Thomas Wilke is a financial advisor at AnalyticEdge Finance in Dallas, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Goldman Sachs and United Capital Financial Advisers. In addition to his advisory role, he is a licensed agent with World Financial Group, where he sells life insurance products. AnalyticEdge Finance offers comprehensive financial planning and discretionary investment management primarily for individuals and families. The firm utilizes quantitative tools and provides estate planning, risk management, retirement planning, and small-business 401(k) advisory services.

Philip Ladewig is a financial advisor with 23 years of industry experience. He is the sole advisor at Ladewig Investment Management, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at J.P. Morgan Securities LLC for 18 years. Ladewig Investment Management provides discretionary asset management primarily to individual and high-net-worth clients, offering tailored portfolio management that includes investment selection, asset allocation, and monitoring. The firm employs a range of strategies from long-term holdings to shorter-term trading and options, with regular account reviews focused on rebalancing and tax-loss harvesting.

Charles Durham is the sole advisor at Birnam Wood Capital, LLC in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and has worked at Birnam Wood Capital since 2015, following prior roles including Merrill and Bluffview Securities. Outside of his advisory work, Durham serves as chairman of Pello, LLC, a sporting goods business, and sits on the board of Ardenton Capital Corporation, a private equity firm. Birnam Wood Capital serves high-net-worth individuals and related entities, offering portfolio management, financial planning, and consulting across public securities, derivatives, and private investments. The firm utilizes a combination of fundamental, technical, and quantitative analysis and employs various asset allocation strategies, while managing most client accounts on a non-discretionary basis.

Jetmir Ahmeti is the principal of Ahmeti Wealth Management, LLC, an independent advisory firm based in Richardson, TX. He holds a Series 66 designation and has 17 years of industry experience, including six years with Edward Jones prior to founding his current firm in 2015. He is also a licensed property and casualty insurance agent and a licensed real estate broker in Texas, offering these services to clients and prospects. Ahmeti Wealth Management provides portfolio management, investment management, and financial planning to individuals, corporations, and employer-sponsored retirement plans. The firm’s investment approach combines bottom-up fundamental analysis with macroeconomic factors, asset allocation, and diversification, serving primarily high-net-worth clients through customized portfolios.

Wissam Bilal is a financial advisor with Tigris Consulting LLC in Allen, TX, holding a Series 65 designation and bringing nine years of industry experience. He has been with Tigris Consulting since 2015 and previously worked at the Special Tribunal for Lebanon from 2010 to 2021. Tigris Consulting LLC provides discretionary and non-discretionary portfolio management and advisory services to individuals, including high-net-worth clients, and small businesses. The firm employs a long-term buy-and-hold investment approach supported by various analytical methods and offers services such as retirement account management, estate-planning assistance, and advisory coverage for held-away employer-sponsored accounts.

Paul Streiber is a CFP® with 17 years of industry experience, currently serving as the sole advisor at PRS Wealth Management in Coppell, TX. He has worked at PRS Wealth Management since 2009 and previously spent eight years at Heritage Financial Planning. PRS Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and comprehensive financial plans. The firm utilizes Modern Portfolio Theory to build client-specific allocations and employs both long-term management and higher-risk margin and options trading strategies.

David Tobin is a financial advisor at Sabana Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Sabana Capital Management since 2011. Sabana Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, charities, corporations, and other entities. The firm uses a quantitative, multi-factor investment process focused on large-cap stocks and employs technical analysis and option strategies to manage risk and adjust market exposure.

Brandon Simpson is a financial advisor at Aspen Wealth Advisors LLC in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 13 years before founding his advisory firm. Outside of advising, he has a non-investment-related business under his own name. Aspen Wealth Advisors provides investment management and comprehensive financial planning to individual clients, combining passive, index-based strategies with selective fundamental analysis. The firm serves a small client base with tailored services that include retirement, tax, estate, insurance, and business planning.

Zeta Russell is a CFP® with 24 years of industry experience and is the principal advisor at Tuggle & Russell, L.L.C., an independent firm based in Richardson, TX. She has been with Tuggle & Russell since 2003 and previously worked at Advisory Solutions Group. Outside of advisory work, she is involved in licensed insurance sales focused on annuities and life and health insurance. Tuggle & Russell, L.L.C. provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, and estates. The firm emphasizes income generation through interest, dividends, royalties, and covered-call strategies, and also offers tax preparation and educational presentations.

Paul Nouri is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Noble Advisors, LLC in Dallas, TX. He has been with Noble Advisors since 2009 and also manages Noble Equity Capital Management, LLC, a healthcare-focused investment advisor affiliated with private funds. Since 2013, Mr. Nouri has served on the board of VDI, a veterinary diagnostic company, without compensation. Noble Advisors provides discretionary portfolio management and supplementary financial planning services primarily for individual clients, including retirement account rollovers. The firm’s investment approach combines growth and income based on fundamental research, with frequent portfolio monitoring and aggregated trading across client accounts, and maintains an operating profile distinct from typical small advisory practices due to concurrent management of private investment vehicles and active involvement in business and tax planning.

David Fent is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. He has worked at Frost Investment Advisors, LLC and Frost Bank before founding Penn Street Capital Management LLC in 2017. Based in Dallas, TX, he is the sole advisor at his independent firm. Penn Street Capital Management provides discretionary investment management to individuals, high-net-worth clients, IRAs, trusts, estates, foundations, and endowments, typically requiring a $1,000,000 account minimum. The firm emphasizes long-term strategies and fundamental analysis to tailor portfolios based on client goals, risk tolerance, time horizon, and tax considerations.

