David Mathews is a financial advisor at QKM, L.L.C. in Dallas, TX, holding a Series 65 designation with 14 years of industry experience. He has operated his independent advisory firm since 2011. Outside of advisory activities, Mr. Mathews is a licensed real estate broker in Texas and owns a 49% interest in Bear Trap Partners, L.L.C., a real estate investment company. QKM, L.L.C. provides investment research and advisory reports to high-net-worth investors and pooled investment vehicles, focusing on fundamental, bottoms-up analysis of publicly available market data. The firm does not manage client portfolios or custody assets and uses a variety of fee arrangements, including performance-based fees with qualified clients.

Ronald Harrison is the principal of Planb Tax & Wealth Advisors LLC in Richardson, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in wealth advisory and tax preparation since 1994, including prior roles at Fox Wealth Advisors and his own CPA practice. He is also the sole proprietor of Ron E Harrison CPA, providing accounting and tax preparation services. Planb Tax & Wealth Advisors LLC offers tax-aware wealth planning and portfolio management for individuals, integrating tax planning into investment decisions. The firm serves a broad range of clients, including corporate and business clients, pension plans, charitable organizations, and other financial entities, and conducts educational seminars and workshops as part of its services.

Hammad Moon is a CFA® charterholder based in Plano, TX, serving as the sole advisor at Ihsan Wealth. He has held roles at PepsiCo, Inc., Copart, Stack Sports, Texas A&M University Commerce, and Magnus Investments, and has been involved with 64bits LLC since 2022. Ihsan Wealth provides Shariah-compliant, automated discretionary investment management primarily for individual retail clients and retirement accounts. The firm uses rules-based software for portfolio selection and rebalancing, offers ETF-based model portfolios and an optional U.S. equity fund, and also markets securities-screening and budgeting software subscriptions separately.

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.

Gilles Hudelot is a CFP® with 26 years of industry experience, currently affiliated with Lafayette Financial Planning LLC since 2026. His prior roles include positions at Fruition Personal Finance, USI Consulting Group, USI Securities, and H.D. Vest Investment Services. Lafayette Financial Planning LLC offers wealth management, individual portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, high-net-worth clients, and businesses. The firm employs a blend of passive and active investment strategies based on Modern Portfolio Theory and provides a range of engagement billing options along with retirement plan management services.

Jacob Homan is the principal of Homan Financial Services LLC in Arlington, TX. He holds a Series 65 credential and has experience working at Goldman Sachs & Co, Loftwall, and Interstate Batteries prior to founding his firm in 2026. Homan Financial Services LLC is a fee-only registered investment adviser offering comprehensive personal financial planning and optional discretionary investment management through a flat-fee subscription model. The firm primarily serves dual-income households aged 25–40 with incomes between $100,000 and $300,000 and employs a passive-first, broadly diversified investment approach grounded in modern portfolio theory.

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.

Vishnu Gupta is a financial advisor with NEK Financial Inc in Irving, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked with Netrin Investments, LP for 11 years before founding NEK Financial Inc in 2015. NEK Financial Inc provides discretionary investment management services tailored to individuals, families, IRAs, corporate entities, and trusts, focusing on an options-based investment approach. The firm employs institutional-style options strategies with a performance-fee compensation model and discretionary trading authority on client accounts.

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.

Michael Kremer is a CFP®-certified financial advisor with 17 years of industry experience. He is the sole advisor at Therawealth, LLC, having previously worked at firms including Eagle Strategies LLC/Nylife Securities LLC, Strategic Advisers, Inc., and Fidelity Investments. Kremer is also a licensed insurance agent offering non-registered insurance products on a limited basis. Therawealth, LLC advises individual and high-net-worth clients with services including portfolio management, financial planning, and estate planning. The firm provides non-discretionary portfolio management based on a written Investment Policy Statement and employs various analytical methods, emphasizing a long-term trading orientation.

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.

Brandon Daniel is a Series 65 licensed financial advisor at Atai Capital Management LLC with four years of industry experience. His work history includes roles at Askeladden Capital, Tocqueville Asset Management, and Ciera Bank. He also has experience in academic settings, having worked at the University of Texas at Arlington and Coffeyville Community College. Atai Capital Management LLC is an independent, single-advisor firm serving individuals, family offices, and institutions with discretionary asset management. The firm focuses on fundamental analysis and long-term strategies, managing portfolios across a variety of securities and offering performance-based fee arrangements and public performance reporting.

Connor Castellano is a CFP® professional with 10 years of experience in financial advising. He is the principal of Castellano Wealth Planning, an independent firm based in Plano, TX. Prior to founding his current firm, he held roles at Arnold Castellano & Associates and The Prudential Insurance Company of America. Castellano is also licensed as an insurance agent, engaging in related activities alongside his advisory work. Castellano Wealth Planning offers discretionary asset management and financial planning services primarily for individual clients and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost index funds and ETFs, and it incorporates strategies such as direct indexing and tax-loss harvesting for eligible clients.