Joshua Cohen is a financial advisor at FQI Capital Management LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Active Alts Inc., McElhenny Sheffield Capital Management, LLC, and Ackerman Capital Partners. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm combines quantitatively driven models with fundamental sector analysis and uses derivatives such as options to manage risk and generate income.

Barclay Nelson is a CFP® and CFA® with 15 years of industry experience, currently serving as an advisor at Birch Capital Management, LLC since 2004. He is involved in managing several private family foundations, overseeing investments, administration, and grant vetting. Outside of his advisory role, he is a managing member of a limited liability company involved in real estate operations. Birch Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm offers customized portfolios that incorporate fundamental and technical analysis across a range of asset classes, including alternative investments, and serves a small client base with a focus on trustee services and performance transparency.

Michiel Hurley is a financial advisor at NexAdvisors, LLC in Dallas, TX, holding Series 65 and Series 63 licenses with 21 years of industry experience. He has worked with Highland Capital Funds Distributor, Inc. since 2014. Hurley is concurrently employed by NexPoint Asset Management, L.P., NexPoint Advisors, L.P., and NexAdvisors LLC, all affiliated SEC-registered investment advisers. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth families, and business or trust entities, with a focus that includes specialized advice for investing proceeds from real estate sales into Delaware Statutory Trusts as part of 1031 exchanges. The firm manages approximately $26.1 million in discretionary assets and uses a combination of fundamental, technical, charting, and cyclical analysis to construct diversified, generally long-biased portfolios tailored to client suitability.

Varun Singh is a CFA® charterholder with three years of industry experience. He is currently an advisor at Pinnacle Stream Capital LLC, where he has worked since 2022. Prior to that, he was with Westwood Holdings Group Inc for seven years and retired for a period between 2019 and 2022. Pinnacle Stream Capital is a small, supported advisory firm that provides discretionary asset management and ongoing portfolio management primarily for high net worth individuals and institutional clients. The firm employs a fundamental analysis-driven investment process with tailored strategies and conducts regular portfolio reviews, focusing on a very limited client base.

Tracey Daniel is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Cravens Brothers Private Wealth Management LLC since 2016 and joined Gladstone Wealth Partners in 2026. Outside of her advisory role, she serves as Secretary/Treasurer for the TreeTops 2 Condos Homeowners Association in Dallas, a volunteer position involving record-keeping and meeting minutes. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services primarily on a non-discretionary basis to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets as of year-end 2025.

Chaim Summers is a financial advisor at Kingsley Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding Kingsley Advisors, he worked at DTCC for four years and has held various roles in research and corporate sectors. Kingsley Advisors provides discretionary investment management to individuals and institutional clients, focusing on a research-driven deep-value approach with concentrated portfolios primarily in exchange-traded securities. The firm offers its strategy exclusively through its own wrap fee program, serving both corporate and institutional investors.

Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 credentials with 10 years of industry experience. His prior roles include positions at Strategic Financial Concepts, White Rock Associates, Commerce Street Capital, Ovington Advisors, FourPark Management, and Morgan Stanley. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary asset management, financial planning, consulting, educational seminars, and cryptocurrency advisory services, utilizing a combination of fundamental, technical, charting, and cyclical investment analysis.

James Rice is a financial advisor with Brokaw Rice Investment Advisors, Incorporated and holds a Series 65 designation. He has 12 years of industry experience, including roles at Brokaw Rice since 2016 and a concurrent management position in the finance group at AT&T. Brokaw Rice Investment Advisors, Incorporated is a small registered investment adviser managing discretionary portfolios for individual brokerage, trust, and IRA accounts. The firm employs a value-based investment approach focusing on dividend-paying companies and uses valuation metrics to guide investment selection, with an emphasis on diversification and risk mitigation.

Kathryn Tutt is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, with 28 years of industry experience. She has been with the firm since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she volunteers for The Breast Cancer 3 Day and helps with catering through The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm employs fundamental analysis and constructs portfolios using asset allocation and individual security selection, incorporating both long- and short-term trading strategies.

