Michelle Connell is a CFA charterholder with 13 years of experience in financial services. She has worked at Portia Capital Management since 2017 and previously held positions at Asset Management Advisors Inc, UBS Financial Services, and Piper Sandler & Co. Connell also serves as an adjunct professor of finance at the University of Dallas. Portia Capital Management provides financial planning and investment management services to high-net-worth individuals, families, trusts, and charitable foundations. The firm uses a proprietary research process for portfolio construction, emphasizing strategic asset allocation, disciplined rebalancing, and manager selection focused on risk-adjusted returns.

Graham Strickland is an Investment Advisor Representative at S&S Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has worked with firms including Triad Advisors Inc and OSAIC. Outside of his advisory role, he serves as an executive board member for the Longhorn Council Boy Scouts of America and is involved in youth development through Scouting Arlington, Inc. He also manages several business ventures, including an insurance agency and a digital media company. S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, focusing on discretionary and non-discretionary portfolio management. The firm employs a tactical strategy combining technical charting and fundamental research, managing a diverse range of securities for approximately 315 clients.

Margaret Hood is a financial advisor at Sterling Capital Advisors in Fort Worth, Texas. She holds Series 66 and Series 65 licenses and has recent experience at American National Bank and Trust and Texas Christian University. Hood joined Sterling Capital Advisors in 2025 and has been with the firm for one year. Sterling Capital Advisors serves individuals, families, trusts, estates, charitable entities, and business organizations, offering access to both private investments and public-market portfolio management. The firm focuses on private-market portfolio management through due diligence at the fund and manager level, delivering advice via a relationship-based model with ongoing monitoring and periodic rebalancing.

Patrick Thuemmel is a CFP® and Series 66 licensed financial advisor with 20 years of industry experience. He is the principal of Process Capital Management, LLC, an independent firm based in Coppell, TX. Prior to founding Process Capital Management in 2026, he worked at several firms including Samalin Investment Counsel and Wells Fargo Advisors. Thuemmel is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Process Capital Management provides discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis to construct portfolios primarily from individual stocks and bonds, supplemented by mutual funds, ETFs—including cryptocurrency ETFs—and options, generally with a long-term orientation while allowing tactical adjustments when needed.

Samuel Baynes is a financial advisor at Baynes Investment Counsel LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Baynes Investment Counsel since 2015, with prior roles at Securities America and LPL Financial. Baynes is also CEO of Baynes Capital, a private equity firm focused on oil and gas and other private investments for accredited investors. Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a varied investment approach including fundamental, quantitative, and technical analyses, and offers access to private funds and educational resources for its clients.

Laura Brown is a financial advisor at Addington Financial Group LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments Institutional Services Company, Inc. for 24 years before joining Addington Financial Group in 2021. Addington Financial Group provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with portfolio management. The firm emphasizes strategic asset allocation, quantitative risk measures, and a blend of active and passive investment strategies, managing nearly $300 million with a focus on personalized wealth management.

Gregory Hutto is a CFP® and CFA® with 22 years of industry experience. He has been with Heritage Retirement Advisors, LLC since 2012 and is also the owner of Heritage Tax Advisors LLC. Hutto holds insurance agent licensure in the state of Texas. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm employs a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management using model-based allocations.

Robert Mehciz is a financial advisor at RHM Capital Management, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at MBR Capital Management, Inc., Merrill, and Banc Of America Investment Services, Inc. RHM Capital Management, Inc. provides portfolio management and pension consulting services to individuals and business entities, with a focus on customized portfolio construction and ongoing oversight. The firm manages approximately $25.6 million across nearly 292 client relationships, employing a range of investment strategies and maintaining a single-advisor structure.

Dilish Dudhia is a financial advisor at Aspen Financial Management, Inc. in Arlington, TX, holding a Series 63 designation with 21 years of industry experience. Dudhia has been with Aspen Financial Management since 2005. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations with portfolio management and financial planning. The firm combines fundamental and technical analysis, beginning with portfolio risk assessments to align investments with client objectives and risk tolerance, and offers educational seminars and workshops on an invitation basis.

Cheryl Quisenberry is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach supported by fundamental, quantitative, and technical analysis.

