Andrew Durrett is a financial advisor with Potential Wealth Management LLC in Irving, TX, holding a Series 65 designation and nine years of industry experience. He has been with Potential Wealth Management since 2016 and is also a partner at Potential Investments, Ltd. Co., where he oversees real estate property operations. Potential Wealth Management LLC is a discretionary investment manager that serves a variety of clients, including institutional and high-net-worth individuals. The firm uses an active long/short equity strategy with fundamental, technical, quantitative, and sentiment analysis to manage portfolios on a discretionary basis.

Kevin Christ is a financial advisor with KPC Financial Solutions, LLC, holding a Series 65 credential and 11 years of industry experience. His career includes roles at Brookstone Capital Management LLC and AE Wealth Management, LLC before his current position at KPC Financial Solutions. In addition to advisory services, he acts as an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides portfolio management and financial planning services to individual and high-net-worth clients through customized Investment Policy Statements and discretionary portfolio management. The firm uses a combination of modern portfolio theory and quantitative analysis, offering diversified portfolios and employing both long- and short-term trading aligned with client risk profiles.

Lawrence Messina is a financial advisor with Messina Wealth Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm offers asset management across a broad range of securities and employs a variety of analytical and strategic approaches, including the use of third-party sub-advisors for specialized mandates.

Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, with nine years of industry experience. She holds a Series 66 designation and has previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. In addition to her advisory role, she serves as Managing Partner and Chief Compliance Officer at Messina Wealth Management and is licensed to sell fixed insurance products. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm employs a range of analytical strategies and offers specialized services such as fee-based annuity contract advisory and ERISA 3(21) retirement-plan advice.

Ryan Langberg is a financial advisor at Upspring Capital LLC in Dallas, TX. He holds a Series 65 designation and has been associated with Upspring Capital LLC since 2006. Prior to this, he was a student for ten years. Upspring Capital LLC is an independent registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, small businesses, and qualified retirement plans. The firm manages approximately $99.5 million across 27 client relationships and employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis in portfolio construction and rebalancing.

Michelle Krick is a CFA® charterholder and financial advisor with Miller Global Investments, LLC in Dallas, TX. She has 14 years of experience at the firm, which she joined in 2012. Miller Global Investments provides discretionary investment management and financial planning for individuals, trusts, privately held corporations, retirement accounts, and investment funds. The firm combines bottom-up fundamental security selection with top-down technical and macro analysis across multiple strategy categories, and it employs institutional-style capabilities including specialized fixed-income positions, alternative exposures, and block trading.

Richard Diamond is a financial advisor at MB Advisors LLC in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has worked at MB Advisors since 2013 and previously at Straight Lane Capital from 2009 to 2017. MB Advisors serves individual and high-net-worth clients through discretionary, customized investment management and financial consulting. The firm employs a fundamental, bottom-up research process with two core strategies that include equity opportunities and intrinsic value investments, using concentrated, benchmark-agnostic portfolios and active derivatives for portfolio management.

Frederick Hondzinski is a financial advisor at Composure Wealth Management, LLC in Chicago, holding a Series 65 designation. He has over 20 years of professional experience, including a 22-year tenure at Accenture prior to joining Composure Wealth Management. Composure Wealth Management is a small, supported registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, quantitative, technical, and sector analysis.

Grant Nichols is a Series 65-licensed advisor at Ross Wealth Group, LLC with one year of industry experience. He previously worked at UBS Financial Services and Clarity Financial Group among other firms. Nichols is also involved with Russ Ross Consultants, where he sells insurance products. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals and trusts, with a specialized retirement consulting practice for teachers. The firm constructs portfolios using a combination of independent managers and an asset-allocation framework based on Modern Portfolio Theory.

Robert Ryan is the principal advisor at RWR Investments LLC, holding a Series 65 designation with 15 years of industry experience. He has led RWR Investments since 2010. RWR Investments LLC provides full-service asset management, Outsourced Chief Investment Officer (OCIO) services, and family office solutions to family offices, ultra-high-net-worth individuals, trusts, and corporate entities. The firm customizes investment programs to client goals and risk tolerance, employing bottom-up fundamental analysis and managing portfolios across public securities and alternative investments.

Jaime Galvan is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Spectrum Strategies, L.L.C. since 1999 and also worked with MML Investor Services, LLC and Massachusetts Mutual Life Insurance Co. during the same period. He provides pro-bono financial guidance to military personnel and their families. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting, focusing on retirement, education funding, risk management, estate and tax analysis, and business succession. The firm offers non-discretionary investment advice without managing client assets, operating on engagement-specific fees and coordinating with third-party managers for implementation.

Andreas Lawson is a financial advisor with Freshfield Capital, LLC in Dallas, TX. He holds a Series 66 designation and has 20 years of industry experience. He has been with Freshfield Capital since 2009 and also operates Andrew Lawson & Associates, which he has been involved with since 1992. Freshfield Capital manages approximately $67 million across about 80 client relationships, providing portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs an investment process with internal restrictions and periodic reviews to align portfolios with client objectives and sponsors a wrap fee program that integrates management and transaction services under a single fee arrangement.

Tyler Shelton is a financial advisor at Glynn Capital Advisors in Dallas, TX, holding a Series 65 credential. He has one year of experience in advisory roles, including positions at Glynn Capital Advisors and Third Coast Bank. Glynn Capital Advisors serves family offices, high-net-worth clients, trusts, estates, and charitable organizations, offering fee-based investment advisory services, custom portfolio management, and family-office consulting through an affiliated entity. The firm employs a tactical asset-allocation approach using fundamental and cyclical analysis across various instruments and focuses on a small, concentrated client base with an emphasis on alternative investment consulting.

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.

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.

David Portnoy is a CFP® and CFA® with 22 years of industry experience. He is the founder and principal of Upspring Capital LLC, where he has worked since 2018. Prior to that, he held roles at Calton & Associates, IMS Securities, and IMS Financial Advisors. Outside of financial advising, he owns and operates businesses in metal fabrication and material handling equipment sales. Upspring Capital provides investment management and financial planning services to individuals, trusts, estates, businesses, and retirement plans, as well as pooled investment vehicles. The firm combines fundamental analysis, Modern Portfolio Theory, and technical and cyclical analysis in its investment approach, offering discretionary and non-discretionary portfolio management along with retirement plan consulting and fiduciary support.

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.

Anna Rice is a financial advisor with Brokaw Rice Investment Advisors, Incorporated, holding a Series 65 credential and 28 years of industry experience. She has worked at several firms including Frontier Communications, Hilton, Keurig Dr. Pepper, AT&T Corporation, and currently Servicenow, where she serves as a Talent Solutions Director responsible for human resources talent acquisition. Rice has been affiliated with Brokaw Rice Investment Advisors since 2016. Brokaw Rice Investment Advisors, Incorporated is a small registered investment adviser managing discretionary portfolios primarily for individual brokerage, trust accounts, and IRAs. The firm employs a value-based investment approach focused on dividend-paying companies and utilizes valuation metrics such as price-to-earnings and free cash flow yield to guide portfolio construction.

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.