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.

Galen Herrington is a financial advisor with Herrington Wealth Management Corporation in Frisco, TX. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Herrington Tax Service and has been involved as a stay-at-home dad. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and employer retirement plan consulting to individuals, pension plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing diversified portfolios across various asset classes generally on a discretionary basis.

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.

William Byrum is a financial advisor at TL Private Wealth in Celina, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at TD Ameritrade from 2013 to 2018 before joining TL Private Wealth in 2018. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing, using fundamental and cyclical analysis to select securities within documented Investment Policy Statements.

Matthew Grygar is a financial advisor at The Helix Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Helix Financial Group since 2010. Outside of advisory work, he is licensed as an agent selling healthcare benefits for Blue Cross & Blue Shield and Cigna. The Helix Financial Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $82.4 million across about 219 client relationships, focusing on tactical and strategic asset allocation with global diversification, primarily managing portfolios on a non-discretionary basis.

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.

Constantinos Maniatis is a financial advisor at Corps Capital Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2019. Maniatis has been with Corps Capital Advisors since 2019. Corps Capital Advisors serves a concentrated, mostly high-net-worth and accredited investor clientele, offering discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm combines fundamental and technical analysis with a long-term investment orientation and manages customized portfolios that may include ETFs, equities, fixed income, mutual funds, private investments, options, and derivatives.

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.

Aaron Junk is a financial advisor at Panteles Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Investment Management, Hartford Funds, and Cole Development Partners. Outside of his advisory role, he manages two holding companies for personal non-exchange traded investments. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a strategic asset-allocation framework and multiple analytical approaches to customize portfolios, managing approximately $108 million in assets for a small client base.

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.

Vernon Billingsley is a financial advisor at Asset Preservation Group Inc with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and National Planning Corporation. He is also involved in life insurance and fixed annuity sales through his firm. Asset Preservation Group, Inc. serves individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm uses a variety of analytical approaches and investment instruments, managing approximately $321 million in client assets across about 330 client relationships.

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.

Bradley Stevenson is a financial advisor at Rival Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage lending, having worked at Prosperity Home Mortgage and Wells Fargo Home Mortgage. Outside of advisory work, he is active as a mortgage consultant, assisting borrowers with home financing. Rival Capital Management, LLC provides discretionary investment management and project-based financial planning to individual clients, including high-net-worth individuals. The firm customizes advice based on client objectives and risk tolerance, managing portfolios across various asset classes and offering standalone financial planning services.

Elizabeth Orser is a financial advisor at Orser Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at Bridger Capital Management, LLC since 2007. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis.

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.

Kenneth Haines is a financial advisor at MRM Financial Advisors, LLC in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities LLC, and Guardian Life Insurance Company. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm uses fundamental security analysis and detailed client interviews to create tailored investment policy statements and manages accounts on a non-discretionary basis with custodial services through Schwab Institutional.