Murtaza Shahbazker is a CFA® charterholder and principal of Astute Consulting, LLC, an independent advisory firm based in Flower Mound, TX. He has experience in financial training and consultancy through roles at Astute Consultancy FZ-LLC and Kaplan Professional Middle East, among others. Outside his advisory role, he is involved in financial training and consultancy activities. Astute Consulting, LLC provides discretionary portfolio management to individual and high-net-worth clients, creating customized portfolios based on documented client goals, time horizon, and risk tolerance. The firm’s investment approach relies primarily on technical analysis and implements strategies largely through exchange-traded funds and actively traded portfolios, with daily account monitoring and trade-level client notifications.

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.

Alex Andrade is a Series 65-licensed advisor with 18 years of industry experience. He has been with Bulle Rock since 2006. Bulle Rock serves as investment manager to a private pooled investment vehicle and provides discretionary portfolio management to individual clients and trusts. The firm manages a long-short equity fund focused mainly on healthcare and consumer sectors, alongside long-only separately managed accounts that may include client-imposed restrictions.

Jill Taylor Gordon is the sole advisor at Taylor Financial Consulting in Lantana, TX, holding a Series 63 designation and bringing 24 years of industry experience. She has led her firm since 1996 and also serves as CEO of two separate businesses: a home construction and remodeling company and a dealer in gold and silver coins and bullion. Taylor Financial Consulting provides portfolio management and financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm emphasizes fundamental security analysis and a combination of short- and long-term investments, managing client accounts on a non-discretionary basis and utilizing third-party tools from Buckingham Strategic Partners for asset allocation, reporting, and rebalancing services.

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.

Whitney Davis is a financial advisor at Davis Financial Services in Dallas, TX, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to founding her firm, she worked at LPL Financial, Freeport LNG, and Phillips 66. Outside of her advisory work, she owns Resurrezione, LLC, a non-investment-related business. Davis Financial Services provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, as well as corporate and charitable organizations. The firm’s investment approach integrates behavioral, charting, cyclical, fundamental, and technical analysis, with portfolios managed on a discretionary basis and accounting/tax-preparation services offered to support integrated financial planning.

Michael Doyle is a CFA® charterholder and principal of Legacy Harbor in Plano, TX, with 21 years of experience in the financial industry. He also owns and operates Michael B. Doyle, PC, providing accounting, tax, and CPA services, as well as the Law Offices of Michael Doyle, PLLC, offering attorney services. Michael has been active in these professional roles since the early 1990s. Legacy Harbor is an independent advisory firm serving individual, high-net-worth, and corporate clients with discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis, offers access to third-party managers, and invests across a range of asset classes including mutual funds, equities, fixed income, ETFs, REITs, and select alternatives such as agricultural commodities.

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.

Jeffrey Steiner is the principal of Second Opinion Financial and holds a Series 65 designation with two years of industry experience. Prior to founding Second Opinion Financial in 2022, he worked at UT Southwestern Medical Center for 15 years. He is also co-owner of Two Pugs Publishing, a self-publishing education business he has been involved with since 2012. Second Opinion Financial, established in 2023, provides investment management, financial planning, and educational seminars primarily to individuals, trusts, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary services alongside subscription-based planning and monitoring.

Scott Briney is a financial advisor at Capital Advice, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Advice since 2019 and Cetera Advisor Networks since 2013. In addition to his advisory role, he is independently licensed to sell insurance products through various companies. Capital Advice, LLC provides discretionary investment management to individual clients and offers market-timing signals and sub-manager services to other registered advisers and institutional subscribers. The firm employs proprietary, model-based technical methodologies focused on trend, momentum, volatility, and market internals to manage fixed-income and equity strategies.

Todd Pniewski is a CFP®-designated financial advisor with 17 years of industry experience. He is the sole advisor at TBMS Wealth LLC in Plano, TX, and has previously worked at Origin Financial and TH Wealth Management LLC. Pniewski also provides investment advice and financial planning through Elements Wealth, LLC. TBMS Wealth LLC offers financial planning and investment management services to individuals, trusts, estates, foundations, and business entities. The firm employs a combination of fundamental analysis and both active and passive strategies, focusing on low-cost, tax-efficient funds and regular portfolio reviews, while coordinating with clients’ attorneys and accountants on estate, tax, and risk-management matters.

