Joshua Coursey

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.

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.

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.

Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.

Nathaniel Gardner is a financial advisor at Prime Personal Finance in Wylie, TX, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked at Wayfair for five years and NetScout for seven years, with a professional background in computer science and software engineering. Prime Personal Finance offers financial planning, ongoing review, and education tailored to individuals and households through monthly virtual meetings and regular communication. The firm emphasizes fixed-income securities and mutual funds with established track records, adjusts asset allocation based on client goals and risk tolerance, and operates on a fixed monthly fee without commission or performance-based compensation.

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.