Jonathan Mcmullen is a CFP®-certified financial advisor with 14 years of industry experience. He is the owner and sole advisor at The Wealth Observatory, an independent firm he has operated since 2019. Prior to this, he held roles at Wisniewski Wealth Management and has been involved with Smallwillow, LLC and Advisor-Friendly Insurance since 2016. The Wealth Observatory provides investment consulting and comprehensive wealth planning to individual and estate clients. The firm employs a Modern Portfolio Theory–based investment approach with personalized service for a small client roster, offering flexible billing options and no asset minimum.

Niels Buksik is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Anchory, LLC, where he has worked since 2018. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Anchory, LLC provides discretionary and non-discretionary investment management to individuals and high-net-worth clients, combining financial planning services at no additional charge. The firm utilizes a blend of passive and active investment strategies with a focus on personalized portfolio management for a small client base.

Robert Hunt is the sole advisor at Robert Hunt Financial, LLC in Dallas, TX. He holds a Series 65 designation and has 10 years of experience in the industry. Robert Hunt Financial provides fee-for-service financial planning, investment advice, and financial education to individuals, high-net-worth individuals, trusts, and families. The firm focuses on low-cost, predominantly index fund solutions with an emphasis on asset allocation, expense control, and tax considerations. It offers written and verbal analyses, client-focused seminars, and publishes periodicals, operating on an advisory model without investment discretion or custody of client assets.

Stephen Hozie is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. He is the sole advisor at Hozie Consulting, an independent firm based in Coppell, TX. Prior to founding Hozie Consulting, he worked at Mills Wealth Advisors, LLC from 2017 to 2018. In addition to his advisory role, Hozie is a licensed CPA and provides tax preparation, accounting, and financial analysis services through his CPA firm. Hozie Consulting serves individual clients, including business owners, executives, retirees, and their families, offering wealth management, financial planning, portfolio management, and accounting services such as tax return preparation and fractional CFO work. The firm emphasizes a long-term, market-based investment approach using low-cost mutual funds and ETFs, with portfolios constructed for value and tax efficiency.

Ian Hunter is the principal of Hunter Value Capital LLC, an independent investment advisory firm based in Dallas, TX. He holds the CFA® designation and Series 63 license, with seven years of industry experience. Prior to establishing his firm, Hunter held roles at Baker Tilly Virchow Krause, LLP and Savanna Investment Management. Outside of advising, he has engaged in management and financial consulting through a separate business entity, Mustang Square Ventures, LLC. Hunter Value Capital is a fee-only adviser serving individuals, high-net-worth clients, trusts, and small pension and profit-sharing plans. The firm manages approximately $16 million and offers a microcap-focused separately managed account alongside a Financial Independence Plan emphasizing global diversification within a contrarian value framework.

Scott Hancock is a financial advisor at Oak Capital Advisors in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oak Capital Advisors since 2012. Hancock serves on the board of directors of Schuepbach Energy. Oak Capital Advisors is an independent sole proprietorship that provides investment management and asset-allocation advice to individuals, families, corporations, foundations, and retirement plans. The firm manages approximately $186 million and focuses on core holdings in index-tracking ETFs, emphasizing asset allocation and cost minimization while maintaining limited discretionary authority.

What led you to your position at your firm? I have been focused on FIRE (financial independence, retire early) goals since college. At age 36, I was able to quit a high-paying hedge fund job to pursue my dream of starting this business. This wasn’t an accident, but part of a long-term financial plan I crafted for myself. Now, I am able to share my passion and help others pursue and achieve their dreams. What makes you different from other advisors? I am different from other advisors in that I offer a white glove, high touch model. While other advisors may serve as many as 100 to 200 clients each, I intend to serve no more than 20 clients exceptionally well. What minimum assets do you require? For investment-only clients, we require minimum assets under management of $300,000. I charge a 1.0% investment management fee for the active strategy and a 0.7% investment management fee for the passive strategy. For clients with more than $1 million of assets under management, we offer financial planning services at no additional charge. Due to capacity limitations, we will only be able to accept a few more financial planning clients. Once we reach capacity, we will no longer be able to accept new financial planning clients. What makes your investment process unique? Inspired by Warren Buffett’s investing style, I believe I can add substantial value to our clients through active management and superior stock selection. Having two decades of investment experience working at multiple hedge funds with exposure to both equities and fixed income, I have learned from the best. With all of my own net worth invested alongside my clients in the same strategies, my interests are aligned with yours as this cook eats his own cooking.

Kevin Clariday is the principal of Kevin Clariday Investment Advisor, an independent sole proprietorship based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. The firm provides comprehensive portfolio management and investment consulting services to individuals, trusts, and business entities, with approximately $21 million in assets under management. It specializes in non-discretionary portfolio management combining fundamental and technical analysis, emphasizing long-term investments and allowing clients to retain transaction approval authority.

Michael Awosemusi is a financial advisor at Empowerment Financial Advisors LLC in Irving, TX, holding the ChFC® designation and Series 66 license with 10 years of industry experience. His prior experience includes roles at Edward Jones and Brandon K. Moore Financial, LLC. He serves on several nonprofit and civic boards in the Irving area, including the Irving-Las Colinas Chamber of Commerce and the Baylor Scott and White Irving Foundation. Empowerment Financial Advisors provides asset management, financial planning, and retirement plan advisory services to individual, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering tailored investment strategies and ongoing supervision, including discretionary trading when authorized.

Anthony Noto is a CFP® and CFA® with 13 years of experience in financial planning and investment management. He is the sole advisor at Noto Financial Planning, an independent Dallas-based firm he has led since 2013. Noto Financial Planning provides fee-only financial planning and investment management services to individuals, families, and high-net-worth clients. The firm employs a tailored, long-term buy-and-hold strategy focused on strategic asset allocation using ETFs and mutual funds, with a primarily non-discretionary implementation approach and specialized experience managing cross-border financial issues.

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.

Billy Briggs is a financial advisor with Clear and Simple Financial Group LLC in Allen, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at USAA Investment Management Company and related USAA entities, spanning from 2011 to 2020. Outside of his advisory work, Briggs is a self-employed musician since 1995. Clear and Simple Financial Group LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a range of analytical methods and focusing on long-term trading and cash-flow portfolio construction. The firm operates with a small client base and incorporates an active insurance practice, with Briggs licensed to recommend insurance and annuity products.

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.

Beverly Johnson is a financial advisor at BDJ Wealth Management LLC in Plano, TX, holding a Series 65 license with 12 years of industry experience. She has worked at SOFOS Investments, Inc. and is a partner at PJS Services, LLC, where she is involved in business development, tax filing, and tax planning. Additionally, she owns Teach Them 2 Fish, a financial education and consulting business. BDJ Wealth Management LLC serves individual and high-net-worth clients, including business owners, by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes tailored, tax-aware investment strategies with a focus on value and smaller-cap equities, and it maintains co-advisory relationships to accommodate clients’ social or moral investment preferences.

Emory Hoover is the sole advisor at Hoover Capital Management, LLC, an independent firm based in Flower Mound, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, having founded the firm in 2015. Hoover Capital Management provides asset management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and institutional clients. The firm employs a Global Value Opportunities strategy that integrates quantitative screening with fundamental analysis and offers institutional portfolio management alongside typical individual and trust services.