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.

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.

Britton Taylor is a CFP® with nine years of industry experience and operates Taylor & Taylor Financial Services in Keller, TX. He has been associated with Taylor & Taylor Financial Services since 2000 and is also involved with the Church of God a Worldwide Association and the United Church of God. Additionally, he provides tax preparation services as a sole proprietor. Taylor & Taylor Financial Services offers comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, as well as corporations and trusts. The firm employs a detailed planning process to create individualized plans covering retirement, tax, estate, and risk management, and manages portfolios across various asset classes.

Jonathan Mazur is a financial advisor with Luke Financial Company, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Zachary Financial, LLC and Luke Financial Company LLC since 2008. Outside of his advisory role, he operates JUNGLETREK, a career services firm, and is involved in the sale of life, health, and annuity insurance products as an owner and insurance agent at Zachary Financial, LLC. Luke Financial Company provides investment management and financial planning primarily for individual and high net worth clients. The firm employs a range of strategies including discretionary portfolio management, consulting, and educational seminars, and distinguishes itself by integrating insurance services and utilizing borrowing and derivatives in managed accounts.

Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.

Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with two years of industry experience. He has worked in financial services since 2018, including roles at New York Life Insurance Company and Vivid Financial Group. In addition to his advisory work, Grant spends approximately half of his time as a licensed insurance agent. Vivid Wealth Management LLC provides investment advice to individuals and high-net-worth clients by recommending and coordinating with third-party money managers rather than managing portfolios directly. The firm assists clients in selecting appropriate managers, handling account paperwork, and monitoring performance, while operating through formal referral relationships.

Costa Tzotzis is a financial advisor at CST Financial Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cape Investment Advisory, Inc. and Cape Securities, Inc. prior to his current role. CST Financial Advisory LLC is an independent, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, and cyclical analysis, utilizing strategies from long-term investing to advanced trading techniques and access to private equity and secondary investment vehicles.

David Megarity is a CFP® professional with 33 years of industry experience. He is the principal of Stratia Wealth Management, LLC, an independent advisory firm based in Coppell, TX. Prior to founding Stratia Wealth Management in 2025, he spent 16 years at Wells Fargo Advisors and two years at Merrill. He is also an independent insurance agent involved in insurance and annuity product sales. Stratia Wealth Management is a single-advisor firm serving high-net-worth individuals and business entities. The firm provides discretionary asset management, assets-under-advisement services, and financial planning, employing technical and cyclical analysis along with a mix of investment approaches tailored to client needs.

Atul Sethi is a financial advisor with Mooring Bay Capital Management in Dallas, TX, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Estrada Hinojosa & Company Inc. and Orix Corp USA. Mooring Bay Capital Management provides discretionary investment management, portfolio analysis, and financial planning primarily for high-net-worth individuals, estates, corporations, pension plans, and endowments. The firm specializes in fixed income with an emphasis on municipal and infrastructure debt, offering actively managed portfolios tailored to client objectives and restrictions.

Gregory Schmitz is a financial advisor with Copiam Wealth Management, LLC in The Colony, TX, holding a Series 65 designation and 19 years of industry experience. He has been with Copiam Wealth Management since 2014. Outside of advising, he works as an independent insurance agent. Copiam Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth households, and institutional clients. The firm employs an evidence-based, multifactor investment approach using low-cost, globally diversified funds and offers additional services such as financial planning, pension consulting, and educational workshops.

Johnny Kang is a financial advisor at Prestonwood Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has been associated with NFPSI since 2014. Outside of his advisory role, Kang is involved in commercial real estate brokerage in Denver. Prestonwood Capital Management, LLC is an independent, state-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides discretionary portfolio management and financial advisory services, emphasizing customized asset allocation and fundamental security analysis tailored to client goals and risk tolerance.

Robert Wood is a financial advisor with Wood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His prior roles include positions at Questar Asset Management and Woodbury Financial Services. Wood is also a licensed insurance agent offering fixed annuities and life and annuity sales. Wood Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, focusing on a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation. The firm manages client assets primarily on a non-discretionary basis and performs regular portfolio reviews and reporting.

Morton Taylor is a financial advisor at FireHorse Strategic Investing, LLC with four years of industry experience. He holds a Series 65 designation and has worked concurrently at American Airlines since 1999. FireHorse Strategic Investing is a single-advisor registered investment adviser that manages discretionary portfolios for individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers tailored investment strategies involving equities, fixed income, ETFs, and select non-U.S. investments.

Jason Edgerton is a CFP® professional with 15 years of industry experience. He is affiliated with Certified Financial Strategies Corporation, where he has worked since 2016. Prior to that, he held positions at Citigroup Global Markets, Citicorp Investment Services, and Banc of America Investment Services. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm uses a blend of strategic and tactical asset allocation across passive and active investment vehicles and manages portfolios on both discretionary and non-discretionary bases.

Ben Jackson is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Street Light Wealth Management, LLC in Dallas, TX. Prior to founding his firm, Jackson worked at Morgan Stanley and Morgan Stanley Private Bank for seven and six years, respectively. Street Light Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm emphasizes fundamental equity analysis and options strategies within a long-term investment approach and also offers business valuation and specialized service tiers.

Matthew Slaton is the principal of Slaton Capital Advisors in Bartonville, TX, holding a Series 65 designation with seven years of industry experience. He has held roles at Equity Services, Inc. and InSight Financial Group, and has involvement in affiliate marketing through Gnarlife LLC. He has been managing his own firms, Slaton Capital Advisors Ltd and Slaton Capital Management LLC, since 2009 and 2005, respectively. Slaton Capital Advisors provides wealth advisory and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm employs an academically oriented investment approach focused on diversification, long-term portfolio structure, and risk management, and it serves both individual and institutional clients through comprehensive financial planning and portfolio management.

John Adams is a financial advisor at Adams Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, J.P. Morgan Securities, Baker Tilly Wealth Management, and Morgan Stanley. Adams Advisory Services provides discretionary portfolio management and comprehensive investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios, long-term investing, diversification, and tax-aware decisions, and often uses sub-advisors to implement investment strategies.

James Clemensen is a CFP® professional with 14 years of industry experience, currently serving as CEO and CCO of BFI Wealth Solutions, LLC. His prior experience includes roles at CliftonLarsonAllen Wealth Advisors, Avantax, and Wells Fargo Investments. Clemensen also works as an insurance agent with the Borden Hamman Agency. BFI Wealth Solutions provides discretionary and non-discretionary portfolio management services to individual and business clients, employing model portfolios primarily composed of ETFs and mutual funds. The firm integrates fundamental analysis and Modern Portfolio Theory to tailor investment allocations and also coordinates referrals to an affiliated accounting firm for tax and accounting services.