Ronald Hodges is a financial advisor at Crestway Advisory Group in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Crestway Advisory Group since 2020 and is also involved full-time with Crestway Insurance Group, LLC, an insurance brokerage specializing in life, health, property, and casualty insurance. Crestway Advisory Group provides discretionary and non-discretionary portfolio management and retirement-planning services tailored to professionals, executives, and business owners. The firm integrates income-planning recommendations through its affiliated insurance business and offers educational content, group workshops, and hourly financial planning.

William Larson is the sole advisor at William B. Larson, CPA, LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 12 years of industry experience. Since 2011, he has operated his CPA firm, integrating accounting and tax expertise into his financial advisory services. The firm provides personal financial reviews and planning primarily for young professionals, middle-income workers, and retirees, as well as consulting services for businesses on transactions and cash flow matters. Its investment approach emphasizes asset allocation and diversification using a top-down macroeconomic framework and Modern Portfolio Theory, favoring passive index funds with limited tactical allocations, and delivers non-discretionary advice without managing client investment accounts.

Jacob Wade is a financial advisor at Shepherd Advisory LLC with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before founding Shepherd Advisory. Shepherd Advisory provides fractional family office and personal CFO services, comprehensive financial planning, and non-discretionary portfolio recommendations to high-net-worth individuals, families, and single-family offices. The firm uses a goals-based, holistic investment approach and coordinates with clients' broader advisory networks to deliver tailored financial solutions.

Michael Sepulveda is a CFA® charterholder and holds a Series 65 license. He is the principal advisor at Meraki Advisors LLC in Dallas, TX, where he has worked since 2016, accumulating nine years of industry experience. Meraki Advisors serves individual and high net worth clients, offering discretionary portfolio management with a long-only equity strategy, financial planning, and investment policy development. The firm focuses on concentrated positions in equities, preferred equities, ETFs, and closed-end funds, and incorporates options and derivative strategies within a strategic portfolio framework.

Geoffrey Collette is a CFA® charterholder and financial advisor at Aeon Capital Partners, LLC in Dallas, TX, with six years of industry experience. Prior to joining Aeon Capital Partners in 2020, he worked at Bares Capital Management, Inc. and Citi Employee Private Equity Management. Aeon Capital Partners provides discretionary investment management to individuals, high-net-worth clients, and foundations, employing a bottom-up, fundamental equity strategy focused on a concentrated portfolio of long positions without market-capitalization constraints.

I’m an independent, fee-only financial planner and the founder of Vessel Financial Planning. I help individuals and families align their use of money with what they value most, so financial decisions feel clearer, more thoughtful, and less overwhelming. My role is to provide structure, perspective, and steady guidance as life and priorities evolve. Vessel was built with real life in mind. I work with people balancing careers, family responsibilities, and long-term goals that often compete for time, money, energy, and attention. A core part of my process is helping clients identify what truly matters to them, then returning to those values as decisions arise. Rather than focusing only on investments, we look at the full picture, including cash flow, goals, tradeoffs, and the practical choices that shape both daily life and long-term direction. Financial planning at Vessel is an ongoing, collaborative process. Values are not something we define once and set aside. They serve as a reference point over time, helping clients stay grounded when circumstances change or decisions feel uncertain. My goal is to be a steady partner who helps clients make thoughtful money decisions with greater confidence and clarity, so they can focus on living the life they want to live.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Steven Schlegel is a CFP®-certified financial advisor with 24 years of industry experience. He is a principal at Schlegel Dunn LLC, where he has worked since 2025, following a 20-year tenure at Commonwealth Financial Network. Schlegel is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Schlegel Dunn LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $279 million across about 154 client relationships. The firm employs a fundamental, long-term investment approach using diversified portfolios primarily composed of ETFs and low-cost mutual funds, offering discretionary management and comprehensive financial planning through a three-advisor team.

Holly Brower is a financial advisor at 1836 Asset Management, LLC with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining 1836 Asset Management, she worked at Grey Rock Asset Management, LLC and Raymond James & Associates. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership approach complemented by a range of strategies executed by subadvisers, with a notable emphasis on non-discretionary accounts and tailored client approval processes.

Gregory Matthews is a CFP® with 30 years of industry experience, currently serving at Triumph Wealth Advisors, Inc. since 2013. He has also been associated with World Equity Group, Inc. since 2019 and has operated as a sole proprietor since 1995. Outside of advisory work, Matthews serves on the Board of Directors for the North Texas Letter Winners Association and facilitates client access to estate planning services through a referral relationship with Estate Docs Pro. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, using a variety of investment vehicles and third-party managers, and serves clients without a firm-level account minimum.

