Kathy Stewart is a financial advisor at Kurtin Financial Advisers, LLC in Dallas, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kurtin Financial Advisers since 2007. Kurtin Financial Advisers is an independent, single-advisor firm serving high-net-worth individuals, families, trusts, estates, and charitable entities. The firm provides customized investment portfolios and strategic wealth planning, often incorporating direct investments and cash-flow-oriented positions, and works with an unaffiliated sub-advisor for tactical trading.

Weston Haaf is a CFP®-certified financial advisor at Vantage Wealth Management LLC with 14 years of industry experience. Prior to founding Vantage Wealth Management in 2023, he worked at Fidelity Investments in various roles from 2013 to 2023. Outside of his advisory work, Haaf is involved with Living Life Properties LLC, a residential real estate rental property management business in Dallas, TX. Vantage Wealth Management LLC serves high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides tailored investment management and financial planning, implementing diversified, risk-based portfolios with discretionary and non-discretionary options, and frequently utilizes third-party advisers and custodians for execution and support.

Connor Davis is a financial advisor at Lake Highlands Capital Management in Dallas, TX, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Sands Capital Management and PhysAssist Scribes. Lake Highlands Capital Management provides discretionary investment management through separately managed accounts and bespoke advisory projects. The firm serves a diverse client base ranging from individuals to institutional investors, employing a concentrated investment approach that combines fundamental research with technical analysis across various geographies and sectors.

Sanjeev Kaushik is a financial advisor at Reap Asset Management LLC in Plano, TX, holding a Series 65 designation with five years of industry experience, including roles at MF&Co. Asset Management and RegCentric. He maintains an ongoing advisory role with an Australian firm. Reap Asset Management provides discretionary asset management and retirement plan consulting services to individuals, high-net-worth clients, and institutional sponsors. The firm employs a combination of fundamental and technical analysis with varied investment strategies, including futures, options, and digital assets, and offers both retirement consulting and subscription-based market education products.

83 Financial was founded on a simple idea: financial planning should feel like a conversation, not a sales pitch. We're an independent, fee-only advisory firm — that means no commissions, no product quotas, and no hidden incentives. Just advice that's in your corner. Mike has spent over 20 years in the financial services industry, with that majority being in wealth management and direct client facing roles. After seeing the inside of small private firms as well as large Fortune 500 corporations, he wanted to offer advice and services that align with core values of putting the client first, no matter what. The most common way we work with clients is to provide comprehensive financial planning and ongoing wealth management. Quarterly meetings, annual tax strategy sessions, investment management, estate planning, and retirement income analysis are just a few of the ways we provide value. Mike prides himself on attention to detail. The goal is simple: be better than yesterday.

John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Kyle French is the sole advisor at FLB Capital Management, LLC in Rowlett, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at FLB Capital Management since 2008 and at ProMark Securities Inc. since 2003. In addition to advisory services, he is a licensed insurance agent selling fixed annuities, life insurance, and health insurance. FLB Capital Management provides investment advisory and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs multiple security analysis methods and generally pursues a long-term investment strategy, while offering discretionary portfolio management and financial planning consultations.

Ryan Smith is a financial advisor at Gladiator Capital Management in Parker, TX, holding a Series 65 credential with four years of industry experience. He has worked at Gladiator Capital Management since 2016 and also serves as Director of Procurement at ATW, where he manages supplier negotiations and delivery schedules. Gladiator Capital Management is an independent, fee-only firm that provides discretionary portfolio management to private individuals and small businesses, focusing on growth-oriented strategies using equities and stock options. The firm employs a model-driven, technical investment approach with an emphasis on volatility strategies implemented through ETFs and options, managing accounts using custodian relationships without taking custody of client assets.

Lawrence Oliver is a financial advisor at Prosperity First Wealth Management with seven years of industry experience. He holds a Series 65 designation and has worked previously at Superior Industries. Oliver also serves as Vice President of Operations for First Co, an HVAC equipment manufacturer. Prosperity First Wealth Management offers portfolio management and integrated financial planning services to individuals, high-net-worth clients, self-employed individuals, and family trusts. The firm emphasizes custom portfolios using low-cost mutual funds, ETFs, bond funds, U.S. Treasury securities, and select individual securities, managing only non-discretionary accounts without custody of client assets.

Evan Mcdaniel is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He is the sole advisor at Eastlake Planning LLC, where he has worked since 2024. Prior to this, he held roles at MML Investors Services, LLC and Spectrum Financial Group. He is also an independent licensed insurance agent. Eastlake Planning LLC is an independent registered investment adviser managing approximately $44.6 million in assets for individual and high-net-worth clients. The firm offers portfolio management, retirement-plan fiduciary advice, and financial planning services, utilizing an investment approach focused on asset allocation and modern portfolio theory.

