Collins Knight is a CFP® and CPA with seven years of industry experience. He is currently with Panteles Advisors and Colo Development Partners, having previously worked at Ausdal Financial Partners, Stephens Inc., Ernst & Young, and other firms. Knight is also licensed to sell insurance products. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios through a strategic asset allocation framework and employs a variety of analytical approaches to guide investment decisions.

Luke Mckee is a CFP® and Series 65 credentialed advisor with over ten years of experience in financial services. He currently leads 323 Wealth Management, LLC, an independent advisory firm based in Flower Mound, TX. Prior to founding 323 Wealth Management, he held roles at Happy State Bank, Expansion Industries, LLC, and JavelinIP, LLC. 323 Wealth Management serves individual and high-net-worth clients through discretionary asset management and financial planning, offering managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets via a third-party aggregation platform.

Brad Bartz is a financial advisor with Ridgewood Wealth Management LLC in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Fidelity Investments in various roles from 2009 to 2019 before joining Ridgewood Wealth Management in 2019. Ridgewood Wealth Management serves high-net-worth individuals and small businesses, offering tailored investment management combined with comprehensive financial planning. The firm employs an active management strategy using a mix of ETFs, mutual funds, individual equities, and fixed-income instruments, and also oversees third-party sub-advisers while maintaining responsibility for client suitability.

Noah Trstenjak is a financial advisor with Lifetime Capital Planning Group LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience as a self-employed contractor. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management and financial planning services, including managed access to held-away retirement accounts. The firm employs a client-tailored, discretionary investment approach and offers educational seminars and workshops without fee or individualized advice.

Jeffrey Rayburn is a financial advisor at Elm Asset Management Inc. based in Denton, TX, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at BT Americas, Inc. for 11 years. Outside of advising, he owns and operates Tingewick Holdings, LLC, providing part-time book-keeping and tax services for individuals and small businesses. Elm Asset Management offers discretionary investment management for individuals, trusts, estates, and charitable entities using separately managed accounts. The firm employs a combination of charting, fundamental, and technical analysis through actively traded growth and moderate income strategies, managing approximately $5.9 million in assets across a small client base.

Alec Calvillo is a financial advisor at Panteles Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Colo Development Partners and Dell Technologies. Outside of advisory work, he serves as a financial analyst focusing on commercial real estate development at Colo Development Partners. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios using a strategic asset allocation framework and employs various analytical methods, offering performance-based compensation to qualified investors within a small team of credentialed professionals.

William Byrum is a financial advisor at TL Private Wealth in Celina, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at TD Ameritrade from 2013 to 2018 before joining TL Private Wealth in 2018. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing, using fundamental and cyclical analysis to select securities within documented Investment Policy Statements.

Kelly Rench is a financial advisor at Relevance Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Relevance Capital Management in 2020, Rench worked at Ryan, LLC from 2013 to 2020. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with large market capitalizations and employs fundamental and cyclical analysis to guide security selection.

Constantinos Maniatis is a financial advisor at Corps Capital Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2019. Maniatis has been with Corps Capital Advisors since 2019. Corps Capital Advisors serves a concentrated, mostly high-net-worth and accredited investor clientele, offering discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm combines fundamental and technical analysis with a long-term investment orientation and manages customized portfolios that may include ETFs, equities, fixed income, mutual funds, private investments, options, and derivatives.

Aaron Junk is a financial advisor at Panteles Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JPMorgan Investment Management Inc. and Hartford Funds Management Company. Outside of his advisory role, he is the owner and manager of two holding companies for personal non-exchange traded investments. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios using a strategic asset allocation framework and employs various analytical approaches, including macro, fundamental, quantitative, qualitative, and technical analysis.

Bradley Stevenson is a financial advisor at Rival Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage lending, having worked at Prosperity Home Mortgage and Wells Fargo Home Mortgage. Outside of advisory work, he is active as a mortgage consultant, assisting borrowers with home financing. Rival Capital Management, LLC provides discretionary investment management and project-based financial planning to individual clients, including high-net-worth individuals. The firm customizes advice based on client objectives and risk tolerance, managing portfolios across various asset classes and offering standalone financial planning services.

Elizabeth Orser is a financial advisor at Orser Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at Bridger Capital Management, LLC since 2007. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Donald Hatcher is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 license and seven years of industry experience. He has worked at Solutions 4 Wealth and affiliated entities since 2018 and has prior experience with Textron Specialized Vehicles and Bell Helicopter. Outside of his advisory role, he owns and operates Advanced Planning, Inc., which provides insurance sales and services, and serves as president of Prestige Consulting Group, LLC, a real estate consulting firm. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, supplemented by due diligence and monitoring of private placements and alternative investments.

Thomas Barber is a financial advisor at Relic Wealth Management LLC in Ponder, TX, holding a Series 65 designation with no prior industry experience. His background includes clinical pharmacy roles at Denton State Supported Living Center and Trusted Medical, where he provided drug regimen reviews for patients. Relic Wealth Management LLC offers asset management, financial planning, and retirement plan consulting to individual investors, trusts, corporations, and employee benefit plans. The firm employs a range of analytical methods and investment strategies, including discretionary portfolio management and performance-based fee arrangements for qualified clients.

Conner Combs is a Series 65-licensed financial advisor with eight years of industry experience. He is a partner at Combs Capital Partners and also serves as a general partner in alternative investment vehicles through Combs Capital Group, LLC. Additionally, he holds a CFO role at So Sarah Rose LLC, a content creation business owned by his spouse. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for around 100 individual and high-net-worth clients. The firm offers active asset management, tailored portfolio services, participant account management for held-away retirement plans, and financial planning, employing a combination of fundamental, technical, and cyclical analysis in its long-term, model-based strategies.

Matthew Tarkington is a financial advisor at Directional Advisors in Lewisville, TX. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Tarkington serves as Senior Pastor at Faith4life Church, a position he has held since 2013. Directional Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach is goals-centric, emphasizing ETFs and fixed income while incorporating business-cycle analysis to adjust allocations and manage risk. Directional Advisors also offers unique services such as held-away plan advice and family office offerings, distinguishing it from similarly sized independent advisory firms.

Morgan Gough is a financial advisor at Stonemark Wealth Management with 21 years of industry experience. He holds a Series 63 designation and has worked at Arkenstone Financial, LLC since 2012 and Wespac Advisors Socal, LLC since 2011. Stonemark Wealth Management provides discretionary investment management, financial planning, and limited consulting services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and retirement plan participants. The firm employs a combination of fundamental and technical analysis and utilizes strategies including covered-call and put-writing option strategies, managing accounts on a discretionary basis tailored to client objectives and risk tolerance.

John Jacobson is a financial advisor at TL Private Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following seven years at TD Ameritrade. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to high-net-worth individuals. The firm emphasizes strategic asset allocation with periodic rebalancing, uses fundamental and cyclical analysis for security selection, and generally operates under discretionary authority.

Tyler Wacaster is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at AutoNation and New York Life. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios, ongoing portfolio monitoring, and financial planning, and also sponsors pooled real-estate investment vehicles and single-purpose limited partnerships for accredited investors.

Joshua Moore is a financial advisor with Corps Capital Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Corps Capital Advisors, he has been the CEO of THS Home Solar since 2018, an electrical contracting business. Corps Capital Advisors serves primarily high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, managing approximately $270 million for a small client base. The firm builds customized portfolios using a range of securities and private investments, applying both fundamental and technical analysis with a generally long-term orientation.