Daniel Thomas is a financial advisor at Provision Asset, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Ivantage LLC and KXII-TV. Outside of his advisory role, he owns In Focus Consulting LLC, an insurance agency. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis to construct diversified portfolios, and it operates seven offices with a team of six advisors.

Casey Short is a financial advisor with Provision Asset, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Provision Asset since 2016 and also serves as president of Provision Retirement, LLC. Additionally, Short works as a seminar instructor for the Council of Financial Educators, focusing on retirement topics. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis, and employs sub-advisors and third-party money managers to construct and monitor diversified portfolios.

Alex Goldstein is a financial advisor with Atlas in Frisco, TX, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. He is the founder of Spreadwise LLC, a financial services entity affiliated with Atlas, and serves as Vice President of Investor Relations at Percent Technologies, an investment platform technology company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a primarily long-term, index-based investment approach supplemented by internal equity and bond strategies, and sponsors private investment vehicles including a private credit fund.

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Black Knight Wealth Management since 2021 and previously worked at Vision Advisors, Inc. for 13 years. Corjay is also a co-owner and CFO of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a diversified investment approach, including fundamental, quantitative, and technical analysis, and maintains multiple offices and affiliated investment activities.

Kenneth Blattenbauer Jr. is a financial advisor at Kingstone Capital Partners Texas, LLC with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has held leadership roles including CEO and CCO at Kingstone Capital Partners Texas since 2015. His background includes positions at Firethorn Investment Advisory LLC, KB Squared Investments, LLC, and Midland National Life Insurance Co. He is also licensed as an insurance agent and involved in multiple affiliated entities related to insurance and financial planning. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a combination of bottom-up fundamental analysis and top-down overlays in its Core Investment Strategy, incorporating direct equity holdings, ETFs, derivatives exposure, and quantitative risk controls.

Christopher Robinson is a financial advisor at RFG Wealth Advisory with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining RFG Wealth Advisory, he worked at INVEST Financial Corporation and LPL Financial LLC. Outside of advisory work, he is involved in real estate through ownership of related businesses. RFG Wealth Advisory serves individual and high-net-worth clients, providing wealth management, financial planning, and portfolio consulting. The firm uses a combination of fundamental and technical analysis along with modern portfolio theory to manage diversified portfolios, including the use of derivatives and option-writing strategies within separately managed accounts.

Jonathan Mc Entire is a financial advisor with Provision Asset, LLC and holds a Series 65 credential. He has five years of industry experience and has worked with Provision Asset since 2020. Prior to this, he held roles at Hilton Hotels, Omni Hotels and Resorts, and Highland Dallas Hotel. Additionally, he is active as an insurance agent with Provision Retirement, LLC. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm provides ongoing portfolio management, comprehensive financial planning, and qualified plan consulting, utilizing fundamental, technical, and cyclical analysis to construct and monitor diversified portfolios.

Michael Cooper is a financial advisor at United Advisors America with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at United Advisors America since 2009 and Alliance America Corporation since 2010. In addition to his advisory role, he serves as a Regional Sales Director at Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations, using mutual funds, ETFs, and select exchange-traded products, while allowing clients to set reasonable investment restrictions.

Robert Koerner is a financial advisor with CLG LLC in Prosper, TX, holding Series 63, 65, and 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and has been with CLG LLC since 2023, including prior tenure at Cetera Advisor Networks from 2013 to 2023. CLG LLC serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary portfolio management alongside access to insurance and alternative investment strategies.

Malcolm Walton is a financial advisor with Gannett Wealth Advisors in Frisco, TX. He holds the Series 66 designation and has six years of industry experience. His prior firms include Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors provides wealth management, comprehensive financial planning, retirement plan consulting, and tax preparation primarily for individual and high-net-worth clients, as well as charitable and corporate plan sponsors. The firm combines passive and active investment strategies with a focus on asset allocation and Modern Portfolio Theory, offering tailored client service through multiple offices and integrating specialized services such as bitcoin custody and tax preparation.

James Moore is a CFP® professional with 10 years of experience, currently serving as an advisor at Eclectic Associates, Inc. since 2016. He is based in Gunter, TX, and works as part of an 11-advisor team. Eclectic Associates, Inc. is an SEC-registered, fee-only investment adviser providing discretionary investment management, integrated financial planning, and consulting services to individuals, trusts, retirement-plan participants, charities, and businesses. The firm manages over $1.4 billion in client assets and develops tailored Investment Plans that incorporate diversified mutual funds and ETFs, employing Modern Portfolio Theory with long-term holdings and periodic rebalancing.

