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.

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.

Matthew Nelson is a financial advisor at Flourish Financial Planning with five years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Nelson is a partner and executive in tax preparation businesses, including Nelson & Nelson Tax Services, Inc., where he serves as Vice President. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory approach with primarily passive investments and provides comprehensive financial planning and employer-funded educational workshops.

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 in Plano, TX, holding Series 63, Series 65, and Series 66 licenses, and has 15 years of industry experience. His prior roles include positions at Merrill, Chase Investment Services Corp., Index Fund Advisors, Inc., and Amazon.com. He is also affiliated with Empirical Modeling & Analytics, where he has worked for over 10 years. The Better 401(k) Source operates as Empirical Modeling & Analytics’ advisory program, serving sponsors of mid-sized 401(k) and 403(b) plans with assets typically between $10 million and $50 million. The firm combines passive investment strategies with a unique “Elasticity” risk modeling approach and offers fiduciary services, pension consulting, and participant education.

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.

Alicia Harrison is a financial advisor with Money Script Wealth Management, PLLC in Grand Prairie, TX. She holds a Series 65 designation and has been with Money Script since 2017. Prior to that, she worked at Palos Verdes Footwear from 2013 to 2017. Money Script Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and employs a blend of fundamental analysis and modern portfolio theory in its investment approach.

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.

Teresa Gast is a financial advisor at Privus Financial, LLC in Irving, TX, holding a Series 65 credential with 23 years of industry experience. She previously worked at Cain, Watters & Associates, P.L.L.C. for ten years and has been with Privus Financial since 2017. Gast holds minor ownership interests in Tectonic Holdings, LLC and T Acquisition, Inc., which are affiliated with firms that provide additional investment-related services to Privus clients. Privus Financial serves individual clients and pension and profit-sharing plans, including both high-net-worth and non-HNW individuals. The firm offers financial planning, estate-planning coordination, tax management, and accounting services, typically referring clients to third-party advisers who manage portfolios on a discretionary basis while Privus coordinates and reviews these relationships.

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.

Frank Precht is a financial advisor with GFN Capital Management in Richardson, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been involved with Kovack Securities, Inc., Glazer Capital Management, and Glazer Financial Network since the early 1990s. Outside of his advisory work, Precht manages a hunting lease in Eastland County, Texas, and is involved in cattle sales. GFN Capital Management provides investment advisory and management services to a broad client base, including individuals, trusts, corporations, and retirement plans. The firm employs a variety of analytical approaches and trading strategies, offers access to model portfolios and third-party managers, and supports pension administration and accounting services through its affiliated businesses.

Matthew Pence is a financial advisor at Fluent Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Wells Fargo. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management through wrap-fee accounts and provides financial planning and pension consulting, utilizing a range of investment strategies guided by fundamental, technical, and cyclical analysis.

Charles Gabriel is a financial advisor with The Better 401(k) Source in Plano, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Empirical Modeling and Analytics, Inc. since 1995. The Better 401(k) Source operates as Empirical Modeling & Analytics’ advisory program, serving sponsors of mid-sized 401(k) and 403(b) plans by managing plan assets on a discretionary basis and providing ERISA fiduciary services. The firm uses a diversified mix of ETFs, fixed income, and REITs with a unique “Elasticity” methodology to assess downside risk and recovery, supported by its background in research and analytics software.