Laura Brown is a financial advisor at Addington Financial Group LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments Institutional Services Company, Inc. for 24 years before joining Addington Financial Group in 2021. Addington Financial Group provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with portfolio management. The firm emphasizes strategic asset allocation, quantitative risk measures, and a blend of active and passive investment strategies, managing nearly $300 million with a focus on personalized wealth management.

Gregory Hutto is a CFP® and CFA® with 22 years of industry experience. He has been with Heritage Retirement Advisors, LLC since 2012 and is also the owner of Heritage Tax Advisors LLC. Hutto holds insurance agent licensure in the state of Texas. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm employs a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management using model-based allocations.

Marisa Lockhart is a CFP® professional with 16 years of industry experience. She has worked at Caprock Capital Advisors Inc. since 2018 and previously spent nine years at Raymond James Financial Services, Inc. Caprock Capital Advisors serves primarily high-net-worth individuals and selected institutional clients, providing non-discretionary portfolio management and acting as the primary financial adviser. The firm employs fundamentally driven, dynamic asset allocation models and incorporates alternative investments for diversification, managing approximately $98.8 million in client assets as of December 31, 2024.

Robert Mehciz is a financial advisor at RHM Capital Management, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at MBR Capital Management, Inc., Merrill, and Banc Of America Investment Services, Inc. RHM Capital Management, Inc. provides portfolio management and pension consulting services to individuals and business entities, with a focus on customized portfolio construction and ongoing oversight. The firm manages approximately $25.6 million across nearly 292 client relationships, employing a range of investment strategies and maintaining a single-advisor structure.

Thomas Hatfield is a CFP® with 56 years of industry experience. He is currently with Family Freedom Wealth Management, LLC and has held prior roles at Spectrum Wealth Management, LLC, First Financial Coaching, Inc., and Triad Advisors, Inc. He also operates an insurance agency focused on life insurance sales. Family Freedom Wealth Management, LLC provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm serves clients through direct management and co-advisory arrangements, utilizing Modern Portfolio Theory and individualized investment policy statements to guide portfolio construction.

Gregory Wilson is the sole advisor at 323 Wealth Management, LLC in Flower Mound, TX. He holds CFP® and CFA® designations and has 21 years of industry experience, including 11 years at Charles Schwab. He is also a licensed insurance agent, with a minor part of his practice involving insurance sales. 323 Wealth Management is an independent advisory firm serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm offers managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets using a third-party aggregation platform.

John Kvale is a CFP® and CFA® with 30 years of industry experience. He has been with J.K. Financial, Inc. in Dallas, TX since 2005. J.K. Financial, Inc. provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs both fundamental and technical analysis with a long-term investment approach, incorporating options contracts and tailoring portfolios to client goals and risk tolerance.

Jeremy Andries is a CFP® professional with 20 years of experience in financial advising. He is currently with Flourish Financial Planning, where he has worked since 2020. Prior to this, he held roles at Guidestone Financial Services and related entities from 2009 to 2018. Outside of financial advising, he owns and operates Andries Tax Service LLC, providing individual and small business income tax preparation. Flourish Financial Planning serves individual, high-net-worth clients, and corporations, offering discretionary portfolio management and comprehensive financial planning. The firm uses a passive investment approach based on Modern Portfolio Theory and provides additional services such as employer-funded wellness meetings and limited tax-preparation options through an affiliated entity.

Thomas Hatfield is a financial advisor with Family Freedom Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Spectrum Wealth Management, LLC and First Financial Coaching, Inc., among other firms. Outside of his advisory work, Hatfield serves as a coach and board member for the Hillcrest Lacrosse Association. Family Freedom Wealth Management offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services. The firm primarily operates through co-advisor and referral arrangements, utilizing Modern Portfolio Theory and investment policy statements to tailor client investment programs.

Jesse Anderson is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He has been with Chronim Investments since 2005 and is based in Irving, TX. Outside of his advisory work, Anderson owns and operates several investment-related technology companies and a non-investment subscription management business. He is part of Snider Advisors, a four-advisor team that provides investment advisory and consulting services to individual and corporate clients. The firm employs a rules-based, income-oriented strategy known as the Snider Investment Method, combining systematic stock selection, option writing, and cash management, supported by proprietary screening tools and technology-enabled implementation options.

William Tevis is the principal advisor at Tevis Investment Management, LLC in Plano, TX, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has led his firm since its founding in 2013. Outside of his advisory role, a family member is involved as treasurer of a nonprofit organization providing medical services. Tevis Investment Management advises individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan advisory services. The firm manages over $230 million across approximately 151 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term holdings to shorter-term trading.

Michael Pendleton is a CFP® professional with 17 years of experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2008. He is also a shareholder at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson serves a diverse client base including individuals, pension plans, trusts, estates, and business entities, providing portfolio management and financial planning with customized asset allocation and ongoing monitoring. The firm integrates tax and financial planning through its affiliation with a full-service CPA practice.

Patrick Stuart is a Series 65-licensed financial advisor with six years of industry experience, currently practicing at Saddock Wealth, LLC since 2019. Prior to joining Saddock Wealth, he worked at GuideStone Financial Resources from 2011 to 2019. Outside of his advisory role, he has a landlord business. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection, working with a concentrated client base supported by two advisory professionals.

Collin Day is a financial advisor at Farris Capital Management Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Farris Capital Management since 2021. Prior to this, he was employed at WEB TPA Employer Services and also served at First Southern Baptist Church in St. George. Farris Capital Management provides financial planning, consulting, and portfolio management primarily to individuals, high-net-worth clients, and some business entities. The firm combines advisor-managed accounts with automated programs and employs a diversified investment approach that includes options strategies, defined-outcome ETFs, and regular portfolio rebalancing.

Michael Noel is a financial advisor with Taylor Stephens, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Wells Nelson & Associates, Braymen, Lambert and Noel Securities Ltd., Credit Suisse Securities, and Pershing LLC. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media start-up. Taylor Stephens provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes strategic asset allocation and diversification, managing assets through both discretionary and non-discretionary programs.

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.

Jerome Leftwich is a financial advisor at Financial Security Services Group, Inc. with 25 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at firms such as Q3 Asset Management and Flexible Plan Investments. Financial Security Services Group, Inc. provides advisory services primarily to individual and high-net-worth clients, managing approximately $83.4 million across about 323 client relationships. The firm offers discretionary asset management, financial planning, and client workshops, utilizing a combination of fundamental and technical analysis alongside proprietary market-timing strategies.

Bradley Linch is a financial advisor with Linch Financial, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Linch Financial since 2013 and spent six years at First Western Securities, Inc. prior to that. Linch Financial is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and business entities with discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies, including the use of derivatives such as options and margin.

Earl Jefferson is a CFP® professional with 22 years of experience in financial advising. He is affiliated with 7th Harvest Investments and has worked at Legacytexas Wealth Advisors, LLC since 2006. Jefferson occasionally serves as an adjunct professor at Southern Methodist University and holds licenses as an insurance agent. 7th Harvest Investments serves individual and organizational clients, including high-net-worth individuals and retirement plan sponsors, offering fee-based portfolio management, retirement plan consulting, and model portfolio services. The firm employs a combination of charting, fundamental and technical analysis, and manages portfolios with strategies ranging from long-term holdings to short-term trading.