Gregory Wilson is the sole advisor at 323 Wealth Management, LLC in Flower Mound, TX. He holds CFP® and CFA® designations and has 21 years of industry experience, including 11 years at Charles Schwab. He is also a licensed insurance agent, with a minor part of his practice involving insurance sales. 323 Wealth Management is an independent advisory firm serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm offers managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets using a third-party aggregation platform.

Jeremy Andries is a CFP® professional with 20 years of experience in financial advising. He is currently with Flourish Financial Planning, where he has worked since 2020. Prior to this, he held roles at Guidestone Financial Services and related entities from 2009 to 2018. Outside of financial advising, he owns and operates Andries Tax Service LLC, providing individual and small business income tax preparation. Flourish Financial Planning serves individual, high-net-worth clients, and corporations, offering discretionary portfolio management and comprehensive financial planning. The firm uses a passive investment approach based on Modern Portfolio Theory and provides additional services such as employer-funded wellness meetings and limited tax-preparation options through an affiliated entity.

Sam Cook is a financial advisor at Fort Advisors Inc with 10 years of industry experience. He holds a Series 65 designation and previously worked at AlphaStar Capital Management, LLC. Outside of investment advising, he serves as president of Regency Wealth Advisors, where he is involved in the sale of life, health insurance, and fixed annuities. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm commonly recommends third-party money managers and uses a multi-method investment approach tailored to individualized policy statements.

Jesse Anderson is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He has been with Chronim Investments since 2005 and is based in Irving, TX. Outside of his advisory work, Anderson owns and operates several investment-related technology companies and a non-investment subscription management business. He is part of Snider Advisors, a four-advisor team that provides investment advisory and consulting services to individual and corporate clients. The firm employs a rules-based, income-oriented strategy known as the Snider Investment Method, combining systematic stock selection, option writing, and cash management, supported by proprietary screening tools and technology-enabled implementation options.

Gordon Cannoles is a financial advisor at Cannoles Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated his own CPA practice since 1983, providing bookkeeping and income tax services separate from his advisory role. Cannoles Asset Management offers discretionary asset management and financial planning services to individuals, families, and businesses, managing approximately $5.2 million across 14 accounts. The firm uses fundamental analysis and third-party research to implement equity, mutual fund, and bond strategies, with accounts managed on a discretionary basis and subject to client-imposed investment restrictions.

Richard Estes is a CFP® with 33 years of experience in financial advising. He is the president of Estes Financial Services, Inc., where he has worked since 2008, and also leads EFS Tax Strategies, focusing on tax planning. Estes co-authored a book on income and estate tax strategies. Estes Financial Services provides portfolio management, financial planning, and advisory services for individuals, business owners, and institutions. The firm uses a Modern Portfolio Theory-based approach, offers discretionary and non-discretionary options, and frequently collaborates with co-advisors and third-party managers.

Michael Noel is a financial advisor with Taylor Stephens, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Wells Nelson & Associates, Braymen, Lambert and Noel Securities Ltd., Credit Suisse Securities, and Pershing LLC. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media start-up. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes strategic asset allocation and diversification, managing assets through both discretionary and non-discretionary programs.

Bradley Linch is a financial advisor with Linch Financial, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Linch Financial since 2013 and spent six years at First Western Securities, Inc. prior to that. Linch Financial is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and business entities with discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies, including the use of derivatives such as options and margin.

Richard Simon II is a financial advisor at Course 26, LLC in Fort Worth, TX, holding a Series 65 credential with less than one year of industry experience. Prior to joining Course 26, he held roles at Amazon Web Services, Cenith Innovations, and Lockheed Martin. Course 26, LLC serves primarily high-net-worth individuals and manages approximately $70.5 million, providing discretionary portfolio management for separately managed accounts and acting as investment manager to affiliated private funds. The firm uses proprietary rules to select U.S. stocks, bonds, ETFs, and other instruments, tailoring strategies that may include options, short selling, leverage, and derivatives.

Katherine Nolte is a financial advisor with Holland Investment Management, Inc. and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, with prior roles at firms including Tamp Advisory Solutions, Trinity Portfolio Advisors, Mass Mutual Investors Services, and Osaic FA. Outside of her advisory duties, she is involved in consulting through Pride Financial Consulting and serves as an insurance agent. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing around $64 million in client assets. The firm uses a Global Macro, top-down allocation approach across multiple asset classes and emphasizes wrap-fee accounts with no transaction costs, while also maintaining a 401(k) consulting practice.