John Riley is a financial advisor with Cornerstone Investment Services in Nevada, TX. He holds the Series 65 designation and has been with Cornerstone since 2026. His prior work experience includes roles at Integrity Risk Management LLC and various positions in the insurance and service industries. Cornerstone Investment Services provides investment supervisory and consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies, focusing on ETFs and options-writing within a managed wrap fee program.

Krishna Velaga is a financial advisor at Velaga Advisors with a Series 65 credential and two years of industry experience. He previously worked at Texas Instruments for 28 years. Outside of his advisory role, he is involved in several business activities related to land ownership through multiple LLCs. Velaga Advisors serves individual and high-net-worth families by providing discretionary portfolio management, financial planning, and tax-aware strategies. The firm manages approximately $32 million for a limited client base, combining in-house portfolio construction with institution-style, complex sub-advisor strategies under its direct oversight.

Brian Czerwinski is a financial advisor at Maverick Private Wealth LLC in Frisco, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Maverick Private Wealth LLC since 2015 and at Cornerstone Family Office Advisors LLC since 2016, where he provides administrative and planning services to high-net-worth families. He is also the owner of F2 Analytics LLC, a consulting business specializing in operations, accounting, and finance for small businesses. Maverick Private Wealth LLC offers discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to individuals with net worths of $3 million or more, trusts, foundations, and employer-sponsored plans. The firm applies a range of analytical methods and proprietary investment systems, managing client accounts on a discretionary basis with strategies tailored to each client's circumstances.

Chelsea Niestrom is a financial advisor at Cloak Advisors in Frisco, TX. She holds a Series 65 designation and has been with Cloak Advisors since 2026. Prior to that, she worked at Vaco by Highspring for nine years. Cloak Advisors provides discretionary portfolio management to individuals, high net worth clients, and profit-sharing plans, managing approximately $35 million in discretionary assets. The firm focuses on fundamental analysis and long-only strategies across equity and balanced portfolios, conducting regular account reviews and maintaining a small, concentrated client base.

Lori Givens is a CFP® professional at Align Financial Advisors, LLC with 13 years of industry experience. She has previously worked at Wheat-Givens Financial, LLC and United Planners' Financial Services. Givens serves as a board member for Koelling & Associates, Inc., an industrial supplies company based in Dallas, TX. Align Financial Advisors, LLC provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs various analytical methods and invests across mutual funds, ETFs, and equities, offering discretionary and non-discretionary portfolio management.

Marisa Lockhart is a CFP® professional with 16 years of industry experience. She has worked at Caprock Capital Advisors Inc. since 2018 and previously spent nine years at Raymond James Financial Services, Inc. Caprock Capital Advisors serves primarily high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and acting as the primary financial adviser. The firm employs fundamentally driven, dynamic asset allocation models and incorporates alternative investments for diversification, managing approximately $98.8 million in client assets as of December 31, 2024.

Charles Rosen is a financial advisor at CPR Financial & Insurance Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CPR Financial & Insurance Services since 2014. Rosen serves as president of an independent insurance agency and holds several volunteer leadership roles within the National Association of Benefits and Insurance Professionals (NABIP), including legislative chair and board trustee positions. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm’s investment approach includes fundamental analysis and goals-based models, with portfolio implementation delegated to sub-advisors and use of multiple technology platforms.

Collin Day is a financial advisor at Farris Capital Management Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Farris Capital Management since 2021. Prior to this, he was employed at WEB TPA Employer Services and also served at First Southern Baptist Church in St. George. Farris Capital Management provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth clients, and some business entities. The firm combines advisor-managed accounts with automated programs and employs a diversified investment approach that includes options strategies, defined-outcome ETFs, and regular portfolio rebalancing.

Brent Dunn is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Schlegel Dunn LLC and has prior experience at Commonwealth Financial Network. Outside of his advisory role, he is the owner and professional counselor at Legacy Professional Counseling, PLLC, where he provides counseling services to individuals, couples, and families. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, while offering discretionary management and comprehensive financial planning services.