Colby Harlow is the principal of Harlow Capital Management LLC in Dallas, TX, holding a Series 63 license and bringing 25 years of industry experience. He has worked at Arbco, LLC and Harlow Capital Management since 2005. Outside of his advisory role, he serves as Secretary Treasurer on the board of CTW Companies. Harlow Capital Management provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, charitable organizations, and pooled investment vehicles. The firm sponsors and manages private funds, including those focused on energy infrastructure, biotech, and aerospace, employing a disciplined, value-oriented investment process across separately managed accounts and private funds.

Michael Parikh is a CFP® with 22 years of experience in the financial advisory industry. He is the sole advisor and owner of M Street Capital, LLC, an independent firm based in Dallas, TX, where he has worked since 2015. His prior experience includes roles at P & W Global Advisors, Merrill, Commonwealth Financial Network, and Capital Navigation Group. M Street Capital provides financial planning and investment advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm combines fee-based financial planning with discretionary portfolio management through a wrap-fee program, utilizing fundamental, technical, and cyclical analysis to tailor strategies aligned with client goals and risk tolerances.

Robert Holman is a CHARTERED FINANCIAL ANALYST (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). The former is the gold standard for the investment management profession, and the latter is useful for advising on personal financial circumstances. I'm "The Defensive Advisor" because it is essential to understand when markets are conducive to building opportunistic profits and when risk-taking should be minimized. Former positions: • LPL Financial Advisor • TD Ameritrade Investment Consultant • Director, Financial Planning & Analysis Robert is a registered investment advisor and fee-only financial planner. His investing curiosity brought real understanding of investing, surpassing what can be learned in an academic setting. His investing beliefs center around knowing the signs of the times, what should be done about them, and seeking to build wealth in both up and down markets. Robert is a summa cum laude graduate of The University of Texas at Austin. He belonged to the honor societies Phi Kappa Phi (Overall Collegiate), Beta Gamma Sigma (Finance), and Beta Alpha Psi (Business). Robert was a member of Pi Sigma Epsilon (Management) and volunteered his time as an advisor to SCORE (U.S. Small Business Administration Consulting). Robert resides in Dallas, Texas, with his amazing wife Karen and three wonderful daughters, Beth, Nancy, and Emily. He is the Stewardship Leader for his local church and an active volunteer in many church ministries, including divorce recovery and marriage counseling. Read Robert’s 2-minute biweekly stock market insights report here:  https://www.defensiveadvisor.com/blog

Alex Andrade is a Series 65-licensed advisor with 18 years of industry experience. He has been with Bulle Rock since 2006. Bulle Rock serves as investment manager to a private pooled investment vehicle and provides discretionary portfolio management to individual clients and trusts. The firm manages a long-short equity fund focused mainly on healthcare and consumer sectors, alongside long-only separately managed accounts that may include client-imposed restrictions.

Matt Zumbach is a CFA® charterholder and principal at Divergent Path Capital Management with prior experience at Northern Trust, Alight Solutions, Wall Street Prep, and AON Corporation. He currently serves as chief investment officer and president of the Baylor Oral Health Foundation, a nonprofit affiliated with Texas A&M University College of Dentistry. Divergent Path Advisors offers fee-only financial planning and non-discretionary investment consulting through fixed-fee, project-based written reports for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides customized, tax-aware strategic asset allocation advice without portfolio management or custody of client assets.

Brian Jones is the founder of Jones Capital Advisors, LLC, an independent firm based in Murphy, Texas. He holds Series 63, 65, and 66 licenses and has 19 years of industry experience, leading his firm since 2011. In addition to advisory services, he is licensed to sell life insurance in Texas, which he provides upon client request. Jones Capital Advisors offers customized investment management and financial planning to individuals, retirement and pension plans, trusts, estates, charitable foundations, and private operations. The firm employs an asset-allocation strategy tailored to each client’s risk tolerance and uses both fundamental and technical analysis across a range of domestic and international securities.

John Line is a CFP® and Series 65 credentialed financial advisor with 21 years of industry experience. He is the owner of John Line, CPA, Inc., and previously worked at Paladini Financial Advisors, LLC for 13 years. Outside of investment advisory, he provides accounting and tax preparation services through his CPA firm. John Line, CPA, Inc. serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios managed by unaffiliated sub-advisers and emphasizes diversification and long-term investment strategies.

Whitney Davis is a financial advisor at Davis Financial Services in Dallas, TX, with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Freeport LNG and Phillips 66. Outside of her advisory role, she is the owner of Resurrezione, LLC, a non-investment-related business. Davis Financial Services provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, also serving corporate and charitable organizations. The firm combines behavioral, charting, cyclical, fundamental, and technical analysis to build portfolios aligned with client objectives, managing accounts on a discretionary basis with regular reviews and tax-related strategies; it also offers integrated accounting and tax-preparation services to support comprehensive planning.

Melissa Crockett is a financial advisor at IS Capital Management in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Kovack Advisors, Inc. and Trustmont Advisory Group, Inc. In addition to her advisory role, she serves as president of The Independent Security Company, Inc., a fixed insurance agency involved in sales of fixed annuities and life and health insurance policies. IS Capital Management serves individual and high-net-worth clients with conservative, income-oriented portfolios, emphasizing dividend-producing securities such as preferred stocks and closed-end funds. The firm provides ongoing investment management, financial planning, and retirement-plan rollover education, employing a combination of fundamental, technical, cyclical, and charting analyses in portfolio construction.