David Cannon is a CFP® and holds a Series 65 license, with seven years of experience in financial advising and accounting. He is the sole advisor at David Rhodes Cannon, C.P.A., LLC, a firm he has led since 2023, following eight years at Cain Watters & Associates, LLC. David Rhodes Cannon, C.P.A., LLC provides portfolio management, financial planning, and accounting and tax-preparation services to individual and high-net-worth clients. The firm uses written investment policy statements to document client objectives and constraints and emphasizes well-diversified investment strategies with both discretionary and non-discretionary management.

Karen Ehmke is the principal of Springwood Financial Advisors, an independent firm based in Dallas, TX. She holds the PFS™ designation and a Series 65 license, with 22 years of industry experience. Since 2004, she has led Springwood Financial Advisors, which she operates as a single-advisor firm. Springwood Financial Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, small businesses, and corporate pension plans. The firm emphasizes a long-term, evidence-based investment approach using low-turnover passive funds and model portfolios, and offers additional services including accounting-affiliated tax support and employee benefit plan consulting.

James Still is a CFP® professional with 13 years of experience in financial advising. He has led JASI Financial, Inc. since 2012 and concurrently works as a consultant with Andrea M Still, CPA PC, a non-investment related CPA firm. JASI Financial, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, small businesses, and retirement plan sponsors and participants. The firm employs a buy-and-hold, long-term investment strategy focused on diversified asset allocation using primarily low-cost, passively managed funds and offers both discretionary and non-discretionary management.

Lance Riddle is a CFP® with 25 years of industry experience and the sole advisor at Optimal Wealth Advisors, LLC in Dallas, TX. He has led the firm since 2009 and also works as an independent insurance agent. Optimal Wealth Advisors serves individual investors, including many high-net-worth clients, providing financial planning and discretionary portfolio management. The firm employs a relatively conservative investment approach focused on asset allocation frameworks and tailors strategies based on client goals, risk tolerance, and time horizon.

James Crank is the managing partner of J C Texas Investment Advisors, Ltd., an independent firm based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 22 years of experience in investment advisory services. Prior to founding his firm in 2003, Mr. Crank has been involved in multiple business ventures, including real estate and oil and gas partnerships, and serves as co-trustee for several family trusts. J C Texas Investment Advisors, Ltd. provides discretionary investment advisory services primarily through separately managed accounts to a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional accounts. The firm’s investment approach is based on fundamental analysis and typically involves concentrated equity and fixed-income portfolios designed to align with each client’s objectives and risk profile.

Samir Patel is a Series 65-licensed financial advisor with nine years of industry experience. He has been the sole advisor at Askeladden Capital Management LLC since 2015. Askeladden Capital is an independent, single-advisor firm that provides discretionary portfolio management through separately managed accounts and manages private funds for institutional clients such as trusts, family offices, and charitable organizations. The firm employs a value-oriented investment approach focused on micro-, small-, and mid-cap equities over a multi-year horizon and incorporates AI-assisted research tools in its process.

Adam Morse is a financial advisor at Fortify Financial LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at AssetBuilder from 2014 to 2025. Fortify Financial LLC is a registered investment adviser that offers integrated portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, endowments, and businesses. The firm focuses on long-only portfolio construction using exchange-traded funds and individual securities when appropriate, applying modern portfolio theory alongside fundamental and cyclical analysis.

Kelley Douglas is a financial advisor at StoneBridge Wealth Management, LLC in Frisco, TX, with 27 years of industry experience. He has held Series 63 and Series 65 licenses and has been with StoneBridge since 2008. StoneBridge Wealth Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily passive and evidence-based mutual funds and ETFs, with significant use of Dimensional Fund Advisors funds.

Christopher Neudecker is a financial advisor at In-Christ Asset Management, LLC in Plano, TX, with nine years of industry experience. He holds Series 63, 65, and 66 credentials. Besides his advisory work, he has been a software contractor since 2012 and serves as a software leader at BHG since 2022. In-Christ Asset Management is an independent, state-registered advisor providing discretionary asset management to individuals, high-net-worth clients, and certain institutions. The firm serves a small client base with tailored investment programs that use technical and charting analysis, offering flexibility through discretionary authority and a performance-based fee option for qualified clients.