Kathleen Hood is a financial advisor with Paradigm Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses. She has four years of experience at Paradigm Advisors and prior experience at Harbor Light Planning and NorthWestern Mutual. Hood also has an eight-year background with Handy Dandy Homes LLC. 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, using a passive, model-based investment approach primarily focused on low-cost, diversified ETFs.

Scott Udkler is a CFP® with 17 years of industry experience, currently working at Promus Advisors since 2026. His prior roles include positions at FIFIT LLC, Bearfoot Companies LLC, and Charles Schwab Bank and Charles Schwab & Co., Inc. between 2016 and 2026. Promus Advisors is a registered investment adviser providing discretionary and non-discretionary investment management, consulting, and comprehensive financial planning services to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm emphasizes a value-oriented, bottom-up investment approach that integrates active managers, index/ETF funds, and niche strategies, with a focus on diversification and an endowment model allocation to alternatives.

Aaron Plautz is a financial advisor with Principia Wealth Advisory, LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Principia since 2009. Outside of his advisory role, he is a member of Thousand Hills, LLC, a Series LLC that invests in private businesses, where he sources and evaluates investment opportunities for personal investment. Principia Wealth Advisory provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term investment approach using ETFs, mutual funds, individual securities, and options strategies, serving a mix of individual and institutional clients across multiple offices.

Ryan Vardeman is a financial advisor at Palogic Value Management, L.P. with seven years of industry experience. He holds a Series 65 credential and has been with Palogic since 2006. Outside of his advisory role, he serves as Chairman of the Board for Bsquare Corporation, a software company. Palogic Value Management provides discretionary investment management primarily to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach that integrates long and short equity positions alongside hedging and derivatives strategies.

Ruby Melton is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining her current firm, she has worked at Equitable Advisors, Institutional Securities Corp, and Charles Schwab, among other roles. Outside of financial advising, she is involved as an employee at Melton Custom Homes. Fortune Wealth Management provides discretionary investment management and financial planning services to individuals and institutional clients, using an asset-allocation approach informed by risk tolerance and multiple methods of securities analysis. The firm manages approximately $396 million in assets and offers ongoing portfolio monitoring with quarterly performance reports.

Marshall Ozanne is a financial advisor with WSA Affiliates, LLC, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Woodbury Financial for 18 years before joining WSA Affiliates in 2023. Ozanne also serves as president of Ozanne Financial Services, LLC, providing non-securities insurance product sales and consulting services to registered investment advisers. WSA Affiliates, LLC offers advisory referral and financial planning services to individual and high-net-worth clients through a small team of advisors. The firm focuses on client needs assessment and referrals to other advisors, providing planning billed on an hourly basis and does not manage assets or participate in wrap fee programs.

David Malleck is a financial advisor with Silver Lake Capital Partners in Dallas, TX, holding a Series 63 designation and 44 years of industry experience. He previously worked at Raymond James Financial and its affiliate for a combined 27 years and has been managing Silver Lake Capital Partners since 2024. Outside of advising, he is a licensed insurance agent but refers all insurance business without compensation. Silver Lake Capital Partners provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm utilizes independent managers alongside mutual funds, ETFs, and bonds to implement long-term investment strategies, conducting ongoing due diligence and client account reviews.

Timothy Buys is a financial advisor at Applewhite & Buys Financial Advisors in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. Since 2016, he has also provided accounting services as a Certified Public Accountant through Applewhite Financial Planning, PLLC, dedicating significant time to this activity. Applewhite & Buys Financial Advisors serves individual and high-net-worth clients, businesses, and retirement plan sponsors, particularly in healthcare, legal, education, and small business sectors. The firm offers comprehensive financial planning, portfolio management, retirement plan consulting, and accounting and tax services, employing a Core + Satellite investment approach that combines indexed core holdings with actively managed satellite positions.

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.

Martha Mcmurtray is a financial advisor with Dallas Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at LPL Financial from 2006 to 2022 before joining Dallas Financial Advisors in 2023. Outside of her advisory role, she is also a commissioned notary in Dallas, TX. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm uses a combination of modern portfolio theory and technical analysis, incorporating both long-term strategies and options trading, with an emphasis on fiduciary duties and monthly account reviews.

Emily Wisniewski is a financial advisor at Wisniewski Wealth Management in Dallas, TX, with one year of industry experience. She has worked at Wisniewski Wealth Management since 2016 and is also involved with MedSpaFinancial.com, a business operating under the same firm since 2017. Wisniewski Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides fiduciary investment management and comprehensive financial planning, with a focus on Modern Portfolio Theory and proprietary model portfolios primarily consisting of mutual funds and ETFs.

Tyler Talman is a financial advisor at Carrington Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has held roles at Regal Investment Advisors and Sovare Solutions, among others. In addition to his advisory work, Tyler is the owner of Carrington Consulting, LLC, which provides family office services and non-investment consulting to Carrington Advisor clients, and he is a part-owner of TSM Hauling, LLC, a dump trailer rental business. Carrington Advisors serves individual investors, retirement plans, trusts, estates, charities, and business entities with discretionary portfolio management, third-party manager selection, and financial planning services. The firm’s investment process uses both fundamental and technical analysis, combining customized and model portfolios, and employs an outsourced CIO to manage asset allocation and due diligence.

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.

Scott Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has held various roles in mortgage lending and senior housing referral businesses and owns Jasper Consulting, a bookkeeping service. Outside of finance, Mr. Painter works as a contract soccer referee for local organizations. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning as well as discretionary and non-discretionary investment management. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and utilizes derivatives for risk management and return targeting, while also engaging in international development consulting.

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.

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.