Khushbu Trivedi is a financial advisor at MyTimeEquity with a Series 65 designation and three years of industry experience. Prior to joining MyTimeEquity, Khushbu worked at Sage IT and Visam Technologies, Inc. from 2019 to 2023. MyTimeEquity, LLC is a discretionary registered investment adviser serving individual and high-net-worth clients, as well as institutions, private funds, and special purpose vehicles. The firm utilizes a combination of fundamental and technical analysis, proprietary research, and third-party data including AI-based tools to manage portfolios across equities, ETFs, mutual funds, and alternative investments.

Vincent Lombardo is a financial advisor with CPR Financial & Insurance Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as an independent insurance agent since 2010 and is the owner and officer of Vinou Corporation, a consulting company established in 1993. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plans. The firm integrates investment management with insurance brokerage activities and utilizes multiple platforms and sub-advisors to implement customized investment strategies.

Derek Atkinson is a financial advisor with FQI Capital Management LLC in Highland Village, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held positions at DSA LLC and Forza Capital Management, L.L.C. prior to joining FQI Capital Management in 2018. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting with an emphasis on real-time portfolio review and options strategies. The firm integrates quantitatively driven models, technical timing, and fundamental sector selection, and employs derivatives within managed accounts, including option writing, to manage risk and generate income.

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

Nathaniel Thiemann is a financial advisor at Exemplar Wealth Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Conley Rose and NYLIFE Securities LLC. Outside of his advisory work, he performs light consulting for a law firm specializing in AI and cybersecurity intellectual property. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and fixed-fee financial planning. The firm emphasizes client-specific investment policies and employs multiple analytical methods with a long-term trading approach.

Evan Koch is the sole advisor at EDK Advisory in Frisco, TX. He holds the PFS™ designation and Series 65 license and has 21 years of industry experience. His prior work includes roles at J.E. Simmons & Co. and Cain, Watters & Associates, LLC. He is also involved with an affiliated tax and accounting practice, EDK Tax Services PLLC. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using diversified mutual funds, ETFs, and selected individual securities, managing accounts on a discretionary basis with a focus on long-term strategies complemented by tactical adjustments.

Denver McClure is a Series 65-licensed financial advisor at Nashional Investments in McKinney, TX, with five years of industry experience. His background includes seven years of service in the United States Marine Corps and ongoing employment at Amazon.com since 2016. Nashional Investments serves individuals and business owners, including high-net-worth clients, by providing portfolio management, hourly financial advising, and specialized real estate consulting such as 1031 exchange replacement-property identification. The firm advises on both traditional investments and selected alternatives, using a variety of analytic methods and trading strategies while offering a broad set of affiliated non-investment services.

Steven Wachs is a CFP® professional with 39 years of industry experience. He has worked at Legacy Consulting Group since 1999 and Perryman Securities, Inc. since 2004. Based in Plano, TX, Mr. Wachs holds Series 63 and Series 65 licenses. Legacy Consulting Group provides portfolio management, financial life planning, and special project consulting for individuals, trusts, estates, charitable organizations, and other business entities, managing approximately $366 million in discretionary assets. The firm uses a combination of quantitative research, qualitative manager due diligence, and a multi-level capital allocation framework to build portfolios that include mutual funds, ETFs, individual stocks, and alternative strategies.

Jefferson Henderson is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Cultivar Capital, Inc. since 2013, where he serves as one of two advisors. Cultivar Capital, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management, financial planning, and ERISA 3(21) plan services to individuals, high-net-worth clients, trusts, estates, and a registered investment company. The firm manages the Cultivar ETF and uses long-term, asset-allocation driven strategies incorporating mutual funds, ETFs, ETNs, and individual equities across diversified risk models.

Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, holding a Series 65 credential with four years of industry experience. Prior to her current role, she worked at Belay Inc. She is also a licensed life insurance agent, providing insurance sales and policy reviews. Brindle & Bay Financial Advisors offers financial planning and discretionary portfolio management for individual and high-net-worth clients, using tailored strategies based on clients’ goals, risk tolerance, and time horizons. The firm employs a dynamic asset allocation approach and retains discretion over portfolio implementation and monitoring.

