Whitney Davis is a financial advisor at Davis Financial Services in Dallas, TX, with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Freeport LNG and Phillips 66. Outside of her advisory role, she is the owner of 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, also serving corporate and charitable organizations. The firm combines behavioral, charting, cyclical, fundamental, and technical analysis to build portfolios aligned with client objectives, managing accounts on a discretionary basis with regular reviews and tax-related strategies; it also offers integrated accounting and tax-preparation services to support comprehensive planning.

Melissa Crockett is a financial advisor at IS Capital Management in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Kovack Advisors, Inc. and Trustmont Advisory Group, Inc. In addition to her advisory role, she serves as president of The Independent Security Company, Inc., a fixed insurance agency involved in sales of fixed annuities and life and health insurance policies. IS Capital Management serves individual and high-net-worth clients with conservative, income-oriented portfolios, emphasizing dividend-producing securities such as preferred stocks and closed-end funds. The firm provides ongoing investment management, financial planning, and retirement-plan rollover education, employing a combination of fundamental, technical, cyclical, and charting analyses in portfolio construction.

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.

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.

Richard Corse is the principal of Westmont Capital Advisors, LLC in Dallas, TX, with 21 years of industry experience. He has been with Westmont Capital Advisors since 2012 and also leads Corse Consulting, Inc., a management consulting, investment banking, and litigation support firm he has operated since 1989. Westmont Capital Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, and estates. The firm offers customized, goal-based portfolio management and financial planning, using a range of investment vehicles and providing both discretionary and non-discretionary services.

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.

William Baxter is a Series 65-licensed advisor with Baxter Capital Group in Dallas, TX. He has experience working at Braiins, Ernst & Young, and KB Lone Star Mining prior to his current role. Baxter Capital Group provides investment advisory services primarily focused on bitcoin to individuals and high net worth clients, emphasizing concentrated, long-term holdings tailored to client objectives and risk tolerance. The firm operates on a discretionary basis using independent qualified custodians and serves both retail and high-net-worth investors.

Eric Hudson Jr. is the sole advisor at Hudson Wealth Management, LLC in Dallas, TX, with eight years of industry experience. He holds a Series 65 designation and has worked at GAF Materials Corporation since 2016. Hudson Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services primarily to employee benefit plans, institutional clients, and other entities. The firm customizes portfolios using fundamental and cyclical analysis and offers plan-level services including fund selection advice, investment performance monitoring, and participant education seminars.

Fadi Boury is a financial advisor at Investor’s Advantage with 18 years of industry experience. He holds a Series 63 designation and has worked at Investor’s Advantage since 1991, with a two-year period at Per Stirling Capital Management from 2019 to 2021. Investor’s Advantage is a fee-only registered investment adviser offering discretionary investment management and tailored advisory services to individuals, high-net-worth clients, pension plans, trusts, corporations, and a range of institutional clients including insurance companies and sovereign wealth funds. The firm employs a fiduciary investment approach that combines low-cost, market-cap-weighted index funds for equity exposure with active fixed-income management, operating without commissions and using institutional-quality custodial platforms.

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.

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.

Kathy Stewart is a financial advisor at Kurtin Financial Advisers, LLC in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kurtin Financial Advisers since 2007. Kurtin Financial Advisers is an independent, single-advisor firm serving high-net-worth individuals, families, trusts, estates, and charitable entities. The firm provides customized investment portfolios and strategic wealth planning, often incorporating direct investments and cash-flow-oriented positions, and works with an unaffiliated sub-advisor for tactical trading.

Weston Haaf is a CFP®-certified financial advisor at Vantage Wealth Management LLC with 14 years of industry experience. Prior to founding Vantage Wealth Management in 2023, he worked at Fidelity Investments in various roles from 2013 to 2023. Outside of his advisory work, Haaf is involved with Living Life Properties LLC, a residential real estate rental property management business in Dallas, TX. Vantage Wealth Management LLC serves high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides tailored investment management and financial planning, implementing diversified, risk-based portfolios with discretionary and non-discretionary options, and frequently utilizes third-party advisers and custodians for execution and support.

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.

Christopher Neudecker is a financial advisor at In-Christ Asset Management, LLC with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at UBS Financial Services and BB&T Investment Services. Outside of advisory work, he is active as a software contractor and serves as a software leader at BHG. In-Christ Asset Management is an independent, state-registered adviser serving individuals, high-net-worth clients, and certain institutions. The firm manages a small client base with tailored, discretionary asset management programs that utilize technical and charting analysis across mutual funds, ETFs, fixed income, and options.

Connor Davis is a financial advisor at Lake Highlands Capital Management in Dallas, TX, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Sands Capital Management and PhysAssist Scribes. Lake Highlands Capital Management provides discretionary investment management through separately managed accounts and bespoke advisory projects. The firm serves a diverse client base ranging from individuals to institutional investors, employing a concentrated investment approach that combines fundamental research with technical analysis across various geographies and sectors.

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.

83 Financial was founded on a simple idea: financial planning should feel like a conversation, not a sales pitch. We're an independent, fee-only advisory firm — that means no commissions, no product quotas, and no hidden incentives. Just advice that's in your corner. Mike has spent over 20 years in the financial services industry, with that majority being in wealth management and direct client facing roles. After seeing the inside of small private firms as well as large Fortune 500 corporations, he wanted to offer advice and services that align with core values of putting the client first, no matter what. The most common way we work with clients is to provide comprehensive financial planning and ongoing wealth management. Quarterly meetings, annual tax strategy sessions, investment management, estate planning, and retirement income analysis are just a few of the ways we provide value. Mike prides himself on attention to detail. The goal is simple: be better than yesterday.

Glenda Lenox is a financial advisor with Castellano Wealth Planning in Plano, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has operated as a sole proprietor since 2015. Outside of her advisory work, she is also a licensed health insurance agent. Castellano Wealth Planning is an independent firm that provides discretionary asset management and financial planning services to individuals and retirement plans, including limited-scope ERISA 3(21) fiduciary services. The firm employs a long-term, diversified investment approach using low-cost index funds and ETFs, model portfolios, and sub-advisor strategies, offering financial planning at no additional charge.