Tectonic Advisors LLC, established in 2006, is a registered investment adviser based in Frisco, Texas. The firm specializes in providing investment advisory services to individuals, banking institutions, corporations, trusts, and pension plans. Tectonic Advisors manages discretionary assets under management of $4,182,554,459 and non-discretionary assets under management of $163,897,245 as of December 31, 2024. The firm offers three main programs: Separately Managed Account Program, T-Bank Program, and Model Portfolio Advisor Program. The minimum investment required for the SMA Program is $250,000, with the firm offering customized allocations and a fee of up to 1.00% of assets under management. Tectonic Advisors acts as a fiduciary, providing investment discretion to clients and utilizing Charles Schwab & Co., Inc. as the custodian. The firm's investment strategies focus on diversified asset allocation and dynamic portfolio management to mitigate risk and provide consistent returns. Tectonic Advisors also offers family office services tailored to high-net-worth families, providing comprehensive financial planning and wealth management. The firm's code of ethics emphasizes fiduciary duty, personal securities transactions, and conflicts of interest, ensuring client interests are prioritized. Tectonic Advisors participates in Schwab's institutional customer program, receiving benefits such as investment research and technology services. The firm does not vote on behalf of clients in proxy matters and maintains a policy of not voting on client securities.

Bsip Slp Gp, LLC is a financial advisory firm based in Frisco, Texas. It currently has approximately $337,283,505 of assets under management and employs about 17 people. Bsip Slp Gp, LLC uses a fee structure of performance-based fees and reimbursement for operating,overhead,and other services expenses.

STF Management, LP is a registered investment adviser established in August 2014, based in Frisco, TX. The firm specializes in offering advisory services such as Exchange Traded Fund management, market timing services, and educational seminars. They have entered into an agreement with Hennessy Advisors, Inc. to manage actively managed ETFs. The firm's investment strategies include the Tactical Unconstrained Growth & Income ETF and the Tactical Unconstrained Growth ETF, focusing on the NASDAQ-100 Index and US Treasury bonds. STF Management does not have account minimums and manages assets totaling $232,431,528 as of February 28, 2025. The firm charges a management fee for ETFs based on the daily average net asset value. They do not participate in wrap fee programs but may refer clients to third-party money managers, receiving compensation for such referrals. The firm does not engage in performance-based fees or side-by-side management. STF Management follows a Code of Ethics to prevent conflicts of interest in personal trading and has discretionary authority over client securities. The firm votes on proxies for client securities and does not have financial conditions that could impair meeting contractual commitments. Clients are provided with detailed information on the firm's investment strategies, fee structures, and potential risks associated with investments.

Kingstone Capital Partners Texas, LLC is a financial advisory firm based in Frisco, Texas. It currently has approximately $125,479,616 of assets under management and employs about 10 people. Kingstone Capital Partners Texas, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Stonebridge Wealth Management, LLC, established in 2008, specializes in providing investment management services for individuals, high net worth individuals, trusts, and retirement plans. The firm, based in Frisco, TX, manages portfolios on a discretionary basis, primarily utilizing passive and evidence-based mutual funds and Exchange Traded Funds (ETFs), with a focus on Dimensional Fund Advisors (DFA) offerings. Stonebridge may also include individual equity securities in client portfolios when necessary. Clients have the option to impose reasonable restrictions on the firm's discretionary authority. The firm charges an annual fee based on a percentage of assets under management, ranging from 1.00% for assets up to $999,999 to 0.40% for assets of $10,000,000 or greater. Stonebridge does not charge performance-based fees and requires a minimum account size of $1,000,000 for Investment Management Services, with exceptions considered on a case-by-case basis. The firm acts as a fiduciary and does not engage in principal or agency cross securities transactions for client accounts. Stonebridge's investment strategy is rooted in Modern Portfolio Theory, emphasizing long-term diversified portfolios and passive asset class mutual funds. The firm's investment philosophy aims to limit risk through broad diversification among asset classes and conservative fixed income securities. Clients receive quarterly performance reports and account reviews, with investment decisions based on client goals, objectives, and risk tolerance. Stonebridge Wealth Management, LLC is a registered investment adviser with a focus on acting in the best interests of its clients.

Wave Wealth Management, LLC is a registered investment advisor founded in July 2016 by Benjamin A. Jones, who serves as the President, Founder, and Chief Compliance Officer. The firm offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans, acting as a fiduciary to clients. Wave Wealth provides customized investment management and advisory solutions, utilizing a long-term investment strategy primarily focused on fundamental analysis, with additional use of technical and cyclical analysis methods. The firm offers financial planning services and retirement plan advisory services, with fees based on a tiered structure. Wave Wealth manages $116,576,041 in client assets as of December 31, 2024, with $115,763,485 managed on a discretionary basis. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have investment discretion over their accounts, and the firm does not accept or maintain custody of client assets. Benjamin A. Jones holds the CFP®, CIMA®, CPWA®, and EA designations, with a background in financial planning and extensive experience in the financial services industry. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information. For more information, clients can contact Wave Wealth at (972) 954-4100.