Damon Wykrent is a CFP® professional with 20 years of industry experience and operates as the sole advisor at Wykrent, Damon, an independent firm based in Flower Mound, TX. Since 2009, he has also maintained a consulting and expert witness practice unrelated to investment advisory services. Wykrent, Damon manages approximately $21.3 million across 21 client relationships, serving individuals, trusts, estates, and charitable organizations. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing broad diversification through mutual funds and ETFs, and offers both discretionary and non-discretionary management along with comprehensive financial planning services.

Christopher Weimer is the principal of Weimer Financial Advisors LLC, an independent advisory firm based in Southlake, TX. He holds a Series 65 credential and has over 30 years of experience in business, primarily with Enterprise Holdings Inc. before founding his advisory practice in 2025. Weimer Financial Advisors LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers both ongoing advisory engagements and one-time project consultations, employing a long-term investment approach supplemented by tactical portfolio adjustments, and uses a fee model based on negotiated fixed, subscription, or hourly planning fees.

Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with two years of industry experience. He has worked in financial services since 2018, including roles at New York Life Insurance Company and Vivid Financial Group. In addition to his advisory work, Grant spends approximately half of his time as a licensed insurance agent. Vivid Wealth Management LLC provides investment advice to individuals and high-net-worth clients by recommending and coordinating with third-party money managers rather than managing portfolios directly. The firm assists clients in selecting appropriate managers, handling account paperwork, and monitoring performance, while operating through formal referral relationships.

Costa Tzotzis is a financial advisor at CST Financial Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cape Investment Advisory, Inc. and Cape Securities, Inc. prior to his current role. CST Financial Advisory LLC is an independent, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, and cyclical analysis, utilizing strategies from long-term investing to advanced trading techniques and access to private equity and secondary investment vehicles.

David Megarity is a CFP® professional with 32 years of industry experience. He currently leads Stratia Wealth Management, LLC and previously worked for Wells Fargo Advisors from 2009 to 2025. Megarity also operates as an independent insurance agent, selling insurance and annuity products. Stratia Wealth Management, LLC provides discretionary asset management, assets-under-advisement, and standalone financial planning primarily for individuals and high-net-worth clients. The firm employs a tailored investment process incorporating technical and cyclical analysis alongside various investment strategies, offering both discretionary management and advisory models.

Evan Mcdaniel is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He is the sole advisor at Eastlake Planning LLC, where he has worked since 2024. Prior to this, he held roles at MML Investors Services, LLC and Spectrum Financial Group. He is also an independent licensed insurance agent. Eastlake Planning LLC is an independent registered investment adviser managing approximately $44.6 million in assets for individual and high-net-worth clients. The firm offers portfolio management, retirement-plan fiduciary advice, and financial planning services, utilizing an investment approach focused on asset allocation and modern portfolio theory.

Atul Sethi is a financial advisor at Mooring Bay Capital Management with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Estrada Hinojosa & Company Inc. and Orix Corp USA. Mooring Bay Capital Management provides discretionary investment management, portfolio analysis, and financial planning primarily for high-net-worth individuals, estates, corporations, pension and retirement plans, and endowments. The firm specializes in actively managed fixed income portfolios, focusing on municipal and infrastructure debt across a range of credit qualities, and serves both institutional and high-net-worth clients.

Gregory Schmitz is a financial advisor with Copiam Wealth Management, LLC in The Colony, TX, holding a Series 65 designation and 19 years of industry experience. He has been with Copiam Wealth Management since 2014. Outside of advising, he works as an independent insurance agent. Copiam Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth households, and institutional clients. The firm employs an evidence-based, multifactor investment approach using low-cost, globally diversified funds and offers additional services such as financial planning, pension consulting, and educational workshops.

Johnny Kang is a financial advisor at Prestonwood Capital Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has been associated with NFPSI since 2014. Outside of his advisory role, Kang is involved in commercial real estate brokerage in Denver. Prestonwood Capital Management, LLC is an independent, state-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides discretionary portfolio management and financial advisory services, emphasizing customized asset allocation and fundamental security analysis tailored to client goals and risk tolerance.

Robert Wood is a financial advisor with Wood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. His prior roles include positions at Questar Asset Management and Woodbury Financial Services. Wood is also a licensed insurance agent offering fixed annuities and life and annuity sales. Wood Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, focusing on a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation. The firm manages client assets primarily on a non-discretionary basis and performs regular portfolio reviews and reporting.

