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, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior work includes a year at Amazon.com and ongoing involvement with Empirical Modeling & Analytics since 2016. The Better 401(k) Source operates as the advisory program of Empirical Modeling & Analytics, serving mid-sized 401(k) and 403(b) plan sponsors with assets typically between $10 million and $50 million. The firm employs a mix of passive investment instruments and proprietary risk assessment techniques, and provides fiduciary services alongside participant education and benchmarking support.

Stuart Greenfield is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 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, pension and profit-sharing plans, and government entities. The firm’s investment process is based on fundamental analysis and tailored to clients’ goals, employing both long- and short-term strategies including options and margin use, with an emphasis on in-house management and regular portfolio reviews.

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.

Wesley Warren is a ChFC® credentialed advisor with over 12 years of industry experience. He has been affiliated with Financial Security Services Group, Inc. since 2013 and has led W.W. Warren Ins Group, Inc. DBA FSS Group since 2015. Warren’s background includes extensive experience in insurance product sales alongside his advisory work. Financial Security Services Group primarily serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, including a proprietary market-timing signal, and offers educational workshops to clients and prospects.

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 at GFN Capital Management with over 30 years of industry experience. He has worked at Kovack Securities and has been associated with Glazer Financial Network and GFN Capital Management for two decades. Outside of advisory services, he manages a hunting lease and is involved in cattle sales in Eastland, Texas. GFN Capital Management provides investment advisory and management services to individuals, trusts, corporations, retirement plans, and other entities. The firm employs multiple analytical approaches and a range of trading strategies, while also offering pension administration and accounting services through affiliated businesses.

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.

Roger Frigstad is a financial advisor at DHL Wealth Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Frost & Sullivan for ten years. He also serves as an independent insurance agent at American Senior Benefits, assisting clients with Medicare and insurance-related matters. DHL Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term trading. The firm offers customized Investment Policy Statements, estate-planning referrals, and educational seminars, using a range of investment vehicles and custodial services.

James Hopson is a financial advisor at Capital Advisory Group, Inc. with 22 years of industry experience and a Series 63 designation. He has worked at World Choice Securities, Inc. since 2001 and has been involved with Capital Advisory Group, Inc. since 1990. Outside of his advisory role, he is the owner and founder of Hopson & Associates, a CPA firm. Capital Advisory Group serves high-net-worth individuals, trusts, estates, and business entities, providing discretionary investment management alongside comprehensive financial, retirement, estate, tax, and insurance planning services. The firm uses a strategic asset allocation approach with diversified model portfolios, managing roughly $210–216 million for about 72 client households.

Jeffrey Bentley is a financial advisor with LGT Financial Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Fidelity Brokerage Services LLC and Investment Security Corporation. LGT Financial Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, managing approximately $456 million in discretionary assets. The firm offers portfolio management, financial planning, and consulting services, using a range of investment strategies and products tailored to client objectives.

Jeffrey Guella is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Trinity Financial Services, Inc. in Dallas, TX. He has held roles at Mutual Securities, Inc. and Trinity Wealth Management, Inc., among others. Outside of his advisory work, he volunteers with Saint Vincent de Paul Charity and mentors young professionals through Young Catholic Professionals. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and retirement-product management. The firm employs fundamental and technical analysis combined with systematic rebalancing and tax-efficient liquidity management and offers both fee-based and commissioned products, managing approximately $91.5 million for about 125 clients.

Bradford Heiss is a financial advisor at NexAdvisors, LLC with eight years of industry experience. He has worked at Highland Capital Management Fund Advisors, L.P. since 2013 and previously at Highland Capital Management, L.P. from 2013 to 2021. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth individuals and families, and business or trust entities. The firm offers specialized advice for investing proceeds from the sale of appreciated real estate into Delaware Statutory Trusts as part of 1031 exchanges and manages approximately $26.1 million in discretionary assets using a diversified, long-biased investment approach.

Jay Angotti is a CFP® with 15 years of industry experience. He currently works at KPC Financial Solutions, LLC, where he has been since 2021. His prior roles include positions at LPL Financial LLC, Hilltop Securities Inc, Northern Lights Distributors, LLC, and Swan Global Investments. KPC Financial Solutions LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of modern portfolio theory and quantitative analysis, managing approximately $75 million in assets through a team of four advisors.