James Clemensen is a CFP® professional with 14 years of industry experience, currently serving as CEO and CCO of BFI Wealth Solutions, LLC. His prior experience includes roles at CliftonLarsonAllen Wealth Advisors, Avantax, and Wells Fargo Investments. Clemensen also works as an insurance agent with the Borden Hamman Agency. BFI Wealth Solutions provides discretionary and non-discretionary portfolio management services to individual and business clients, employing model portfolios primarily composed of ETFs and mutual funds. The firm integrates fundamental analysis and Modern Portfolio Theory to tailor investment allocations and also coordinates referrals to an affiliated accounting firm for tax and accounting services.

James Davis is the founder and sole advisor at Reg Davis Investments, LLC in Grand Prairie, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to establishing his current firm in 2018, he worked at James R. Davis, Registered Investment Advisor, and held positions at Hodges Capital Management, First Dallas Securities, BBVA Compass Investment Solutions, and S&P Investors. Davis is registered with United Healthcare to provide Medicare Supplement and Medicare Advantage plans. Reg Davis Investments offers investment supervisory services and consultative advice primarily to individual clients on a fee-only basis. The firm employs strategic and tactical asset-allocation approaches focused on individual equities, ETFs, and mutual funds, utilizing technical, fundamental, and economic analysis.

Lewis Johnson is a financial advisor with Wealth Creators, LLC in Irving, TX, holding a Series 65 credential and 25 years of industry experience. He has been with Wealth Creators since 2000. The firm works directly with families and individuals to provide financial planning and ongoing monitoring, focusing on long-term investment strategies tied to client goals. Wealth Creators publishes a financial education book, Young Money Masters, and offers public speaking engagements aimed at teenagers and young adults, combining retail-focused planning services with educational outreach.

William Larson is the sole advisor at William B. Larson, CPA, LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 12 years of industry experience. Since 2011, he has operated his CPA firm, integrating accounting and tax expertise into his financial advisory services. The firm provides personal financial reviews and planning primarily for young professionals, middle-income workers, and retirees, as well as consulting services for businesses on transactions and cash flow matters. Its investment approach emphasizes asset allocation and diversification using a top-down macroeconomic framework and Modern Portfolio Theory, favoring passive index funds with limited tactical allocations, and delivers non-discretionary advice without managing client investment accounts.

Lisa Ward is a CFP® professional with eight years of experience in financial advising. She is the sole advisor at Plumb Financial, where she has worked since 2025. Prior to this, she held roles at firms including ChappelWood Financial Services and Royal Alliance Associates. Plumb Financial offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm integrates investment management with insurance planning and provides free public educational seminars and workshops.

Donald Denton is a financial advisor at Roland, Criss Investment Research, LLC in Arlington, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He also serves as Vice President of Compliance and Certifications and analyst at Roland, Criss & Williams, LLC, a role he has held since 2008. Roland, Criss Investment Research provides advisory and consulting services primarily to retirement plans, plan sponsors, trustees, endowments, foundations, and other institutional or corporate clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term asset-class diversification, quantitative fund selection, and a passive tilt where appropriate, focusing on pension consulting and assets-under-advisement work rather than discretionary portfolio management.

Michael Sepulveda is a CFA® charterholder and holds a Series 65 license. He is the principal advisor at Meraki Advisors LLC in Dallas, TX, where he has worked since 2016, accumulating nine years of industry experience. Meraki Advisors serves individual and high net worth clients, offering discretionary portfolio management with a long-only equity strategy, financial planning, and investment policy development. The firm focuses on concentrated positions in equities, preferred equities, ETFs, and closed-end funds, and incorporates options and derivative strategies within a strategic portfolio framework.

Geoffrey Collette is a CFA® charterholder and financial advisor at Aeon Capital Partners, LLC in Dallas, TX, with six years of industry experience. Prior to joining Aeon Capital Partners in 2020, he worked at Bares Capital Management, Inc. and Citi Employee Private Equity Management. Aeon Capital Partners provides discretionary investment management to individuals, high-net-worth clients, and foundations, employing a bottom-up, fundamental equity strategy focused on a concentrated portfolio of long positions without market-capitalization constraints.

Holly Brower is a financial advisor at 1836 Asset Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining 1836 Asset Management, she worked at Grey Rock Asset Management, LLC and Raymond James & Associates. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership approach complemented by a range of strategies executed by subadvisers, with a notable emphasis on non-discretionary accounts and tailored client approval processes.

Matthew Nelson is a financial advisor at Flourish Financial Planning with five years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Nelson is a partner and executive in tax preparation businesses, including Nelson & Nelson Tax Services, Inc., where he serves as Vice President. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory approach with primarily passive investments and provides comprehensive financial planning and employer-funded educational workshops.

