Michael Labbe Jr. is a CFA® charterholder and financial advisor at Atwood Capital Management, LLC with four years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and Sikich Corporate Finance LLC, as well as time at The University of Chicago Booth School of Business and Sears Holdings Corporation. Atwood Capital Management, LLC is an independent registered investment adviser offering discretionary portfolio management and fixed-fee financial planning services to individuals and small businesses. The firm employs fundamental analysis across passive, active, and semiactive strategies and incorporates liability-driven investing and hedging techniques, serving clients with tailored investment approaches.

Paul Wildberger is a CFP®-designated financial advisor with 19 years of industry experience. He is the sole advisor at Integrity Private Wealth Advisors, LLC, where he has worked since 2018. Before that, he spent four years at Ameriprise Financial Services, Inc. Outside of his advisory role, he manages personal rental properties. Integrity Private Wealth Advisors serves individual clients, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management through a wrap-fee program and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, sector, and cyclical analysis with various strategies, managing portfolios primarily on a non-discretionary basis.

Thomas Wilke is a financial advisor with AnalyticEdge Finance in Dallas, TX. He holds a Series 65 designation and has eight years of industry experience, including prior roles at Goldman Sachs and United Capital Financial Advisers. In addition to his advisory work, he is appointed as an agent with World Financial Group, where he sells life insurance products separately from his advisory services. AnalyticEdge Finance provides customized investment management and comprehensive financial planning primarily for individuals, families, and legal entities. The firm utilizes quantitative tools such as Monte Carlo simulations and efficient-frontier optimization to construct personalized portfolios and offers a range of services including discretionary portfolio management, estate planning, and small-business retirement plan consulting.

Philip Ladewig is a financial advisor with 23 years of industry experience. He is the sole advisor at Ladewig Investment Management, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at J.P. Morgan Securities LLC for 18 years. Ladewig Investment Management provides discretionary asset management primarily to individual and high-net-worth clients, offering tailored portfolio management that includes investment selection, asset allocation, and monitoring. The firm employs a range of strategies from long-term holdings to shorter-term trading and options, with regular account reviews focused on rebalancing and tax-loss harvesting.

Charles Durham is a financial advisor at Birnam Wood Capital, LLC in Dallas, TX, holding a Series 66 license with 17 years of industry experience. He has worked with Birnam Wood Capital since 2015 and has been associated with Bluffview Securities and Bluffview RIA since 2009. Outside of his advisory role, Durham is involved in managing several special purpose investment vehicles and serves as chairman of a sporting goods business. Birnam Wood Capital provides investment advisory and financial planning services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis with a focus on non-discretionary portfolio management, and it sponsors multiple pooled private vehicles and single-purpose LLCs through affiliated entities.

Paul Streiber is a CFP® with 17 years of industry experience and is the sole advisor at PRS Wealth Management in Coppell, TX. He has worked at PRS Wealth Management since 2009, with prior roles at Heritage Financial Planning and Talis Advisory Services. PRS Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and customized financial plans. The firm employs Modern Portfolio Theory to build client-specific allocations and uses a mix of mutual funds, ETFs, fixed income instruments, and annuities, with an investment approach that includes margin and options trading.

David Tobin is a financial advisor at Sabana Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Sabana Capital Management since 2011. Sabana Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, charities, corporations, and other entities. The firm uses a quantitative, multi-factor investment process focused on large-cap stocks and employs technical analysis and option strategies to manage risk and adjust market exposure.

Brandon Simpson is a financial advisor at Aspen Wealth Advisors LLC in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 13 years before founding his advisory firm. Outside of advising, he has a non-investment-related business under his own name. Aspen Wealth Advisors provides investment management and comprehensive financial planning to individual clients, combining passive, index-based strategies with selective fundamental analysis. The firm serves a small client base with tailored services that include retirement, tax, estate, insurance, and business planning.

Troy Ferguson is the sole advisor at Ferguson Financial Planning in Duncanville, TX, holding CFP® and Series 65 credentials with 22 years at his firm and 11 years of industry experience. Ferguson Financial Planning is a fee-only independent advisory firm managing approximately $74 million in assets across 169 client relationships. The firm provides discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. It employs a fundamental, long-term investment approach through five model folios on a Goldman Sachs platform and offers clients 24-hour access to account performance reporting.

