Matthew Willis is a financial advisor at Visionary Wealth Management LLC in Frisco, TX, with 15 years of industry experience. He holds a Series 65 designation and previously worked at Avanade, NCC Group, and Solutionary/NTT Security. Visionary Wealth Management LLC provides discretionary portfolio management to individual clients, focusing on retirement and taxable accounts. The firm primarily invests in individual equities, CDs, and municipal and corporate debt, using subscription research services to guide investment decisions and tailoring services to each client's needs.

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.

Eric Edwards is a financial advisor at SurePath Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bison Advisors and Truadvice, LLC. Edwards also owns Edwards Financial Strategies, where he is an insurance agent involved in the sale of insurance products. SurePath Wealth Management provides portfolio management and advisory services to individuals and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, offering discretionary and non-discretionary management through model portfolios and third-party TAMP relationships.

Nan Zhang is a CFA® charterholder affiliated with NAX Capital LLC, with industry experience spanning several years through prior roles at Edmond de Rothschild Asset Management, Ixios Asset Management, and GaiaMine Limited. She has an outside business activity in fintech. NAX Capital LLC is a state-registered investment adviser that offers discretionary portfolio management, investment policy statement development, and ongoing portfolio monitoring for individuals, trusts and estates, and corporations. The firm employs a combination of fundamental, quantitative, and macroeconomic analysis to manage accounts with full discretionary authority tailored to client goals and restrictions.

Shaun Dowling is a CFP® and Series 65 designated advisor with 17 years of industry experience. He is the principal of Sendera Wealth Advisors, which he joined in 2024 after a 17-year tenure at Howard Financial Services. Dowling manages Hunting Oak Investments, LLC, a passive investment vehicle holding interests in various private entities. Sendera Wealth Advisors is a state-registered investment manager that provides discretionary asset management and financial planning to pooled investment vehicles, institutional-type accounts, trusts, and charities. The firm focuses on customized investment programs based on client goals and risk tolerance, offering due diligence and performance reporting on private funds and managing held-away retirement and education accounts through third-party platforms.

Ronald Hodges is a financial advisor at Crestway Advisory Group in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Crestway Advisory Group since 2020 and is also involved full-time with Crestway Insurance Group, LLC, an insurance brokerage specializing in life, health, property, and casualty insurance. Crestway Advisory Group provides discretionary and non-discretionary portfolio management and retirement-planning services tailored to professionals, executives, and business owners. The firm integrates income-planning recommendations through its affiliated insurance business and offers educational content, group workshops, and hourly financial planning.

I’m an independent, fee-only financial planner and the founder of Vessel Financial Planning. I help individuals and families align their use of money with what they value most, so financial decisions feel clearer, more thoughtful, and less overwhelming. My role is to provide structure, perspective, and steady guidance as life and priorities evolve. Vessel was built with real life in mind. I work with people balancing careers, family responsibilities, and long-term goals that often compete for time, money, energy, and attention. A core part of my process is helping clients identify what truly matters to them, then returning to those values as decisions arise. Rather than focusing only on investments, we look at the full picture, including cash flow, goals, tradeoffs, and the practical choices that shape both daily life and long-term direction. Financial planning at Vessel is an ongoing, collaborative process. Values are not something we define once and set aside. They serve as a reference point over time, helping clients stay grounded when circumstances change or decisions feel uncertain. My goal is to be a steady partner who helps clients make thoughtful money decisions with greater confidence and clarity, so they can focus on living the life they want to live.

Steven Schlegel is a CFP®-certified financial advisor with 24 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 20-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamental, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, offering discretionary management and comprehensive financial planning through a three-advisor team.

Matthew Nelson is a financial advisor at Flourish Financial Planning with five years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Nelson is a partner and executive in tax preparation businesses, including Nelson & Nelson Tax Services, Inc., where he serves as Vice President. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory approach with primarily passive investments and provides comprehensive financial planning and employer-funded educational workshops.

Stephen Chambers is a financial advisor with Linch Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Linch Financial since 2013 and has prior experience with Retirement Rescue Advisors LLC and Verity Medical Services. Chambers is also co-owner and CEO of Physicians Network LLC, which provides products and programs to support physicians' practices, and co-owner of SBC Benefits LLC, offering benefits solutions to small business owners. Linch Financial offers discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm employs customized portfolios using fundamental and technical analysis, cyclical methods, and both long- and short-term trading strategies, including derivatives and short selling.

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.

Michael Wells is a financial advisor at The Better 401(k) Source with 15 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked at firms including Merrill, Chase Investment Services, and Index Fund Advisors, Inc., as well as in a role at Amazon.com. He is also involved with Empirical Modeling & Analytics, which operates The Better 401(k) Source’s advisory program. The Better 401(k) Source serves sponsors of mid-sized 401(k) and 403(b) plans, typically managing plan assets between $10 million and $50 million on a discretionary basis. The firm employs a mix of qualitative and quantitative fund analysis with a preference for passive investments, using a proprietary "Elasticity" methodology to assess downside risk and recovery.

Katherine Im is a financial advisor with WG Plan LLC in McKinney, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her previous roles include positions at LPL Financial and TIAA-CREF, as well as experience outside finance at J.C. Penney and Sassy Su LLC. WG Plan provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and a proprietary quantitative model to manage portfolios tailored to client specifications.

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.

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.

Frank Precht is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been involved with Kovack Securities, Inc., Glazer Capital Management, and Glazer Financial Network since the early 1990s. Outside of his advisory work, Precht manages a hunting lease in Eastland County, Texas, and is involved in cattle sales. GFN Capital Management provides investment advisory and management services to a broad client base, including individuals, trusts, corporations, and retirement plans. The firm employs a variety of analytical approaches and trading strategies, offers access to model portfolios and third-party managers, and supports pension administration and accounting services through its affiliated businesses.

Charles Gabriel is a financial advisor with The Better 401(k) Source in Plano, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Empirical Modeling and Analytics, Inc. since 1995. The Better 401(k) Source operates as Empirical Modeling & Analytics’ advisory program, serving sponsors of mid-sized 401(k) and 403(b) plans by managing plan assets on a discretionary basis and providing ERISA fiduciary services. The firm uses a diversified mix of ETFs, fixed income, and REITs with a unique “Elasticity” methodology to assess downside risk and recovery, supported by its background in research and analytics software.

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.

Francisco Zorrilla is a financial advisor at Zor Capital, LLC with 15 years of experience in the industry. He holds Series 63 and Series 65 licenses and has operated his own advisory firm since 2011. In addition to his advisory work, he runs a financial education website and hosts a weekly Twitter chat focused on stock market discussions. Zor Capital serves individual and high-net-worth clients by providing discretionary portfolio management, individualized asset allocation, and customized investment programs. The firm employs a combination of fundamental and technical analysis across various instruments and offers both performance-based and traditional fee arrangements.