Derek Atkinson is a financial advisor with FQI Capital Management LLC in Highland Village, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held positions at DSA LLC and Forza Capital Management, L.L.C. prior to joining FQI Capital Management in 2018. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting with an emphasis on real-time portfolio review and options strategies. The firm integrates quantitatively driven models, technical timing, and fundamental sector selection, and employs derivatives within managed accounts, including option writing, to manage risk and generate income.

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

Evan Koch is the sole advisor at EDK Advisory in Frisco, TX. He holds the PFS™ designation and Series 65 license and has 21 years of industry experience. His prior work includes roles at J.E. Simmons & Co. and Cain, Watters & Associates, LLC. He is also involved with an affiliated tax and accounting practice, EDK Tax Services PLLC. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using diversified mutual funds, ETFs, and selected individual securities, managing accounts on a discretionary basis with a focus on long-term strategies complemented by tactical adjustments.

Steven Wachs is a CFP® professional with 39 years of experience in financial advising. He is currently with Legacy Consulting Group and has prior experience at Perryman Securities, Inc. and The Mather Group, LLC. Legacy Consulting Group provides portfolio management, financial life planning, and consulting services for individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of quantitative research and qualitative due diligence with a five-level capital allocation framework to guide investment decisions, typically employing mutual funds, ETFs, individual stocks, and alternative strategies.

Jefferson Henderson is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Cultivar Capital, Inc. since 2013, where he serves as one of two advisors. Cultivar Capital, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management, financial planning, and ERISA 3(21) plan services to individuals, high-net-worth clients, trusts, estates, and a registered investment company. The firm manages the Cultivar ETF and uses long-term, asset-allocation driven strategies incorporating mutual funds, ETFs, ETNs, and individual equities across diversified risk models.

Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, holding a Series 65 credential with four years of industry experience. Prior to her current role, she worked at Belay Inc. She is also a licensed life insurance agent, providing insurance sales and policy reviews. Brindle & Bay Financial Advisors offers financial planning and discretionary portfolio management for individual and high-net-worth clients, using tailored strategies based on clients’ goals, risk tolerance, and time horizons. The firm employs a dynamic asset allocation approach and retains discretion over portfolio implementation and monitoring.

Reed Hays is a financial advisor at DFS Advisory in Denton, TX, holding a Series 65 designation. He began his career in financial services in 2025 and has professional experience with Distinct Financial Solutions, Inc. and Team Hays Inc. dba DFS Advisory. Outside of finance, he has been involved with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing $156 million in assets. The firm uses a combination of internal management, independent managers, and a technology platform to build customized portfolios with both fundamental and technical analysis.

Nicolas Davis is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Brindle & Bay Financial Advisors, LLC and has prior experience with Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he was involved with Candy Benefits, LLC for 16 years and Good Times Gold, LLC for 7 years. Brindle & Bay Financial Advisors provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, using tailored strategies based on client goals, risk tolerance, and time horizon. The firm utilizes an asset allocation framework with dynamic weighting and third-party model portfolios, while retaining discretion over implementation and monitoring.

Bryan Monks is a CFP® certificant with seven years of industry experience, currently serving as an advisor at MRM Financial Advisors, LLC. His prior roles include positions at Merrill, Wells Fargo Advisors, and TD Ameritrade. Outside of his financial career, he has been a rugby referee with the Texas Rugby Referee Association since 2017. MRM Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a long-term, diversified investment strategy with customized asset allocation and access to third-party managers, and it is affiliated with accounting and insurance firms, as well as a real estate fund manager.

Victor McClure is a financial advisor with McClure Capital Advisors, Inc. in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with McClure Capital, Inc. and McClure Capital Advisors, Inc. since 1994. In addition to his advisory role, he is a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and overseeing third-party subadvisors who typically use ETF-based strategies, while also offering discretionary account management.