Before founding SharpEdge Financial, Joel achieved a lifelong dream of playing professional hockey. This unique career path has helped him build the confidence and resiliency needed to launch a financial planning firm. Joel is a CERTIFIED FINANCIAL PLANNER® (CFP®) and helps his clients with a variety of complex financial planning topics. His specialization in working with young professionals, and especially young attorneys, stems from being married to a former Big Law attorney, now in-house counsel. In fact, prior to his wife, Courtney, leaving Big Law, Joel built a detailed financial plan that gave him and Courtney the confidence they needed to navigate her transition to in-house counsel. 𝗛𝗼𝘄 𝗛𝗲 𝗚𝗼𝘁 𝗛𝗲𝗿𝗲 Joel spent his youth in Quebec, Canada, where he balanced school and hockey up until he was drafted by the Colorado Avalanche in the 2008 NHL Draft. He signed his first professional contract in 2010 and moved to the United States to play for the Avalanche’s affiliate team in Cleveland, OH. This is where he would eventually meet the love of his life, Courtney. Like many professional athletes, his career had highs and lows. To prepare for life after hockey, he pursued a bachelor’s degree during his downtime away from the rink. After playing for seven different teams over nine years, Joel’s last stop was Allen, TX, where he and his family decided to plant roots. Immediately after hanging up his skates, Joel entered the financial services industry and started selling life and disability insurance. His primary focus was to help his clients protect their wealth. He eventually morphed into a more complete financial planner and started advising his clients on how to build wealth as well as how to protect it. Even though he is now a fee-only financial advisor (i.e., he does not receive a commission for selling products), he still keeps that same approach to financial planning: prioritize defensive planning to protect assets, then strategically go on the offensive to grow wealth. Fast forward to today, Joel and Courtney have two boys, Julien and Luca, and a goldendoodle named Harley. He still spends considerable time at the hockey rink either watching, playing, or coaching. And when time allows, he trades his hockey stick for a golf club or a pickleball paddle.

Paul Nouri is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Noble Advisors, LLC in Dallas, TX. He has been with Noble Advisors since 2009 and also manages Noble Equity Capital Management, LLC, a healthcare-focused investment advisor affiliated with private funds. Since 2013, Mr. Nouri has served on the board of VDI, a veterinary diagnostic company, without compensation. Noble Advisors provides discretionary portfolio management and supplementary financial planning services primarily for individual clients, including retirement account rollovers. The firm’s investment approach combines growth and income based on fundamental research, with frequent portfolio monitoring and aggregated trading across client accounts, and maintains an operating profile distinct from typical small advisory practices due to concurrent management of private investment vehicles and active involvement in business and tax planning.

David Fent is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. He has worked at Frost Investment Advisors, LLC and Frost Bank before founding Penn Street Capital Management LLC in 2017. Based in Dallas, TX, he is the sole advisor at his independent firm. Penn Street Capital Management provides discretionary investment management to individuals, high-net-worth clients, IRAs, trusts, estates, foundations, and endowments, typically requiring a $1,000,000 account minimum. The firm emphasizes long-term strategies and fundamental analysis to tailor portfolios based on client goals, risk tolerance, time horizon, and tax considerations.

Colby Harlow is the principal of Harlow Capital Management LLC in Dallas, TX, holding a Series 63 license and bringing 25 years of industry experience. He has worked at Arbco, LLC and Harlow Capital Management since 2005. Outside of his advisory role, he serves as Secretary Treasurer on the board of CTW Companies. Harlow Capital Management provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, charitable organizations, and pooled investment vehicles. The firm sponsors and manages private funds, including those focused on energy infrastructure, biotech, and aerospace, employing a disciplined, value-oriented investment process across separately managed accounts and private funds.

Michael Parikh is a CFP®-certified financial advisor with 21 years of industry experience. He has been with M Street Capital, LLC since 2015 and has also worked with Commonwealth Financial Network and Capital Navigation Group, LLC. Parikh owns M Street Capital, a private entity facilitating securities, advisory, and insurance business. M Street Capital provides financial planning and investment advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm combines fee-based financial planning with discretionary portfolio management through a wrap-fee program, using fundamental, technical, and cyclical analysis to tailor portfolios and financial plans to client goals.