Eric Shaffer is a CFP® professional with 26 years of industry experience, currently serving at Kuhn Capital Partners since 2020. He has previously worked at 360 Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with Hallmark Advisory Services, LLC in a non-investment capacity. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, offering discretionary asset management, financial planning, and access to third-party managed solutions. The firm emphasizes portfolio construction based on client objectives and risk tolerance, provides access to alternative investments for qualified clients, and manages multiple private funds with performance-based fee arrangements.

Jon Smith is a financial advisor at Christensen Capital, LLC in Dallas, TX, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Christensen Capital since 2016. Christensen Capital provides discretionary portfolio management primarily to high-net-worth individual clients and acts as the managing general partner and adviser to the private pooled vehicle, Target 3 Fund, L.P. The firm emphasizes a value-oriented investment approach focused on management strength, durable competitive advantages, and special situations, managing both separately tailored accounts and the Fund on a discretionary basis.

Franck Cushner Jr. is a CFP® professional with 29 years of industry experience, currently affiliated with Ensemble Financial, Inc. He has held roles at Titleist Asset Management, LLC and Titleist Capital, LLC since 2018 and leads DBK Health, Inc., a medical business consulting firm. Outside of his advisory work, Cushner serves as a compensated yacht captain. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm structures client relationships around customized Investment Policy Statements and employs both fundamental and technical analysis, incorporating various trading strategies and third-party partnerships.

Yohance Harrison is a financial advisor with Money Script Wealth Management, PLLC and holds Series 65 and Series 66 credentials. He has 24 years of industry experience, including roles at Harrison Financial Services, LLC and Luminous 8 Wealth Management, LLC. Outside of financial advising, he operates a sole proprietorship providing photography services. Money Script Wealth Management offers investment advisory, financial planning, and pension consulting to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and uses a combination of fundamental analysis, modern portfolio theory, and various trading strategies.

Edgar Cortez is a financial advisor at Schlindwein Associates LLC with a Series 65 credential and two years of industry experience. He has held roles at several firms, including BNY Mellon, Broadridge, Charles Schwab, Personal Capital, and Fidelity Investments. Schlindwein Associates provides discretionary and non-discretionary investment supervisory services to individual and institutional clients, offering investment guidance for corporate and not-for-profit groups. The firm employs a proprietary fund-ranking methodology to establish strategic asset allocation and risk parameters, typically utilizing mutual funds and ETFs while incorporating alternative asset categories for diversification.

Nancy Gatens is a CFP® with 15 years of industry experience, currently serving as an advisor at Gatens Financial, LLC since 2017. Prior to founding her firm, she worked at Lee Financial Corporation from 2010 to 2017. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

John Cravens is a financial advisor with Cravens Brothers Private Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at Gladstone Wealth Partners, Grs Partners LLC, and Wavecrest Securities LLC. He is also the owner of Genbeem LLC, which holds passive investments in oil and gas ventures in Texas. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities, primarily operating on a non-discretionary basis. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets, focusing on client approval for each transaction.

Sameer Chand is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, Investment Consultant, and Retirement Investment Services. His extensive experience within the company highlights his long-term commitment to financial consulting. Throughout his career, Sameer has focused on working closely with clients to develop financial plans tailored to their individual goals and situations. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Sameer enjoys fitness, hiking, and tennis.

Robert Prather Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Vision Research, LLC since 2012, where he serves as an advisor. Vision Research, LLC provides qualitative research and analytical services on U.S. equities to investment managers, primarily hedge funds and investment limited partnerships. The firm combines fundamental and technical analysis with proprietary tools to deliver speculative trading ideas for professional money managers.

Joshua Orton is a financial advisor at LGT Financial Advisors LLC in Dallas, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including TD Ameritrade and National Estate Services LLP. LGT Financial Advisors serves individual and high-net-worth clients, as well as pension and charitable accounts, offering portfolio management, financial planning, and consulting. The firm employs a variety of investment strategies across multiple asset classes and provides clients access to private investment funds and separately managed account programs.

Daniel Rascoe is a financial advisor at Ensemble Financial, Inc. based in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Titleist Asset Management, Sunrise Financial Services, Madison Avenue Securities, and TD Ameritrade. Ensemble Financial serves individuals, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and referrals to third-party money managers. The firm tailors client relationships through Investment Policy Statements and employs both fundamental and technical analysis in its investment strategies. The firm also engages in intermediary activities and maintains fee-sharing and referral arrangements with third-party managers and lenders.