John Wessels is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Fusion Capital Management, Merrill, and Northwestern Mutual Investment Management. Since 2017, he has also been involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and business entities. The firm utilizes an open-architecture platform with both fundamental and technical analysis, managing over $1.1 billion in client assets while offering a broad range of investment strategies and continuous portfolio monitoring.

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

I began in this industry in 2010 in the aftermath of the financial crisis, working in a largely transactional, commission-based role during my first year. My employer at the time focused heavily on investments and placed little emphasis on financial advice. My following employer was fee-based - favoring the AUM business model - and focused much more on financial planning. At face value, this was a great change for me. However, as my career progressed and I learned more about our industry, my feelings on the AUM business model began to evolve. Over time, I became disenchanted with the notion that an advisor should be entitled to a cut of a client’s portfolio. It also began to dawn on me that – in this industry – most employers would value me based on how much money I brought in each year, and not necessarily on how much I was helping my clients. This ultimately is what led me to breakaway, become fully independent, and establish Fair Asset Management. I am a CERTIFIED FINANCIAL PLANNER® professional. Back in 2010 when I got my start, this was considered the “gold standard” credential of the financial planning profession. This designation - while important & valuable - represents minimum, baseline knowledge, and serves as a starting point to furthering your expertise through continuing education. I went on to become a Certified Private Wealth Advisor® professional. The CPWA® curriculum focuses on serving the needs of clients with a minimum net worth of $5 million and goes far deeper than the CFP® into areas like high-net-worth estate planning strategies, and planning for corporate executives. My experience as a CPWA® professional uniquely qualifies me to develop specific strategies to minimize taxes, monetize & protect assets, maximize growth, and transfer wealth. I then became admitted to practice before the Internal Revenue Service as an Enrolled Agent (EA). Enrolled Agent status is the highest credential the IRS awards. As taxes are intertwined with virtually every aspect of financial planning, having such a broad base of knowledge & expertise allows me to help clients navigate an ever-changing tax landscape. Enrolled Agents, like tax attorneys & CPAs, are unrestricted as to what types of tax matters they can handle. In addition to the above credentials, I am also a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®).

Jian Kong is a financial advisor at Amerina International Capital Management LLC in Dallas, TX, with 13 years of industry experience. He holds a Series 65 designation and has been with Amerina since 2012, also working at Alphabetwise Capital LLC since 2022. Kong serves as the managing member of Amerina, overseeing daily operations and investment management. Amerina International Capital Management LLC provides discretionary investment supervisory services to individuals, high-net-worth clients, and corporations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading strategies with discretionary authority to execute transactions on behalf of clients.

David Weber is the sole advisor at Uniplan Financial Investments Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been affiliated with Uniplan Financial Investments since 2013 and has a long-standing career dating back to 1986 through his ownership and presidency of Uniplan Financial Services, Inc. Outside of his advisory role, Weber serves as treasurer for the Dallas Association of Health Underwriters. Uniplan Financial Investments provides financial planning and consulting services primarily to individual and high-net-worth clients, referring assets to third-party money managers. The firm offers customized advice through documented investment objectives and ongoing support but does not exercise discretionary trading authority or custody client assets.

James Browne is a financial advisor at Coleman River Capital LLC in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coleman River Capital since 2003. Coleman River Capital LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm employs a combination of fundamental and technical analysis to construct concentrated long and short portfolios using U.S. equities, ETFs, and listed options, including strategies such as short sales and margin trading tailored to client risk profiles.

Collin Lafollette is a financial advisor at Bent Tree Trust Advisors, LLC with 22 years of industry experience. He holds a Series 63 designation and has worked with Bent Tree Trust Advisors since 2018. Outside of his advisory role, Lafollette is a partner and investor in KDL Medical Inc., a non-investment-related business. Bent Tree Trust Advisors is a single-adviser independent firm serving individual clients with financial planning, investment advisory, and portfolio oversight services, integrating insurance and annuity solutions alongside advisory work.

Robert Brooks is the principal of Prudent Money Financial Services in Addison, TX, with 34 years of industry experience. He has operated Rp Brooks Financial, Inc. since 2000 and holds a Series 63 designation. Outside of advisory work, he is also an author of a book titled *Deceptive Money*. Prudent Money Financial Services provides fee-based money management and personal financial planning primarily to individual investors, as well as institutional clients such as pension and profit-sharing plans. The firm uses a contrarian, actively managed approach with strategic and tactical asset allocation, offering diversified portfolios tailored to clients' risk profiles.

Gregory Jardine is the sole advisor at Jardine Financial Group, an independent registered investment adviser based in Richardson, TX. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Jardine has led his firm since its founding in 2015. Jardine Financial Group provides discretionary asset management and financial planning primarily for individuals, including high-net-worth clients. The firm employs a combined quantitative and qualitative investment process based on modern portfolio theory and manages client accounts on a discretionary basis with documented Investment Policy Statements.

Ryan Ammon is a Certified Financial Planner™ (CFP®) with 13 years of industry experience, currently serving as the sole advisor at Double Eagle Wealth Management LLC in Dallas, TX. Prior to founding Double Eagle Wealth Management in 2024, he spent 12 years at Edward Jones. He is also a licensed insurance agent offering fixed insurance products. Double Eagle Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, nonprofit organizations, and corporate entities. The firm utilizes a mix of separately managed accounts, ETFs, alternative investments, and integrated tax services, serving a client base that includes corporate clients and pension plans.

