Evan Mcdaniel is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He is the sole advisor at Eastlake Planning LLC, where he has worked since 2024. Prior to this, he held roles at MML Investors Services, LLC and Spectrum Financial Group. He is also an independent licensed insurance agent. Eastlake Planning LLC is an independent registered investment adviser managing approximately $44.6 million in assets for individual and high-net-worth clients. The firm offers portfolio management, retirement-plan fiduciary advice, and financial planning services, utilizing an investment approach focused on asset allocation and modern portfolio theory.

Atul Sethi is a financial advisor at Mooring Bay Capital Management with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Estrada Hinojosa & Company Inc. and Orix Corp USA. Mooring Bay Capital Management provides discretionary investment management, portfolio analysis, and financial planning primarily for high-net-worth individuals, estates, corporations, pension plans, and endowments. The firm specializes in fixed income with a focus on municipal and infrastructure debt, using a range of credit quality and analytical approaches to construct tailored, actively managed portfolios.

Robert Wood is a financial advisor with Wood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His prior roles include positions at Questar Asset Management and Woodbury Financial Services. Wood is also a licensed insurance agent offering fixed annuities and life and annuity sales. Wood Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, focusing on a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation. The firm manages client assets primarily on a non-discretionary basis and performs regular portfolio reviews and reporting.

Keith Chapman is the principal of Think818, LLC, an independent advisory firm based in Dallas, TX. He holds a Series 63 designation and has 29 years of industry experience. Prior to founding Think818, he has worked with firms such as CETERA Advisor Networks LLC and Summit Financial Group Inc. In addition to his advisory role, Chapman operates an insurance business focused on selling and servicing policies, and serves as a national sales trainer for Leap Systems, providing training on advanced financial planning and life insurance. Think818 serves individuals, trusts, estates, and retirement plan sponsors by providing retirement plan consulting, financial planning, and investment advisory services. The firm utilizes third-party sub-advisers and model portfolios for investment implementation, offering both discretionary and non-discretionary options, and supports clients with educational workshops and newsletters at no additional cost.

Shannon Carson is the president and sole owner of Alliance Wealth Management, LLC in Dallas, TX, with 19 years of industry experience. He previously worked at Capital Asset Advisory Services LLC and has served as president of Capital Security Financial Services LLC since 1999, where he markets fixed and fixed indexed annuities to 403b and 457 plan participants. Outside of financial services, he is involved in roofing sales through a business in Plano, TX. Alliance Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and 403b retirement plan participants. The firm employs proprietary tactical asset allocation portfolios driven by a rules-based quantitative algorithm, combining quantitative, technical, and fundamental analysis to manage risk and tailor portfolios to different risk profiles.

Jason Edgerton is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is the sole advisor at Certified Financial Strategies Corporation, where he has worked since 2016. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm utilizes both strategic and tactical asset allocation with a mix of passive and active investment vehicles and offers discretionary and non-discretionary account management alongside comprehensive financial planning.

John Booth IV is a financial advisor at Bancroft Booth Capital Advisors in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America. He is also a licensed insurance agent, offering life insurance products to advisory clients as a sole proprietor. Bancroft Booth Capital Advisors provides discretionary asset management, comprehensive financial planning, and public seminars on investment topics. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, emphasizing fundamental analysis, ongoing portfolio monitoring, and a fiduciary standard.

Ben Jackson is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Street Light Wealth Management, LLC in Dallas, TX. Prior to founding his firm, Jackson worked at Morgan Stanley and Morgan Stanley Private Bank for seven and six years, respectively. Street Light Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm emphasizes fundamental equity analysis and options strategies within a long-term investment approach and also offers business valuation and specialized service tiers.

Cort Hoffman is a financial advisor at Hoffman Wealth Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his independent advisory firm in 2025, he worked in operational logistics and staff management at UPS from 2019 onward. Outside of his advisory role, he continues to manage operations at UPS as a full-time manager. Hoffman Wealth Advisors is a fee-only registered investment adviser serving individuals, families, and small business owners with integrated financial planning and investment management. The firm emphasizes diversified, low-cost index fund and ETF portfolios using long-term, passive, tax-efficient strategies based on Modern Portfolio Theory.

John Adams is a Series 66 licensed financial advisor with 15 years of industry experience. He is the sole advisor at Adams Advisory Services, LLC, an independent registered investment adviser based in Irving, TX. Prior to founding his firm, Adams held positions at Merrill Lynch, Baker Tilly Wealth Management, and JPMorgan Securities and JPMorgan Chase Bank. Adams Advisory Services serves individuals, high-net-worth clients, trusts and estates, pension plans, corporations, and other institutional clients. The firm offers portfolio management, comprehensive investment advisory services, and consulting, employing a variety of analytical approaches and investment vehicles to tailor portfolios.

