Alexander Cohen is a financial advisor at Alexander D Cohen Investments, LLC with 11 years of industry experience. He holds a Series 65 designation and also owns a Texas-registered CPA firm specializing in tax and consulting services, including financial statement compilations. Cohen has been leading his investment firm since 2014 and his accounting practice since 2009. Alexander D Cohen Investments, LLC provides portfolio management and selection-of-adviser services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual fund selection based on modern portfolio theory, operates mostly on a non-discretionary basis, and integrates investment advice with the principal’s accounting background.

David Schubert is a CFP® with six years of industry experience, currently serving as a financial advisor at Carrington Advisors, LLC. His prior roles include positions at The Vanguard Group, Fidelity Investments, New York Life, and ROGERS FINANCIAL GROUP. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management and financial planning services. The firm uses a personalized investment process that incorporates both fundamental and technical analysis, relying on third-party managers and an outsourced chief investment officer for asset allocation and portfolio monitoring.

Frank Precht is a financial advisor at GFN Capital Management with over 30 years of industry experience. He has worked at Kovack Securities and has been associated with Glazer Financial Network and GFN Capital Management for two decades. Outside of advisory services, he manages a hunting lease and is involved in cattle sales in Eastland, Texas. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs multiple analytical approaches and a range of trading strategies, while also offering pension administration and accounting services through affiliated businesses.

Charles Gabriel is a financial advisor with The Better 401(k) Source in Plano, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Empirical Modeling and Analytics, Inc. since 1995. The Better 401(k) Source operates as Empirical Modeling & Analytics’ advisory program, serving sponsors of mid-sized 401(k) and 403(b) plans by managing plan assets on a discretionary basis and providing ERISA fiduciary services. The firm uses a diversified mix of ETFs, fixed income, and REITs with a unique “Elasticity” methodology to assess downside risk and recovery, supported by its background in research and analytics software.

Roger Frigstad is a financial advisor at DHL Wealth Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Frost & Sullivan for ten years. He also serves as an independent insurance agent at American Senior Benefits, assisting clients with Medicare and insurance-related matters. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm offers customized Investment Policy Statements, estate-planning referrals, and educational seminars, using a range of investment vehicles and custodial services.

James Hopson is a financial advisor at Capital Advisory Group, Inc. with 22 years of industry experience and a Series 63 designation. He has worked at World Choice Securities, Inc. since 2001 and has been involved with Capital Advisory Group, Inc. since 1990. Outside of his advisory role, he is the owner and founder of Hopson & Associates, a CPA firm. Capital Advisory Group serves high-net-worth individuals, trusts, estates, and business entities, providing discretionary investment management alongside comprehensive financial, retirement, estate, tax, and insurance planning services. The firm uses a strategic asset allocation approach with diversified model portfolios, managing roughly $210–216 million for about 72 client households.

Craig Hausz is a CFP® with 10 years of industry experience, currently serving as an advisor at CMH Wealth Management in Dallas, TX. His prior roles include positions at Ameritas Advisory Services, Ameritas Investment Company, XO Wealth Management, and Principal Securities. He is also the CEO and a shareholder of the accounting firm CMH Advisors, PLLC, and is affiliated with his spouse’s consulting firm, InHausz Solutions, LLC. CMH Wealth Management is a small, supported advisory firm serving primarily high-net-worth individuals and pension/profit-sharing plans. The firm offers comprehensive financial planning and portfolio management, employing a variety of analytical methods and trading strategies, and sponsors a wrap fee program uncommon for firms of its size.

Trey Touchstone is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Lifeway Financial Corporation since 2010, where he serves as one of two advisors. Lifeway Financial Corporation advises individual and high-net-worth clients, offering personalized financial planning, discretionary investment management, and hourly consultations. The firm manages approximately $339 million across about 168 client relationships, emphasizing asset allocation, diversification, and incorporating private placements and other illiquid investments into its portfolios.

Ian Richards is a financial advisor at CMH Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Beaird Harris and Service Academy Capital Management. Richards is based in Dallas, TX. CMH Wealth Management serves a concentrated client base primarily composed of high-net-worth individuals and pension/profit-sharing plans. The firm provides comprehensive financial planning and portfolio management using various analytical methods and implements both long- and short-term trading strategies, including options and margin transactions.

Mark Mitchell is a financial advisor at Caprock Capital Advisors Inc. in Plano, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Caprock since 2014 and Mitchell, Lockhart & Associates since 2012. Outside of his advisory role, he serves as co-trustee for a multigenerational family trust and manages a royalty acquisition investment business for himself and his family. Caprock Capital Advisors primarily serves high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and recommending third-party managers when appropriate. The firm employs fundamentally driven, dynamic asset allocation models and allocates a portion of portfolios to alternative investments for diversification.

Brian Neu is a CFP® with 27 years of industry experience. He has been with Olimpio Neu & Associates, Inc. since 1998. The firm provides investment management, advisory services, and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, non-profits, and business entities. Olimpio Neu & Associates manages approximately $77 million, focusing on asset allocation, diversification, and tax efficiency, and is affiliated with an accounting and consulting practice that supports its emphasis on tax and estate planning.

Howard Montfort Jr. is a financial advisor at Scherer Financial Advisory Services, LLC in Dallas, TX, with 50 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2016 to 2022. He also sells variable annuities as part of his other business activities. Scherer Financial Advisory Services provides portfolio management, limited financial planning, and consulting to individual and high-net-worth clients. The firm employs a modern portfolio theory framework and offers various investment options, including options strategies, mutual funds, ETFs, annuities, and IPO participation.

Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Interlinc Financial Advisors, she worked at Murphy & Sylvest and Starbucks. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans, focusing on preparing financial plans and referring investment accounts to third-party managers. The firm also offers insurance products through affiliated businesses and conducts educational seminars for the public.

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. He previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of advisory services, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a range of analytical methods and strategies, including synthetic borrowing and options techniques, to construct tailored portfolios and employs third-party sub-advisors for specialized exposures.

Anthony Lara is a financial advisor with DHL Wealth Management LLC in Richardson, TX, holding a Series 65 designation and three years of industry experience. He previously worked at Peak American Investment Advisors, Inc. for six years. Lara is also a licensed insurance agent with American Senior Benefits. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm follows a long-term, risk-based investment approach using mutual funds, ETFs, equities, and fixed income, with discretionary management and quarterly reviews.

Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. She previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Messina also holds a full life insurance agent license and is involved in selling and servicing fixed insurance products. Messina Wealth Management advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a broad range of analytical methods and incorporates specialized strategies such as synthetic borrowing and options hedging, managing approximately $72 million across about 94 clients.

Karina Kingman is a financial advisor at Spectrum Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Focus Partners Wealth LLC and Buckingham Strategic Wealth, LLC. Outside of financial advising, she was involved in Kingman Solar for over two decades. Spectrum Advisors serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, private business owners, and retirement plan participants. The firm offers portfolio management, financial planning, qualified retirement plan consulting, and uses asset-allocation models combined with fundamental analysis, including third-party managers and model portfolios, to provide investment advice.

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.

Brett Mills is a financial advisor with MRM Financial Advisors, LLC in Frisco, TX, holding the PFS™ designation and eight years of industry experience. He is also a partner and actively engaged Certified Public Accountant (CPA) at McCarthy, Rose & Mills, LLP, a tax and accounting firm he has been involved with since 2002. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm employs fundamental security analysis and non-discretionary portfolio management, with a notable affiliation to an accounting firm and additional roles as a private fund adviser and manager of pooled investment vehicles.