Seth Blanck is affiliated with Blanck Financial and holds a Series 65 credential. He has industry experience beginning in 2022, including roles at Elektrobit GmbH and Texas Instruments. His work history also includes establishing Blanck Financial, LLC in 2026. Blanck Financial, LLC is a fee-only registered investment adviser providing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm’s investment approach incorporates asset allocation and diversification, utilizing a mix of passive and active funds across various securities, and offers tailored financial planning on a fixed-fee basis.

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, and Scottrade, Inc. Hendrik has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm managing about $36 million in discretionary assets for individuals and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis for selecting outside managers, and offers comprehensive financial planning and participant account management.

Bret Wilson is the sole advisor at Wilson Investment Services in Rockwall, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Wilson Investment Services since 2014. Wilson Investment Services provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing both technical/charting analysis and fundamental methods. The firm’s approach includes long-term strategies complemented by occasional short-term trading, covered-call overlays, and ETF hedges, with a client focus that includes mutual funds, equities, ETFs, fixed income, publicly traded REITs, and unit investment trusts.

Stanley Szafran Jr. is a financial advisor with Szafran Capital Management, LLC in Rowlett, TX, holding a Series 66 designation and 25 years of industry experience. He has held leadership roles at Trust Advisors, Inc. and Service Corporation International, where he serves as Director of Trust Investments and Vice President of Trust Advisors, Inc., a subsidiary of SCI. Szafran Capital Management provides fee-only investment advisory services to individuals, trusts, estates, and corporations, offering both discretionary and non-discretionary portfolio management. The firm focuses on client goals and risk tolerance using a blend of fundamental and technical analysis, and manages a small number of client relationships with approximately $11.9 million in assets under management.

Weston Haaf is a CFP®-certified financial advisor at Vantage Wealth Management LLC with 14 years of industry experience. Prior to founding Vantage Wealth Management in 2023, he worked at Fidelity Investments in various roles from 2013 to 2023. Outside of his advisory work, Haaf is involved with Living Life Properties LLC, a residential real estate rental property management business in Dallas, TX. Vantage Wealth Management LLC serves high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides tailored investment management and financial planning, implementing diversified, risk-based portfolios with discretionary and non-discretionary options, and frequently utilizes third-party advisers and custodians for execution and support.

John Canada is a financial advisor with Coppell Advisory Solutions LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Fusion Investment Advisors, LLC since 2012. In addition to his advisory role, he works as an insurance agent, enrolled agent, and mortgage broker, offering Medicare and elder care planning products as part of his services. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customized investment approach combining internally developed and third-party asset allocation models, implementing strategies with ongoing supervision and periodic rebalancing.

Lawrence Oliver is a financial advisor at Prosperity First Wealth Management with seven years of industry experience. He holds a Series 65 designation and has worked previously at Superior Industries. Oliver also serves as Vice President of Operations for First Co, an HVAC equipment manufacturer. Prosperity First Wealth Management offers portfolio management and integrated financial planning services to individuals, high-net-worth clients, self-employed individuals, and family trusts. The firm emphasizes custom portfolios using low-cost mutual funds, ETFs, bond funds, U.S. Treasury securities, and select individual securities, managing only non-discretionary accounts without custody of client assets.

Jaime Sanchez is a financial advisor at Partner Wealth Management, LLC in Rockwall, TX, holding a Series 63 designation with 31 years of industry experience. He has been with Partner Wealth Management since 2014. Partner Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical methods and trading strategies. The firm manages both wrap and non-wrap accounts, maintains a small client roster, and requires clients to use a single custodian, Charles Schwab.

