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.

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.

Andrew Durrett is a financial advisor with Potential Wealth Management LLC in Irving, TX, holding a Series 65 designation and nine years of industry experience. He has been with Potential Wealth Management since 2016 and is also a partner at Potential Investments, Ltd. Co., where he oversees real estate property operations. Potential Wealth Management LLC is a discretionary investment manager that serves a variety of clients, including institutional and high-net-worth individuals. The firm uses an active long/short equity strategy with fundamental, technical, quantitative, and sentiment analysis to manage portfolios on a discretionary basis.

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.

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.

Michelle Krick is a CFA® charterholder and financial advisor with Miller Global Investments, LLC in Dallas, TX. She has 14 years of experience at the firm, which she joined in 2012. Miller Global Investments provides discretionary investment management and financial planning for individuals, trusts, privately held corporations, retirement accounts, and investment funds. The firm combines bottom-up fundamental security selection with top-down technical and macro analysis across multiple strategy categories, and it employs institutional-style capabilities including specialized fixed-income positions, alternative exposures, and block trading.

Richard Diamond is a financial advisor at MB Advisors LLC in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has worked at MB Advisors since 2013 and previously at Straight Lane Capital from 2009 to 2017. MB Advisors serves individual and high-net-worth clients through discretionary, customized investment management and financial consulting. The firm employs a fundamental, bottom-up research process with two core strategies that include equity opportunities and intrinsic value investments, using concentrated, benchmark-agnostic portfolios and active derivatives for portfolio management.

Brett Mills is a financial advisor with MRM Financial Advisors, LLC in Frisco, TX, holding the PFS™ designation and eight years of industry experience. He is also a partner and actively engaged Certified Public Accountant (CPA) at McCarthy, Rose & Mills, LLP, a tax and accounting firm he has been involved with since 2002. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm employs fundamental security analysis and non-discretionary portfolio management, with a notable affiliation to an accounting firm and additional roles as a private fund adviser and manager of pooled investment vehicles.

Ernest Miller is a financial advisor with Directional Advisors in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held positions at several firms, including Merrill and Fusion Capital Management, and is co-founder and advisory board member of Métis Growth Partners, where he advises on business ownership, operational structures, and family succession planning. Miller also serves as an insurance agent for Colonial Life Insurance. Directional Advisors provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, non-profits, and business entities. The firm employs a goals-based investment process that incorporates business-cycle analysis to adjust portfolio allocations, focusing primarily on ETFs, equities, fixed income, and municipal securities, and offers specialized services including held-away 401(k) participant support and family-office–type offerings.

Christopher Roberts is a Series 65-licensed advisor with TruAdvisors Financial, LLC, based in Fort Worth, TX. He has been with TruAdvisors since 2026 and has prior experience with Spectra ACS and CWM. TruAdvisors Financial provides investment advisory and portfolio management services to individuals, corporations, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis and employs derivatives strategies, including options, in client accounts.

Albert Dean III is a CFP® with 22 years of industry experience, currently serving at Riverchase Wealth Management, LLC. His prior roles include positions at Riverchase Financial Planning, Avantax Advisory Services, and Quest Capital Management. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors, offering financial planning, discretionary investment management, retirement plan consulting, as well as tax preparation and IRS representation services. The firm employs documented investment policy statements, tax-conscious strategies, and provides discretionary trading authority aligned with client objectives and risk tolerance.

Frederick Hondzinski is a financial advisor at Composure Wealth Management, LLC in Chicago, holding a Series 65 designation. He has over 20 years of professional experience, including a 22-year tenure at Accenture prior to joining Composure Wealth Management. Composure Wealth Management is a small, supported registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, quantitative, technical, and sector analysis.

Salvatore Olimpio is a financial advisor with Olimpio Neu & Associates, Inc. in Frisco, TX, holding a Series 63 designation and 28 years of industry experience. He has been associated with Olimpio Neu & Associates since 1998 and owns Olimpio Financial Group, a financial consulting firm based in Dallas, TX. In addition to advising, he provides insurance and accounting services as a sole proprietor and serves as president and managing member of related financial partnerships. Olimpio Neu & Associates provides discretionary and non-discretionary investment management, advisory services, and financial planning to individuals, pension plans, trusts, non-profits, and business entities. The firm manages approximately $77 million and emphasizes asset allocation, diversification, and tax efficiency, drawing on both fundamental and technical analysis in portfolio construction.

Gerald Diduck is a financial advisor at FQI Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at McElhenny Sheffield Capital Management, LLC, and Wealth Enhancement Advisory Services. Outside of finance, he is owner of a logistics brokerage and serves as a director and board member for charitable organizations associated with the Dallas Stars. FQI Capital Management serves individual, pension, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm uses a combination of quantitative models, technical timing, and fundamental sector selection, incorporating derivatives strategies such as option writing to manage risk and pursue income.

Brandon Booth is a Series 65 credentialed financial advisor at TruAdvisors with five years of industry experience. He previously worked at Elevated Capital Advisors and has been affiliated with Spectra Financial since 2002. Outside of his advisory role, Booth serves on the board of managers for CyberneticEntertainment, LLC, a software publishing business, and owns The Diamond Source, a company supplying and exchanging diamonds and precious gems to independent jewelry stores. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, and institutions. The firm employs fundamental, technical, and cyclical analysis in developing client investment programs and is notable for its active use of derivatives strategies in client accounts.