Ross Pauley is a CFP® professional with 25 years of experience in financial advising. He is the principal of Capital Achievements, LLC in Dallas, TX, where he has worked since 2017. Prior to that, he operated Pauley Financial Services, Inc. for over two decades and was involved with Now's the Time - Move Forward, LLC from 2022 to 2024. Capital Achievements provides investment management and financial planning services to individuals, families, and trusts, managing over $154 million in client assets. The firm focuses on active asset management, comprehensive planning, and offers both discretionary and non-discretionary account management, with a client base that is relatively small compared to its asset size.

Dhiren Xavier is the sole advisor at Serendib Capital Management LLC, an independent firm based in Coppell, TX. He holds Series 65 and Series 66 licenses and has nine years of industry experience, including prior work at Edward Jones. In addition to his financial advisory work, he maintains a project-based technology consulting practice. Serendib Capital Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $6.1 million across a small client base, employing a range of strategies including derivatives, margin trading, and options writing, with portfolio management grounded in fundamental, technical, charting, and cyclical analysis.

Warren Covert is a Series 65-licensed financial advisor at FSO Wealth in Dallas, TX, with one year of industry experience. His prior roles include work with Global Fiduciary Partners LLC and the U.S. Department of State. FSO Wealth provides financial planning and investment management to individuals and high-net-worth clients, offering services that include seminars and workshops for institutional and public groups. The firm emphasizes a planning-first approach with tailored recommendations and primarily non-discretionary investment management, alongside formal educational offerings and self-directed courses.

Anthony Nagle is a financial advisor with Lowercase Capital, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Lowercase Capital since 2018 and concurrently holds a technical and management role at IBA Proton Therapy, Inc. outside the investment field. Lowercase Capital serves individual, high-net-worth, and business clients in Texas, providing investment advisory services and financial-literacy training. The firm employs a combination of fundamental and technical analysis within a macroeconomic context, offering equity income and equity value strategies benchmarked to public ETFs, with regular performance reporting and client statements.

Clair Crossland is the principal and sole advisor of LFS RIA, LLC in Dallas, TX, with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been with LFS RIA since 2010, as well as with Lifetime Financial Strategies since 1987. His activities include serving as an expert witness in lawsuits related to fixed insurance products and involvement as a passive partner in family farming ventures. LFS RIA, LLC is an independent Registered Investment Adviser providing wealth and income planning, financial planning, and portfolio management to individuals, families, pension and profit-sharing plans, trusts, estates, and small businesses. The firm combines low-risk, moderate-risk, and growth-oriented investments through an asset-allocation approach informed by efficient-frontier principles, integrating commissionable insurance and banking products alongside traditional investment offerings.

Shayan Mozaffar is a financial advisor at 10x10y LLC in Dallas, TX, holding a Series 65 designation with four years of industry experience. He has worked at firms including Parian Global, Woodson Capital, and Solomon Global Management. Mozaffar is also an adjunct professor at Columbia Business School, where he teaches a course on Advanced Investment Research. 10x10y LLC provides discretionary investment management and portfolio oversight for individual and institutional clients across multiple asset classes. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis to construct concentrated long and short positions, utilizing tools such as ETFs, options, and leverage.

Chad Thompson is a financial advisor at AlgoTech Financial LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. He previously worked at JP Morgan Chase & Co. for eight years and Verizon for five years. AlgoTech Financial LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory and Monte Carlo techniques to construct portfolios aligned with client goals, and it offers public educational seminars and workshops.

Edward Sullivan Jr. is a CFA® charterholder with 17 years of industry experience. He is the sole advisor at EFS Asset Management LLC, an independent firm based in Dallas, TX. Prior to founding EFS Asset Management in 2024, he worked at Five Keys Capital Advisors, Inc. and Belmont Global Advisors Inc. EFS Asset Management LLC provides discretionary portfolio management to high-net-worth individuals through separately managed accounts, offering tailored investment strategies across various asset classes including equities, fixed income, ETFs, mutual funds, and structured products. The firm combines macroeconomic analysis with security-level selection and operates with discretionary trading authority subject to client-imposed limits.

Jacob Millican is the sole advisor at 9M Investments, LLC, an independent firm based in Grapevine, TX. He holds Series 63, 65, and 66 licenses and has 14 years of industry experience. Prior to founding 9M Investments in 2017, he worked at TAG Employer Services for one year. 9M Investments serves individuals, high-net-worth clients, charitable organizations, and businesses, including employer-sponsored defined contribution plans. The firm primarily uses passive investment management with index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and offers comprehensive financial planning and plan management services.

Mary McMahon is a CFP® professional with 15 years of experience in financial advising. She has led MSM Advisory, LLC since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves as a chapter president for Master Networks and is involved with Rotary International. MSM Advisory serves individual clients, including high-net-worth individuals, and small businesses by providing comprehensive financial planning and investment consultation. The firm uses a mix of fundamental, technical, and cyclical analysis with strategies such as Modern Portfolio Theory and Core+Satellite, often recommending third-party managers through an Envestnet platform while maintaining non-discretionary client relationships.