Luis Razo is a financial advisor at Guiding Wealth Management, LLC in Richardson, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avant Enterprises and periods of unemployment. Guiding Wealth Management serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning services. The firm employs a combined approach of fundamental and technical analysis within a small team structure, managing approximately $59 million for a limited client base across multiple offices.

Martha Mcmurtray is a financial advisor with Dallas Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at LPL Financial from 2006 to 2022 before joining Dallas Financial Advisors in 2023. Outside of her advisory role, she is also a commissioned notary in Dallas, TX. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm uses a combination of modern portfolio theory and technical analysis, incorporating both long-term strategies and options trading, with an emphasis on fiduciary duties and monthly account reviews.

My name is Taylor Stewart, and I am the founder of Ataroke Wealth. I founded Ataroke based on two core beliefs. The first is that people just want to make the most of their money. What that means is they want to feel like they’re being intentional, like they’ve considered all of their options, and they’re doing the best that they can. They want to know that they’re putting the right amount of money to work in the right places to be able to do what is important to them. Or as one client put it, “I just don’t want to do anything stupid.” I also believe that people want help with this but they don’t often get help because they feel like they’re just going to get sold something. That’s why I started Ataroke, to be able to help people make the most of their money without all of the sales BS and conflicts of interest that have become so common in our industry. At Ataroke, we provide comprehensive fee-only financial advice which means 1) we can answer almost any question, and 2) we are only paid by you, there are no sales. So whether you’re looking for an ongoing partnership or just have a one-time planning need, I invite you to take a look at how we can help. And remember, when it comes to Ataroke, there are no sales, there’s just advice.

Scott Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has held various roles in mortgage lending and senior housing referral businesses and owns Jasper Consulting, a bookkeeping service. Outside of finance, Mr. Painter works as a contract soccer referee for local organizations. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning as well as discretionary and non-discretionary investment management. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and utilizes derivatives for risk management and return targeting, while also engaging in international development consulting.

William Dunk is a CFA® charterholder with 23 years of industry experience. He has been with Paradigm Advisors, LLC since 1995. Based in Dallas, TX, he is one of three advisors at the firm. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive and targeted financial planning, and personal tax return preparation through a third-party provider, employing a passive, model-based investment approach with a focus on low-cost, diversified ETFs.

Renee Sneed is a CFP® professional with five years of industry experience, currently serving at Leo Wealth, LLC. She has held roles at BFT Financial Group, LLC, Rockwall Wealth Management, Inc., and Dirkse and Associates, Ltd., where she also works as a tax accountant in a non-investment capacity. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies with an emphasis on tax efficiency and continuous account monitoring.

Andrew Abramson is a financial advisor at Olympus Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Wealth, LA Capital Wealth Management, Wealth Watch Advisors, Bank of America, Merrill, and the University of Arkansas. Outside of finance, he is a managing partner of North Texas Warriors Select Sports, a business focused on developing young basketball players, where he is involved in operational and coaching activities. Olympus Capital, LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting and participant education. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios tailored to client objectives and manages accounts on both discretionary and non-discretionary bases.

Teresa Farmer Clemens is a financial advisor with Vega Financial LLC holding a Series 65 designation and three years of industry experience. She has a background in education, having worked for the Plano Independent School District and Texas Connections Academy. She also serves as a substitute teacher for Plano ISD on a limited basis. Vega Financial serves individual, high-net-worth, and corporate clients, offering portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by tactical analysis and options strategies, with a small advisory team providing personalized service.

Valerie Field is a CFP® professional with four years at Strategic Financial Planning, Inc. and two years of industry experience. Her prior roles include work at Financial Synergies Wealth Advisors, as well as positions outside finance with Chipotle and Zoe's Kitchen. Strategic Financial Planning, Inc. advises individuals, retirement and profit-sharing plans, charitable organizations, and business entities on wealth management and financial planning. The firm employs an asset-allocation approach using exchange-traded funds and mutual funds, combining fundamental and technical analysis with both long- and short-term strategies.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

Karla Martin is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Wheat Givens Financial, Ember Financial Services, LLC, and in legal roles at The Ramage Law Group and The Law Offices of Kimberly J Munson. Outside of advising, she provides personal bookkeeping services. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs a variety of analytical methods and invests across mutual funds, ETFs, and equities while managing market, liquidity, and concentration risks.