Collins Knight is a CFP® with eight years of industry experience and is currently an advisor at Panteles Advisors. He has previously worked with firms including Ausdal Financial Partners, Stephens Inc., and Ernst & Young. Knight holds a Certified Public Accountant license in Texas and is involved in insurance sales on a limited basis. Panteles Advisors provides discretionary investment management, financial planning, and consulting services primarily to individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a strategic asset-allocation framework supported by various analytical approaches to manage customized portfolios for a select client base.

Justin Farris is a CFP® professional with 22 years of industry experience, currently serving at Farris Capital Management Inc. since 2011. Prior to this, he worked at Securities America Inc. from 2010 to 2018. He is also engaged as a licensed insurance agent. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm manages approximately $177.5 million across about 395 clients, utilizing a combination of advisor-managed accounts, automated investment platforms, and a disciplined investment process that includes the use of defined-outcome ETFs and options strategies.

Noah Trstenjak is a financial advisor with Lifetime Capital Planning Group LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience as a self-employed contractor. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management and financial planning services, including managed access to held-away retirement accounts. The firm employs a client-tailored, discretionary investment approach and offers educational seminars and workshops without fee or individualized advice.

Jeffrey Rayburn is a financial advisor at Elm Asset Management Inc. based in Denton, TX, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at BT Americas, Inc. for 11 years. Outside of advising, he owns and operates Tingewick Holdings, LLC, providing part-time book-keeping and tax services for individuals and small businesses. Elm Asset Management offers discretionary investment management for individuals, trusts, estates, and charitable entities using separately managed accounts. The firm employs a combination of charting, fundamental, and technical analysis through actively traded growth and moderate income strategies, managing approximately $5.9 million in assets across a small client base.

Alec Calvillo is a financial advisor at Panteles Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Dell Technologies and Deloitte & Touche, LLP. Outside of his advisory work, Alec serves as a financial analyst for Colo Development Partners, where he is involved in commercial real estate development. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm manages approximately $108 million in assets for a small client base, using a strategic asset allocation framework combined with diverse analytical approaches and a range of investment vehicles, with ongoing portfolio monitoring and rebalancing under discretionary authority.

Galen Herrington is a financial advisor with Herrington Wealth Management Corporation in Frisco, TX. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Herrington Tax Service and has been involved as a stay-at-home dad. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and employer retirement plan consulting to individuals, pension plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing diversified portfolios across various asset classes generally on a discretionary basis.

Derek Soliz is a financial advisor at Fulcrum Wealth Management in Plano, TX, with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at FulcrumIO from 2016 to 2019. He has been associated with Fulcrum Equity Management, LLC since 2015. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs fundamental and technical analysis to build individualized strategies and also offers sub-advisory services and serves as a wrap fee program sponsor.

Matthew Grygar is a financial advisor at The Helix Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Helix Financial Group since 2010. Outside of his advisory role, Grygar has experience as an agent selling healthcare benefits for Blue Cross & Blue Shield and Cigna. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach within a broadly diversified, strategic asset-allocation framework and offers portfolio management, retirement-plan advice, and limited-scope hourly planning engagements.

John Hetzel is a CFP®, CFA®, and ChFC® with 20 years of industry experience. He is currently with Pomona Wealth Management, LLC in Plano, TX, and has previously worked at Beaird Harris Wealth Management, Inc. and sK Advisor Network, LLC. John is also a managing member and Chief Compliance Officer of sK Advisor Network, a collective of smaller RIAs focused on fee-only asset management and financial services. Pomona Wealth Management provides fee-only investment advisory and financial planning primarily to high-net-worth accredited individuals, business entities, and retirement plans. The firm offers tailored asset allocations using a mix of indexed, evidence-based, and socially responsible strategies, along with discretionary and non-discretionary portfolio management and ERISA fiduciary services.

Kelly Rench is a financial advisor at Relevance Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Relevance Capital Management in 2020, Rench worked at Ryan, LLC from 2013 to 2020. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with large market capitalizations and employs fundamental and cyclical analysis to guide security selection.