Robert Holman is a CHARTERED FINANCIAL ANALYST (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). The former is the gold standard for the investment management profession, and the latter is useful for advising on personal financial circumstances. I'm "The Defensive Advisor" because it is essential to understand when markets are conducive to building opportunistic profits and when risk-taking should be minimized. Former positions: • LPL Financial Advisor • TD Ameritrade Investment Consultant • Director, Financial Planning & Analysis Robert is a registered investment advisor and fee-only financial planner. His investing curiosity brought real understanding of investing, surpassing what can be learned in an academic setting. His investing beliefs center around knowing the signs of the times, what should be done about them, and seeking to build wealth in both up and down markets. Robert is a summa cum laude graduate of The University of Texas at Austin. He belonged to the honor societies Phi Kappa Phi (Overall Collegiate), Beta Gamma Sigma (Finance), and Beta Alpha Psi (Business). Robert was a member of Pi Sigma Epsilon (Management) and volunteered his time as an advisor to SCORE (U.S. Small Business Administration Consulting). Robert resides in Dallas, Texas, with his amazing wife Karen and three wonderful daughters, Beth, Nancy, and Emily. He is the Stewardship Leader for his local church and an active volunteer in many church ministries, including divorce recovery and marriage counseling. Read Robert’s 2-minute biweekly stock market insights report here:  https://www.defensiveadvisor.com/blog

Matt Zumbach is a CFA® charterholder and principal at Divergent Path Capital Management with prior experience at Northern Trust, Alight Solutions, Wall Street Prep, and AON Corporation. He currently serves as chief investment officer and president of the Baylor Oral Health Foundation, a nonprofit affiliated with Texas A&M University College of Dentistry. Divergent Path Advisors offers fee-only financial planning and non-discretionary investment consulting through fixed-fee, project-based written reports for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides customized, tax-aware strategic asset allocation advice without portfolio management or custody of client assets.

John Line is a CFP® and Series 65 credentialed financial advisor with 21 years of industry experience. He is the owner of John Line, CPA, Inc., and previously worked at Paladini Financial Advisors, LLC for 13 years. Outside of investment advisory, he provides accounting and tax preparation services through his CPA firm. John Line, CPA, Inc. serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios managed by unaffiliated sub-advisers and emphasizes diversification and long-term investment strategies.

Melissa Crockett is a financial advisor at IS Capital Management in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Kovack Advisors, Inc. and Trustmont Advisory Group, Inc. In addition to her advisory role, she serves as president of The Independent Security Company, Inc., a fixed insurance agency involved in sales of fixed annuities and life and health insurance policies. IS Capital Management serves individual and high-net-worth clients with conservative, income-oriented portfolios, emphasizing dividend-producing securities such as preferred stocks and closed-end funds. The firm provides ongoing investment management, financial planning, and retirement-plan rollover education, employing a combination of fundamental, technical, cyclical, and charting analyses in portfolio construction.

Alexis Buchholz is a financial advisor with BFG Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining BFG Wealth Management, Buchholz worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Outside of advisory services, Buchholz is involved in insurance brokering through Buchholz Financial Group LLC and business consulting with BFG Capital Partners LLC. BFG Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, and business entities, managing approximately $32.8 million across about 56 client relationships. The firm employs fundamental analysis, quantitative methods, and modern portfolio theory to construct portfolios primarily from common stocks, ETFs/ETPs, and cash equivalents, offering a range of thematic strategies implemented on a discretionary basis.

Richard Corse is the principal of Westmont Capital Advisors, LLC in Dallas, TX, with 21 years of industry experience. He has been with Westmont Capital Advisors since 2012 and also leads Corse Consulting, Inc., a management consulting, investment banking, and litigation support firm he has operated since 1989. Westmont Capital Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, and estates. The firm offers customized, goal-based portfolio management and financial planning, using a range of investment vehicles and providing both discretionary and non-discretionary services.