Office of the President. Eagle Wealth Management offers discretionary portfolio management and investment advice to individual investors, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a combination of technical and fundamental analysis and employs diverse investment instruments, tailoring strategies to each client’s objectives.

Eric Edwards is a financial advisor at SurePath Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bison Advisors and Truadvice, LLC. Edwards also owns Edwards Financial Strategies, where he is an insurance agent involved in the sale of insurance products. SurePath Wealth Management provides portfolio management and advisory services to individuals and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, offering discretionary and non-discretionary management through model portfolios and third-party TAMP relationships.

Ronald Hodges is a financial advisor at Crestway Advisory Group in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Crestway Advisory Group since 2020 and is also involved full-time with Crestway Insurance Group, LLC, an insurance brokerage specializing in life, health, property, and casualty insurance. Crestway Advisory Group provides discretionary and non-discretionary portfolio management and retirement-planning services tailored to professionals, executives, and business owners. The firm integrates income-planning recommendations through its affiliated insurance business and offers educational content, group workshops, and hourly financial planning.

Vj Arjan is a financial advisor at ConCap LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Torchmark Corporation. Outside of his advisory work, Arjan maintains a personal blog unrelated to finance. ConCap LLC serves individual clients, including high-net-worth individuals, by providing asset management alongside financial and estate-planning services. The firm applies fundamental analysis and Modern Portfolio Theory to build tailored portfolios, focusing on active management through ongoing monitoring and client communication.

I’m an independent, fee-only financial planner and the founder of Vessel Financial Planning. I help individuals and families align their use of money with what they value most, so financial decisions feel clearer, more thoughtful, and less overwhelming. My role is to provide structure, perspective, and steady guidance as life and priorities evolve. Vessel was built with real life in mind. I work with people balancing careers, family responsibilities, and long-term goals that often compete for time, money, energy, and attention. A core part of my process is helping clients identify what truly matters to them, then returning to those values as decisions arise. Rather than focusing only on investments, we look at the full picture, including cash flow, goals, tradeoffs, and the practical choices that shape both daily life and long-term direction. Financial planning at Vessel is an ongoing, collaborative process. Values are not something we define once and set aside. They serve as a reference point over time, helping clients stay grounded when circumstances change or decisions feel uncertain. My goal is to be a steady partner who helps clients make thoughtful money decisions with greater confidence and clarity, so they can focus on living the life they want to live.

Steven Schlegel is a CFP®-certified financial advisor with 24 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 20-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamental, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, offering discretionary management and comprehensive financial planning through a three-advisor team.

Stephen Chambers is a financial advisor with Linch Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Linch Financial since 2013 and has prior experience with Retirement Rescue Advisors LLC and Verity Medical Services. Chambers is also co-owner and CEO of Physicians Network LLC, which provides products and programs to support physicians' practices, and co-owner of SBC Benefits LLC, offering benefits solutions to small business owners. Linch Financial offers discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm employs customized portfolios using fundamental and technical analysis, cyclical methods, and both long- and short-term trading strategies, including derivatives and short selling.

Michael Wells is a financial advisor with The Better 401(k) Source, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior work includes a year at Amazon.com and ongoing involvement with Empirical Modeling & Analytics since 2016. The Better 401(k) Source operates as the advisory program of Empirical Modeling & Analytics, serving mid-sized 401(k) and 403(b) plan sponsors with assets typically between $10 million and $50 million. The firm employs a mix of passive investment instruments and proprietary risk assessment techniques, and provides fiduciary services alongside participant education and benchmarking support.

Katherine Im is a financial advisor with WG Plan LLC in McKinney, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at LPL Financial and TIAA-CREF Individual & Institutional Services. Outside of advising, she is involved with Borden Hamman Insurance Marketing LLC as a non-variable insurance agent. WG Plan LLC provides asset management and financial planning services to individual and high-net-worth clients, offering discretionary supervision of custodial accounts. The firm employs a mix of fundamental and technical analysis, modern portfolio theory, and a proprietary quantitative model to manage portfolios, with a focus on personalized client engagement.

David Rice is a financial advisor at The Helix Financial Group with 32 years of industry experience. He has been with The Helix Financial Group since 2007 and has also operated as a self-employed advisor since 2004. His credentials include the Series 63 and Series 65 licenses. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation framework with tactical adjustments and global diversification, managing approximately $107 million in assets primarily on a non-discretionary basis.

Wesley Warren is a ChFC® credentialed advisor with over 12 years of industry experience. He has been affiliated with Financial Security Services Group, Inc. since 2013 and has led W.W. Warren Ins Group, Inc. DBA FSS Group since 2015. Warren’s background includes extensive experience in insurance product sales alongside his advisory work. Financial Security Services Group primarily serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, including a proprietary market-timing signal, and offers educational workshops to clients and prospects.

Charles Gabriel is a financial advisor with The Better 401(k) Source in Plano, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Empirical Modeling and Analytics, Inc. since 1995. The Better 401(k) Source operates as Empirical Modeling & Analytics’ advisory program, serving sponsors of mid-sized 401(k) and 403(b) plans by managing plan assets on a discretionary basis and providing ERISA fiduciary services. The firm uses a diversified mix of ETFs, fixed income, and REITs with a unique “Elasticity” methodology to assess downside risk and recovery, supported by its background in research and analytics software.

Francisco Zorrilla is a financial advisor at Zor Capital, LLC with 15 years of experience in the industry. He holds Series 63 and Series 65 licenses and has operated his own advisory firm since 2011. In addition to his advisory work, he runs a financial education website and hosts a weekly Twitter chat focused on stock market discussions. Zor Capital serves individual and high-net-worth clients by providing discretionary portfolio management, individualized asset allocation, and customized investment programs. The firm employs a combination of fundamental and technical analysis across various instruments and offers both performance-based and traditional fee arrangements.

Trey Touchstone is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Lifeway Financial Corporation since 2010, where he serves as one of two advisors. Lifeway Financial Corporation advises individual and high-net-worth clients, offering personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million across about 168 client relationships, emphasizing asset allocation, diversification, and incorporating private placements and other illiquid investments into its portfolios.

Amy Hall is a Series 65-licensed financial advisor with CPR Financial & Insurance Services, Inc. in Prosper, TX, where she has worked for eight years. She also has experience as an independent insurance agent and offers accounting and tax preparation services. Approximately 25% of her professional time is dedicated to these other business activities, which occasionally involve providing related products and services to her clients. CPR Financial & Insurance Services offers portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm combines fundamental analysis with individualized investment policies and utilizes sub-advisors and multiple platforms to implement client portfolios, while also maintaining significant insurance brokerage activities.

Mark Mitchell is a financial advisor at Caprock Capital Advisors Inc. in Plano, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Caprock since 2014 and Mitchell, Lockhart & Associates since 2012. Outside of his advisory role, he serves as co-trustee for a multigenerational family trust and manages a royalty acquisition investment business for himself and his family. Caprock Capital Advisors primarily serves high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and recommending third-party managers when appropriate. The firm employs fundamentally driven, dynamic asset allocation models and allocates a portion of portfolios to alternative investments for diversification.