Scott Schlegel is a CFP®-certified financial advisor with 18 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 16-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation of insurance recommendations. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $279 million across about 154 client relationships, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Its investment approach emphasizes fundamental analysis and long-term portfolio construction using diversified ETFs, low-cost mutual funds, and individual securities when appropriate.

Jefferson Nash is a CFP® professional with 13 years of experience in financial advising. He is currently with Nashional Investments and has held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Nash is involved in tax preparation and serves as a partner in an accounting firm, as well as acting as a branch manager and managed futures advisor for an independent introducing broker. Nashional Independent Investment Management LLC serves individual and business clients, managing discretionary and non-discretionary portfolios using a range of investment strategies including traditional securities, alternative investments, and specialized 1031 exchange consulting. The firm combines advisory services with related tax, insurance, mortgage, and futures activities.

Anthony Assadi is a CFP® and CFA® with 16 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held a position at NTT Data from 2016 to 2019. In addition to his advisory role, he is licensed as an insurance agent. Alere Planning LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm often serves clients experiencing complex life transitions and manages most client assets on a discretionary basis using tailored asset-allocation strategies across active and passive investment models.

Michael Davidson is a CFP® professional with 24 years of experience in financial advisory. He has led Wisdom Index Advisors since 2004. Outside of his advisory work, he is licensed as a general lines insurance agent. Wisdom Index Advisors serves individuals, corporations, and small businesses by offering wealth management, investment consulting, and retirement plan services. The firm employs an evidence-based, long-term investment approach centered on broad diversification, strategic asset allocation, and disciplined rebalancing, typically utilizing mutual funds, ETFs, and interval funds.

Tiffany Finney Johnson is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with New Dimensions Wealth Management, L.L.C. since 2012. The firm serves individual and high-net-worth clients, providing personalized financial planning and discretionary investment management through a fee-only model that avoids commissions and finder’s fees. Their investment approach emphasizes a low-cost, passively oriented, buy-and-hold strategy using broadly diversified no-load mutual funds and ETFs.

Matthew Madison is a financial advisor at Wave Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC and NYLIFE Securities LLC. Outside of advising, he is a licensed insurance agent. Wave Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $116.6 million for about 64 clients, offering customized portfolios primarily composed of low-cost mutual funds and ETFs, along with retirement plan advisory, insurance implementation, and tax preparation services.

Neal Patel is a financial advisor at MRM Financial Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities LLC, Guardian Life Insurance Company, MML Investors Services, LLC, and MassMutual Life Insurance Company. Prior to his advisory career, he was employed at Memorial Hermann Health System for six years. MRM Financial Advisors offers customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm emphasizes fundamental security analysis and manages accounts on a non-discretionary basis, requiring client approval before trades.

Jeffrey Sandt is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at USAA and Systemware. Align Financial Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs various analytical methods and offers both discretionary and non-discretionary portfolio management across mutual funds, ETFs, and equities.

Nancy Elliott is a CFP® professional with seven years of experience at Silver Lake Advisory Partners, LLC in Melissa, TX. She has been with the firm since 2019 and is part of a team that has collectively served clients since 2010. Silver Lake Advisory Partners provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, and small charitable foundations and endowments. The firm employs a fundamental analysis-driven investment approach emphasizing long-term holdings with flexibility for short-term trades, tax-aware strategies, and customized portfolios aligned with client risk tolerance and income needs.

Jonathan Lindstrom is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Kopion Asset Management, LLC since 2017 and has prior experience at Buswell Memorial Library and Wheaton College. Kopion Asset Management provides discretionary investment management to individual clients focused on capital appreciation through a single, relatively concentrated model portfolio of 15–25 publicly traded stocks held typically for three or more years. The firm serves investors with a multi-year horizon and employs standardized operations through Schwab with detailed performance reporting and trading disclosures.

Logan Wakumoto is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with one year of industry experience. Prior to joining McClure Capital Advisors, he worked at State Farm and Automated Testing Solutions. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and monitoring third-party subadvisors using ETF strategies, with discretionary management options available.