Marcus Mendez is a financial advisor at USA Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with USA Asset Management since 2004. Mendez maintains a real estate agent license in California but is not actively engaged in real estate activities. USA Asset Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a blend of fundamental and technical analysis and uses various strategies tailored to client objectives, offering ongoing account supervision and personalized recommendations.

Alejandro Lozano is a CFP® professional with 13 years of experience in financial advising. He has worked at J.P. Morgan Wealth Management and Northstar Investment Advisory LLC before joining Flourish Financial Planning, where he is part of a four-advisor team. 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-based, passive investment approach using index funds and ETFs and offers a range of planning services, including discretionary portfolio management and retirement advice.

James Orser is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Orser Capital Management LLC in Southlake, TX, and has been affiliated with Bridger Capital Management, LLC since 2013. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and combines fundamental, technical, and cyclical analysis to manage accounts primarily on a discretionary basis.

Kathryn Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at ClearPoint Wealth Management since 2025 and previously operated Allen Wealth Advisors, LLC for five years. Outside of her advisory roles, Allen was involved with Boulevard Animal Hospital for nearly two decades. ClearPoint Wealth Management provides investment management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a mix of passive and active strategies and offers discretionary portfolio management alongside limited-scope financial planning.

Raymond Mc Clure is a financial advisor at McClure Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at Austin College and Greenville High School. He is also a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily implements portfolios through third-party subadvisors using ETF strategies and offers discretionary management with client-imposed account restrictions.

Brian Rahlfs is a CFA® charterholder and principal of Rahlfs Capital, LLC in Carrollton, TX, with 22 years of industry experience. He has led Rahlfs Capital since its founding in 2003. Rahlfs Capital provides discretionary and nondiscretionary investment management to individuals, families, trusts, estates, partnerships, corporations, and charitable portfolios, as well as sub-advisory services to another investment adviser. The firm constructs customized portfolios primarily investing in equities and fixed income, with occasional exposure to private equity, real property, digital assets, and commodities, applying a multifaceted investment process that incorporates macroeconomic and microeconomic analysis, credit and duration assessment, technical and behavioral finance.

Tyler Curtis is a Series 65-licensed financial advisor at Snider Advisors with 18 years of industry experience. He has been with Chronim Advisors since 2007. Curtis is also involved in the operations, marketing, and development of several investment-related technology companies that he owns. Snider Advisors provides investment advisory and consulting services to individuals and corporate clients, utilizing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm offers a mix of discretionary and non-discretionary portfolio management supported by proprietary screening tools and technology-enabled implementation.

Jacob Golseth is a financial advisor at Chadwick Financial with five years of industry experience. He holds the Series 65 designation and has worked at Brookstone Wealth Advisors and Triad Wealth Partners. Golseth is also licensed as an insurance agent and engages in insurance sales as a secondary business activity. Chadwick Financial is a state-registered investment adviser that provides portfolio management and financial planning services to individual and high net worth clients. The firm primarily manages assets on a non-discretionary basis, offering recommendations while clients retain decision authority, and incorporates asset allocation and dollar-cost averaging in its investment approach.

David Much is the founder of Much Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including 17 years managing Much Wealth Management and over two decades in insurance services. He is also president and owner of an insurance business providing group and individual life, health, dental, and long-term care products. Much Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, fundamental analysis-based portfolio management, often utilizing third-party independent managers to construct diversified portfolios with low-cost mutual funds, ETFs, individual securities, and alternative investments.

Patrick Freeman is a CFP® with 20 years of experience in financial advisory services. He is the founder of Freeman Wealth Management in Dallas, TX, where he has worked since 2006, including under related entities. Outside of his advisory work, Mr. Freeman is an independent insurance agent in Amarillo, TX. Freeman Wealth Management provides investment management, financial planning, and retirement plan services to individual and high-net-worth investors as well as pension and employer plan sponsors. The firm employs a mix of passive and active strategies based on asset allocation and modern portfolio theory and is notable for its pension consulting and retirement-plan management services.