Venugopal Reddy is a financial advisor at FBS Securities with Series 65, Series 63, and Series 66 licenses and seven years of industry experience. His prior work includes roles at FortyTwo Capital Ltd and World Choice Securities, Inc. He is a member of the Rotary Club of McKinney and participates in its community and charitable activities. FBS Securities provides discretionary portfolio management, financial planning, pension consulting, third-party administrative services, and educational seminars to a range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis in managing portfolios and offers active trading strategies and cryptocurrency exposure through separately managed accounts.

John Emmett is a financial advisor with Geneva Financial Group LLC in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Brokersxpress, LLC since 2007. In addition to advising, he is involved with Paraclete Advisors, which offers financial planning, life insurance, and annuities. Geneva Financial Group LLC provides fee-only, discretionary investment management and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm emphasizes broadly diversified, tax-efficient portfolios based on Modern Portfolio Theory principles and serves a client base that includes institutional-type entities uncommon for a firm of its size.

Michael Pettit is a CFP® and CFA® professional with two years of experience in financial advising. He currently works at Dornick Wealth Management in Dallas, TX, where he has been since 2025. His prior experience includes roles at Oak Hills Securities, Merritt Plus, and Veritex Community Bank. Pettit is also associated with L&E Properties, LLC in a non-investment-related capacity. Dornick Wealth Management serves high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm employs a blend of passive and active strategies grounded in modern portfolio theory and emphasizes a long-term investment approach.

Nicholas Moore is a CFP® with four years of industry experience, currently serving as an advisor at Ideology Wealth Advisors, LLC in Dallas, TX. His career includes roles at J.P. Morgan Securities, Legends Hospitality, and the Ritz-Carlton Hotel Company. Ideology Wealth Advisors provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach integrating value investing, technical analysis, and various investment vehicles, including ETFs and private placements.

Whitney Ann Nash is a Series 65 licensed advisor with Nashional Investments, based in McKinney, Texas, with eight years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of advisory services, she is involved as an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and manages companies providing qualified intermediary services for 1031 exchanges and escrow-only services. Nashional Independent Investment Management LLC serves individuals and business owners by managing discretionary and non-discretionary portfolios totaling approximately $10.4 million in assets. The firm offers a range of services, including portfolio management across traditional and alternative investments, hourly financial advising, and specialized 1031 exchange consulting, employing diverse analytical methods and strategies tailored to client goals and risk tolerance.

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 designation and less than one year of industry experience. He previously worked in a variety of roles including student loan consulting for Dr. Meredith Jones, LLC. Outside of investment services, he has co-ownership in a property management company. Allvet Financial serves individual clients, primarily veterinary professionals, offering discretionary asset management and integrated student loan repayment planning. The firm follows passive, buy-and-hold strategies based on modern portfolio theory and emphasizes long-term financial planning.

Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. He has been with TKC Wealth Management since 2016. Outside of his advisory role, he serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm employs a blend of fundamental intrinsic-value analysis and tactical asset allocation across various strategies tailored to client risk tolerances, and it offers comprehensive services including portfolio management, ERISA plan consulting, and insurance product recommendations.

Kalyan Cherukuri is an advisor at Velaga Advisors with a Series 65 credential and one year of industry experience. He previously worked at Texas Instruments for 24 years and currently serves as Director of Process Technology at Renesas Electronics America. Velaga Advisors is a boutique registered investment adviser serving individual and high-net-worth clients, focusing on family relationships. The firm combines fundamental and quantitative analysis with tax-aware portfolio construction and employs institutional sub-advisor strategies to manage specialized mandates.

Gregory Wood is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Concorde since 2014. Concorde Investment Management is a registered investment adviser managing approximately $376 million for around 125 clients, including individuals and various legal entities. The firm uses a value-and-income investment approach with fundamental analysis to build diversified portfolios, offering both discretionary and non-discretionary portfolio management and financial planning services.