Stephen Shannon is an advisor at Panteles Advisors with Series 63 and Series 65 registrations and three years of industry experience. He has worked at Panteles Advisors since 2022 and previously spent one year at Citigroup Global Markets. Outside of advisory work, Shannon is the founder and manager of Colo Development Partners, a commercial real estate firm, and serves as a board member of the North Texas Community Foundation. Panteles Advisors serves individuals, families, trusts, estates, businesses, and charitable organizations with discretionary investment management and financial planning. The firm uses a strategic asset-allocation framework combined with multiple analytical approaches to customize portfolios and manages approximately $108 million in assets across about 39 client relationships.

Brett Fry is a CFP® and CFA® with seven years of experience in the financial industry. He has worked at Forteris Wealth Management, Inc. since 2020, following roles at Kestra Financial, Inc. and BNY Mellon Wealth Management. Based in Dallas, TX, he holds Series 65 and Series 66 licenses. Forteris Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, consulting, and pension consulting to individuals, trusts, estates, retirement plans, charitable organizations, and corporate entities. The firm manages approximately $219 million for about 175 clients, offering client-specific advisory services that include the use of derivatives for hedging and, occasionally, speculative purposes.

David Piccolo is a financial advisor with Piccolo Investment Consulting, LLC in Denton, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Piccolo Investment Consulting since its founding in 2014. Outside of advising, he receives royalties from oil and gas production. Piccolo Investment Consulting provides discretionary portfolio management and financial consulting to individual and institutional clients. The firm emphasizes tailored portfolios using stocks, bonds, ETFs, and mutual funds, and serves a diverse client base including high-net-worth households, pension plans, trusts, and charitable organizations.

Sean Kelleher is a CFP® professional with 21 years of experience in financial advising. He has worked at Riverchase Financial Planning, LLC since 2011 and was previously with Avantax Advisory Services from 2005 to 2010. He holds a Series 63 license and is based in Flower Mound, Texas. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors with financial planning, discretionary investment management, retirement plan consulting, and tax-related services including tax preparation and IRS representation. The firm emphasizes written engagement agreements and investment policy statements, using a tax-conscious approach that includes asset allocation and ongoing portfolio monitoring.

William Hays Jr. is a CFA® charterholder with 12 years of industry experience. He currently serves as an advisor at Symphony One Capital Management, LLC since 2023, following prior roles at RiverFront Investment Group from 2015 to 2023. Outside of his advisory work, he is involved as an owner in local real estate investment companies. Symphony One Capital Management, LLC provides quantitative-driven portfolio management to individuals, high-net-worth clients, institutions, and financial advisors, combining private fund advisory services with model delivery and separately managed accounts focused on short-term mispricings and performance-linked compensation structures.

Benjamin Jones is a CFP® with 18 years of industry experience, currently serving as an advisor at Wave Wealth Management, LLC in Frisco, TX. He has been with Wave Wealth Management since 2016 and began working with WRM Strategies in 2025. He is also a licensed insurance agent and owns WRM Strategies LLC, a passthrough entity for insurance commissions. Wave Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis, supplemented by technical and cyclical methods, and offers additional services such as tax preparation, bookkeeping, and securities-backed lending.

Joel Hays is a financial advisor at DFS Advisory with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bfc Planning and Securities Management and Research Inc. Hays is also a shareholder and agent producer at Distinct Financial Solutions Inc., involved in the sale of casualty, life, health insurance, and annuities. DFS Advisory provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and privately offered pooled investment vehicles. The firm constructs customized portfolios using a mix of internal management, independent managers, and the Betterment Institutional platform, with a generally long-term orientation and tactical adjustments.

Lora Dixon is a financial advisor at DeWitt & Dunn Financial Services, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at DeWitt & Dunn since 2005, including at its affiliated entities, and at CoreCap Advisors, LLC from 2016 to 2020. DeWitt & Dunn Financial Services is a boutique investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and small businesses. The firm primarily places client assets with third-party sub-advisors and co-advisors, providing access to various investment vehicles through a model portfolio approach rather than direct trade management.

Suzanne Fitzgerald is a financial advisor with Solutions 4 Wealth in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Solutions 4 Wealth, Advanced Planning, Inc., and Fitzgerald Wealth Strategies since 2019, and previously at Exencial Wealth Advisors from 2015 to 2019. Fitzgerald serves on the Parkland Hospital Foundation Planned Giving Council and is a board member at Plymouth State University. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm emphasizes broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing monitoring, and financial planning services, while also acting as an adviser and organizer of pooled real-estate investment vehicles.

Paul Michel is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Provident Financial Planning, LLC in Plano, TX. He worked at Fidelity Investments for five years before joining Provident Financial Planning in 2017. Since 2023, he has also served as Chairman of the Advisory Board for Avondale Investment Management in Dallas, providing ministerial and advisory support. Provident Financial Planning offers asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, and provides both discretionary and non-discretionary portfolio management tailored to client-specific restrictions.

