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.

Clark Buchanan is a CFP® and Series 65 licensed advisor at Succession Financial, Inc. with three years of industry experience. He previously worked at Moss, Luse & Womble, LLC for six years and spent four years at Dallas Baptist University in various capacities. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental analysis and modern portfolio theory with both passive and active strategies, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services.

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.

Braiden Simpson is a Series 65-licensed financial advisor with four years of industry experience, currently serving at Legacy Folios since 2026. Prior to this, he held roles at Csenge Advisory Group, Peak American Financial Group, and Bankers Life among others. He is also the Chief Financial Officer of Gold Lake Capital Partners. Legacy Folios provides discretionary portfolio management services primarily to individuals and high-net-worth clients, employing a multi-method investment approach that includes charting, fundamental and technical analysis, and strategic asset allocation. The firm typically utilizes mutual funds alongside ETFs, equities, fixed income, and real estate funds to manage client portfolios.

Kenneth Haines Jr. is a financial advisor at MRM Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Company, Park Avenue Securities LLC, and Guardian Life Insurance Company. MRM Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a long-term, diversified investment approach with an emphasis on strategic asset allocation, disciplined rebalancing, and tax-aware recommendations, incorporating third-party managers and private investments when suitable.

Matthew Ludwick is a CFP® professional with 12 years of experience in financial advising. He has been with Fowler Financial Management since 2013. Ludwick holds a Series 65 license and maintains a life and health insurance license in Texas, though he is not currently appointed with any insurance companies nor receives commissions. Fowler Financial Management serves individuals, families, trusts, and closely held companies by providing investment management, financial planning, and estate-planning support. The firm combines fundamental and technical analysis with third-party research to create tailored portfolios, operating with a small, owner-operated structure and integrating estate-planning coordination with outside counsel.

Andrew Abramson is a financial advisor at Olympus Capital, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including Lincoln Wealth, Merrill, and Bank of America. Outside of finance, Abramson is a managing partner in North Texas Warriors Select Sports, a youth basketball development program where he is involved in operations and coaching. Olympus Capital, LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of charting, fundamental, and technical analysis to tailor portfolios and serves a focused client base with approximately $55 million in assets under management.

Teresa Farmer Clemens is a financial advisor at Vega Financial LLC with a Series 65 designation and four years of industry experience. She has a background in education, having worked with the Plano Independent School District for a total of 17 years. Outside of advising, she serves as a substitute teacher for Plano ISD. Vega Financial serves individual, high-net-worth, and corporate clients, offering portfolio management and comprehensive financial planning using a primarily passive investment approach informed by Modern Portfolio Theory and various analytical methods.

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.

John Brady Jr. is a financial advisor with Triumph Wealth Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at Leadership Financial Advisors, World Equity Group, TCM Securities, and VFG Advisors. Outside of his advisory work, he is an independent Texas state life insurance agent and managing partner of Leadership Financial Group, where he sells life, health, disability, long-term care insurance, and annuities. Triumph Wealth Advisors provides asset management, financial planning, and consultation services primarily to individual and business clients. The firm manages client portfolios on a non-discretionary basis and utilizes equities, fixed income, mutual funds, and ETFs, while also sourcing and monitoring third-party managers.

Billy Fowler is a financial advisor with Fowler Financial Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fowler Financial Management since 2003. Outside of advisory work, he has experience in independent insurance sales. Fowler Financial Management provides investment management, financial planning, estate-planning support, and consulting to individuals, families, trusts, and closely held companies. The firm manages approximately $30 million in assets and employs a combination of fundamental and technical analysis along with third-party research to develop customized portfolios, with an emphasis on estate-planning coordination and streamlined execution.

Karla Martin is a Series 65-licensed financial advisor with Align Financial Advisors, LLC, bringing two years of industry experience. Her prior roles include positions at Wheat Givens Financial and Ember Financial Services, LLC. Outside of advising, she provides personal bookkeeping services on a part-time basis. 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, managing multiple types of risk while allowing clients to tailor investment restrictions and engagement terms.

Venugopal Reddy is a financial advisor with FBS Securities in McKinney, TX, holding Series 63, 65, and 66 licenses and seven years of industry experience. His work history includes roles at FortyTwo Capital Ltd and World Choice Securities, among others. He is a member of the McKinney Rotary Club, participating in community service and charitable activities. FBS Securities provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm generally manages accounts on a discretionary basis using a combination of model portfolios and active trading techniques, including options and derivatives when appropriate, and offers specialized strategies such as digital-asset separately managed accounts.

Evangeline Herrington is a CFP® with 11 years of industry experience, currently serving at Herrington Wealth Management Corporation. She has worked at various firms including International Research Securities, Inc. and Edward Jones. Herrington is also an insurance agent selling life, annuities, and long-term care products and serves as an advisory council member of the Communities Foundation of Texas. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, managing roughly $41 million for about 36 clients.

John Emmett is a financial advisor with Geneva Financial Group LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior work includes positions at Brokersxpress, LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory role, he is involved with Paraclete Advisors, which provides financial planning, life insurance, and annuities. Geneva Financial Group LLC offers fee-only, discretionary investment management and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a broadly diversified, tax-efficient investment approach based on Modern Portfolio Theory and serves a client base that includes institutional-type entities such as corporate pension and profit-sharing plans.

William Blake II is a financial advisor at PMG Family Office, LLC in Plano, TX, holding a Series 66 designation with 15 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining PMG Family Office in 2021. PMG Family Office provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management using a combination of in-house oversight and third-party sub-advisors, employing strategies that include fundamental, qualitative, and sector analysis as well as the use of derivatives and structured products.

Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

Craig Love is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Securities America, FulcrumIO, WFG Advisors, BBVA Compass Investment Solutions, UBS Financial Services, and Merrill. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and sponsors a wrap fee program.

Christopher Chavez is a financial advisor at Apricity Financial, LLC with two years of industry experience. He previously worked at Fisher Investments and Blue Line Capital prior to joining Apricity Financial. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach is primarily fundamental-analysis driven, emphasizing diversified, low-cost ETFs while utilizing individual securities and alternatives as appropriate.

Whitney Ann Nash is a Series 65-licensed financial advisor with Nashional Investments in McKinney, TX, with nine years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of her advisory role, Nash is an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and is involved in managing entities that facilitate 1031 exchanges and escrow services. Nashional Investments serves individuals and business owners, including high-net-worth clients, offering portfolio management, hourly financial advising, and specialized real estate consulting such as 1031 exchange replacement-property identification. The firm advises on traditional and alternative investments using a variety of analytic methods and trading strategies, typically managing accounts with discretionary authority.