Jacob Wade is a financial advisor at Shepherd Advisory LLC with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before founding Shepherd Advisory. Shepherd Advisory provides fractional family office and personal CFO services, comprehensive financial planning, and non-discretionary portfolio recommendations to high-net-worth individuals, families, and single-family offices. The firm uses a goals-based, holistic investment approach and coordinates with clients' broader advisory networks to deliver tailored financial solutions.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Robert Zoba III is a financial advisor at Crestview Wealth Management, LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at GDS Wealth Management, Veery Capital, and Hirtle, Callaghen & Co. Crestview Wealth Management is a small, recently established registered investment adviser that provides tailored portfolio management and financial planning services to individual and high net worth clients. The firm’s investment approach focuses on customized asset allocation using a variety of techniques aligned to each client’s risk tolerance and time horizon.

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.

Jason Gould is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Lifetime Wealth Management P.C. in Rockwall, TX. Prior to joining Lifetime Wealth Management, he worked at Gould Capital and the Traditum Group. Lifetime Wealth Management provides comprehensive financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies, offers specialized services such as Puerto Rico Act 60 consulting and private investment placement, and manages potential conflicts of interest through formal policies and compliance procedures.

Cory Falade is a financial advisor at Wealth More Enterprise, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Freeman Capital. Outside of his advisory role, he serves as an Accounting Manager at Stream Realty, a commercial real estate firm. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm uses proprietary software and algorithms to manage discretionary, ETF- and mutual fund-based portfolios and offers clients tiered plans with in-app access to human advisors.

Howard Johnson III is a Series 65 licensed advisor at Crestview Wealth Management, LLC with 10 years of industry experience. He has worked at several firms including Mercer Global Advisors and Lake Point Wealth Management. In addition to his advisory role, he is an independent insurance agent specializing in annuities, life insurance, and long-term care. Crestview Wealth Management is a registered investment adviser serving individual and high net worth clients with tailored portfolio management and financial planning services. The firm’s investment approach combines customized asset allocation with techniques such as dollar-cost averaging and technical analysis, aligning strategies to each client’s risk tolerance and time horizon.

Richard Lucas II is a financial advisor at NestEgg Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Brookstone Capital Management LLC and Veritrust Financial, LLC. Outside of advising, he is involved in selling rare gold and silver coins as an independent contractor. NestEgg Wealth Advisors is an independent financial planning firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides financial plans, client education through newsletters and seminars, and refers clients to third-party money managers under solicitor agreements.

Sylvia Mc Crackin is a Series 66-licensed advisor with Lifetime Wealth Management P.C. in Rockwall, TX, bringing nine years of industry experience. Prior to joining Lifetime Wealth Management in 2023, she spent six years with Edward Jones. She holds leadership roles in several community organizations, including serving as a board member and secretary of the Rockwall Rotary and as an ambassador for the Rockwall Chamber of Commerce. Lifetime Wealth Management provides financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies and offers services such as Puerto Rico Act 60 consulting and private investment placement assistance.

Zachary Taylor is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently an advisor at Lifetime Wealth Management P.C. and has previously worked at Connemara Group, Todd County Public Schools, SLAM Miami, the University of Miami, the State of Florida, and Merrill. Lifetime Wealth Management provides financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach and offers services such as Puerto Rico Act 60 consulting, private investment placement, and performance-based fee arrangements.

Renee Sneed is a CFP® professional affiliated with Rockwall Wealth Management in Rockwall, TX, with six years of industry experience. She has held roles at Leo Wealth, LLC, BFT Financial Group, LLC, and Dirkse and Associates, Ltd., where she works as a tax accountant in a non-investment capacity. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses diversified, low-cost ETF model portfolios with attention to tax efficiency and employs a broad range of strategies tailored to client risk tolerances and objectives.

Richard Dirkse is a CFP® with 39 years of industry experience. He is president of Rockwall Wealth Management and has served in leadership roles at Dirkse and Associates Ltd since 1984. Outside of advisory work, he provides bookkeeping, tax preparation, and IRS representation services through Dirkse and Associates. Rockwall Wealth Management offers portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency and uses a range of strategies tailored to client objectives, including a documented ERISA 3(21) fiduciary program for retirement plans.