Atul Sethi is a financial advisor at Mooring Bay Capital Management with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Estrada Hinojosa & Company Inc. and Orix Corp USA. Mooring Bay Capital Management provides discretionary investment management, portfolio analysis, and financial planning primarily for high-net-worth individuals, estates, corporations, pension and retirement plans, and endowments. The firm specializes in actively managed fixed income portfolios, focusing on municipal and infrastructure debt across a range of credit qualities, and serves both institutional and high-net-worth clients.

Robert Wood is a financial advisor with Wood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His prior roles include positions at Questar Asset Management and Woodbury Financial Services. Wood is also a licensed insurance agent offering fixed annuities and life and annuity sales. Wood Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, focusing on a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation. The firm manages client assets primarily on a non-discretionary basis and performs regular portfolio reviews and reporting.

Keith Chapman is the principal of Think818, LLC, an independent advisory firm based in Dallas, TX. He holds a Series 63 designation and has 29 years of industry experience. His prior roles include time at Cetera Advisor Networks and Summit Financial Group. Outside of financial advising, Chapman is involved in insurance sales and training through Chapman Wealth Management and Leap Systems, focusing on life insurance and advanced financial planning. Think818 serves individuals, trusts, estates, and retirement plan sponsors by providing retirement plan consulting, financial planning, and investment advisory services. The firm connects clients with third-party money managers using a quantitative and qualitative selection process and offers educational workshops and newsletters at no additional cost.

Shannon Carson is the president and sole owner of Alliance Wealth Management, LLC in Dallas, TX, with 19 years of industry experience. He previously worked at Capital Asset Advisory Services LLC and has served as president of Capital Security Financial Services LLC since 1999, where he markets fixed and fixed indexed annuities to 403b and 457 plan participants. Outside of financial services, he is involved in roofing sales through a business in Plano, TX. Alliance Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and 403b retirement plan participants. The firm employs proprietary tactical asset allocation portfolios driven by a rules-based quantitative algorithm, combining quantitative, technical, and fundamental analysis to manage risk and tailor portfolios to different risk profiles.

Jason Edgerton is a CFP® with 15 years of industry experience currently serving at Certified Financial Strategies Corporation. His prior experience includes roles at Citigroup Global Markets, Citicorp Investment Services, and Banc Of America Investment Services. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm employs a combination of strategic and tactical asset allocation using both passive and active investment vehicles and offers services on discretionary and non-discretionary bases.

Jaime Sanchez is a financial advisor at Partner Wealth Management, LLC in Rockwall, TX, holding a Series 63 designation with 31 years of industry experience. He has been with Partner Wealth Management since 2014. Partner Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical methods and trading strategies. The firm manages both wrap and non-wrap accounts, maintains a small client roster, and requires clients to use a single custodian, Charles Schwab.

John Booth IV is a financial advisor at Bancroft Booth Capital Advisors in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America. He is also a licensed insurance agent, offering life insurance products to advisory clients as a sole proprietor. Bancroft Booth Capital Advisors provides discretionary asset management, comprehensive financial planning, and public seminars on investment topics. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, emphasizing fundamental analysis, ongoing portfolio monitoring, and a fiduciary standard.

Ben Jackson is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Street Light Wealth Management, LLC in Dallas, TX. Prior to founding his firm, Jackson worked at Morgan Stanley and Morgan Stanley Private Bank for seven and six years, respectively. Street Light Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm emphasizes fundamental equity analysis and options strategies within a long-term investment approach and also offers business valuation and specialized service tiers.

Cort Hoffman is a financial advisor at Hoffman Wealth Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his independent advisory firm in 2025, he worked in operational logistics and staff management at UPS from 2019 onward. Outside of his advisory role, he continues to manage operations at UPS as a full-time manager. Hoffman Wealth Advisors is a fee-only registered investment adviser serving individuals, families, and small business owners with integrated financial planning and investment management. The firm emphasizes diversified, low-cost index fund and ETF portfolios using long-term, passive, tax-efficient strategies based on Modern Portfolio Theory.

John Adams is a financial advisor at Adams Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, J.P. Morgan Securities, Baker Tilly Wealth Management, and Morgan Stanley. Adams Advisory Services provides discretionary portfolio management and comprehensive investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios, long-term investing, diversification, and tax-aware decisions, and often uses sub-advisors to implement investment strategies.