James Harris is a financial advisor with Allred Harris Wealth Management in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2013 to 2018 before joining Allred Capital Management, LLC in 2018. Outside of his advisory role, Harris is a business owner and partner in Funkys LLC, where he is involved in managing expenses and bill payments. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm delivers both discretionary and non-discretionary services, emphasizing client-specific financial profiles and investment plans, and employs a range of strategies including options trading and limited use of margin.

Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2007 to 2008. Schlauch has a minority partnership interest in a family-owned real estate services business with no active duties. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven strategy incorporating long-term positions, short selling, derivatives, and event-driven trades within a defined risk framework.

Brian Nerney is a financial advisor at Sundial Capital Management, L.P. with 20 years of industry experience. He holds a Series 65 designation and has been involved with multiple businesses concurrently, including roles at Fenix Parts, Schwizer RSG, RFJ Auto Partners, and others. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, employing a flexible, research-driven strategy that combines long-term positions with the use of derivatives, short selling, and event-driven trades within a defined risk framework.

Joshua Rudd is a financial advisor at Styre Wealth in Fort Worth, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at The Rudd Company, LLC since 2017 and previously at WFG Investments, Inc. from 2009 to 2017. Styre Wealth provides discretionary investment management and consulting services to individuals, families, and institutions, focusing on high-net-worth clients, retirement plan sponsors, and business owners. The firm employs a research-driven, price-sensitive investment process that includes the use of derivatives, margin, and proprietary pricing models within diversified portfolios.

Ian Myers is a financial advisor at RCA Wealth Strategies LLC with one year of industry experience. Prior to joining RCA Wealth Strategies, he worked at UBS Financial Services, Ameriprise Financial Services, and Safe Money Resource. Outside of his advisory role, Myers volunteers as a breakfast shift volunteer at the Union Gospel Mission of Tarrant County and serves as a coordinator for the Ave Maria University Student Alumni Department’s Dallas/Fort Worth chapter. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and investment selection services to individuals, business entities, and retirement plan sponsors. The firm combines core passive allocations with active tactical adjustments and offers tailored Investment Policy Statements to align portfolios with client objectives.

Johnny Parker is a CFP® professional with 21 years of experience in the financial industry. He currently serves as an advisor at Parker Wealth Group, LLC and has prior experience at Synergy Securities, Parker & Richardson, P.C., and TAG Capital Management, Inc. Outside of his advisory role, Parker is president of Texas Insurance Agency, Inc., a member of Tax Resolution Specialists, LLC, and chief financial officer of Victory Telecom, Inc. Parker Wealth Group, LLC provides investment management and comprehensive financial planning services to individuals, families, trusts, estates, private business owners, and private foundations. The firm tailors portfolios to each client’s risk tolerance and goals, using a combination of fundamental, technical, charting, and cyclical analysis across multiple asset classes.

Brian Shelton is a financial advisor with Shelton Wealth Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Investments LLC prior to joining his current firm in 2021. Shelton Wealth Management manages discretionary portfolios and provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, businesses, corporations, and institutions. The firm emphasizes risk-adjusted, tax-efficient asset allocation using a blend of active and passive strategies and incorporates a wide range of investment products, including alternative investments and specialized strategies, tailored to clients’ needs.

Clinton Calhoun is a financial advisor at Potential Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Potential Wealth Management since 2016. In addition to his advisory role, Calhoun serves as general counsel for Potential Investments, Ltd. Co., where he handles tax planning, accounting, contracts, and operations oversight. Potential Wealth Management LLC is a discretionary investment manager specializing in equities and exchange-traded funds. The firm serves a diverse client base, including pooled and institutional accounts, corporations, trusts, high-net-worth, and individual clients, employing an active long/short equity strategy informed by fundamental, technical, quantitative, and sentiment analyses.

Guy Cumbie is the principal of Cumbie Advisory Services, Inc., based in Fort Worth, TX. He holds the CFP® designation and has 43 years of industry experience, including positions at Rhodes Investment Advisors, Inc. and Rhodes Securities, Inc. In addition to his advisory work, he operates Bar C Bar Ranch. Cumbie Advisory Services, Inc. provides financial planning and investment management consulting to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers personal financial planning consistent with CFP standards and advises clients by recommending and monitoring unaffiliated independent managers, focusing on non-discretionary, broadly diversified, low-cost global portfolios with a factor-based investment approach.

