Evangeline Herrington is a CFP® with 11 years of industry experience, currently serving at Herrington Wealth Management Corporation. She has worked at various firms including International Research Securities, Inc. and Edward Jones. Herrington is also an insurance agent selling life, annuities, and long-term care products and serves as an advisory council member of the Communities Foundation of Texas. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, managing roughly $41 million for about 36 clients.

John Emmett is a financial advisor with Geneva Financial Group LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior work includes positions at Brokersxpress, LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory role, he is involved with Paraclete Advisors, which provides financial planning, life insurance, and annuities. Geneva Financial Group LLC offers fee-only, discretionary investment management and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a broadly diversified, tax-efficient investment approach based on Modern Portfolio Theory and serves a client base that includes institutional-type entities such as corporate pension and profit-sharing plans.

William Blake II is a financial advisor at PMG Family Office, LLC in Plano, TX, holding a Series 66 designation with 15 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining PMG Family Office in 2021. PMG Family Office provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management using a combination of in-house oversight and third-party sub-advisors, employing strategies that include fundamental, qualitative, and sector analysis as well as the use of derivatives and structured products.

Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

Craig Love is a financial advisor with Fulcrum Wealth Management in Plano, TX, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Securities America, FulcrumIO, WFG Advisors, BBVA Compass Investment Solutions, UBS Financial Services, and Merrill. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—employee benefit plans, and other registered investment advisers. The firm employs a range of strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and also offers sub-advisory services and sponsors a wrap fee program.

Christopher Chavez is a financial advisor at Apricity Financial, LLC with two years of industry experience. He previously worked at Fisher Investments and Blue Line Capital prior to joining Apricity Financial. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach is primarily fundamental-analysis driven, emphasizing diversified, low-cost ETFs while utilizing individual securities and alternatives as appropriate.

Carolyn Pratt is a financial advisor with Guided Wealth, LLC in Lantana, TX, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at NYLIFE Securities, LPL Financial, Lincoln Financial Advisors, and Strategic Wealth Partners. Guided Wealth provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes long-term, goal-aligned portfolio construction using low-cost mutual funds and ETFs, supplemented by other investment vehicles and oversight of unaffiliated Independent Managers.

Whitney Ann Nash is a Series 65-licensed financial advisor with Nashional Investments in McKinney, TX, with nine years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of her advisory role, Nash is an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and is involved in managing entities that facilitate 1031 exchanges and escrow services. Nashional Investments serves individuals and business owners, including high-net-worth clients, offering portfolio management, hourly financial advising, and specialized real estate consulting such as 1031 exchange replacement-property identification. The firm advises on traditional and alternative investments using a variety of analytic methods and trading strategies, typically managing accounts with discretionary authority.

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 designation and less than one year of industry experience. He previously worked in a variety of roles including student loan consulting for Dr. Meredith Jones, LLC. Outside of investment services, he has co-ownership in a property management company. Allvet Financial serves individual clients, primarily veterinary professionals, offering discretionary asset management and integrated student loan repayment planning. The firm follows passive, buy-and-hold strategies based on modern portfolio theory and emphasizes long-term financial planning.

Partner and Advisor based in Dallas, Texas, serving business owners nationwide After graduating from Texas A&M, I began my career in strategy and management consulting in Houston. I worked with Fortune 500 clients across multiple industries, developing a disciplined approach to problem solving, financial analysis, and operations. I later joined one of my clients full time, serving in corporate finance, supply chain, and operations roles. Much of my work focused on over $1 billion of company acquisitions, including transaction analysis, post-acquisition integration, and building shared services across the enterprise. As a general manager, I was responsible for a team of 50 and a $20 million annual budget. In 2018, I returned home to join the family business. I am a CERTIFIED FINANCIAL PLANNER™ professional and registered with the SEC as an Investment Adviser Representative. I joined J.E. Simmons and Company in Dallas to extend my father’s vision of providing integrated financial, tax, and investment advice to high-earning professionals and business owners. I especially enjoy helping clients balance business growth with personal wealth goals, whether that means structuring retirement plans for practice owners or evaluating the financial impact of adding a partner. My background in M&A and operations allows me to bring large-company financial thinking to privately held businesses. I help clients navigate complex, high-stakes decisions with clarity, from evaluating acquisition opportunities to improving cash flow and long-term sustainability. Outside of work, I enjoy spending time with my wife and our three kids and cycling whenever I can. I volunteer at our elementary school in Richardson, Texas.

