Patrick Freeman is a CFP® with 20 years of experience in financial advisory services. He is the founder of Freeman Wealth Management in Dallas, TX, where he has worked since 2006, including under related entities. Outside of his advisory work, Mr. Freeman is an independent insurance agent in Amarillo, TX. Freeman Wealth Management provides investment management, financial planning, and retirement plan services to individual and high-net-worth investors as well as pension and employer plan sponsors. The firm employs a mix of passive and active strategies based on asset allocation and modern portfolio theory and is notable for its pension consulting and retirement-plan management services.

William Stahl Jr. is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Storgate, LLC since 2025. Prior to joining Storgate, he spent 25 years at Bessemer Trust Company. Storgate provides wealth advisory and investment management services primarily to ultra-high-net-worth individuals, families, foundations, and trusts. The firm employs a bespoke, long-term investment approach emphasizing diversified portfolios across public and private markets, including private equity and alternative investments, supported by its Storgate 360° platform for consolidated reporting and oversight.

Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.

Arpit Sogani is a financial advisor at Vision Research, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has worked at Vision Research since 2016 and was previously associated with the SMU Cox School of Business for two years. Vision Research provides qualitative research and analytical services on U.S. equities primarily to hedge funds and mutual funds. The firm operates on a subscription-fee model and serves exclusively institutional clients without managing client accounts or exercising trading discretion.

Roger Allen is the sole advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with nine years of industry experience. He has operated Pathway Wealth Management since 2016 and concurrently maintains a career as a self-employed attorney since 2006. Pathway Wealth Management, LLC provides discretionary investment management and financial planning services to high-net-worth individuals and family entities. The firm employs an active equity management approach, combining fundamental and technical analysis to build concentrated portfolios, and manages accounts with attention to tax implications while generally avoiding margin and options.

James Fowler is a financial advisor at Crestview Wealth Management, LLC with a Series 65 designation and one year of industry experience. He has a background spanning over two decades in chiropractic care and currently maintains roles at Genesis Back and Neck and First Step Chiropractic, P.A. Outside of his advisory work, Fowler is president of Vital Coaching, L.L.C., a property management business. Crestview Wealth Management provides investment advisory services to individuals and high-net-worth clients through discretionary managed accounts and relationships with third-party money managers. The firm employs a client-driven investment process that incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies aligned to clients’ objectives.

Ryan Huey is a CFP® with 23 years of industry experience, currently serving as an advisor at RoseRock Wealth Management, LLC in Dallas, TX. He has been with RoseRock since 2017 and has longstanding ties to Perryman Securities, Inc. and Perryman Financial Advisory, Inc. since the late 1990s and early 2000s. RoseRock Wealth Management is a small SEC-registered advisory firm managing approximately $215 million for about 72 clients, offering wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, pensions, and charitable organizations. The firm’s investment approach emphasizes long-term strategies grounded in modern portfolio theory, using primarily ETFs and mutual funds, and it distinguishes itself through selective use of margin borrowing and institutional fund options.

Andrew Gularte is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Titleist Asset Management, LLC and its affiliated entities, having joined in 2026. His prior experience includes roles at AW Securities, Allworth Financial, Fidelity Brokerage Services, F45 Training, and MedImpact. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion for about 1,600 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services through a multi-advisor team approach.

William Taylor is a financial advisor at Hartmann Taylor Wealth Management, LLC in Dallas, TX, with 26 years of industry experience. He holds a Series 63 designation and previously worked at Cypress Wealth Management, LLC for 13 years. Taylor serves on the boards of the Dallas A&M Club and the 12th Man Foundation as a volunteer. Hartmann Taylor Wealth Management is a single-advisor independent registered investment adviser that provides discretionary asset management, financial planning, and family office services. The firm serves individual, high-net-worth, charitable, and institutional clients, employing modern portfolio theory and offering tailored family office coordination.

Santiago Fernandez Sordo is a financial advisor at FESC Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked in several financial institutions, including Scotiabank and Banorte. He also serves as Deputy Director of Economic Analysis at Intercam, where he conducts macroeconomic research and analysis. FESC Asset Management provides discretionary portfolio management and investment supervision for individual clients and selected entities, employing a flexible, multi-asset global macro strategy that includes long and short positions across various asset classes. The firm combines quantitative analysis and algorithmic trading, manages accounts on a discretionary basis, and engages in complex, cross-border markets with a focus on performance-fee arrangements and operational ties to Mexico.

