Krystal La Follette is a financial advisor at Schulz Wealth, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Schulz Wealth, she held roles at Texas A&M University and the Kennedale School District. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with comprehensive financial planning. The firm uses a goal-based planning framework and a mix of active and passive investment strategies, managing approximately $438 million in assets across around 170 client relationships.

Franklin Matute is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with RoseRock Wealth Management, LLC since 2018 and previously worked at Lee Financial Company, LLC from 2016 to 2018. Matute serves as a board member of the Dallas/Fort Worth Financial Planning Association, focusing on government relations advocacy. RoseRock Wealth Management is a small SEC-registered advisory firm managing approximately $215 million for about 72 clients. The firm provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, pensions, and charitable organizations, employing a primarily long-term investment approach grounded in modern portfolio theory.

Sarah Kelton is a financial advisor at Orchid Advisory with a Series 65 designation and two years of industry experience. She joined Orchid Advisory in 2024 after completing nine years as a student. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, offering asset management and family office services with a focus on individualized investment strategies and active oversight of third-party managers.

Gage Ross is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Ross Wealth Group, LLC and has previously worked at Coppell Advisory Solutions LLC, AE Wealth Management, LLC, and ChangePath, LLC. Outside of financial advising, Ross is the founder and designer of Ross Watches LLC, a company that designs and sells fine timepieces, and also operates a DJ services sole proprietorship in the Dallas-Fort Worth area. Ross Wealth Group offers financial planning, consulting, and discretionary wealth management to individuals, trusts, and estates, with a specialized retirement consulting practice for teachers. The firm employs an asset allocation framework based on Modern Portfolio Theory, combining active and passive strategies, and monitors independent manager performance through a platform relationship with Triad Wealth Partners.

Joshua Hinojosa is a financial advisor at Swan DFW Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and has worked with Camp Barnabas and The Hills Church. In addition to his advisory role, Hinojosa is an independent insurance sales agent. Swan DFW Financial Solutions advises individual clients and small business owners on portfolio management and financial planning, managing approximately $33.75 million in assets. The firm employs a long-term investment strategy based on Modern Portfolio Theory and utilizes tools like Morningstar and MoneyGuidePro to support client portfolios through regular reviews and rebalancing.

Chester Straily is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized investment plans implemented through long-term trading and broad asset allocation, managing a concentrated client base with a high assets-per-client focus.

Cathleen Crews is a financial advisor at Orchid Advisory with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Matter Family Office and JPMorgan Chase Bank NA. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm offers asset management and comprehensive family office services, including tax and legacy coordination, cash flow planning, and administrative support, managing approximately $296 million across about 15 client relationships.

Tracey Daniel is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Cravens Brothers Private Wealth Management LLC since 2016 and joined Gladstone Wealth Partners in 2026. Outside of her advisory role, she serves as Secretary/Treasurer for the TreeTops 2 Condos Homeowners Association in Dallas, a volunteer position involving record-keeping and meeting minutes. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services primarily on a non-discretionary basis to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets as of year-end 2025.

Michael Finley is a financial advisor at S&S Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has worked at S&S Wealth Management since 2004, including prior roles at Triad Advisors Inc and OSAIC. Finley is also a licensed insurance agent involved in the sale of life insurance and fixed annuities. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm uses a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various asset types tailored to client objectives and risk tolerance.

Roger Whitney is a CFP® with 35 years of industry experience, currently serving at Align Financial, LLC, operating as Retire Agile. His prior roles include six years at Strategic Financial Concepts and five years at Fwpam. Whitney is also the owner of RP Whitney LLC, which produces educational content under the Retirement Answer Man® and Rock Retirement Club brands. Align Financial provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold framework, incorporating AI-assisted tools reviewed by professionals and offering services including portfolio management and standalone financial plans.

Britta Reyes is a CFP® and holds a Series 66 license with 21 years of industry experience. She is a partner at Estes Financial Services, Inc. in Fort Worth, TX, where she has worked since 2016. In addition to her advisory role, she owns and operates Smart Financial Divorce, LLC, a business focused on financial matters related to divorce. Estes Financial Services provides portfolio management, financial planning, and third-party manager referrals for individuals, business owners, and various institutional clients. The firm’s investment approach is based on Modern Portfolio Theory and includes both discretionary and non-discretionary options, with additional services in tax, insurance, and divorce-related financial planning through affiliated activities.

Major Blair III is a financial advisor with Bull & Bear Advisors LLC in Fort Worth, Texas. He holds a Series 65 credential and has one year of industry experience. Outside of his advisory role, he is employed as a professional scout by the Texas Rangers Baseball, LLC. Bull & Bear Advisors LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, employing a combination of charting, fundamental, and technical analysis along with long- and short-term trading strategies, including the use of derivatives. The firm also has ties to private investment vehicles available to eligible clients.

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

Corey Scott is a financial advisor with Purewater Capital, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purewater Risk Management LLC, Pacific Advisory Capital Group, Bank of America, and Merrill. He serves as an advisory board member and chair of the program sub-committee at Lena Pope, a charitable organization in Fort Worth, Texas. Purewater Capital, LLC serves individuals, employer-sponsored retirement plans, and business entities, providing discretionary asset management, financial planning, retirement plan advisory, and third-party money manager recommendations. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies under discretionary authority tailored to each client’s investment policy.

Carson Castellano is a CFA® charterholder affiliated with Castellano & Associates in Fort Worth, TX. He has experience at TPG Global LLC and Arnold Castellano & Associates, LLC, with prior roles including positions at KPMG and full-time studies. Castellano & Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and pension plans. The firm also operates as a certified public accounting practice, offering integrated tax planning and preparation alongside its investment advisory services.

Charles Limandri is a CFP® professional at Orchid Advisory with one year of industry experience. He previously worked for seven years at Matter Family Office and spent four years at the University of Dallas, Office of Advancement. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, offering asset management and comprehensive family office services with a focus on individualized investment strategies and oversight of third-party managers.

Yohance Harrison is a financial advisor at Money Script Wealth Management, PLLC with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Ameriprise and several independent advisory firms. Outside of his advisory role, he operates a photography business under the sole proprietorship A-Yo Production. 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 about 310 clients, employing a blend of fundamental analysis and modern portfolio theory alongside various trading strategies.

Ashlyn Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AKG Financial Group, she had roles at NorthPoint Volleyball Club, Texas Christian University, University of North Texas, and Northwest ISD. AKG Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients. The firm applies fundamental and technical analysis within a Modern Portfolio Theory framework, managing diversified portfolios primarily on a discretionary basis.

Jeanie Harris is a financial advisor at Allred Harris Wealth Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Tenet Healthcare for 14 years before joining Allred Capital Management in 2023. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, utilizing a range of investment strategies including options trading and, in limited cases, margin borrowing.