Hannah Moore is a CFP® with 14 years of industry experience and has been with Guiding Wealth Management, LLC since 2013. She holds a Series 66 license and owns Moore Media Consulting Group, LLC, which provides training to other financial planners. Guiding Wealth Management is a team-based advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes individualized investment policy statements and employs both fundamental and technical analysis in asset-allocation-driven portfolio construction.

Brent Dunn is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Schlegel Dunn LLC and has prior experience at Commonwealth Financial Network. Outside of his advisory role, he is the owner and professional counselor at Legacy Professional Counseling, PLLC, where he provides counseling services to individuals, couples, and families. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamentally driven, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, while offering discretionary management and comprehensive financial planning services.

Scott Schlegel is a CFP®-certified financial advisor with 18 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 16-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation of insurance recommendations. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $279 million across about 154 client relationships, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Its investment approach emphasizes fundamental analysis and long-term portfolio construction using diversified ETFs, low-cost mutual funds, and individual securities when appropriate.

Jefferson Nash is a CFP® professional at Nashional Investments with 14 years of industry experience. He has worked at firms including Penn Mutual Life Insurance Co and Avantax Advisory Services. Outside of his advisory work, Nash is involved in multiple insurance brokerages, owns a tax preparation and accounting firm, and is a partner in an accounting firm. Nashional Investments serves individuals and business owners, including high-net-worth clients, offering portfolio management, financial advising, and real estate consulting such as 1031 exchanges. The firm uses a variety of analytic methods and trading strategies and provides integrated reporting, while maintaining a diverse set of affiliated non-investment services.

Earl Jefferson Jr. is a CFP® professional with 23 years of industry experience, currently serving at 7th Harvest Investments in Dallas, TX. His prior experience includes roles at Legacytexas Wealth Advisors, LLC, where he worked for 20 years, and Charles Schwab. He occasionally serves as an adjunct professor at Southern Methodist University. 7th Harvest Investments provides fee-based investment management to individual and organizational clients, including high-net-worth households and retirement plan sponsors, utilizing a mix of charting, fundamental and technical analysis across various investment strategies.

Tyler Young is a CFP® and CFA® with five years of industry experience. He currently serves as an advisor at Theory79 in Plano, TX, where he has worked since 2026. His prior experience includes roles at SFMG Wealth Advisors, CI RGT Private Wealth, RGT Wealth Advisors, Odyssey Wealth, and Happy State Bank & Trust Company. Theory79 provides integrated wealth management combining financial planning with discretionary investment management for individuals, trusts, retirement and profit-sharing plans, charitable organizations, and businesses. The firm uses asset-allocation principles and fundamental analysis to construct portfolios and is affiliated with an accounting practice, which informs its combined tax, business-planning, and investment approach.

Anthony Assadi is a CFP® and CFA® with 16 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held a position at NTT Data from 2016 to 2019. In addition to his advisory role, he is licensed as an insurance agent. Alere Planning LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm often serves clients experiencing complex life transitions and manages most client assets on a discretionary basis using tailored asset-allocation strategies across active and passive investment models.

Michael Davidson is a CFP® professional with 24 years of experience in financial advisory. He has led Wisdom Index Advisors since 2004. Outside of his advisory work, he is licensed as a general lines insurance agent. Wisdom Index Advisors serves individuals, corporations, and small businesses by offering wealth management, investment consulting, and retirement plan services. The firm employs an evidence-based, long-term investment approach centered on broad diversification, strategic asset allocation, and disciplined rebalancing, typically utilizing mutual funds, ETFs, and interval funds.

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 in Frisco, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at MML Investors Services, LLC, MassMutual Life Insurance Company, Park Avenue Securities LLC, Guardian Life Insurance Company, and Memorial Hermann Health System. MRM Financial Advisors, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a long-term, diversified investment approach with strategic asset allocation, disciplined rebalancing, and tax-aware recommendations, and it incorporates third-party managers and private investment opportunities when appropriate.

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 financial advisor at Eubank, Hutson & Associates, LLC in Plano, TX, holding a Series 65 designation with 23 years of industry experience. He previously worked at Addington Financial Group for six years and has been with Eubank, Hutson & Associates since 2015. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, and single-subject consulting. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory and includes the use of options and other derivative strategies, tailoring portfolios to client objectives under discretionary authority.

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.

Brent Little is a CFP® and PFS™ credentialed financial advisor with 17 years of industry experience. He is currently with Theory79, where he has worked since 2026. His prior experience includes roles at Saville CPAs and Advisors, Corient Private Wealth, RGT Wealth Advisors, Odyssey Wealth Management, and Cain, Watters & Associates. Theory79 offers integrated wealth management services combining financial planning with discretionary investment management for a range of client types, using asset-allocation principles and fundamental analysis. The firm has an affiliation with an accounting practice, which contributes additional tax and business-planning expertise.