Matthew Cloud is a financial advisor at R.J. Cloud Advisors & Company in Dallas, TX, holding a Series 65 designation with one year of industry experience. He also operates MGC Law Firm PLLC as a sole practitioner, focusing on estate planning and general law. His background includes legal practice and academic roles connected to Baylor University. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office and retirement plan consulting. The firm manages approximately $150.7 million in client assets using a long-term, factor-based investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs.

Frederick Talbot is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.

Dario Saintus is a financial advisor at Acribus Capital LLC in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vicar Capital Advisors and Acribus Capital Sports & Entertainment. Acribus Capital provides investment management, private wealth management, and bespoke family office services primarily to high-net-worth individuals and family offices. The firm’s investment approach combines macroeconomic, fundamental, and technical analysis to support strategic asset allocation and offers specialized strategies including capital appreciation and options-based income.

Randy Humphreys II is a financial advisor with Glynn Capital Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Citigroup Global Markets and Woodforest National Bank, where he served as Executive Vice President. Humphreys also leads Glynn Consulting Services, providing consulting to small family offices. Glynn Capital Advisors is a small, state-registered firm that serves family offices, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach and operates on a non-discretionary basis, focusing on hands-on consulting for alternative investments and family-office services.

Scott Scherer is a CFP® with 30 years of industry experience, currently serving as an advisor at Scherer Financial Advisory Services, LLC. He has held roles at Raymond James Financial Services and operated his own CPA firm, Scott S Scherer CPA, LLC, where he provides tax preparation and consulting services. Scherer is also a licensed insurance agent involved in the sale of life insurance, fixed annuities, and long-term care products. Scherer Financial Advisory Services, LLC manages approximately $138.8 million across 163 client relationships, offering portfolio management, financial planning, and consulting primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and asset allocation tools, with investment strategies that include mutual funds, ETFs, fixed income, real estate funds, annuities, and active trading techniques, and it integrates insurance and accounting services through affiliated professionals.

Carlos Butcher is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Birch Capital Management, LLC since 2019 and previously spent seven years at Taylor Investment, Ltd. He is based in Fort Worth, TX. Birch Capital Management, LLC offers discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm manages approximately $260 million in assets and focuses on customized portfolios that include a variety of investment types, along with trustee and financial planning services.

Sonja White is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, with 39 years of industry experience. She holds the ChFC® designation and Series 63 license. Her career includes roles at Silver Oak Securities, Inc., General American Life Insurance Co, and over four decades as an independent insurance agent selling life, health, and disability insurance. Fortune Wealth Management provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans, trusts, and business entities. The firm employs an asset-allocation approach informed by risk tolerance and uses multiple methods of securities analysis, managing approximately $396 million in assets.

Carter McMillan is the sole advisor at McMillan Capital Management, LLC in Dallas, TX, holding the CFA® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience and has led his firm since 2007. Outside of his advisory role, he is a member of MHP Ventures I, LLC and MHP Ventures II, LLC. McMillan Capital Management provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, family entities, and charitable organizations. The firm employs a fundamentally driven investment process focused on intrinsic value and offers a range of strategies including equities, bonds, options, and private investments, with an emphasis on tax efficiency and customized client management.

Laura Cordell is a financial advisor at Womack Financial LLC in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at CFO4LIFE, Ausdall Financial Partners, Inc., Vogel Financial Advisors, LLC, and Perryman Securities, Inc. Womack Financial LLC provides discretionary portfolio management and retirement-plan consulting primarily to individual and high-net-worth clients, as well as institutional plan sponsors. The firm uses a combination of fundamental and quantitative analysis with an emphasis on long-term equity strategies and manages a private pooled vehicle focused on U.S. small-, micro-, and nano-cap equities.

Jason Gould is a financial advisor at Lifetime Wealth Management P.C. in Rockwall, TX, with 8 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes positions at Gould Capital and Traditum Group. Lifetime Wealth Management P.C. provides personalized financial planning and investment management to individuals, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite approach combining index and exchange-traded funds with active managers and individual securities, and offers specialized services such as private investment review, placement assistance, and Puerto Rico Act 60 consulting.