Collin Lafollette is a financial advisor at Bent Tree Trust Advisors, LLC in Richardson, TX, with 21 years of industry experience. He holds a Series 63 designation and has worked at Bent Tree Trust Advisors since 2018. Outside of his advisory role, he is a partner and investor in KDL Medical Inc. Bent Tree Trust Advisors serves individual and high-net-worth clients with financial planning, consulting, and referral-based investment supervisory services. The firm uses a long-term, buy-and-hold investment approach based on Fama–French principles and relies on third-party sub-advisors for portfolio management.

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.

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

David Gunderson is a financial advisor at US Freedom Capital Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Tobin & Company Securities LLC and Corsair Ventures, where he oversees real estate development activities. Gunderson is also a founding partner of Power Cord Energy LLC, an electricity brokerage. US Freedom Capital Advisors LLC provides investment advice and portfolio management primarily to pooled investment vehicles and individuals investing through EB-5 funds, focusing on U.S. real estate, healthcare, and EB-5–related projects. The firm employs a fundamental analysis approach and offers discretionary management with multiple fee arrangements.

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC with a Series 65 credential and one year of industry experience. Prior to founding his advisory firm, he held various roles at Microsoft and other technology companies. In addition to his advisory work, he is employed full-time as a Digital Technology Specialist at Microsoft. Crescent Investment Solutions LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual clients. The firm employs a variety of analytical methods and combines long- and short-term trading strategies across multiple asset classes, focusing on individualized advisory relationships rather than pooled or institutional mandates.

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Dmitri Rabkin is the sole advisor at Rabkin Advisors LLC in Richardson, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding his independent advisory firm in 2017, he worked at Amdocs Inc. for 14 years. Rabkin Advisors LLC provides discretionary portfolio management primarily to individual investors, including IRAs and self-directed 401(k)s, as well as trusts, estates, and small-business pension clients. The firm’s investment approach focuses on dividend-paying companies with growth potential and share repurchases, offering personalized plans and ongoing portfolio monitoring tailored to each client’s objectives and risk profile.

James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.

Ilya Kisin is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been the principal and sole advisor at Kisin Wealth Management LLC since 2017 and previously worked at SSI Investment Management from 2013 to 2019. Kisin Wealth Management LLC provides fee-based advisory services to individual clients and their trusts and estates, specializing in discretionary, custom portfolio management with a tactical allocation focus. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes derivatives and option strategies within separately managed accounts.

Ronald Harrison is a financial advisor at Planb Tax & Wealth Advisors LLC in Richardson, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA tax preparation and accounting practice since 1994. Prior to founding Planb Tax & Wealth Advisors in 2019, he worked at Fox Wealth Advisors from 2015 to 2019. Planb Tax & Wealth Advisors provides tax-aware wealth planning and portfolio management for individual clients, integrating tax planning into investment decisions. The firm serves a diverse client base that includes individuals, corporate and business clients, pension plans, charitable organizations, and various financial institutions.

Charles Manthey is a CFP® with 38 years of experience in financial services. He is the president and sole advisor of Bluechip Financial Planning, Inc., an independent firm based in Richardson, TX. Before founding Bluechip Financial Planning, he worked at Securities America, Inc. for 28 years. Manthey also serves as a voting board member of the Prairie Club. Bluechip Financial Planning serves individual clients, including high-net-worth individuals, offering financial planning and asset management through both discretionary and non-discretionary accounts. The firm uses a combination of fundamental, technical, and economic analyses along with outsourced platforms and model portfolios to manage client accounts.

Nathaniel Gardner is a financial advisor at Prime Personal Finance with one year of industry experience. He holds a Series 65 designation and previously worked at Wayfair and NetScout. His background includes nearly two decades as a software engineer in computer science. Prime Personal Finance provides tailored financial planning, ongoing review, and education to individuals and households through virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds, offering advisory guidance without discretionary authority or custody, and operates on a fixed monthly fee model without commissions or performance-based fees.

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, Scottrade, and TD Ameritrade. He has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm serving individuals and high-net-worth clients. The firm primarily implements passive, asset-class-based portfolios guided by Modern Portfolio Theory, complemented by fundamental analysis and manager due diligence when recommending outside managers or investments.

Trey Turner is a financial advisor at Hackberry Capital Management with eight years of industry experience. He holds a Series 65 designation and maintains full-time employment as a design engineer at L3 Technologies. Hackberry Capital Management provides discretionary portfolio management primarily to individual investors, including high-net-worth individuals, as well as corporations and other businesses. The firm employs a concentrated global value investing approach, focusing on long-term appreciation without using leverage.

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Jetmir Ahmeti is the principal of Ahmeti Wealth Management, LLC, an independent advisory firm based in Richardson, TX. He holds a Series 66 designation and has 16 years of industry experience. In addition to his advisory work, he maintains active Property & Casualty and real estate salesperson licenses in Texas and offers those services to clients. Ahmeti Wealth Management provides portfolio management, investment management, and financial planning services to individuals, corporations, and employer-sponsored retirement plans. The firm manages approximately $3.2 million in client assets and employs a discretionary, customized investment approach that incorporates fundamental analysis and macroeconomic factors.

Zeta Russell is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Tuggle & Russell, L.L.C. in Richardson, TX, where she has worked since 2003. She is licensed to sell annuities, life, and health insurance through a related insurance sales business. Tuggle & Russell, L.L.C. provides discretionary investment management and financial advice to individuals, high-net-worth clients, trusts, and estates, with a focus on generating cash income through a long-only, investor-oriented approach. The firm also offers tax preparation, tax consultation, and free educational presentations to clients and the public.

Bret Wilson is the sole advisor at Wilson Investment Services in Rockwall, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2014. Wilson Investment Services manages approximately $14.8 million for 29 individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm emphasizes technical and charting analysis alongside fundamental analysis, implementing ETF-centric portfolios that include long-term holdings, short-term trading, covered-call writing, and hedging strategies.

Whitney Davis is a financial advisor with Davis Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior work includes roles at LPL Financial, Freeport LNG, Phillips 66, and Deloitte. Outside of advisory services, she is a business owner of Resurrezione, LLC, a non-investment-related enterprise. Davis Financial Services is an independent, single-advisor registered investment adviser serving primarily individuals and high-net-worth clients. The firm offers discretionary asset management and financial planning with an investment approach that integrates behavioral, charting, cyclical, fundamental, and technical analysis, managing accounts on a discretionary basis with quarterly reviews and customizable investment restrictions.