Jusmeet Virmani is a financial advisor at Symphony Retirement Partners LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Copiam Wealth Management LLC and Ameriprise Financial Services Inc. Outside of advising, Virmani is involved in filmmaking as a consultant, actor, writer, and director, and serves as a board member for the Stonehaven Place South Homeowners Association in Plano, TX. Symphony Retirement Partners advises individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, tiered financial planning, and retirement plan consulting. The firm employs a combination of fundamental analysis, technical methods, and modern portfolio theory, with a focus on both discretionary and predominantly client-directed non-discretionary accounts.

Walter Stalnaker is a financial advisor with Symmetry Capital Advisors LLC in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Symmetry Capital Advisors since 2002. Symmetry Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach, focusing on diversified, long-term, buy-and-hold allocations primarily managed on a non-discretionary basis.

Donnye Winship is a financial advisor at Dallas Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2004. Outside of his advisory role, Winship co-owns Owl Power Solutions and coaches triathletes through Tridot.com. He also serves as an investment consultant to the Grand Lodge of Texas Investment Committee. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations, employing a mix of modern portfolio theory, technical analysis, and options trading strategies.

Alexander Becker is a financial advisor at Codex Capital Asset Management, L.L.C. based in Dallas, TX. He holds the Series 63 designation and has two years of industry experience. Becker has been associated with Kings Point Capital Management since 2006. Codex Capital Asset Management provides discretionary, separately managed portfolio services primarily to high-net-worth individuals and pension or profit-sharing plans. The firm focuses on individualized portfolio management using fundamental, bottom-up analysis with a mix of buy-and-hold, value, and growth equity strategies across various market capitalizations, including international exposures.

Rodney Mc Cauley is a financial advisor with Amazonite Investments LLC, holding a Series 66 designation and five years of industry experience. He has held roles at multiple firms including JP Morgan Securities LLC and Eagle Strategies LLC, and has operated as a sole proprietor since 2000. Outside of finance, he is involved with Golden Gate Funeral Home as an employee and contractor. Amazonite Investments provides discretionary and non-discretionary asset management and financial planning services to individuals and business entities, including high-net-worth clients. The firm utilizes fundamental, technical, and cyclical analysis and may employ active trading strategies such as option writing and covered calls.

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.

Victor Russell is a financial advisor at Acribus Capital LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Mavros Capital Group, MGO Private Wealth, and JPMorgan entities. Russell is also an adjunct professor at Texas Christian University, where he teaches introductory financial management. Acribus Capital serves high-net-worth individuals, family offices, trusts, and select institutional clients by providing portfolio management, private wealth management, and customized family office services. The firm employs a range of investment strategies, including capital appreciation and option-based income, integrating multiple analytical approaches for asset allocation and risk management.

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.

Stacey Smith is a financial advisor with S&S Wealth Management in Grand Prairie, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked previously at Osaic Wealth, Inc. and Triad Advisors Inc. Outside of her advisory role, she owns Western Star Smith Ranch, where she provides horse boarding and lessons. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients with investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various securities tailored to client objectives and risk tolerance.

John Brown Jr. is a CFP® with 57 years of industry experience, serving as president of Brown and Brown Financial Services, Inc. and Brown and Brown Securities, Inc. since 1984. He is based in Dallas, TX, and has been with his current firms for over four decades. Brown and Brown Financial Services provides discretionary investment management for individuals, retirement accounts, businesses, and trusts, overseeing approximately $91 million. The firm employs a long-term, asset-allocation investment approach focused on high-quality equities and investment-grade fixed income, tailoring portfolios to individual client objectives.

Douglas Wall is a financial advisor with 1836 Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has previously worked at Grey Rock Asset Management, LLC and Raymond James & Associates. Outside of his advisory role, Wall is a partner in YardSale Texas, LLC, a business that sells overstocked items through multiple channels including online platforms. 1836 Asset Management provides investment supervisory and separately managed account services primarily to high-net-worth individuals, trusts, businesses, and family offices. The firm employs an equity-focused, multi-year ownership strategy combined with a variety of investment approaches tailored to client objectives, utilizing subadvisers to implement portfolio models.

Rod Jones is a financial advisor at Cain Capital Management, LP in Dallas, TX, with 29 years of industry experience. He holds a Series 63 designation and has worked at Cain Capital since 2014, following a three-year tenure at Chertoff Capital LLC. Jones serves as a board trustee for the UT Southwestern Foundation and is a managing partner and equity owner in OakTruss Group, a cybersecurity firm. Cain Capital Management provides discretionary investment management to individuals, high-net-worth clients, retirement plans, trusts, and private pooled investment vehicles. The firm focuses on fundamental analysis and long-term investments, including private issues and sector-specific vehicles, and specializes in managing private funds and special purpose vehicles.

Ryland Hudack is a financial advisor at Financial Synergistics Group, Inc. in Dallas, TX, holding a Series 65 designation with seven years of industry experience. He previously worked at Fisher Investments and currently operates MD Hudack Insurance Services, Inc. as an insurance agent. Financial Synergistics Group introduces investors to a third-party asset manager and provides financial planning and insurance services without managing assets directly. The firm serves individuals, endowments, businesses, and nonprofit organizations, offering referrals alongside insurance products and estate-planning solutions.

Joseph Penner is a financial advisor at Fireside Capital Advisors in Dallas, TX, with 33 years of industry experience. He has been with Fireside Capital Advisors and its predecessor entities since 2015. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning services, utilizing globally diversified portfolios and a range of investment strategies tailored to client needs.

Joshua Materne is a financial advisor at Ideology Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked across several related entities, including Ideology Financial, LLC and Materne Law, PLLC, where he advises clients on estate planning and legal matters. He is also involved in managing a real estate fund that focuses on single-family property investments. Ideology Wealth Advisors, LLC provides portfolio management and pension consulting primarily to individual and high-income clients, particularly medical doctors and dentists. The firm employs a tailored, research-driven investment approach that integrates long-term value investing with technical analysis and uses a range of investment vehicles including ETFs, options, and private placements.

Joshua Cohen is a financial advisor at FQI Capital Management LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Active Alts Inc., McElhenny Sheffield Capital Management, LLC, and Ackerman Capital Partners. 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. The firm combines quantitatively driven models with fundamental sector analysis and uses derivatives such as options to manage risk and generate income.

Trent Hughes is a financial advisor with Amerigo Asset Management Corporation in Dallas, TX, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has been with Amerigo since 2014. Outside of his advisory role, he owns a marketing and consulting firm aimed at supporting young athletes and has experience as an insurance agent and pharmaceutical sales executive. Amerigo Asset Management Corp. is a fee-based investment adviser serving individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, utilizing portfolios composed of individual equities and ETFs across various allocation strategies.