Keith Hutson is a financial advisor at Eubank, Hutson & Associates, LLC in Plano, TX, holding a Series 65 designation with 23 years of industry experience. He previously worked at Addington Financial Group for six years and has been with Eubank, Hutson & Associates since 2015. Eubank, Hutson & Associates serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, and single-subject consulting. The firm’s investment approach combines technical and fundamental analysis with modern portfolio theory and includes the use of options and other derivative strategies, tailoring portfolios to client objectives under discretionary authority.

Robert Gabhart is a financial advisor at Bluegrass Legacy Planning with 11 years of industry experience. He holds a Series 66 credential and has worked previously with Edward Jones and LPL Financial. Outside of finance, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and he is also an author and speaker. Bluegrass Legacy Planning provides financial planning and subscription coaching to individuals, high-net-worth clients, and business entities. The firm employs a multi-disciplinary analytical approach and maintains a long-term investment orientation, offering services primarily through written plans and subscription engagements rather than discretionary portfolio management.

Brent Little is a CFP® and PFS™ credentialed financial advisor with 17 years of industry experience. He is currently with Theory79, where he has worked since 2026. His prior experience includes roles at Saville CPAs and Advisors, Corient Private Wealth, RGT Wealth Advisors, Odyssey Wealth Management, and Cain, Watters & Associates. Theory79 offers integrated wealth management services combining financial planning with discretionary investment management for a range of client types, using asset-allocation principles and fundamental analysis. The firm has an affiliation with an accounting practice, which contributes additional tax and business-planning expertise.

Timothy Dwight is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been affiliated with Fireside Capital Advisors and its predecessor entities since 2015. Outside of his advisory role, he is a partner in 6771, LLC, which owns residential rental property. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and utilizes a globally diversified mix of asset classes, combining third-party managers and publicly traded securities to tailor portfolios to clients’ goals and risk tolerance.

Justin Morgan is a CFP® with 11 years of experience and has been with Capital Advisory Group, Inc. in Dallas, TX since 2011. He works at a firm that serves high-net-worth individuals, trusts, estates, and business entities, offering discretionary investment management along with comprehensive financial, retirement, estate, tax, and insurance planning services. Capital Advisory Group manages approximately $210–216 million for around 72 client households and emphasizes strategic asset allocation and diversification through internally developed model portfolios. The firm integrates investment management with tax and insurance advice, supported by an affiliated accounting practice and licensed insurance services.

Joshua Perkins is a financial advisor at DeWitt And Dunn Financial Services, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Blackridge Asset Management, LLC, Retirement Wealth Advisors, and First Fidelity Tax & Insurance. In addition to his advisory role, Perkins is an independent insurance agent selling life insurance, Medicare products, and annuities, and he serves as a financial education instructor at the American Retirement Institute. DeWitt & Dunn Financial Services is a boutique adviser serving individuals, trusts, estates, corporations, and small businesses. The firm primarily places client assets with third-party sub-advisors and co-advisors who implement investment strategies and maintain client relationships.

Vincent Lombardo is a financial advisor with CPR Financial & Insurance Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as an independent insurance agent since 2010 and is the owner and officer of Vinou Corporation, a consulting company established in 1993. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plans. The firm integrates investment management with insurance brokerage activities and utilizes multiple platforms and sub-advisors to implement customized investment strategies.

Derek Atkinson is a financial advisor with FQI Capital Management LLC in Highland Village, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held positions at DSA LLC and Forza Capital Management, L.L.C. prior to joining FQI Capital Management in 2018. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting with an emphasis on real-time portfolio review and options strategies. The firm integrates quantitatively driven models, technical timing, and fundamental sector selection, and employs derivatives within managed accounts, including option writing, to manage risk and generate income.

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

Hello! We are Flourish Financial Planning. A group of tax-focused Financial Planners with a vision to empower Christian families, small business owners, and pastors to use their finances as a tool to live a flourishing life. An eternal mindset and biblical perspective form the foundation of our financial beliefs. It is important to address the heart behind your relationship with money instead of trying to force behaviors or plans. Not only does this lead to better outcomes, it is also Biblically supported by Jesus’ teaching in the Sermon on the Mount (Matthew 5-7) when He emphasizes the motives of the heart vs. outward action. See our Biblical Stewardship and Generosity Guide to see more of what we believe and how it affects our life. In our team of financial professionals, we have the CERTIFIED FINANCIAL PLANNER TM designation (CFP®), Certified Kingdom Advisor® designation, Enrolled Agent (EA), and Masters Degrees in Financial Services. We are a Fee-Only Advisory Firm, meaning we do not get paid to recommend any financial product.