Gregory Matthews is a CFP® with 30 years of industry experience, currently serving at Triumph Wealth Advisors, Inc. since 2013. He has also been associated with World Equity Group, Inc. since 2019 and has operated as a sole proprietor since 1995. Outside of advisory work, Matthews serves on the Board of Directors for the North Texas Letter Winners Association and facilitates client access to estate planning services through a referral relationship with Estate Docs Pro. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, using a variety of investment vehicles and third-party managers, and serves clients without a firm-level account minimum.

Adam Rich is a financial advisor at Schlindwein Associates LLC in Dallas, TX, holding a Series 63 designation with 26 years of industry experience. He has been with Schlindwein Associates since 2013. Schlindwein Associates provides discretionary and non-discretionary investment supervisory services to individual and institutional clients, offering investment guidance and consulting for corporate and not-for-profit plans. The firm manages client assets through model portfolios based on client goals and risk tolerance, employing a proprietary fund-ranking system and strategic asset allocation across mutual funds, ETFs, and alternative investments.

Scott Williams is a financial advisor with Palogic Value Management, L.P. in Dallas, TX, holding a Series 65 designation and 8 years of industry experience. He has worked at Palogic Value Management since 2009 and has also been affiliated with Goldman Sachs since 2003. Williams serves as a director of Renaissance Oil and Gas. Palogic Value Management, L.P. provides discretionary investment management to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach, utilizing long and short equity positions as well as derivatives and margin, and serves sophisticated investors including family offices and institutional clients.

Christopher Arnold is a financial advisor with Eddleman & Eddleman Inc, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His work history includes roles at JMFA, Gall's LLC, Faro Technologies, W.W. Grainger, and Archetype Investment Advisors. Outside of his advisory duties, he serves as a Field Consultant with John M Floyd & Associates, working with banks and credit unions. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities through discretionary portfolio management, financial planning, and project analyses. The firm combines investment management with affiliated accounting services and a venture capital vehicle, utilizing an academic, evidence-based approach to portfolio construction focused on long-term strategies.

Stuart Greenfield is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis and employs both long- and short-term trading strategies, including margin borrowing and options writing, managing approximately $363 million in discretionary assets.

Alicia Harrison is a financial advisor with Money Script Wealth Management, PLLC in Grand Prairie, TX. She holds a Series 65 designation and has been with Money Script since 2017. Prior to that, she worked at Palos Verdes Footwear from 2013 to 2017. Money Script Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and employs a blend of fundamental analysis and modern portfolio theory in its investment approach.

Teresa Gast is a financial advisor at Privus Financial, LLC in Irving, TX, holding a Series 65 credential with 23 years of industry experience. She previously worked at Cain, Watters & Associates, P.L.L.C. for ten years and has been with Privus Financial since 2017. Gast holds minor ownership interests in Tectonic Holdings, LLC and T Acquisition, Inc., which are affiliated with firms that provide additional investment-related services to Privus clients. Privus Financial serves individual clients and pension and profit-sharing plans, including both high-net-worth and non-HNW individuals. The firm offers financial planning, estate-planning coordination, tax management, and accounting services, typically referring clients to third-party advisers who manage portfolios on a discretionary basis while Privus coordinates and reviews these relationships.

Ivan Sacks is a financial advisor at Kingsley Advisors, LLC in Dallas, TX, with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kingsley Advisors since 2015, with a brief tenure at National Asset Management, Inc. from 2015 to 2017. Kingsley Advisors provides discretionary portfolio management to individual and institutional clients, focusing on deep-value, out-of-favor opportunities through concentrated positions in a limited number of securities. The firm offers its investment strategy exclusively via its own wrap fee program, managing portfolios primarily through separately managed accounts.

Alexander Cohen is a financial advisor at Alexander D Cohen Investments, LLC with 11 years of industry experience. He holds a Series 65 designation and also owns a Texas-registered CPA firm specializing in tax and consulting services, including financial statement compilations. Cohen has been leading his investment firm since 2014 and his accounting practice since 2009. Alexander D Cohen Investments, LLC provides portfolio management and selection-of-adviser services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual fund selection based on modern portfolio theory, operates mostly on a non-discretionary basis, and integrates investment advice with the principal’s accounting background.

David Schubert is a CFP® with six years of industry experience, currently serving as a financial advisor at Carrington Advisors, LLC. His prior roles include positions at The Vanguard Group, Fidelity Investments, New York Life, and ROGERS FINANCIAL GROUP. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management and financial planning services. The firm uses a personalized investment process that incorporates both fundamental and technical analysis, relying on third-party managers and an outsourced chief investment officer for asset allocation and portfolio monitoring.