Stanley Szafran Jr. is a financial advisor with Szafran Capital Management, LLC in Rowlett, TX, holding a Series 66 designation and 25 years of industry experience. He has held leadership roles at Trust Advisors, Inc. and Service Corporation International, where he serves as Director of Trust Investments and Vice President of Trust Advisors, Inc., a subsidiary of SCI. Szafran Capital Management provides fee-only investment advisory services to individuals, trusts, estates, and corporations, offering both discretionary and non-discretionary portfolio management. The firm focuses on client goals and risk tolerance using a blend of fundamental and technical analysis, and manages a small number of client relationships with approximately $11.9 million in assets under management.

Jose Medina is a financial advisor at J I Medina Investments, LLC in Frisco, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Guardian Life, Fidelity Investments, Symmetry Financial, Infosys, and Revature. Outside of financial advising, he provides junk removal services as an independent contractor. J I Medina Investments offers investment advice and financial planning to individuals, small businesses, and non-profit organizations. The firm’s investment approach integrates fundamental and technical analysis, utilizing mutual funds, ETFs, stocks, bonds, and options, with portfolios managed on a discretionary or non-discretionary basis.

Andrew Lai is a CFA® charterholder with four years of industry experience. He is the principal of Verité Financial, LLC, an independent advisory firm he has led since 2021. Prior to this, he held roles at Collinson Group, Signify Health, and Alliance Data Systems. Verité Financial provides one-time financial planning engagements focused on asset allocation, budgeting, and delivering a customized Investment Policy Statement. The firm’s advice-only model emphasizes diversification, low-cost index funds, and buy-and-hold strategies, without offering ongoing portfolio management or custody of client assets.

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.

Most people I work with are in the strongest earning years of their life. The accounts are growing, and there's finally room to build something that lasts. What's missing is a plan that ties it together. One of you probably runs the money, tracks the accounts, and quietly carries the pressure of getting it right. The other trusts that it's handled and wants to understand it without becoming the expert. Both of those jobs matter, and I work for both of you. The work is simple to describe and hard to do well. We decide how much to save and where, how to sequence Roth and traditional dollars, how to handle equity compensation or a concentrated stock position, and how to invest tax-efficiently while you still have decades of compounding ahead. You get one written plan that says exactly what you own, why you own it, and what changes under what conditions. I'm a CFA charterholder and a CFP® professional, and I'm fee-only. I don't sell products or earn commissions. The only way I get paid is by you, which means my advice answers to you and no one else. Working in the investment industry since 2007, I watched many people get sold instead of served. I started Financial Empowerment to be different. As a devoted Christ-follower I believe helping people steward their finances is a serious calling. The ideas that actually build wealth aren't complicated once someone explains them plainly. Spend less than you earn. Diversify. Make the big decisions on purpose instead of by default. I dislike it when people can't explain things simply, and believe in transparent communication. If that's already how you think about money, we'll get along. Schedule a call and tell me what you're trying to figure out. No pitch, no obligation.

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.

Stephen Cross is the sole advisor at Cross Financial Strategies, LLC, an independent firm based in Prosper, Texas. He holds a Series 66 designation and has 26 years of industry experience, including work at LPL Financial. In addition to his advisory role, he maintains a limited insurance agent activity. Cross Financial Strategies provides discretionary asset management to individuals, high-net-worth clients, and corporate entities, with specialized services in ERISA plan management and pension consulting. The firm employs tailored investment programs utilizing Modern Portfolio Theory along with long- and short-term strategies, including options and derivatives, and it permits the use of margin and borrowing in managed accounts.

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.

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.

Venkataraghu Komari is a financial advisor at Tusker Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial, Mass Mutual Dallas, and opes One Advisors. Komari also serves as a licensed insurance agent and acts as an agent for an electronic estate planning firm. Tusker Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers customized and automated portfolio management, financial planning, pension consulting, educational seminars, and electronic estate-planning referrals, employing a variety of investment strategies with regular monitoring and documented investment policies.

Janet Mac Innis is a financial advisor at WhiteStone Wealth Advisors, LLC, holding a Series 65 designation. She has over 11 years of prior experience at Globe Life, Inc and currently holds concurrent roles with WhiteStone Wealth Advisors and Gmac Family Financial. WhiteStone Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a combination of fundamental and technical analysis with long- and short-term strategies, offering personalized managed accounts supported by sub-advisory relationships and a wrap-fee platform.

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.

Jace Prows is a financial advisor with Luminary Wealth Advisors in McKinney, TX. He holds Series 63 and Series 66 designations and has 16 years of industry experience. Prior to founding Luminary Wealth Advisors, he worked at Alpha Cubed Investments and Beacon Pointe Advisors. Outside of his advisory role, Prows owns Luminary Cabins LLC, a property management company. Luminary Wealth Advisors provides discretionary investment management and financial planning services to individuals and corporate clients. The firm primarily uses a passive, asset-class-based investment approach with index funds and ETFs, while also incorporating fundamental and technical analysis as needed.

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.

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.

Sanjeev Kaushik is a financial advisor at Reap Asset Management LLC in Plano, TX, holding a Series 65 designation with five years of industry experience, including roles at MF&Co. Asset Management and RegCentric. He maintains an ongoing advisory role with an Australian firm. Reap Asset Management provides discretionary asset management and retirement plan consulting services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a combination of fundamental and technical analysis with varied investment strategies, including futures, options, and digital assets, and offers both retirement consulting and subscription-based market education products.