Tiffany Finney Johnson is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with New Dimensions Wealth Management, L.L.C. since 2012. The firm serves individual and high-net-worth clients, providing personalized financial planning and discretionary investment management through a fee-only model that avoids commissions and finder’s fees. Their investment approach emphasizes a low-cost, passively oriented, buy-and-hold strategy using broadly diversified no-load mutual funds and ETFs.

Matthew Madison is a financial advisor at Wave Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC and NYLIFE Securities LLC. Outside of advising, he is a licensed insurance agent. Wave Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $116.6 million for about 64 clients, offering customized portfolios primarily composed of low-cost mutual funds and ETFs, along with retirement plan advisory, insurance implementation, and tax preparation services.

Neal Patel is a financial advisor at MRM Financial Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities LLC, Guardian Life Insurance Company, MML Investors Services, LLC, and MassMutual Life Insurance Company. Prior to his advisory career, he was employed at Memorial Hermann Health System for six years. MRM Financial Advisors offers customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm emphasizes fundamental security analysis and manages accounts on a non-discretionary basis, requiring client approval before trades.

Franklin Parker is a CFA® charterholder and holds a Series 66 license, with 18 years of industry experience. He has worked at Directional Advisors since 2020 and previously spent six years at Bright Wealth Management, LLC. Outside of financial advising, he is the founder and chairman of Sailingstone Technologies, LLC, a software development and software-as-a-service company. Directional Advisors provides discretionary investment management, financial planning, and consulting services to individual clients, trusts, estates, nonprofits, and business entities. The firm employs a goals-based investment process that incorporates business-cycle analysis and tactical risk controls, managing approximately $43 million in client assets.

Jeffrey Sandt is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at USAA and Systemware. Align Financial Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs various analytical methods and offers both discretionary and non-discretionary portfolio management across mutual funds, ETFs, and equities.

Nancy Elliott is a CFP® professional with seven years of experience at Silver Lake Advisory Partners, LLC in Melissa, TX. She has been with the firm since 2019 and is part of a team that has collectively served clients since 2010. Silver Lake Advisory Partners provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, and small charitable foundations and endowments. The firm employs a fundamental analysis-driven investment approach emphasizing long-term holdings with flexibility for short-term trades, tax-aware strategies, and customized portfolios aligned with client risk tolerance and income needs.

Jonathan Lindstrom is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Kopion Asset Management, LLC since 2017 and has prior experience at Buswell Memorial Library and Wheaton College. Kopion Asset Management provides discretionary investment management to individual clients focused on capital appreciation through a single, relatively concentrated model portfolio of 15–25 publicly traded stocks held typically for three or more years. The firm serves investors with a multi-year horizon and employs standardized operations through Schwab with detailed performance reporting and trading disclosures.

Logan Wakumoto is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with one year of industry experience. Prior to joining McClure Capital Advisors, he worked at State Farm and Automated Testing Solutions. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and monitoring third-party subadvisors using ETF strategies, with discretionary management options available.

William Hays Jr. is a CFA® charterholder with 12 years of industry experience. He currently serves as an advisor at Symphony One Capital Management, LLC since 2023, following prior roles at RiverFront Investment Group from 2015 to 2023. Outside of his advisory work, he is involved as an owner in local real estate investment companies. Symphony One Capital Management, LLC provides quantitative-driven portfolio management to individuals, high-net-worth clients, institutions, and financial advisors, combining private fund advisory services with model delivery and separately managed accounts focused on short-term mispricings and performance-linked compensation structures.

Benjamin Jones is a CFP® with 18 years of industry experience, currently serving as an advisor at Wave Wealth Management, LLC in Frisco, TX. He has been with Wave Wealth Management since 2016 and began working with WRM Strategies in 2025. He is also a licensed insurance agent and owns WRM Strategies LLC, a passthrough entity for insurance commissions. Wave Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis, supplemented by technical and cyclical methods, and offers additional services such as tax preparation, bookkeeping, and securities-backed lending.

Keith Hutson is a Series 65-licensed financial advisor with 23 years of industry experience. He is a principal at Eubank, Hutson & Associates, LLC, where he has worked since 2015, and is also affiliated with Addington Financial Group. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of technical and fundamental analysis along with modern portfolio theory, incorporating options and other derivative strategies to tailor portfolios to clients’ objectives, risk tolerance, and liquidity needs.

Sudhir Pai is a financial advisor with MyTimeEquity, LLC in Plano, Texas, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has served in various roles at firms including Saxony Capital Management and Emerson Advisors, and manages several non-investment businesses such as CPA firms and consulting entities. Pai is also involved in life insurance and business consulting through Surely Now LLC. MyTimeEquity is a discretionary registered investment adviser serving individual and high-net-worth clients as well as institutions and private funds. The firm utilizes a combination of fundamental and technical analysis, proprietary research, and AI-based tools to manage portfolios that include equities, ETFs, mutual funds, and alternative investments, and sponsors pooled investment vehicles focused on late-stage and pre-IPO opportunities.

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.

Jusmeet Virmani is a financial advisor at Symphony Retirement Partners LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Copiam Wealth Management LLC and Ameriprise Financial Services Inc. Outside of advising, Virmani is involved in filmmaking as a consultant, actor, writer, and director, and serves as a board member for the Stonehaven Place South Homeowners Association in Plano, TX. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, tiered financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and predominantly client-directed non-discretionary accounts.

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, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at FQI Capital Management since 2018 and previously at DSA LLC and First Financial Equity Corporation. FQI Capital Management serves individual investors, including high-net-worth clients, as well as pension, profit-sharing, and corporate clients. The firm employs a blend of quantitative models, systematic technical timing, and fundamental sector selection, using derivatives and option strategies within discretionary portfolio management and advisory consulting.

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 a financial advisor at EDK Advisory in Frisco, TX, holding a PFS™ designation and a Series 65 license with 21 years of industry experience. Prior to founding EDK Advisory, he worked for J.E. Simmons & Co. for 10 years. He also operates EDK Tax Services PLLC, a tax and accounting practice affiliated with his advisory firm. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios primarily with diversified mutual funds and ETFs, managing accounts on a discretionary basis with a focus on both long-term strategies and 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.