Michael Tull is a financial advisor with RFG Wealth Advisory in Argyle, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining RFG Wealth Advisory, he worked at Guaranty Bank & Trust and held several roles in commercial real estate, including maintaining a real estate brokerage license for referral purposes. RFG Wealth Advisory serves individual and high-net-worth clients through wealth management, discretionary portfolio management, financial planning, and retirement consulting. The firm builds customized portfolios based on client objectives and risk tolerances and incorporates option strategies and AI tools in its advisory process.

Jonathan Melehan is a financial advisor at Black Knight Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and Kaplan Professional. In addition to his advisory role, he owns Black Creek Consulting LLC, where he provides sales consulting to investment firms. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services involving attorneys, tax advisors, and private bankers. The firm employs a disciplined investment process using fundamental, quantitative, and technical analysis, and manages accounts through discretionary, asset-based approaches tailored to client needs.

John Lopez is a financial advisor at Eagle Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Financial Advisors since 2015 and Eagle Financial Group since 2019. His career also includes 12 years at CLA USA Inc. and over two decades as an independent insurance agent. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other entities by providing portfolio management and third-party manager selection. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative methods, third-party research, and client-specific investment policies.

Nicholas Noll is a financial advisor at RFG Wealth Advisory holding a Series 65 designation with six years at the firm in various roles. Prior to joining RFG, he worked for First Eye Care for ten years. RFG Wealth Advisory serves individual and high-net-worth clients with wealth management, discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes customized portfolios, uses options and derivative strategies, and employs AI tools to support client interactions.

Lyndsey Monahan is a financial advisor at Precision Wealth Strategies, LLC with 11 years of industry experience. She holds the ChFC® and Series 63 credentials and has previously worked at firms including Women Inspire Wealth, Transamerica Financial Advisors, and New York Life. Outside of advisory work, she is co-owner of a family farm and serves as CEO of her own consulting firm. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a Life-Timing Allocation approach to align assets with clients’ cash-flow needs and risk tolerance, and offers specialized retirement plan consulting and fiduciary services.

Mark Harris is a financial advisor with RPR Financial, holding Series 63 and 65 licenses and bringing 31 years of industry experience. His prior roles include positions at IHT Wealth Management LLC and Personal Financial Group, as well as LPL Financial. Outside of his advisory work, he has been involved in managing real estate rental properties since 2009. RPR Financial serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary portfolio management, financial planning, and ERISA retirement-plan consulting, combining value and quality investment approaches with quantitative optimization and third-party research.

Jennifer Vendryes is a financial advisor at Eagle Financial Advisors, LLC with one year of industry experience. She holds the Series 65 designation. Her prior work includes four years at Methodist Medical Center and over two decades at Silver Tree Financial. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other business entities by providing portfolio management and selection or solicitation of third-party managers. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative techniques, third-party research, and client-specific investment policies.

Emilio Gonzalez is a financial advisor at RFG Wealth Advisory with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Invest Financial Corporation. Gonzalez has been with RFG Wealth Advisory since 2016 and also has a longstanding association with Robinson Financial Group. RFG Wealth Advisory serves individual clients, including high-net-worth households, offering wealth management, financial planning, and portfolio consulting. The firm utilizes fundamental and technical analysis alongside modern portfolio theory to build diversified portfolios, incorporating derivatives and option-writing strategies within separately managed accounts.

Nicholas Blankl is a CFA® charterholder with 11 years of industry experience. He has been with Consilium Wealth Advisory, LLC since 2015 and is also affiliated with Black Oak Investment Management Company, where he provides retirement plan advisory services. Outside of advisory work, he serves as Treasurer for the International Leadership Academy, a French language immersion school, where he oversees financial management and long-term strategy. Consilium Wealth Advisory is a fee-based firm serving individuals, high-net-worth clients, and corporate entities with portfolio management, comprehensive financial planning, and consulting services. The firm employs a fiduciary approach and utilizes both quantitative and qualitative analysis to construct portfolios, including its discretionary equity-focused "Consilium Core" strategy.