Amy Hall is a Series 65-licensed financial advisor with CPR Financial & Insurance Services, Inc. in Prosper, TX, where she has worked for eight years. She also has experience as an independent insurance agent and offers accounting and tax preparation services. Approximately 25% of her professional time is dedicated to these other business activities, which occasionally involve providing related products and services to her clients. CPR Financial & Insurance Services offers portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm combines fundamental analysis with individualized investment policies and utilizes sub-advisors and multiple platforms to implement client portfolios, while also maintaining significant insurance brokerage activities.

Ian Richards is a financial advisor at CMH Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Beaird Harris and Service Academy Capital Management. Richards is based in Dallas, TX. CMH Wealth Management serves a concentrated client base primarily composed of high-net-worth individuals and pension/profit-sharing plans. The firm provides comprehensive financial planning and portfolio management using various analytical methods and implements both long- and short-term trading strategies, including options and margin transactions.

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.

Howard Montfort Jr. is a financial advisor at Scherer Financial Advisory Services, LLC in Dallas, TX, with 50 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2016 to 2022. He also sells variable annuities as part of his other business activities. Scherer Financial Advisory Services provides portfolio management, limited financial planning, and consulting to individual and high-net-worth clients. The firm employs a modern portfolio theory framework and offers various investment options, including options strategies, mutual funds, ETFs, annuities, and IPO participation.

Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Interlinc Financial Advisors, she worked at Murphy & Sylvest and Starbucks. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans, focusing on preparing financial plans and referring investment accounts to third-party managers. The firm also offers insurance products through affiliated businesses and conducts educational seminars for the public.

Anthony Lara is a financial advisor with DHL Wealth Management LLC in Richardson, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Peak American Investment Advisors, Inc. for six years. Lara is also a licensed insurance agent with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm follows a long-term, risk-based investment approach using mutual funds, ETFs, equities, and fixed income, with discretionary management and quarterly reviews.

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.

Philip Brooks is a financial advisor at Redwood Family Wealth LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and XO Wealth Management. Brooks also serves as a registered representative at Cabot Lodge Securities. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, including high net worth clients, as well as charitable organizations and businesses. The firm offers discretionary and non-discretionary portfolio management using a wide range of instruments, combined with tailored financial planning and consultative guidance.

Terry Ledbetter is a CFA® charterholder with 23 years of industry experience. He has been with Kopion Asset Management, LLC since 2009, where he serves as one of two advisors. Kopion Asset Management provides discretionary investment management primarily for individual clients seeking capital appreciation over a multi-year horizon. The firm manages concentrated portfolios of 15 to 25 publicly traded stocks selected through fundamental analysis, maintaining a uniform model portfolio approach for all fully invested clients.

Stephen Meeks is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interlinc Financial Advisors and its predecessor entities since 2016. Outside of his advisory role, Meeks owns and operates Texas Family Insurance & Retirement Services, Inc., where he is involved in fixed insurance sales. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans. The firm prepares financial plans and refers investment accounts to third-party managers while offering ERISA 3(21) fiduciary services, insurance products, and public educational seminars.

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.

Gregory Liesen is the sole advisor at Geneva Financial Group LLC in Allen, Texas, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Geneva Financial Group since 2007. Outside of his advisory role, he serves as an adjunct professor and works as a chemical consultant. Geneva Financial Group LLC provides fee-only, discretionary investment and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a fiduciary approach with broadly diversified, tax-efficient portfolios based on Modern Portfolio Theory, avoiding derivatives and day trading while offering periodic tax-loss harvesting and regular account reviews. Its client base includes corporate pension and profit-sharing plans alongside individual investors.

Joshua Bannerman is a CFP® professional with 26 years of experience in the financial services industry. He is the principal of Bannerman Wealth and has held leadership roles at Bannerman Insurance Group and Verios Advisory Group. Outside of financial advising, he is a co-owner and co-host of the Stacking Benjamins podcast and works as a football official. Bannerman Wealth serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing diversified model portfolios centered on Dimensional Fund Advisors funds. Comprehensive financial planning and ongoing client monitoring are key components of their service model.

Marcus Mendez is a financial advisor at USA Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with USA Asset Management since 2004. Mendez maintains a real estate agent license in California but is not actively engaged in real estate activities. USA Asset Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a blend of fundamental and technical analysis and uses various strategies tailored to client objectives, offering ongoing account supervision and personalized recommendations.

Randy Smith is a CFP® with 34 years of industry experience. He is currently with Clear Sky Financial, LP, where he has worked since 2018, and previously held positions at LPL Financial and Flight Safety International. He is also a licensed insurance agent. Clear Sky Financial is a small advisory firm managing approximately $140.6 million in discretionary assets, offering tailored investment management and financial planning services to a diverse client base including individuals, institutions, and other investment advisers.

Sarah Lassberg is a financial advisor at Better Pockets Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, Lassberg is the founder and executive director of Elf Army of Light, a nonprofit that provides support to individuals who have experienced pregnancy loss and infant death, and she serves on the board of Women Organizing Women Democrats, a political engagement organization. Better Pockets Financial serves individual clients and small employer plan sponsors with financial planning, investment management, and employee benefit services. The firm combines planning and investment advice using a structured approach that incorporates both passive and active strategies, supported by institutional investment platforms and personalized client engagement.

Raymond Mc Clure is a financial advisor at McClure Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at Austin College and Greenville High School. He is also 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 implements portfolios through third-party subadvisors using ETF strategies and offers discretionary management with client-imposed account restrictions.

Brian Rahlfs is a CFA® charterholder and principal of Rahlfs Capital, LLC in Carrollton, TX, with 22 years of industry experience. He has led Rahlfs Capital since its founding in 2003. Rahlfs Capital provides discretionary and nondiscretionary investment management to individuals, families, trusts, estates, partnerships, corporations, and charitable portfolios, as well as sub-advisory services to another investment adviser. The firm constructs customized portfolios primarily investing in equities and fixed income, with occasional exposure to private equity, real property, digital assets, and commodities, applying a multifaceted investment process that incorporates macroeconomic and microeconomic analysis, credit and duration assessment, technical and behavioral finance.

Jamie Tebbe is a financial advisor at Benchmark Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Gentry Private Wealth Management LLC, PRO Style Financial, and Sunpoint Securities, Inc. over his career. Benchmark Investment Advisors provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic allocation approach with global equity and fixed-income model portfolios, incorporates a proprietary economic margin metric for security selection, and offers comprehensive client communications including quarterly account reviews and educational materials for retirement plan participants.