Tyler Beeson is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at WPA Family Office, LLC since 2021. His prior roles include positions at Westshore Wealth, LLC and Rgt Capital Management, Ltd. Outside of advisory work, he is involved in a passive real estate partnership and is a non-managing partner in a full-service real estate firm. WPA Family Office, LLC provides investment advisory, family office, and financial planning services primarily to high-net-worth clients and families. The firm manages approximately $175 million in assets, constructing customized portfolios with a long-term orientation while incorporating fundamental and technical analysis and occasionally employing structured products and private funds as part of tailored strategies.

Noah Trstenjak is a financial advisor with Lifetime Capital Planning Group LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience as a self-employed contractor. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management and financial planning services, including managed access to held-away retirement accounts. The firm employs a client-tailored, discretionary investment approach and offers educational seminars and workshops without fee or individualized advice.

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.

Richard Alston is a Certified Financial Planner® with 27 years of industry experience. He has been with New Dimensions Wealth Management, L.L.C. since 2009. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing globally diversified, low-cost, passively managed investments and a buy-and-hold approach.

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.

John Hetzel is a CFP®, CFA®, and ChFC® with 20 years of industry experience. He is currently with Pomona Wealth Management, LLC in Plano, TX, and has previously worked at Beaird Harris Wealth Management, Inc. and sK Advisor Network, LLC. John is also a managing member and Chief Compliance Officer of sK Advisor Network, a collective of smaller RIAs focused on fee-only asset management and financial services. Pomona Wealth Management provides fee-only investment advisory and financial planning primarily to high-net-worth accredited individuals, business entities, and retirement plans. The firm offers tailored asset allocations using a mix of indexed, evidence-based, and socially responsible strategies, along with discretionary and non-discretionary portfolio management and ERISA fiduciary services.

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.

Luis Razo is a financial advisor at Guiding Wealth Management, LLC in Richardson, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avant Enterprises and periods of unemployment. Guiding Wealth Management serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning services. The firm employs a combined approach of fundamental and technical analysis within a small team structure, managing approximately $59 million for a limited client base across multiple offices.

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.

Clark Buchanan is a CFP® and Series 65 licensed advisor at Succession Financial, Inc. with three years of industry experience. He previously worked at Moss, Luse & Womble, LLC for six years and spent four years at Dallas Baptist University in various capacities. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental analysis and modern portfolio theory with both passive and active strategies, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services.

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.

My name is Taylor Stewart, and I am the founder of Ataroke Wealth. I founded Ataroke based on two core beliefs. The first is that people just want to make the most of their money. What that means is they want to feel like they’re being intentional, like they’ve considered all of their options, and they’re doing the best that they can. They want to know that they’re putting the right amount of money to work in the right places to be able to do what is important to them. Or as one client put it, “I just don’t want to do anything stupid.” I also believe that people want help with this but they don’t often get help because they feel like they’re just going to get sold something. That’s why I started Ataroke, to be able to help people make the most of their money without all of the sales BS and conflicts of interest that have become so common in our industry. At Ataroke, we provide comprehensive fee-only financial advice which means 1) we can answer almost any question, and 2) we are only paid by you, there are no sales. So whether you’re looking for an ongoing partnership or just have a one-time planning need, I invite you to take a look at how we can help. And remember, when it comes to Ataroke, there are no sales, there’s just advice.

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.

Braiden Simpson is a financial advisor at Legacy Folios with a Series 65 designation and three years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Financial Group, Bankers Life, and other financial firms. Since August 2025, he has also served as Chief Financial Officer of Gold Lake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm employs multiple analytical methods and both long- and short-term trading strategies to align portfolios with clients’ risk tolerance and time horizon.

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.

Matthew Ludwick is a CFP® professional with 12 years of experience in financial advising. He has been with Fowler Financial Management since 2013. Ludwick holds a Series 65 license and maintains a life and health insurance license in Texas, though he is not currently appointed with any insurance companies nor receives commissions. Fowler Financial Management serves individuals, families, trusts, and closely held companies by providing investment management, financial planning, and estate-planning support. The firm combines fundamental and technical analysis with third-party research to create tailored portfolios, operating with a small, owner-operated structure and integrating estate-planning coordination with outside counsel.

Andrew Abramson is a financial advisor at Olympus Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Wealth, LA Capital Wealth Management, Wealth Watch Advisors, Bank of America, Merrill, and the University of Arkansas. Outside of finance, he is a managing partner of North Texas Warriors Select Sports, a business focused on developing young basketball players, where he is involved in operational and coaching activities. Olympus Capital, LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting and participant education. The firm uses a combination of charting, fundamental, and technical analysis to construct portfolios tailored to client objectives and manages accounts on both discretionary and non-discretionary bases.