Alexander Becker is a financial advisor at Codex Capital Asset Management, L.L.C. based in Dallas, TX. He holds the Series 63 designation and has two years of industry experience. Becker has been associated with Kings Point Capital Management since 2006. Codex Capital Asset Management provides discretionary, separately managed portfolio services primarily to high-net-worth individuals and pension or profit-sharing plans. The firm focuses on individualized portfolio management using fundamental, bottom-up analysis with a mix of buy-and-hold, value, and growth equity strategies across various market capitalizations, including international exposures.

Rodney Mc Cauley is a financial advisor with Amazonite Investments LLC, holding a Series 66 designation and five years of industry experience. He has held roles at multiple firms including JP Morgan Securities LLC and Eagle Strategies LLC, and has operated as a sole proprietor since 2000. Outside of finance, he is involved with Golden Gate Funeral Home as an employee and contractor. Amazonite Investments provides discretionary and non-discretionary asset management and financial planning services to individuals and business entities, including high-net-worth clients. The firm utilizes fundamental, technical, and cyclical analysis and may employ active trading strategies such as option writing and covered calls.

Lance Peters is a financial advisor at Nautical Star Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Spotlight Asset Group, ClearPoint Wealth Management, Financial Advocates Investment Management, and LPL Financial. Nautical Star Financial Group provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $38.5 million for about 64 households through a three-advisor team. The firm combines a supported advisor team with multi-office operations and offers a mix of advisory and insurance services.

Stanley Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Allred Capital Management, LLC. Outside of his advisory role, he serves as Vice President of Endowment on the executive board of the Circle Ten Council, Boy Scouts of America, and is involved with the Baylor Oral Health Foundation’s endowment committee. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, using a variety of investment strategies including options trading and margin, and sponsors its own wrap fee program alongside institutional platform support.

Victor Russell is a financial advisor at Acribus Capital LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Mavros Capital Group, MGO Private Wealth, and JPMorgan entities. Russell is also an adjunct professor at Texas Christian University, where he teaches introductory financial management. Acribus Capital serves high-net-worth individuals, family offices, trusts, and select institutional clients by providing portfolio management, private wealth management, and customized family office services. The firm employs a range of investment strategies, including capital appreciation and option-based income, integrating multiple analytical approaches for asset allocation and risk management.

John Brown Jr. is a CFP® with 57 years of industry experience, serving as president of Brown and Brown Financial Services, Inc. and Brown and Brown Securities, Inc. since 1984. He is based in Dallas, TX, and has been with his current firms for over four decades. Brown and Brown Financial Services provides discretionary investment management for individuals, retirement accounts, businesses, and trusts, overseeing approximately $91 million. The firm employs a long-term, asset-allocation investment approach focused on high-quality equities and investment-grade fixed income, tailoring portfolios to individual client objectives.

Rod Jones is a financial advisor with Cain Capital Management, LP in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. He has held roles at Cain Capital entities since 2003 and worked at Blackrock Financial Management and Chertoff Capital. Jones serves on the Board of Trustees for the UT Southwestern Foundation and is a managing partner of OakTruss Group. Cain Capital, L.L.C. provides discretionary investment management to a select group of clients, including individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs fundamental analysis with a focus on long-term purchases, private placements, and sector-focused pooled vehicles, acting as sponsor and general partner to several closed private funds and special purpose vehicles.

Ryland Hudack is a financial advisor at Financial Synergistics Group, Inc. in Dallas, TX, holding a Series 65 designation with seven years of industry experience. He previously worked at Fisher Investments and currently operates MD Hudack Insurance Services, Inc. as an insurance agent. Financial Synergistics Group introduces investors to a third-party asset manager and provides financial planning and insurance services without managing assets directly. The firm serves individuals, endowments, businesses, and nonprofit organizations, offering referrals alongside insurance products and estate-planning solutions.

Joshua Materne is a financial advisor at Ideology Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked across several related entities, including Ideology Financial, LLC and Materne Law, PLLC, where he advises clients on estate planning and legal matters. He is also involved in managing a real estate fund that focuses on single-family property investments. Ideology Wealth Advisors, LLC provides portfolio management and pension consulting primarily to individual and high-income clients, particularly medical doctors and dentists. The firm employs a tailored, research-driven investment approach that integrates long-term value investing with technical analysis and uses a range of investment vehicles including ETFs, options, and private placements.

Joshua Cohen is a financial advisor at FQI Capital Management LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Active Alts Inc., McElhenny Sheffield Capital Management, LLC, and Ackerman Capital Partners. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm combines quantitatively driven models with fundamental sector analysis and uses derivatives such as options to manage risk and generate income.