Michael Collins is a financial advisor at Trajan Wealth, L.L.C. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab and LPL Financial. In addition to his advisory role, he is also active as a licensed insurance agent involved in the sale of various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

John Paulson is a financial advisor at Clear Sky Financial, LP with 28 years of industry experience. He holds a Series 63 designation and has worked at Clear Sky Financial since 2018, following a 13-year tenure at LPL Financial. Paulson is also a licensed insurance agent and registered representative, dedicating a portion of his time to these roles. Clear Sky Financial provides discretionary investment management and financial planning services primarily to 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 wide range of securities and offers both advisory management and sub-adviser appointments, operating as a small, three-advisor practice.

Richard Jordan is a financial advisor at Fortress Estate Solutions, PLLC in Frisco, TX, holding a Series 65 designation with 18 years of industry experience. He has been with Fortress Estate Solutions since 2006. In addition to his advisory work, he offers life insurance products as a licensed life insurance agent. Fortress Estate Solutions serves individuals, families, trusts, estates, and business entities by providing financial and investment planning, active portfolio management, and related services including estate, charitable, tax, mortgage/debt, and business planning. The firm combines comprehensive estate and charitable planning with active trading and options strategies, tailoring investment advice through fundamental and technical methods.

Wesley Pingelton is a CFP® and CFA® with 22 years of industry experience, currently serving at Northill Aims, LLC since 2025. His prior experience includes roles at Triad Advisors, Inc., Fullcircle Wealth LLC, and Invest Financial Corporation, among others. Outside of his advisory work, he is involved in managing youth and adult soccer organizations as a board member and managing member. Northill Aims provides investment management, financial planning, and consulting services to individuals, families, trusts, and institutions. The firm employs strategic and tactical asset allocation with a value-oriented approach, integrating independent sub-advisors and financial planning into its portfolio management.

Zackary Smutzer is a CFP® and holds a Series 65 license with one year of industry experience. He joined Sage Wealth Planning in 2025 after working at Carter Advisory Services for one year and spent four years at Texas A&M University prior to entering the financial advisory field. Sage Wealth Planning offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive, risk-based investment approach using diversified portfolios that include mutual funds, ETFs, stocks, fixed income, and other securities.

Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

Roger Shake is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Legacy Consulting Group in Plano, TX, where he has worked for 27 years, and previously spent time at Perryman Securities, Inc. His credentials include Series 63 and Series 65 licenses. Legacy Consulting Group provides portfolio management, financial life planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of quantitative research, qualitative due diligence, and a structured capital allocation framework to manage client portfolios across a range of investment strategies.

Chester Anderson III is a CFP® professional at 7th Harvest Investments in Dallas, TX, with 12 years of industry experience. He has been with 7th Harvest Investments since 2015. Outside of his advisory role, Anderson is involved in nonprofit activities, serving as treasurer for Westside Baptist Church and Real Life Ministries, and markets biblical study materials through a related business. 7th Harvest Investments provides fee-based investment management and retirement plan consulting to individuals and organizations, including high-net-worth households and plan sponsors. The firm uses a combination of charting, fundamental and technical analysis, and offers both direct portfolio management and model-based services.

Jeffrey Reddick is a financial advisor at WG Plan LLC with 25 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining WG Plan, he operated Reddick Consulting, d/b/a Proline Financial Advisors, for several years and has worked at multiple firms including Guideline Capital Management. Outside of advisory services, he serves as Managing Director and CFO of a litigation finance business and provides life insurance, annuities, and long-term care insurance solutions to clients. WG Plan provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis with a proprietary quantitative model to manage customized portfolios across various asset classes, with an emphasis on regular review and ongoing client engagement.

Eli Tabaria is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Pinecrest Advisory Services, LLC. His prior roles include positions at Stifel Nicolaus & Co Inc and Merrill Lynch Wealth Management. Outside of his advisory work, he is active in nonprofit organizations, serving on the board of the Jewish Federation of Dallas and as a principal member of IJF Outreach. Pinecrest Advisory Services provides portfolio management and pension consulting services to institutional clients, charitable organizations, and business entities. The firm offers discretionary portfolio management across a wide range of investments and employs a combination of charting, fundamental, quantitative, and technical analysis tailored to client goals and risk tolerances.