Adam Rich is a financial advisor at Schlindwein Associates LLC in Dallas, TX, holding a Series 63 designation with 26 years of industry experience. He has been with Schlindwein Associates since 2013. Schlindwein Associates provides discretionary and non-discretionary investment supervisory services to individual and institutional clients, offering investment guidance and consulting for corporate and not-for-profit plans. The firm manages client assets through model portfolios based on client goals and risk tolerance, employing a proprietary fund-ranking system and strategic asset allocation across mutual funds, ETFs, and alternative investments.

Scott Williams is a financial advisor with Palogic Value Management, L.P. in Dallas, TX. He holds a Series 65 credential and has 7 years of industry experience. Williams has worked at Palogic Value Management since 2009 and has also been affiliated with Goldman Sachs since 2003. He serves as a director of Renaissance Oil and Gas. Palogic Value Management provides discretionary investment management to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, and institutional investors. The firm employs a bottom-up, value-oriented approach, utilizing long and short positions as well as hedging strategies.

Michael Wells is a financial advisor with The Better 401(k) Source, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior work includes a year at Amazon.com and ongoing involvement with Empirical Modeling & Analytics since 2016. The Better 401(k) Source operates as the advisory program of Empirical Modeling & Analytics, serving mid-sized 401(k) and 403(b) plan sponsors with assets typically between $10 million and $50 million. The firm employs a mix of passive investment instruments and proprietary risk assessment techniques, and provides fiduciary services alongside participant education and benchmarking support.

Christopher Arnold is a financial advisor with Eddleman & Eddleman Inc, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His work history includes roles at JMFA, Gall's LLC, Faro Technologies, W.W. Grainger, and Archetype Investment Advisors. Outside of his advisory duties, he serves as a Field Consultant with John M Floyd & Associates, working with banks and credit unions. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities through discretionary portfolio management, financial planning, and project analyses. The firm combines investment management with affiliated accounting services and a venture capital vehicle, utilizing an academic, evidence-based approach to portfolio construction focused on long-term strategies.

Stuart Greenfield is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis and employs both long- and short-term trading strategies, including margin borrowing and options writing, managing approximately $363 million in discretionary assets.

David Rice is a financial advisor at The Helix Financial Group with 32 years of industry experience. He has been with The Helix Financial Group since 2007 and has also operated as a self-employed advisor since 2004. His credentials include the Series 63 and Series 65 licenses. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation framework with tactical adjustments and global diversification, managing approximately $107 million in assets primarily on a non-discretionary basis.

Ivan Sacks is a financial advisor at Kingsley Advisors, LLC in Dallas, TX, with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kingsley Advisors since 2015, with a brief tenure at National Asset Management, Inc. from 2015 to 2017. Kingsley Advisors provides discretionary portfolio management to individual and institutional clients, focusing on deep-value, out-of-favor opportunities through concentrated positions in a limited number of securities. The firm offers its investment strategy exclusively via its own wrap fee program, managing portfolios primarily through separately managed accounts.

Alexander Cohen is a financial advisor at Alexander D Cohen Investments, LLC with 11 years of industry experience. He holds a Series 65 designation and also owns a Texas-registered CPA firm specializing in tax and consulting services, including financial statement compilations. Cohen has been leading his investment firm since 2014 and his accounting practice since 2009. Alexander D Cohen Investments, LLC provides portfolio management and selection-of-adviser services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual fund selection based on modern portfolio theory, operates mostly on a non-discretionary basis, and integrates investment advice with the principal’s accounting background.

David Schubert is a CFP® with six years of industry experience, currently serving as a financial advisor at Carrington Advisors, LLC. His prior roles include positions at The Vanguard Group, Fidelity Investments, New York Life, and ROGERS FINANCIAL GROUP. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management and financial planning services. The firm uses a personalized investment process that incorporates both fundamental and technical analysis, relying on third-party managers and an outsourced chief investment officer for asset allocation and portfolio monitoring.

Financial security frees up your time and lets you pursue bigger goals. This idea is central to our work. Our comprehensive financial plans are crafted around your family’s values and goals. We strive to give you the peace of knowing exactly where your family’s finances are today, and the confidence of knowing what you are working towards and how to get there. Sanjay Pamurthy and Devin Talbot spent two decades as Corporate Finance executives (PepsiCo and The Freeman Company for Sanjay, Dr. Pepper Snapple, Deloitte for Devin) helping these firms build world-class finance teams and processes. During those years, both were avid investors and students of our economy and capital markets. This background shaped their belief that we live in both the best country and the best time for wealth creation. Even so, they realized that finances remain sources of anxiety to so many families. In 2021, Sanjay decided it was time to start Artham and apply his finance experience to help people master their own financial well-being. Devin joined him in the endeavor in 2026. Sanjay lives in Dallas with his wife, Chrisette (a successful physician and entrepreneur), and two adult children, Ketan and Anjali. Devin lives in Fort Worth with his wife, Rachel (a physician as well) and two daughters, Juliette and Eloise.