Michael Simms is a Series 65-licensed advisor with Capital Markets IQ, LLC, where he has worked since 2016, accumulating 16 years of industry experience. He is also the owner and president of Veracity Financial Services, a role he has held since 2012. In addition to advising, Simms is involved with Veracity Advisers LLC, which provides fixed insurance sales and business valuations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm employs a multi-branch model with centralized supervision and collaborates with external professionals, offering portfolio management across various asset classes and specialized services such as proprietary model strategies and sub-advisory support.

Jason Sayles is a Series 65 licensed advisor with Capital Markets IQ, LLC in Arlington, TX, where he has worked since 2017. He has 21 years of industry experience, including prior roles at Hajek CPA PA and as a partner at Catapult Creative Consulting, LLC. Sayles is also president and owner of Apex Wealth Consultants Inc., which provides consulting and administrative services to business clients and self-directed retirement plans. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, managing portfolios across various asset classes. The firm operates a multi-branch model with centralized supervision and collaborates with a network of professionals to deliver comprehensive financial planning and consulting services.

Adam Jorgensen is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Capital Markets IQ since 2016 and is also owner and vice president of Veracity Financial Services, where he serves as an investment advisor. Additionally, he is owner of Veracity Advisers LLC, which provides fixed insurance sales, business valuations, and CPA team-based consulting focused on tax planning, risk management, estate planning, and retirement needs. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension/profit-sharing plans. The firm offers a broad range of portfolio management and financial planning services, employing a multi-branch model that integrates external professionals and proprietary investment strategies.

Ted Miller is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms including Envoy Advisory Inc. and Simplicity, and is a managing member of Kingdom Oaks LLC, a business involved in buying and selling homes. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning with a focus on customized and model-based strategies.

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

David Brounley is a financial advisor with Valley Wealth Strategies, LLC, holding the CFP® and ChFC® designations and bringing 41 years of industry experience. His prior roles include positions at Merit Financial Advisors, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, and LPL Financial. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion on a non-discretionary basis.

Neale Ellis is a CFA® charterholder with four years of industry experience. He currently works at Fidelis Capital Partners, LLC and previously spent 14 years at Bank of America. Fidelis Capital Partners serves a diverse client base including individuals, family offices, trusts, estates, and nonprofit organizations, providing investment advisory and related services. The firm employs a blend of quantitative, fundamental, technical, and economic analysis to manage portfolios, typically on a discretionary basis, and offers additional consulting and coordination services.

Clark Randall is a CFP® professional at Creekmur Asset Management, LLC with 39 years of industry experience. He has worked at Cambridge Investment Research Advisors and AE Financial Services, and has served as an instructor for the CFP Board Certification Program at Southern Methodist University. Randall is also involved as a committee member with the Financial Planning Association of DFW and owns a fixed insurance sales business. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, utilizing third-party tools and multiple custodial options within a multi-office structure.

Bobby Burns is a financial advisor with CPR Investments Inc. in Arlington, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at CPR Financial Group LLC and CPR Investments Inc. since 2018, with prior experience at Hd Vest Advisory Services and Hd Vest Investment Services. Outside of advising, Burns serves as president of Transtax Associates and Inv Logistics Inc., providing tax and accounting services. CPR Investments Inc. offers discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm utilizes multi-manager portfolios combining in-house tactical models with third-party advisors, emphasizing defensive positioning and ongoing portfolio monitoring.

Carl Zuckerberg is a CFP® with 26 years of industry experience, currently serving at RZH Advisors LLC in Dallas, TX. He has been with Relyea, Zuckerberg & Hanson, LLC since 2000. RZH Advisors provides wealth management services, combining financial planning and discretionary investment management for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages over $2.4 billion across approximately 450 client relationships and typically implements diversified allocations using mutual funds, ETFs, independent sub-advisers, and select private and interval funds.

Michael Hernandez is a financial advisor with D.H. Hill Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Arive Capital Markets and Edi Financial Inc. Outside of finance, he works as a sales and project manager at Halo Roofing and Construction. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as to employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through multiple platforms and employs a range of investment strategies including tactical asset allocation, active and passive management, and tax-management techniques.

Eugene Flusche is a CFA® charterholder with 35 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked with SWS Financial Services, Inc. since 2003 and Fidelity Brokerage Services LLC since 2000. Outside of his advisory role, he serves as a substitute teacher for Dallas ISD. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model leveraging third-party managers and Envestnet for investment management, offering a range of programs including managed accounts, financial planning, and retirement consulting.

Katie Keppler is a CFP® professional with 12 years of industry experience. She is currently with Titleist Asset Management, LLC and has held previous roles at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework and offers customized portfolio strategies overseen by an investment committee.

Christopher Maxtone Graham is a financial advisor at Mariner Independent with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., and he is the founder of Vail Capital Management, LLC. He also serves as an active executor and co-executor for estates in Dallas, Texas. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment options.

David York is a CFP® professional with two years of industry experience, currently serving at Index Fund Advisors, Inc. He previously worked at Cain, Watters & Associates, LLC and PricewaterhouseCoopers LLP. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed funds guided by Modern Portfolio Theory and a multi-factor framework, and also offers integrated tax services through its separate IFA Taxes division.

Raeann Forester is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Archer since 2021 and previously spent over two decades with Avantax Advisory Services and related entities. Outside of her advisory role, Forester serves in various community positions including treasurer for the Grand Prairie Metro Rotary Club and the GPHS Alumni Association, supporting nonprofit activities and scholarship programs. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a process that assesses clients’ financial situations and constructs diversified portfolios across multiple asset classes, managing approximately $900 million primarily on a discretionary basis.

Bradley Mc Entee is a financial advisor with Intrua Financial, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Edward Jones and LPL Financial. Intrua Financial is a multi-team advisory firm with approximately $1.75 billion in regulatory assets under management serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm uses a blend of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers a range of portfolio management and consulting services.

Charles Harris is a financial advisor at IP Financial Advisory Services LLC with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he works as a poker dealer at The Gardens Casino and also drives for Raiser LLC’s ride-share service. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and discretionary management, utilizing a range of analytical approaches and specialized advisory services.

Eric Willer is a CFA® charterholder with 20 years of experience in the financial industry. He is currently affiliated with IP Financial Advisory Services LLC and has prior experience at firms including Fusion Analytics Investment Partners and Family First Life. Outside of his advisory roles, he is involved with WD Wealth Strategies, providing tax advisory services and client education, and engages in solar panel referrals through Green Day. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors, focusing on non-high-net-worth individuals.

Richard Sands is a financial advisor with Arkadios Wealth Advisors in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His professional background includes roles at CitiGroup, Frost Private Bank, Arete Wealth Management, and Wells Fargo. In addition to his advisory work, he operates Pinnacle Wealth Strategies, a financial planning and guidance service. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party solutions, employing a blend of fundamental, technical, and cyclical investment analysis.