Dustin Tondre is a CFP® professional with 19 years of industry experience, currently serving at TL Private Wealth in Southlake, TX. He has been with HPC Wealth Advisors L.L.C. since 2013. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis for security selection.

Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.

Peyton Bruce is a financial advisor at Aspenridge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Aspenridge, he worked at Ameriprise and held positions at Abilene Christian University and Grapevine Faith Christian School. Outside of advisory work, he owns New Day Bars, a business that makes and sells breakfast bars. Aspenridge Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, primarily long-term investment approach using low-cost mutual funds and ETFs, supplemented by other asset types as appropriate.

Arpit Sogani is a financial advisor at Vision Research, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has worked at Vision Research since 2016 and was previously associated with the SMU Cox School of Business for two years. Vision Research provides qualitative research and analytical services on U.S. equities primarily to hedge funds and mutual funds. The firm operates on a subscription-fee model and serves exclusively institutional clients without managing client accounts or exercising trading discretion.

Ryan Huey is a CFP® with 23 years of industry experience, currently serving as an advisor at RoseRock Wealth Management, LLC in Dallas, TX. He has been with RoseRock since 2017 and has longstanding ties to Perryman Securities, Inc. and Perryman Financial Advisory, Inc. since the late 1990s and early 2000s. RoseRock Wealth Management is a small SEC-registered advisory firm managing approximately $215 million for about 72 clients, offering wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, pensions, and charitable organizations. The firm’s investment approach emphasizes long-term strategies grounded in modern portfolio theory, using primarily ETFs and mutual funds, and it distinguishes itself through selective use of margin borrowing and institutional fund options.

William Taylor is a financial advisor at Hartmann Taylor Wealth Management, LLC in Dallas, TX, holding a Series 63 designation with 27 years of industry experience. He previously worked at Cypress Wealth Management, LLC for 13 years and has served on nonprofit boards such as the Dallas A&M Club and the 12th Man Foundation. Taylor is also involved with Round Rock Independent School District and maintains a role as an independent insurance agent. Hartmann Taylor Wealth Management provides asset management, financial planning, and family office services to individual and high-net-worth clients. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers customized planning solutions with coordination among clients' other advisors.

Graham Strickland is an Investment Advisor Representative at S&S Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has worked with firms including Triad Advisors Inc and OSAIC. Outside of his advisory role, he serves as an executive board member for the Longhorn Council Boy Scouts of America and is involved in youth development through Scouting Arlington, Inc. He also manages several business ventures, including an insurance agency and a digital media company. S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, focusing on discretionary and non-discretionary portfolio management. The firm employs a tactical strategy combining technical charting and fundamental research, managing a diverse range of securities for approximately 315 clients.

Frederick Talbot is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.

Amanda Farrar is a financial advisor at PMG Family Office, LLC with a Series 65 designation and over a decade of industry experience. She previously worked at Fannie Mae for twelve years and has held roles at SoFi and Fay Servicing. PMG Family Office, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities, offering comprehensive portfolio management and consulting across a wide range of asset classes and planning areas. The firm combines a family-office style service with active use of derivatives and structured products, employing both in-house oversight and third-party sub-advisors.

Scott Scherer is a CFP® with 30 years of industry experience, currently serving as an advisor at Scherer Financial Advisory Services, LLC. He has held roles at Raymond James Financial Services and operated his own CPA firm, Scott S Scherer CPA, LLC, where he provides tax preparation and consulting services. Scherer is also a licensed insurance agent involved in the sale of life insurance, fixed annuities, and long-term care products. Scherer Financial Advisory Services, LLC manages approximately $138.8 million across 163 client relationships, offering portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and asset allocation tools, with investment strategies that include mutual funds, ETFs, fixed income, real estate funds, annuities, and active trading techniques, and it integrates insurance and accounting services through affiliated professionals.