Terry Ledbetter is a CFA® charterholder with 23 years of industry experience. He has been with Kopion Asset Management, LLC since 2009, where he serves as one of two advisors. Kopion Asset Management provides discretionary investment management primarily for individual clients seeking capital appreciation over a multi-year horizon. The firm manages concentrated portfolios of 15 to 25 publicly traded stocks selected through fundamental analysis, maintaining a uniform model portfolio approach for all fully invested clients.

Stephen Meeks is a financial advisor with Interlinc Financial Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Interlinc Financial Advisors in various capacities since 2016 and also owns Texas Family Insurance & Retirement Services, Inc., where he provides fixed insurance sales. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services, along with public educational seminars. The firm combines investment management and insurance services, working with sub-advisors and custodians such as Charles Schwab and Fidelity.

Salvatore Olimpio is a financial advisor with Olimpio Neu & Associates, Inc. in Frisco, TX, holding a Series 63 designation and 28 years of industry experience. He has been associated with Olimpio Neu & Associates since 1998 and owns Olimpio Financial Group, a financial consulting firm based in Dallas, TX. In addition to advising, he provides insurance and accounting services as a sole proprietor and serves as president and managing member of related financial partnerships. Olimpio Neu & Associates provides discretionary and non-discretionary investment management, advisory services, and financial planning to individuals, pension plans, trusts, non-profits, and business entities. The firm manages approximately $77 million and emphasizes asset allocation, diversification, and tax efficiency, drawing on both fundamental and technical analysis in portfolio construction.

Gregory Liesen is the sole advisor at Geneva Financial Group LLC in Allen, Texas, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Geneva Financial Group since 2007. Outside of his advisory role, he serves as an adjunct professor and works as a chemical consultant. Geneva Financial Group LLC provides fee-only, discretionary investment and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a fiduciary approach with broadly diversified, tax-efficient portfolios based on Modern Portfolio Theory, avoiding derivatives and day trading while offering periodic tax-loss harvesting and regular account reviews. Its client base includes corporate pension and profit-sharing plans alongside individual investors.

Gerald Diduck is a financial advisor at FQI Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at McElhenny Sheffield Capital Management, LLC, and Wealth Enhancement Advisory Services. Outside of finance, he is owner of a logistics brokerage and serves as a director and board member for charitable organizations associated with the Dallas Stars. FQI Capital Management serves individual, pension, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm uses a combination of quantitative models, technical timing, and fundamental sector selection, incorporating derivatives strategies such as option writing to manage risk and pursue income.

Darrell Mitchell is a financial advisor at DFS Advisory with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Securities LLC and BFC Planning, Inc. Outside of his advisory role, he is a managing partner of a residential real estate firm based in Denton, TX. DFS Advisory is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized portfolio management using a mix of internal and external strategies, with a primarily long-term investment approach and ongoing portfolio monitoring.

Joshua Bannerman is a CFP® professional with 26 years of experience in the financial services industry. He is the principal of Bannerman Wealth and has held leadership roles at Bannerman Insurance Group and Verios Advisory Group. Outside of financial advising, he is a co-owner and co-host of the Stacking Benjamins podcast and works as a football official. Bannerman Wealth serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing diversified model portfolios centered on Dimensional Fund Advisors funds. Comprehensive financial planning and ongoing client monitoring are key components of their service model.

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.

Randy Smith is a CFP® with 34 years of industry experience. He is currently with Clear Sky Financial, LP, where he has worked since 2018, and previously held positions at LPL Financial and Flight Safety International. He is also a licensed insurance agent. Clear Sky Financial is a small advisory firm managing approximately $140.6 million in discretionary assets, offering tailored investment management and financial planning services to a diverse client base including individuals, institutions, and other investment advisers.

Harley Matthews is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Lemnis Capital, and Equitable Advisors, LLC. Interlinc Financial Advisors is a fee-based firm offering comprehensive financial planning, discretionary asset management, third-party manager referrals, and ERISA 3(21) retirement plan services. The firm provides public seminars and has an affiliated insurance business, combining investment and insurance services while working with custodians such as Charles Schwab and Fidelity.

Sarah Lassberg is a financial advisor at Better Pockets Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, Lassberg is the founder and executive director of Elf Army of Light, a nonprofit that provides support to individuals who have experienced pregnancy loss and infant death, and she serves on the board of Women Organizing Women Democrats, a political engagement organization. Better Pockets Financial serves individual clients and small employer plan sponsors with financial planning, investment management, and employee benefit services. The firm combines planning and investment advice using a structured approach that incorporates both passive and active strategies, supported by institutional investment platforms and personalized client engagement.

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.

Jamie Tebbe is a financial advisor at Benchmark Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Gentry Private Wealth Management LLC, PRO Style Financial, and Sunpoint Securities, Inc. over his career. Benchmark Investment Advisors provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic allocation approach with global equity and fixed-income model portfolios, incorporates a proprietary economic margin metric for security selection, and offers comprehensive client communications including quarterly account reviews and educational materials for retirement plan participants.

James Talbert is a financial advisor with Affordable Life Plans, LLC in Frisco, TX. He holds a Series 65 designation and has 10 years of industry experience. James also owns and manages two debt-buying companies, Safeguard Capital, LLC and Eckity Capital Markets, LLC, and is involved with Sapient Insurance Agency, a start-up insurance business. Affordable Life Plans, LLC provides financial planning and Life Plan services primarily to individual clients, focusing on student loan consolidation and loan forgiveness as well as retirement, cash-flow, and college planning. The firm delivers non-discretionary, bundled planning packages with diversified mutual fund allocations and uses third-party tools such as eMoney and Morningstar.

Casey Rench is a CFP®, CFA®, and Series 65 credentialed advisor with 12 years of industry experience. He has been with Rench Wealth Management, Inc. since 2013. Rench is based in Denton, TX and is part of a four-advisor team at Relevance Capital Management. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations focused on dividend-paying large-cap companies and uses fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.

Brian Czerwinski is a financial advisor at Maverick Private Wealth LLC in Frisco, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Maverick Private Wealth LLC since 2015 and at Cornerstone Family Office Advisors LLC since 2016, where he provides administrative and planning services to high-net-worth families. He is also the owner of F2 Analytics LLC, a consulting business specializing in operations, accounting, and finance for small businesses. Maverick Private Wealth LLC offers discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to individuals with net worths of $3 million or more, trusts, foundations, and employer-sponsored plans. The firm applies a range of analytical methods and proprietary investment systems, managing client accounts on a discretionary basis with strategies tailored to each client's circumstances.

Chelsea Niestrom is a financial advisor at Cloak Advisors in Frisco, TX. She holds a Series 65 designation and has been with Cloak Advisors since 2026. Prior to that, she worked at Vaco by Highspring for nine years. Cloak Advisors provides discretionary portfolio management to individuals, high net worth clients, and profit-sharing plans, managing approximately $35 million in discretionary assets. The firm focuses on fundamental analysis and long-only strategies across equity and balanced portfolios, conducting regular account reviews and maintaining a small, concentrated client base.

Jordan Rench is a financial advisor at Relevance Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at Relevance Capital Management since 2018, following six years at Goldman Sachs. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with market capitalizations of at least $5 billion, alongside cash and fixed-income investments, and employs fundamental and cyclical analysis for security selection.

Chad Rose is a financial advisor at Olympus Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Bank of America and Merrill. Outside of his advisory role, he holds a secretary position at a family-run business, Rose Management Inc., without active duties or compensation. Olympus Capital, LLC provides asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios across various asset classes and offers both discretionary and non-discretionary services.

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.