Reed Hays is a financial advisor at DFS Advisory in Denton, TX, holding a Series 65 designation. He began his career in financial services in 2025 and has professional experience with Distinct Financial Solutions, Inc. and Team Hays Inc. dba DFS Advisory. Outside of finance, he has been involved with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing $156 million in assets. The firm uses a combination of internal management, independent managers, and a technology platform to build customized portfolios with both fundamental and technical analysis.

Nicolas Davis is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Brindle & Bay Financial Advisors, LLC and has prior experience with Retirement Wealth Advisors and Brindle & Bay Wealth Management LLC. Outside of his advisory role, he was involved with Candy Benefits, LLC for 16 years and Good Times Gold, LLC for 7 years. Brindle & Bay Financial Advisors provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, using tailored strategies based on client goals, risk tolerance, and time horizon. The firm utilizes an asset allocation framework with dynamic weighting and third-party model portfolios, while retaining discretion over implementation and monitoring.

Bryan Monks is a CFP® certificant with seven years of industry experience, currently serving as an advisor at MRM Financial Advisors, LLC. His prior roles include positions at Merrill, Wells Fargo Advisors, and TD Ameritrade. Outside of his financial career, he has been a rugby referee with the Texas Rugby Referee Association since 2017. MRM Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a long-term, diversified investment strategy with customized asset allocation and access to third-party managers, and it is affiliated with accounting and insurance firms, as well as a real estate fund manager.

Victor McClure is a financial advisor with McClure Capital Advisors, Inc. in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with McClure Capital, Inc. and McClure Capital Advisors, Inc. since 1994. In addition to his advisory role, he is 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 manages portfolios by selecting and overseeing third-party subadvisors who typically use ETF-based strategies, while also offering discretionary account management.

Jeffrey Rayburn is a financial advisor at Elm Asset Management Inc. based in Denton, TX, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at BT Americas, Inc. for 11 years. Outside of advising, he owns and operates Tingewick Holdings, LLC, providing part-time book-keeping and tax services for individuals and small businesses. Elm Asset Management offers discretionary investment management for individuals, trusts, estates, and charitable entities using separately managed accounts. The firm employs a combination of charting, fundamental, and technical analysis through actively traded growth and moderate income strategies, managing approximately $5.9 million in assets across a small client base.

Galen Herrington is a financial advisor with Herrington Wealth Management Corporation in Frisco, TX. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Herrington Tax Service and has been involved as a stay-at-home dad. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and employer retirement plan consulting to individuals, pension plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing diversified portfolios across various asset classes generally on a discretionary basis.

Derek Soliz is a financial advisor at Fulcrum Wealth Management in Plano, TX, with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at FulcrumIO from 2016 to 2019. He has been associated with Fulcrum Equity Management, LLC since 2015. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individual clients, employee benefit plans, and other registered investment advisers. The firm employs fundamental and technical analysis to build individualized strategies and also offers sub-advisory services and serves as a wrap fee program sponsor.

Richard Alston is a Certified Financial Planner® with 27 years of industry experience. He has been with New Dimensions Wealth Management, L.L.C. since 2009. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing globally diversified, low-cost, passively managed investments and a buy-and-hold approach.

John Hetzel is a CFP®, CFA®, and ChFC® with 20 years of industry experience. He is currently with Pomona Wealth Management, LLC in Plano, TX, and has previously worked at Beaird Harris Wealth Management, Inc. and sK Advisor Network, LLC. John is also a managing member and Chief Compliance Officer of sK Advisor Network, a collective of smaller RIAs focused on fee-only asset management and financial services. Pomona Wealth Management provides fee-only investment advisory and financial planning primarily to high-net-worth accredited individuals, business entities, and retirement plans. The firm offers tailored asset allocations using a mix of indexed, evidence-based, and socially responsible strategies, along with discretionary and non-discretionary portfolio management and ERISA fiduciary services.

Kelly Rench is a financial advisor at Relevance Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Relevance Capital Management in 2020, Rench worked at Ryan, LLC from 2013 to 2020. 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 large market capitalizations and employs fundamental and cyclical analysis to guide security selection.