Gregory Matthews is a CFP® with 30 years of industry experience, currently serving at Triumph Wealth Advisors, Inc. since 2013. He has also been associated with World Equity Group, Inc. since 2019 and has operated as a sole proprietor since 1995. Outside of advisory work, Matthews serves on the Board of Directors for the North Texas Letter Winners Association and facilitates client access to estate planning services through a referral relationship with Estate Docs Pro. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, using a variety of investment vehicles and third-party managers, and serves clients without a firm-level account minimum.

Scott Williams is a financial advisor with Palogic Value Management, L.P. in Dallas, TX, holding a Series 65 designation and 8 years of industry experience. He has worked at Palogic Value Management since 2009 and has also been affiliated with Goldman Sachs since 2003. Williams serves as a director of Renaissance Oil and Gas. Palogic Value Management, L.P. provides discretionary investment management to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach, utilizing long and short equity positions as well as derivatives and margin, and serves sophisticated investors including family offices and institutional clients.

David Rice is a financial advisor with The Helix Financial Group in Carrolltron, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with The Helix Financial Group since 2007 and has also maintained self-employment since 2004. The Helix Financial Group offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy within a broadly diversified, strategic asset-allocation framework, managing over $120 million in assets with clients retaining final decision authority on trades.

Teresa Gast is a financial advisor at Privus Financial, LLC in Irving, TX, holding a Series 65 credential with 23 years of industry experience. She previously worked at Cain, Watters & Associates, P.L.L.C. for ten years and has been with Privus Financial since 2017. Gast holds minor ownership interests in Tectonic Holdings, LLC and T Acquisition, Inc., which are affiliated with firms that provide additional investment-related services to Privus clients. Privus Financial serves individual clients and pension and profit-sharing plans, including both high-net-worth and non-HNW individuals. The firm offers financial planning, estate-planning coordination, tax management, and accounting services, typically referring clients to third-party advisers who manage portfolios on a discretionary basis while Privus coordinates and reviews these relationships.

Alexander Cohen is a financial advisor at Alexander D Cohen Investments, LLC with 11 years of industry experience. He holds a Series 65 designation and also owns a Texas-registered CPA firm specializing in tax and consulting services, including financial statement compilations. Cohen has been leading his investment firm since 2014 and his accounting practice since 2009. Alexander D Cohen Investments, LLC provides portfolio management and selection-of-adviser services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual fund selection based on modern portfolio theory, operates mostly on a non-discretionary basis, and integrates investment advice with the principal’s accounting background.

Wesley Warren is a ChFC® credentialed advisor with over 12 years of industry experience. He has been affiliated with Financial Security Services Group, Inc. since 2013 and has led W.W. Warren Ins Group, Inc. DBA FSS Group since 2015. Warren’s background includes extensive experience in insurance product sales alongside his advisory work. Financial Security Services Group primarily serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, including a proprietary market-timing signal, and offers educational workshops to clients and prospects.

David Schubert is a CFP® with six years of industry experience, currently serving as a financial advisor at Carrington Advisors, LLC. His prior roles include positions at The Vanguard Group, Fidelity Investments, New York Life, and ROGERS FINANCIAL GROUP. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management and financial planning services. The firm uses a personalized investment process that incorporates both fundamental and technical analysis, relying on third-party managers and an outsourced chief investment officer for asset allocation and portfolio monitoring.

Matthew Pence is a financial advisor at Fluent Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Wells Fargo. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management through wrap-fee accounts and provides financial planning and pension consulting, utilizing a range of investment strategies guided by fundamental, technical, and cyclical analysis.

James Hopson is a financial advisor at Capital Advisory Group, Inc. with 22 years of industry experience and a Series 63 designation. He has worked at World Choice Securities, Inc. since 2001 and has been involved with Capital Advisory Group, Inc. since 1990. Outside of his advisory role, he is the owner and founder of Hopson & Associates, a CPA firm. Capital Advisory Group serves high-net-worth individuals, trusts, estates, and business entities, providing discretionary investment management alongside comprehensive financial, retirement, estate, tax, and insurance planning services. The firm uses a strategic asset allocation approach with diversified model portfolios, managing roughly $210–216 million for about 72 client households.