Keith Chapman is the principal of Think818, LLC, an independent advisory firm based in Dallas, TX. He holds a Series 63 designation and has 29 years of industry experience. His prior roles include time at Cetera Advisor Networks and Summit Financial Group. Outside of financial advising, Chapman is involved in insurance sales and training through Chapman Wealth Management and Leap Systems, focusing on life insurance and advanced financial planning. Think818 serves individuals, trusts, estates, and retirement plan sponsors by providing retirement plan consulting, financial planning, and investment advisory services. The firm connects clients with third-party money managers using a quantitative and qualitative selection process and offers educational workshops and newsletters at no additional cost.

Shannon Carson is the president and sole owner of Alliance Wealth Management, LLC in Dallas, TX, with 19 years of industry experience. He previously worked at Capital Asset Advisory Services LLC and has served as president of Capital Security Financial Services LLC since 1999, where he markets fixed and fixed indexed annuities to 403b and 457 plan participants. Outside of financial services, he is involved in roofing sales through a business in Plano, TX. Alliance Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and 403b retirement plan participants. The firm employs proprietary tactical asset allocation portfolios driven by a rules-based quantitative algorithm, combining quantitative, technical, and fundamental analysis to manage risk and tailor portfolios to different risk profiles.

Morton Taylor is a financial advisor at FireHorse Strategic Investing, LLC with four years of industry experience. He holds a Series 65 designation and has worked concurrently at American Airlines since 1999. FireHorse Strategic Investing is a single-advisor registered investment adviser that manages discretionary portfolios for individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers tailored investment strategies involving equities, fixed income, ETFs, and select non-U.S. investments.

Jason Edgerton is a CFP® with 15 years of industry experience currently serving at Certified Financial Strategies Corporation. His prior experience includes roles at Citigroup Global Markets, Citicorp Investment Services, and Banc Of America Investment Services. Certified Financial Strategies Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm employs a combination of strategic and tactical asset allocation using both passive and active investment vehicles and offers services on discretionary and non-discretionary bases.

John Booth IV is a financial advisor at Bancroft Booth Capital Advisors in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America. He is also a licensed insurance agent, offering life insurance products to advisory clients as a sole proprietor. Bancroft Booth Capital Advisors provides discretionary asset management, comprehensive financial planning, and public seminars on investment topics. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, emphasizing fundamental analysis, ongoing portfolio monitoring, and a fiduciary standard.

Ben Jackson is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Street Light Wealth Management, LLC in Dallas, TX. Prior to founding his firm, Jackson worked at Morgan Stanley and Morgan Stanley Private Bank for seven and six years, respectively. Street Light Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm emphasizes fundamental equity analysis and options strategies within a long-term investment approach and also offers business valuation and specialized service tiers.

Cort Hoffman is a financial advisor at Hoffman Wealth Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his independent advisory firm in 2025, he worked in operational logistics and staff management at UPS from 2019 onward. Outside of his advisory role, he continues to manage operations at UPS as a full-time manager. Hoffman Wealth Advisors is a fee-only registered investment adviser serving individuals, families, and small business owners with integrated financial planning and investment management. The firm emphasizes diversified, low-cost index fund and ETF portfolios using long-term, passive, tax-efficient strategies based on Modern Portfolio Theory.

Matthew Slaton is the principal of Slaton Capital Advisors in Bartonville, TX, holding a Series 65 designation with seven years of industry experience. He has held roles at Equity Services, Inc. and InSight Financial Group, and has involvement in affiliate marketing through Gnarlife LLC. He has been managing his own firms, Slaton Capital Advisors Ltd and Slaton Capital Management LLC, since 2009 and 2005, respectively. Slaton Capital Advisors provides wealth advisory and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm employs an academically oriented investment approach focused on diversification, long-term portfolio structure, and risk management, and it serves both individual and institutional clients through comprehensive financial planning and portfolio management.

John Adams is a financial advisor at Adams Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, J.P. Morgan Securities, Baker Tilly Wealth Management, and Morgan Stanley. Adams Advisory Services provides discretionary portfolio management and comprehensive investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios, long-term investing, diversification, and tax-aware decisions, and often uses sub-advisors to implement investment strategies.

James Clemensen is a financial advisor with BFI Wealth Solutions, LLC in Dallas, TX. He holds the CFP® designation and has 14 years of industry experience. Prior to founding BFI Wealth Solutions in 2021, he worked at CliftonLarsonAllen Wealth Advisors, Avantax Advisory Services, and Wells Fargo Investments. Outside of advisory services, he is also an insurance agent with the Borden Hamman Agency. BFI Wealth Solutions, LLC provides discretionary and non-discretionary portfolio management and related advisory services to individuals and business clients. The firm primarily invests in model portfolios of exchange-traded funds and mutual funds, using fundamental analysis and Modern Portfolio Theory to tailor allocations according to client objectives and risk tolerance.