Anthony Assadi is a CFP® and CFA® with 16 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held a position at NTT Data from 2016 to 2019. In addition to his advisory role, he is licensed as an insurance agent. Alere Planning LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm often serves clients experiencing complex life transitions and manages most client assets on a discretionary basis using tailored asset-allocation strategies across active and passive investment models.

Alexander Wilson is a financial advisor at Provident Financial Planning, LLC in Plano, TX, holding a Series 65 designation. He has one year of industry experience, previously working at Navy Federal Credit Union and serving five years in the U.S. Navy. Provident Financial Planning provides asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a mix of fundamental, technical, and cyclical analysis in portfolio construction and offers both discretionary and non-discretionary management tailored to client needs.

Keith Smith is a financial advisor with Turner Capital Investments, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He also operates ERISA GROUP, LLC, focused on employee benefits and fixed insurance, and works as a senior account representative at Hub International Group, specializing in marketing employee benefits. Turner Capital Investments provides discretionary investment management to affluent individuals and business entities, offering defined, actively managed strategies that emphasize technical algorithms and market-directional approaches using stocks and exchange-traded funds.

Tyler Wright is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Bluegrass Legacy Planning, where he has worked since 2025. His prior experience includes roles at Triad Advisors, Charles Schwab, and Edward Jones. Wright is also involved in fixed insurance sales as a secondary business activity. Bluegrass Legacy Planning offers financial planning and subscription coaching services to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach and focuses on delivering written financial plans and coaching engagements rather than managing assets directly.

Matthew Madison is a financial advisor at Wave Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC and NYLIFE Securities LLC. Outside of advising, he is a licensed insurance agent. Wave Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $116.6 million for about 64 clients, offering customized portfolios primarily composed of low-cost mutual funds and ETFs, along with retirement plan advisory, insurance implementation, and tax preparation services.

Tina Hernandez is a financial advisor with Rival Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior roles include positions at Norcap Investment LP, SUB Saharan Opportunity Fund, and Kenwood Advisors. Rival Capital Management, LLC provides discretionary portfolio management and project-based financial planning to individual and high-net-worth clients. The firm employs a variety of investment strategies tailored to client objectives and emphasizes maintaining long-term purchasing power while integrating tax considerations and third-party services that utilize artificial intelligence.

Neal Patel is a financial advisor at MRM Financial Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities LLC, Guardian Life Insurance Company, MML Investors Services, LLC, and MassMutual Life Insurance Company. Prior to his advisory career, he was employed at Memorial Hermann Health System for six years. MRM Financial Advisors offers customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm emphasizes fundamental security analysis and manages accounts on a non-discretionary basis, requiring client approval before trades.

Tana Pennington is a financial advisor with The Lynd Group Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has also worked as an independent insurance agent since 2014, providing health and life insurance sales and services. The Lynd Group Advisors offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm emphasizes coordinating annuity contract management with insurance carriers and providing educational seminars and secure client portals.

Edward Farmer is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Solutions 4 Wealth since 2007 and is also associated with Advanced Planning Incorporated as an insurance agent. Solutions 4 Wealth is a team-based registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing portfolio monitoring, and financial planning services.

Franklin Parker is a CFA® charterholder and holds a Series 66 license, with 18 years of industry experience. He has worked at Directional Advisors since 2020 and previously spent six years at Bright Wealth Management, LLC. Outside of financial advising, he is the founder and chairman of Sailingstone Technologies, LLC, a software development and software-as-a-service company. Directional Advisors provides discretionary investment management, financial planning, and consulting services to individual clients, trusts, estates, nonprofits, and business entities. The firm employs a goals-based investment process that incorporates business-cycle analysis and tactical risk controls, managing approximately $43 million in client assets.

Christopher Scott is a financial advisor at Combs Capital Partners with three years of industry experience. He holds a Series 65 designation and has worked at Combs Capital Partners since 2022. Prior to his advisory role, Scott has held operations management positions in the energy sector, including his current role at Energy Transfer where he manages assets, budgets, and personnel. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for around 100 clients. The firm offers active asset management, tailored portfolio services, and financial planning, employing a combination of fundamental, technical, and cyclical analysis to pursue long-term, model-based strategies aligned with client objectives.

