Robert Schulz is a CFP® with 30 years of industry experience. He is the principal advisor at Schulz Wealth, Ltd., where he has worked since 2014 following an 18-year tenure at First Texas Financial Services Corp. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, providing comprehensive wealth planning that integrates investment management with financial planning. The firm employs a Modern Portfolio Theory-based investment process with diversified asset allocations and uses both active and passive investment vehicles.

Krystal La Follette is a financial advisor at Schulz Wealth, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Schulz Wealth, she held roles at Texas A&M University and the Kennedale School District. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with comprehensive financial planning. The firm uses a goal-based planning framework and a mix of active and passive investment strategies, managing approximately $438 million in assets across around 170 client relationships.

Franklin Matute is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with RoseRock Wealth Management, LLC since 2018 and previously worked at Lee Financial Company, LLC from 2016 to 2018. Matute serves as a board member of the Dallas/Fort Worth Financial Planning Association, focusing on government relations advocacy. RoseRock Wealth Management is a small SEC-registered advisory firm managing approximately $215 million for about 72 clients. The firm provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, pensions, and charitable organizations, employing a primarily long-term investment approach grounded in modern portfolio theory.

Sarah Kelton is a financial advisor at Orchid Advisory with a Series 65 designation and two years of industry experience. She joined Orchid Advisory in 2024 after completing nine years as a student. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm manages approximately $296 million across about 15 client relationships, offering asset management and family office services with a focus on individualized investment strategies and active oversight of third-party managers.

Gage Ross is a financial advisor at Ross Wealth Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, LLC and Coppell Advisory Solutions LLC. Outside of financial advising, Ross is the founder and designer of Ross Watches LLC, a company that designs and sells fine timepieces, and he also operates a DJ services business in the Dallas-Fort Worth area. Ross Wealth Group, LLC provides financial planning, consulting, investment management, and retirement consulting services, including specialized support for teachers’ retirement decisions. The firm employs a diversified asset allocation approach combining active and passive management and works with Independent Managers through a platform agreement with Triad Wealth Partners.

Varun Singh is a CFA® charterholder with three years of industry experience. He is currently an advisor at Pinnacle Stream Capital LLC, where he has worked since 2022. Prior to that, he was with Westwood Holdings Group Inc for seven years and retired for a period between 2019 and 2022. Pinnacle Stream Capital is a small, supported advisory firm that provides discretionary asset management and ongoing portfolio management primarily for high net worth individuals and institutional clients. The firm employs a fundamental analysis-driven investment process with tailored strategies and conducts regular portfolio reviews, focusing on a very limited client base.

Chester Straily is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized investment plans implemented through long-term trading and broad asset allocation, managing a concentrated client base with a high assets-per-client focus.

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.

Chad Golseth is a financial advisor at Chadwick Financial with Series 63 and Series 65 licenses and 30 years of industry experience. He has held various roles at firms including Triad Wealth Partners, World Equity Group, and TCM Securities, and has owned The Chad Golseth Agency, Inc. since 2014. Outside of financial advising, he is co-owner of Buffalo Marketing Inc. and serves as a board member of his wife’s property and casualty insurance agency. Chadwick Financial is a state-registered investment adviser serving individual and high net worth clients with portfolio management and financial planning services. The firm primarily provides non-discretionary investment oversight using asset allocation, dollar-cost averaging, and a mix of purchase strategies, and it may recommend third-party sub-advisors to manage client assets.

Cathleen Crews is a financial advisor at Orchid Advisory with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Matter Family Office and JPMorgan Chase Bank NA. Orchid Advisory is a small SEC-registered multi-family office serving high-net-worth individuals, trusts, estates, pooled vehicles, small businesses, and charitable clients. The firm offers asset management and comprehensive family office services, including tax and legacy coordination, cash flow planning, and administrative support, managing approximately $296 million across about 15 client relationships.

Tracey Daniel is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Cravens Brothers Private Wealth Management LLC since 2016 and joined Gladstone Wealth Partners in 2026. Outside of her advisory role, she serves as Secretary/Treasurer for the TreeTops 2 Condos Homeowners Association in Dallas, a volunteer position involving record-keeping and meeting minutes. Cravens Brothers Private Wealth Management provides investment advisory and financial planning services primarily on a non-discretionary basis to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Monte Carlo simulation in its investment process and manages approximately $139.3 million in assets as of year-end 2025.

Michael Finley is a financial advisor at S&S Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has worked at S&S Wealth Management since 2004, including prior roles at Triad Advisors Inc and OSAIC. Finley is also a licensed insurance agent involved in the sale of life insurance and fixed annuities. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm uses a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various asset types tailored to client objectives and risk tolerance.

Jeffrey Sears is a financial advisor at Fondren Oaks Capital Management in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. He has worked at Fondren Oaks since 2017 and previously spent two years with Oakview Capital Management, LLC. Fondren Oaks Capital Management provides discretionary asset management, financial planning, and retirement-plan advisory services for high-net-worth individuals, trusts, and tax-qualified retirement plans. The firm operates with a small two-advisor team, managing approximately $22.8 million in discretionary assets for 19 clients, and combines personalized wealth management with ERISA plan fiduciary services.

Chaim Summers is a financial advisor at Kingsley Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding Kingsley Advisors, he worked at DTCC for four years and has held various roles in research and corporate sectors. Kingsley Advisors provides discretionary investment management to individuals and institutional clients, focusing on a research-driven deep-value approach with concentrated portfolios primarily in exchange-traded securities. The firm offers its strategy exclusively through its own wrap fee program, serving both corporate and institutional investors.

Stefan Lloyd is a financial advisor at Provident Wealth Management in Dallas, TX, holding Series 65 and Series 66 credentials with 10 years of industry experience. His prior roles include positions at Strategic Financial Concepts, White Rock Associates, Commerce Street Capital, Ovington Advisors, FourPark Management, and Morgan Stanley. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary asset management, financial planning, consulting, educational seminars, and cryptocurrency advisory services, utilizing a combination of fundamental, technical, charting, and cyclical investment analysis.

James Rice is a financial advisor with Brokaw Rice Investment Advisors, Incorporated and holds a Series 65 designation. He has 12 years of industry experience, including roles at Brokaw Rice since 2016 and a concurrent management position in the finance group at AT&T. Brokaw Rice Investment Advisors, Incorporated is a small registered investment adviser managing discretionary portfolios for individual brokerage, trust, and IRA accounts. The firm employs a value-based investment approach focusing on dividend-paying companies and uses valuation metrics to guide investment selection, with an emphasis on diversification and risk mitigation.

Roger Whitney is a CFP® with 35 years of industry experience, currently serving at Align Financial, LLC, operating as Retire Agile. His prior roles include six years at Strategic Financial Concepts and five years at Fwpam. Whitney is also the owner of RP Whitney LLC, which produces educational content under the Retirement Answer Man® and Rock Retirement Club brands. Align Financial provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold framework, incorporating AI-assisted tools reviewed by professionals and offering services including portfolio management and standalone financial plans.

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

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.

Kathryn Tutt is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, with 28 years of industry experience. She has been with the firm since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she volunteers for The Breast Cancer 3 Day and helps with catering through The Prep Chef. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities. The firm employs fundamental analysis and constructs portfolios using asset allocation and individual security selection, incorporating both long- and short-term trading strategies.