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 at Nashional Investments with 14 years of industry experience. He has worked at firms including Penn Mutual Life Insurance Co and Avantax Advisory Services. Outside of his advisory work, Nash is involved in multiple insurance brokerages, owns a tax preparation and accounting firm, and is a partner in an accounting firm. Nashional Investments serves individuals and business owners, including high-net-worth clients, offering portfolio management, financial advising, and real estate consulting such as 1031 exchanges. The firm uses a variety of analytic methods and trading strategies and provides integrated reporting, while maintaining a diverse set of affiliated non-investment services.

Jerome Leftwich is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Financial Security Services Group, Inc. He has held previous roles at firms including Q3 Asset Management, Flexible Plan Investments, and Wells Fargo Investments. Outside of finance, Leftwich has experience working with community and educational organizations such as Parish Episcopal School and Oak Creek Tennis Center. Financial Security Services Group, Inc. provides advisory services to individual and high-net-worth clients, managing approximately $83.4 million across more than 300 client relationships. The firm offers discretionary asset management, financial planning, and client workshops, utilizing a combination of fundamental and technical analysis alongside proprietary market-timing strategies.

Geoffrey Lester George is a financial advisor with Lifetime Capital Planning Group LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Lifetime Capital Planning Group since 2017 and previously at Retirement Wealth Advisors and Gradient Investments, LLC. In addition to his advisory role, he operates a sole proprietorship focused on fixed insurance sales. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and managed access to held-away retirement accounts. The firm employs a client-tailored investment approach that combines fundamental and cyclical analysis, and it regularly offers public educational seminars without fees.

Alexander Bischoff is a financial advisor at Kipos Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Blockweather Holdings. Outside of his advisory role, he is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs multiple methods of analysis and uses a range of investment strategies, including alternatives and tactical adjustments, managing both discretionary and non-discretionary accounts.

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.

Thomas Muir is a CFP® and PFS™ with 26 years of industry experience. He has been with Cultivar Capital, Inc. since 2011 and operates an independent CPA practice specializing in income tax preparation. Muir also serves as the mayor of Sanger, Texas, dedicating time weekly to that role. Cultivar Capital, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, ERISA retirement plans, and a registered investment company. The firm’s investment approach combines fundamental and technical analysis with asset allocation across multiple risk profiles, including management of a registered ETF and specialized conflict-mitigation practices.

Keith Smith is a financial advisor with Turner Capital Investments, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He also operates ERISA GROUP, LLC, focused on employee benefits and fixed insurance, and works as a senior account representative at Hub International Group, specializing in marketing employee benefits. Turner Capital Investments provides discretionary investment management to affluent individuals and business entities, offering defined, actively managed strategies that emphasize technical algorithms and market-directional approaches using stocks and exchange-traded funds.

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 in Frisco, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at MML Investors Services, LLC, MassMutual Life Insurance Company, Park Avenue Securities LLC, Guardian Life Insurance Company, and Memorial Hermann Health System. MRM Financial Advisors, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a long-term, diversified investment approach with strategic asset allocation, disciplined rebalancing, and tax-aware recommendations, and it incorporates third-party managers and private investment opportunities when appropriate.

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.

Franklin Parker is a CFA® charterholder and holds a Series 66 license, with 18 years of industry experience. He has worked at Directional Advisors since 2020 and previously spent six years at Bright Wealth Management, LLC. Outside of financial advising, he is the founder and chairman of Sailingstone Technologies, LLC, a software development and software-as-a-service company. Directional Advisors provides discretionary investment management, financial planning, and consulting services to individual clients, trusts, estates, nonprofits, and business entities. The firm employs a goals-based investment process that incorporates business-cycle analysis and tactical risk controls, managing approximately $43 million in client assets.

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.

Jordan Pence is a CFP® professional with nine years of industry experience, currently serving as an advisor at MHA Financial Corp. He has held roles at several firms, including Advisors Resource and BFC Planning. Outside of his advisory work, Pence is involved in managing fixed insurance products through ARC Insurance Agency and serves as managing partner overseeing operations at Wealth Concepts Inc, a fixed insurance business. MHA Financial Corp provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index/ETF exposures with active management, and offers both discretionary and non-discretionary investment services.

Careena Patel is a financial advisor with Wealth Benefit Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Pinnacle Wealth Management, LLP, Kingswood Wealth Advisors, PNC Investments, and BBVA-affiliated firms. She also provides financial planning services through Pinnacle Wealth in London. Wealth Benefit Advisors, LLC offers investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, focusing on customized portfolio management and retirement plan consulting. The firm employs various methods such as asset allocation and technical analysis, combining turnkey asset management programs and separately managed accounts to align with clients’ objectives and risk profiles.

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.

Stephen Shannon is an advisor at Panteles Advisors with Series 63 and Series 65 registrations and three years of industry experience. He has worked at Panteles Advisors since 2022 and previously spent one year at Citigroup Global Markets. Outside of advisory work, Shannon is the founder and manager of Colo Development Partners, a commercial real estate firm, and serves as a board member of the North Texas Community Foundation. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations with discretionary investment management and financial planning. The firm uses a strategic asset-allocation framework combined with multiple analytical approaches to customize portfolios and manages approximately $108 million in assets across about 39 client relationships.

David Piccolo is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Piccolo Investment Consulting since its founding in 2014. Outside of advising, he receives royalties from oil and gas production. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to individual and institutional clients. The firm emphasizes tailored portfolios using stocks, bonds, ETFs, and mutual funds, and serves a diverse client base including high-net-worth households, pension plans, trusts, and charitable organizations.