Justin Hunter is a CFA charterholder and financial advisor with six years of industry experience, currently serving at Ridgewood Wealth Management LLC since 2020. He also holds a non-investment role as Senior Director of Finance at HealthMarkets, Inc., where he has been employed since 2004. Ridgewood Wealth Management serves high-net-worth individuals and small businesses, providing tailored investment management and financial planning through an active management approach that includes ETFs, mutual funds, individual equities, and fixed-income instruments. The firm manages approximately $21.6 million in assets across a limited number of client relationships.

Jordan Pence is a CFP® professional with nine years of industry experience, currently serving as an advisor at MHA Financial Corp. He has held roles at several firms, including Advisors Resource and BFC Planning. Outside of his advisory work, Pence is involved in managing fixed insurance products through ARC Insurance Agency and serves as managing partner overseeing operations at Wealth Concepts Inc, a fixed insurance business. MHA Financial Corp provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index/ETF exposures with active management, and offers both discretionary and non-discretionary investment services.

William Orser is a CFA® charterholder and principal of Orser Capital Management LLC in Southlake, TX, with over a decade of industry experience. He previously worked at TXO Partners for ten years and held roles at Vortus Investments and Prior Mountain Energy. Orser Capital Management LLC provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis, managing approximately $290 million in client assets.

Careena Patel is a financial advisor with Wealth Benefit Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Pinnacle Wealth Management, LLP, Kingswood Wealth Advisors, PNC Investments, and BBVA-affiliated firms. She also provides financial planning services through Pinnacle Wealth in London. Wealth Benefit Advisors, LLC offers investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, focusing on customized portfolio management and retirement plan consulting. The firm employs various methods such as asset allocation and technical analysis, combining turnkey asset management programs and separately managed accounts to align with clients’ objectives and risk profiles.

Logan Wakumoto is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with one year of industry experience. Prior to joining McClure Capital Advisors, he worked at State Farm and Automated Testing Solutions. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and monitoring third-party subadvisors using ETF strategies, with discretionary management options available.

Stephen Shannon is an advisor at Panteles Advisors with Series 63 and Series 65 registrations and three years of industry experience. He has worked at Panteles Advisors since 2022 and previously spent one year at Citigroup Global Markets. Outside of advisory work, Shannon is the founder and manager of Colo Development Partners, a commercial real estate firm, and serves as a board member of the North Texas Community Foundation. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations with discretionary investment management and financial planning. The firm uses a strategic asset-allocation framework combined with multiple analytical approaches to customize portfolios and manages approximately $108 million in assets across about 39 client relationships.

David Piccolo is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Piccolo Investment Consulting since its founding in 2014. Outside of advising, he receives royalties from oil and gas production. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to individual and institutional clients. The firm emphasizes tailored portfolios using stocks, bonds, ETFs, and mutual funds, and serves a diverse client base including high-net-worth households, pension plans, trusts, and charitable organizations.

Sean Kelleher is a CFP® professional with 21 years of industry experience, currently serving at Riverchase Wealth Management, LLC in Flower Mound, TX. He previously worked at Kelleher Dean Tax Advisors, LLC for five years and has been with Riverchase Financial Planning, LLC for 15 years. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors, providing financial planning, discretionary investment management, retirement plan consulting, as well as tax preparation and IRS representation services. The firm emphasizes documented investment policy statements, tax-conscious strategies, and fiduciary roles for employer plans.

Benjamin Jones is a CFP® with 18 years of industry experience, currently serving as an advisor at Wave Wealth Management, LLC in Frisco, TX. He has been with Wave Wealth Management since 2016 and began working with WRM Strategies in 2025. He is also a licensed insurance agent and owns WRM Strategies LLC, a passthrough entity for insurance commissions. Wave Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis, supplemented by technical and cyclical methods, and offers additional services such as tax preparation, bookkeeping, and securities-backed lending.