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 with RHM Capital Management, Inc. in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at MBR Capital Management, Inc. since 2010. RHM Capital Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and certain business entities. The firm uses multiple methods of analysis and a range of investment strategies, offering individualized advice, financial planning, and discretionary management through ETFs, mutual funds, stocks, and bonds.

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 has worked at Fort Advisors since 2022. Prior to that, he was with AlphaStar Capital Management and Regency Wealth Advisors, where he also serves as president of a life and health insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary asset management and financial planning, utilizing model portfolios managed by third-party subadvisers. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and maintains oversight and discretionary authority over client accounts.

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. He has worked at Wells Nelson & Associates since 2015 and has been with Taylor Stephens since 2014. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media startup. Taylor Stephens, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses customized, asset-allocation approaches across equities, fixed income, and mutual funds, with options for automatic rebalancing and maintains a notable focus on non-discretionary asset management.

Bradley Linch is a financial advisor at Linch Financial, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Linch Financial since 2013. Linch Financial provides discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm customizes portfolios using fundamental, technical, and cyclical analysis, employing both long- and short-term trading strategies along with derivatives and short selling.

Katherine Nolte is a financial advisor at Holland Investment Management, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Tamp Advisory Solutions, Pride Financial Advisors, and Trinity Portfolio Advisors. Outside of her advisory role, she is involved in insurance sales and serves on a community cemetery board. Holland Investment Management offers fee-based, full-discretion portfolio management, pension and 401(k) consulting, and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a Global Macro top-down allocation process across multiple asset classes and manages portfolios exclusively through its own wrap-fee program.

Shaylor Smith is a financial advisor with Pro Capital LLC in Southlake, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Pro Capital LLC in 2025, Smith worked at Osaic Wealth for three years and has served Bethesda Community Church for over a decade. Pro Capital LLC provides discretionary portfolio management and non-discretionary pension consulting to individual and high-net-worth clients, as well as pension and business plans. The firm manages approximately $64 million across 85 client relationships and employs a long-term trading approach with a primary focus on equities, mutual funds, ETFs, fixed income, and insurance products.

Davis Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with 16 years of industry experience. He worked at Diesslin & Associates, Inc. for 13 years before joining AKG Financial in 2021. Outside of advising, Bourland serves as Chief Operating Officer for Virtuoso Travel, a luxury leisure travel company, and is a volunteer member of the Investment Committee on the Board of Directors for the University of North Texas Foundation. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a diversified investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of traditional and alternative investment vehicles.

Steven Early is a CFP® with 16 years of experience in financial advisory, currently serving at ClearPoint Wealth Management in Colleyville, TX. He founded and continues to operate the law firm Steven A. Early, P.C., where he focuses on estate planning, general legal advice, and elder law. Prior to joining ClearPoint, he spent 16 years at Steward Financial Group. ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm combines passive and active investment strategies and offers discretionary portfolio management alongside limited-scope financial planning, with additional services such as basic estate planning and tax preparation available to qualified clients through independent third parties.

Lindsey Lee is a Series 65-credentialed financial advisor with three years of industry experience, currently serving at 9I Capital Group LLC. Prior to joining 9I Capital Group, Lindsey held roles at IP Financial Advisory Services LLC and Elevate Planning. Outside of financial advising, Lindsey is the owner and creative director of Lindsey L33, LLC, a boutique creative content house, and also works as a freelance consultant and creative director for THNK1994. 9I Capital Group LLC provides advisory services to individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and pension consulting, utilizing a comprehensive investment approach that incorporates modern portfolio theory, fundamental, quantitative, and technical analysis, along with discretionary and non-discretionary management options.

Tyler Wright is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Bluegrass Legacy Planning, where he has worked since 2025. His prior experience includes roles at Triad Advisors, Charles Schwab, and Edward Jones. Wright is also involved in fixed insurance sales as a secondary business activity. Bluegrass Legacy Planning offers financial planning and subscription coaching services to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach and focuses on delivering written financial plans and coaching engagements rather than managing assets directly.

Tina Hernandez is a financial advisor with Rival Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior roles include positions at Norcap Investment LP, SUB Saharan Opportunity Fund, and Kenwood Advisors. Rival Capital Management, LLC provides discretionary portfolio management and project-based financial planning to individual and high-net-worth clients. The firm employs a variety of investment strategies tailored to client objectives and emphasizes maintaining long-term purchasing power while integrating tax considerations and third-party services that utilize artificial intelligence.

Tana Pennington is a financial advisor with The Lynd Group Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has also worked as an independent insurance agent since 2014, providing health and life insurance sales and services. The Lynd Group Advisors offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm emphasizes coordinating annuity contract management with insurance carriers and providing educational seminars and secure client portals.