Walton Ward is a financial advisor at Course 26, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Course 26 and its related entities since 2011. In addition to his advisory work, Mr. Ward participates as a manager in startup venture funds alongside family and friends, focusing on private investments in early-stage companies. Course 26, LLC manages approximately $70.5 million primarily for high-net-worth individuals and provides discretionary portfolio management and investment management to pooled investment vehicles. The firm uses proprietary rules to select primarily liquid U.S. equities and other instruments, tailoring strategies to client objectives and employing various investment techniques including options and derivatives.

Nicholas Deery is a financial advisor at Promus Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Stilly's Daq Shack LLC and Trademark Carwash LLC. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment process that incorporates core equity and fixed income holdings alongside alternative strategies and routinely uses third-party managers.

Rodney Mc Cauley Jr. is a financial advisor with Amazonite Investments LLC, holding a Series 66 designation and over six years of industry experience. His background includes roles at JP Morgan Securities LLC and New York Life-related entities. Outside of advisory work, he is involved in funeral home services and accounting audit roles. Amazonite Investments provides asset management and financial planning services primarily to individuals and business entities with account minimums around $500,000. The firm utilizes fundamental, technical, and cyclical analysis to manage portfolios and offers strategies that include trading and option writing.

Matthew Condit is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Strategic Wealth Management, LLC, where he has worked since 2015. His prior experience includes roles at LPL Financial and Independent Financial Partners. Strategic Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a combination of fundamental and technical analysis with a range of strategies, including margin borrowing and options, and maintains a close relationship with LPL Financial for custody and program access.

Lance Peters is a financial advisor at Nautical Star Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Spotlight Asset Group, ClearPoint Wealth Management, Financial Advocates Investment Management, and LPL Financial. Nautical Star Financial Group provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $38.5 million for about 64 households through a three-advisor team. The firm combines a supported advisor team with multi-office operations and offers a mix of advisory and insurance services.

Stanley Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Allred Capital Management, LLC. Outside of his advisory role, he serves as Vice President of Endowment on the executive board of the Circle Ten Council, Boy Scouts of America, and is involved with the Baylor Oral Health Foundation’s endowment committee. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, using a variety of investment strategies including options trading and margin, and sponsors its own wrap fee program alongside institutional platform support.

Carson Perkins is a financial advisor with Heritage Retirement Advisors, LLC in Colleyville, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Retirement Advisors, he worked in various roles including positions at Marco's Pizza, H-E-B, and Sul Ross University. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm uses a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management through model-based allocations ranging from conservative to aggressive.

Stacey Smith is a financial advisor with S&S Wealth Management in Grand Prairie, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked previously at Osaic Wealth, Inc. and Triad Advisors Inc. Outside of her advisory role, she owns Western Star Smith Ranch, where she provides horse boarding and lessons. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients with investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various securities tailored to client objectives and risk tolerance.

Bonnie Moseley is a CFP® with 16 years of industry experience, currently serving at Moffatt Financial Strategies. She previously worked at Intelligence Driven Advisers, LLC for 10 years and at Labrum Wealth Management, LLC for four years. Moseley is also involved in insurance sales through LWM Insurance Solutions. Moffatt Financial Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm utilizes a written Investment Policy Statement, discretionary authority for asset management, and may recommend third-party advisers to implement client strategies.

Derek Moffatt is a CFP® professional with over 21 years of experience in financial advisory services. He currently leads Moffatt Financial Strategies in Fort Worth, TX, a firm he has been affiliated with under various names since 2013. Prior to his current focus, he worked at LPL Financial for 11 years. Outside of his advisory work, Moffatt serves as president of the National Drowning Prevention Alliance, a nonprofit organization. Moffatt Financial Strategies provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a disciplined investment process that combines fundamental analysis with documented client risk tolerance, using both long-term and active strategies while incorporating third-party managers and outsourcing certain operational functions.

Rod Jones is a financial advisor with Cain Capital Management, LP in Dallas, TX, holding a Series 63 designation and 30 years of industry experience. His career includes roles at Chertoff Capital LLC, BlackRock Financial Management, Inc., and multiple positions within Cain Capital entities since 2003. He serves on the board of trustees for the UT Southwestern Foundation and is a managing partner of OakTruss Group, a cybersecurity firm in which Cain Capital clients also invest. Cain Capital, L.L.C. provides discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm emphasizes fundamental analysis and long-term investments, acting as sponsor and general partner to several private funds and special purpose vehicles while maintaining a small advisor team and applying oversight policies to manage conflicts of interest.