Craig Hausz is a CFP® with 10 years of industry experience, currently serving as an advisor at CMH Wealth Management in Dallas, TX. His prior roles include positions at Ameritas Advisory Services, Ameritas Investment Company, XO Wealth Management, and Principal Securities. He is also the CEO and a shareholder of the accounting firm CMH Advisors, PLLC, and is affiliated with his spouse’s consulting firm, InHausz Solutions, LLC. CMH Wealth Management is a small, supported advisory firm serving primarily high-net-worth individuals and pension/profit-sharing plans. The firm offers comprehensive financial planning and portfolio management, employing a variety of analytical methods and trading strategies, and sponsors a wrap fee program uncommon for firms of its size.

Trey Touchstone is a CFA® charterholder with 16 years of experience in financial advising. He has been with Lifeway Financial Corporation since 2010. Lifeway Financial Corporation serves individual and high-net-worth clients with personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million for about 168 client relationships, emphasizing asset allocation, diversification, and the inclusion of private placements and other illiquid investments within its portfolios.

Ian Richards is a financial advisor at CMH Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Beaird Harris and Service Academy Capital Management. Richards is based in Dallas, TX. CMH Wealth Management serves a concentrated client base primarily composed of high-net-worth individuals and pension/profit-sharing plans. The firm provides comprehensive financial planning and portfolio management using various analytical methods and implements both long- and short-term trading strategies, including options and margin transactions.

Mark Mitchell is a financial advisor at Caprock Capital Advisors Inc. in Plano, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Caprock since 2014 and Mitchell, Lockhart & Associates since 2012. Outside of his advisory role, he serves as co-trustee for a multigenerational family trust and manages a royalty acquisition investment business for himself and his family. Caprock Capital Advisors primarily serves high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and recommending third-party managers when appropriate. The firm employs fundamentally driven, dynamic asset allocation models and allocates a portion of portfolios to alternative investments for diversification.

Brian Neu is a CFP® with 27 years of industry experience. He has been with Olimpio Neu & Associates, Inc. since 1998. The firm provides investment management, advisory services, and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, non-profits, and business entities. Olimpio Neu & Associates manages approximately $77 million, focusing on asset allocation, diversification, and tax efficiency, and is affiliated with an accounting and consulting practice that supports its emphasis on tax and estate planning.

Kevin Christ is a financial advisor with KPC Financial Solutions, LLC, holding a Series 65 credential and 11 years of industry experience. His career includes roles at Brookstone Capital Management LLC and AE Wealth Management, LLC before his current position at KPC Financial Solutions. In addition to advisory services, he acts as an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides portfolio management and financial planning services to individual and high-net-worth clients through customized Investment Policy Statements and discretionary portfolio management. The firm uses a combination of modern portfolio theory and quantitative analysis, offering diversified portfolios and employing both long- and short-term trading aligned with client risk profiles.

Howard Montfort Jr. is a financial advisor with Scherer Financial Advisory Services, LLC, holding a Series 63 designation and bringing 50 years of industry experience. His prior roles include lengthy tenures at Merrill and Raymond James Financial Services. He currently sells variable annuities as an additional business activity. Scherer Financial Advisory Services provides portfolio management, limited financial planning, and consulting to individual and high-net-worth clients, managing approximately $158 million. The firm uses a modern portfolio theory approach, offers both discretionary and non-discretionary account arrangements, and differentiates itself through an IPO Access Program and affiliations with insurance and accounting services.

Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Murphy & Sylvest before joining Interlinc Financial Advisors. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm also conducts public seminars and integrates a notable insurance affiliation within its practice.

Lawrence Messina is a financial advisor with Messina Wealth Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm offers asset management across a broad range of securities and employs a variety of analytical and strategic approaches, including the use of third-party sub-advisors for specialized mandates.

Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, with nine years of industry experience. She holds a Series 66 designation and has previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. In addition to her advisory role, she serves as Managing Partner and Chief Compliance Officer at Messina Wealth Management and is licensed to sell fixed insurance products. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm employs a range of analytical strategies and offers specialized services such as fee-based annuity contract advisory and ERISA 3(21) retirement-plan advice.

John Mccallon is a financial advisor at Elm Asset Management Inc. in Denton, TX, holding a Series 63 designation with 36 years of industry experience. He has been with Elm Asset Management since 1989. Elm Asset Management Inc. provides discretionary investment management for individuals, trusts, estates, pension and profit-sharing plans, as well as charitable organizations and corporate clients. The firm employs a combination of charting, fundamental and technical analysis, and cyclical trend assessment to implement growth and income strategies, with a notable use of borrowing and derivatives in client portfolios.