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.

Nicholas Deery is a financial advisor at Promus Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Stilly's Daq Shack LLC and Trademark Carwash LLC. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment process that incorporates core equity and fixed income holdings alongside alternative strategies and routinely uses third-party managers.

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 with Bluegrass Legacy Planning in Keller, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Edward Jones and various Bluegrass-affiliated entities. Outside of his advisory work, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and is an author and speaker with several published books. Bluegrass Legacy Planning offers financial planning and subscription coaching primarily to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach with a long-term investment orientation but does not manage client accounts or accept investment discretion, instead providing fixed, hourly, or subscription fee-based advisory services.

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.

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.

Lance Peters is a financial advisor at Nautical Star Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Spotlight Asset Group, ClearPoint Wealth Management, Financial Advocates Investment Management, and LPL Financial. Nautical Star Financial Group provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $38.5 million for about 64 households through a three-advisor team. The firm combines a supported advisor team with multi-office operations and offers a mix of advisory and insurance services.

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.

Stephen Saddock is a financial advisor at Saddock Wealth, LLC in Dallas, TX, holding a Series 65 designation with eight years of industry experience. He has operated Saddock Advisory, LLC since 2014 and founded Saddock Wealth, LLC in 2018. Outside of his advisory roles, he owns Saddock Operations and Strategy, a CFO consulting firm. Saddock Wealth serves high-net-worth individuals, trusts, foundations, and businesses by providing financial planning, investment consultation, investment management, and third-party manager selection. The firm emphasizes global diversification and active manager selection through written investment policy statements and periodic reviews, managing both discretionary and non-discretionary assets.

Stanley Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Allred Capital Management, LLC. Outside of his advisory role, he serves as Vice President of Endowment on the executive board of the Circle Ten Council, Boy Scouts of America, and is involved with the Baylor Oral Health Foundation’s endowment committee. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, using a variety of investment strategies including options trading and margin, and sponsors its own wrap fee program alongside institutional platform support.

Carson Perkins is a financial advisor with Heritage Retirement Advisors, LLC in Colleyville, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Retirement Advisors, he worked in various roles including positions at Marco's Pizza, H-E-B, and Sul Ross University. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm uses a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management through model-based allocations ranging from conservative to aggressive.

Landon Vaughan is a financial advisor with Spectrum Strategies, L.L.C. in Dallas, TX, holding a Series 66 credential and 12 years of industry experience. He has previously worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. Vaughan is a managing partner of Spectrum Wealth Strategies, LLC, where he is involved in operational decisions. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting engagements, focusing on retirement, education funding, risk management, estate and tax analyses, and business succession. The firm provides non-discretionary investment advice without managing client assets and operates on engagement-specific fees, coordinating with third-party managers for implementation.

John Lombardo is a financial advisor at Rival Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has previously operated his own business and served as president of Rival Corporation, an entity established for personal trading activity. Rival Capital Management, LLC provides discretionary portfolio management and project-based financial planning to individual and high-net-worth clients, focusing on tailored investment strategies and maintaining purchasing power over the long term. The firm manages a small client base with a relatively high account minimum, using a range of approaches including asset allocation, technical analysis, and both long- and short-term investments.

Evan Koch is the sole advisor at EDK Advisory in Frisco, TX. He holds the PFS™ designation and Series 65 license and has 21 years of industry experience. His prior work includes roles at J.E. Simmons & Co. and Cain, Watters & Associates, LLC. He is also involved with an affiliated tax and accounting practice, EDK Tax Services PLLC. EDK Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using diversified mutual funds, ETFs, and selected individual securities, managing accounts on a discretionary basis with a focus on long-term strategies complemented by tactical adjustments.