Aaron Plautz is a financial advisor with Principia Wealth Advisory, LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Principia since 2009. Outside of his advisory role, he is a member of Thousand Hills, LLC, a Series LLC that invests in private businesses, where he sources and evaluates investment opportunities for personal investment. Principia Wealth Advisory provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term investment approach using ETFs, mutual funds, individual securities, and options strategies, serving a mix of individual and institutional clients across multiple offices.

Matt Harrelson is a Certified Financial Planner® with 16 years of industry experience. He is currently with Principia Wealth Advisory, LLC in Dallas, TX. His prior experience includes roles at Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, Fidelity Brokerage Services, and Equitable Advisors. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a client-focused investment process incorporating ETFs, mutual funds, individual securities, and options strategies, and manages approximately $225 million in assets.

Michael Miller is a financial advisor at Principia Wealth Advisory, LLC in Dallas, TX, holding a Series 65 designation with 22 years of industry experience. He has worked at Principia Wealth Advisory since 2020 and previously spent five years at True North Advisors, LLC. Principia Wealth Advisory provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using ETFs, mutual funds, and individual securities, incorporating options and derivative strategies for hedging or income generation when appropriate.

Andrew Winningham is a CFP® professional with 11 years of industry experience, currently serving at Principia Wealth Advisory, LLC since 2015. He is a member of Thousand Hills, LLC, a private investment vehicle focused on sourcing and evaluating private business opportunities. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and corporate entities. The firm employs a multi-strategy investment approach incorporating ETFs, mutual funds, individual securities, options, and cash management across multiple offices.