James Sawers is a financial advisor at Uptown Capital Advisors in Dallas, TX, holding a Series 65 designation with 11 years of industry experience. He has been with Uptown Capital Advisors since 2014. Sawers is also a licensed attorney, though he does not engage in investment-related legal activities. Uptown Capital Advisors provides financial planning and discretionary investment management to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm emphasizes long-term, cost- and tax-aware portfolio construction using diversified investments and periodic rebalancing, and it integrates fundamental and cyclical analysis across a broad range of securities.

Trey Taylor is a financial advisor at Leap Wealth Management in Dallas, TX, holding a Series 66 designation with 20 years of industry experience. He has been with Leap Wealth Management since 2010. In addition to his advisory role, he acts as an independent insurance agent, focusing on the sale of fixed insurance and annuities on a limited basis. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering investment management, financial planning, and ERISA fiduciary services. The firm employs a range of analytic methods and strategies, including active portfolio management and the use of derivatives and digital assets, while also leveraging third-party managers and providers for specialized services.

Barclay Nelson is a CFP® and CFA® with 15 years of industry experience, currently serving as an advisor at Birch Capital Management, LLC since 2004. He is involved in managing several private family foundations, overseeing investments, administration, and grant vetting. Outside of his advisory role, he is a managing member of a limited liability company involved in real estate operations. Birch Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm offers customized portfolios that incorporate fundamental and technical analysis across a range of asset classes, including alternative investments, and serves a small client base with a focus on trustee services and performance transparency.

Robert Peters is a financial advisor at Palogic Value Management, L.P. in Dallas, Texas, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with the Palogic Value Fund, L.P. since 2006. Outside of his advisory role, he is a partner in RJ9 Holdings, a private investment partnership formed in 2014, where he dedicates time to monitoring private investments. Palogic Value Management provides discretionary investment management to private pooled investment vehicles and sponsors a wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented approach utilizing long and short equity positions, derivatives, and other instruments, serving sophisticated investors including family offices, pension plans, and funds-of-funds.

James Peters is a CFP® with 27 years of industry experience, currently serving at Palogic Value Management, L.P. since 2022. His prior experience includes leading Peters Wealth Management, LLC from 2014 to 2022 and operating James R Peters CPA since 1986. He also holds an insurance agent license with Blue Cross Blue Shield of Texas. Palogic Value Management, L.P. provides discretionary investment management to private pooled investment vehicles and offers a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach, managing both long and short positions with continuous risk monitoring.

Matthew Hudack is a ChFC® credentialed advisor with 39 years of industry experience, currently serving at Financial Synergistics Group, Inc. since 2019. His prior roles include long tenure at John Hancock from 1986 to 2017 and leadership positions at MD Hudack Insurance Services, Inc. and Private Management Group, Inc. He is also president and owner of insurance and consulting businesses. Financial Synergistics Group primarily facilitates introductions between prospective investors and a third-party asset manager while offering standalone financial planning and insurance services. The firm serves individual investors, endowments, businesses, and nonprofit organizations without maintaining investment accounts or providing discretionary portfolio management.

Michiel Hurley is a financial advisor at NexAdvisors, LLC in Dallas, TX, holding Series 65 and Series 63 licenses with 21 years of industry experience. He has worked with Highland Capital Funds Distributor, Inc. since 2014. Hurley is concurrently employed by NexPoint Asset Management, L.P., NexPoint Advisors, L.P., and NexAdvisors LLC, all affiliated SEC-registered investment advisers. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth families, and business or trust entities, with a focus that includes specialized advice for investing proceeds from real estate sales into Delaware Statutory Trusts as part of 1031 exchanges. The firm manages approximately $26.1 million in discretionary assets and uses a combination of fundamental, technical, charting, and cyclical analysis to construct diversified, generally long-biased portfolios tailored to client suitability.

Kathleen Hood is a financial advisor with Paradigm Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Harbor Light Planning and NorthWestern Mutual, as well as eight years with Handy Dandy Homes LLC. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary investment management, financial planning, and personal tax return preparation. The firm uses a passive, model-based investment approach focused on low-cost, diversified ETFs and emphasizes continuous planning through retainer arrangements and client education.

Scott Udkler is a CFP® professional with 18 years of industry experience, currently serving at Promus Advisors. His prior work includes roles at FIFIT LLC, Bearfoot Companies LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., J.P. Morgan Securities, Ufs, and Fidelity. Promus Advisors is a registered investment adviser offering discretionary and non-discretionary investment management, consulting, and financial planning to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm emphasizes a value-oriented, bottom-up investment approach using active managers and diversified strategies, including alternatives, and maintains a smaller client base to foster deeper relationships.

Ryan Vardeman is a financial advisor at Palogic Value Management, L.P. with seven years of industry experience. He holds a Series 65 credential and has been with Palogic since 2006. Outside of his advisory role, he serves as Chairman of the Board for Bsquare Corporation, a software company. Palogic Value Management provides discretionary investment management primarily to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach that integrates long and short equity positions alongside hedging and derivatives strategies.