James Clemensen is a CFP® professional with 14 years of industry experience, currently serving as CEO and CCO of BFI Wealth Solutions, LLC since 2021. His prior experience includes roles at CliftonLarsonAllen Wealth Advisors and several Avantax entities. Outside of wealth management, he is also an insurance agent with the Borden Hamman Agency. BFI Wealth Solutions provides discretionary and non-discretionary portfolio management and advisory services to individuals and businesses. The firm primarily invests clients in model portfolios of exchange-traded funds and mutual funds, tailoring allocations using fundamental analysis and Modern Portfolio Theory.

James Davis is the founder and sole advisor at Reg Davis Investments, LLC in Grand Prairie, TX. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to establishing his current firm in 2018, he worked at James R. Davis, Registered Investment Advisor, and held positions at Hodges Capital Management, First Dallas Securities, BBVA Compass Investment Solutions, and S&P Investors. Davis is registered with United Healthcare to provide Medicare Supplement and Medicare Advantage plans. Reg Davis Investments offers investment supervisory services and consultative advice primarily to individual clients on a fee-only basis. The firm employs strategic and tactical asset-allocation approaches focused on individual equities, ETFs, and mutual funds, utilizing technical, fundamental, and economic analysis.

Lewis Johnson is a financial advisor with Wealth Creators, LLC in Irving, TX, holding a Series 65 credential and 25 years of industry experience. He has been with Wealth Creators since 2000. The firm works directly with families and individuals to provide financial planning and ongoing monitoring, focusing on long-term investment strategies tied to client goals. Wealth Creators publishes a financial education book, Young Money Masters, and offers public speaking engagements aimed at teenagers and young adults, combining retail-focused planning services with educational outreach.

Shaun Dowling is a CFP® and Series 65 designated advisor with 17 years of industry experience. He is the principal of Sendera Wealth Advisors, which he joined in 2024 after a 17-year tenure at Howard Financial Services. Dowling manages Hunting Oak Investments, LLC, a passive investment vehicle holding interests in various private entities. Sendera Wealth Advisors is a state-registered investment manager that provides discretionary asset management and financial planning to pooled investment vehicles, institutional-type accounts, trusts, and charities. The firm focuses on customized investment programs based on client goals and risk tolerance, offering due diligence and performance reporting on private funds and managing held-away retirement and education accounts through third-party platforms.

William Larson is the sole advisor at William B. Larson, CPA, LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 12 years of industry experience. Since 2011, he has operated his CPA firm, integrating accounting and tax expertise into his financial advisory services. The firm provides personal financial reviews and planning primarily for young professionals, middle-income workers, and retirees, as well as consulting services for businesses on transactions and cash flow matters. Its investment approach emphasizes asset allocation and diversification using a top-down macroeconomic framework and Modern Portfolio Theory, favoring passive index funds with limited tactical allocations, and delivers non-discretionary advice without managing client investment accounts.

Lisa Ward is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Plumb Financial in Arlington, TX. Her prior roles include positions at ChappelWood Financial Services, Osaic Wealth, Royal Alliance Associates, and New York Life. In addition to advisory services, she is licensed to market and sell fixed insurance products including life insurance and annuities. Plumb Financial provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers non-discretionary portfolio management and financial planning, combining investment strategies with insurance products, and conducts free public educational seminars and workshops.

Donald Denton is a financial advisor at Roland, Criss Investment Research, LLC in Arlington, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He also serves as Vice President of Compliance and Certifications and analyst at Roland, Criss & Williams, LLC, a role he has held since 2008. Roland, Criss Investment Research provides advisory and consulting services primarily to retirement plans, plan sponsors, trustees, endowments, foundations, and other institutional or corporate clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term asset-class diversification, quantitative fund selection, and a passive tilt where appropriate, focusing on pension consulting and assets-under-advisement work rather than discretionary portfolio management.

Matthew Wehling is the principal of Wehling Investment Management in North Richland Hills, TX. He holds a Series 65 designation and has experience with the Federal Aviation Administration and the United States Marine Corps. Wehling also maintains ongoing graduate studies in financial management. Wehling Investment Management provides portfolio management and financial planning services to individuals and trusts, applying fundamental analysis and a mix of long- and short-term trading within a strategic asset allocation framework. The firm operates with discretionary authority under written client agreements and executes trades through a recommended institutional brokerage platform, while clients retain custody of their assets.

Geoffrey Gannon is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX. He holds a Series 65 designation and has eight years of industry experience. Gannon previously worked with Whitney Kuhn, LLC and GuruFocus. Focused Compounding Capital Management provides discretionary portfolio management to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, insurance companies, and governmental entities. The firm employs a fundamental, long-term, concentrated investment strategy focused on overlooked equities such as spin-offs and small-cap companies.

Michael Sepulveda is a CFA® charterholder and holds a Series 65 license. He is the principal advisor at Meraki Advisors LLC in Dallas, TX, where he has worked since 2016, accumulating nine years of industry experience. Meraki Advisors serves individual and high net worth clients, offering discretionary portfolio management with a long-only equity strategy, financial planning, and investment policy development. The firm focuses on concentrated positions in equities, preferred equities, ETFs, and closed-end funds, and incorporates options and derivative strategies within a strategic portfolio framework.