Charles Limandri is a CFP® professional with one year of experience at Orchid Advisory. He has been involved with Matter Family Office since 2019 and previously worked in the Office of Advancement at the University of Dallas. 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, providing asset management and family office services including consolidated reporting, tax and legacy coordination, cash flow planning, and administrative support.

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.

Todd Rabalais is a financial advisor at KPC Financial Solutions, LLC in Dallas, TX, with 17 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, Total Advisor Network, LLC, and Innovative Estate Management, LLC. In addition to his advisory role, he sells life, accident, and health insurance through various company appointments. KPC Financial Solutions provides portfolio management and financial planning services for individual and high-net-worth clients, utilizing tailored Investment Policy Statements and discretionary portfolio implementation. The firm employs a quantitative investment approach combining mutual funds, ETFs, equities, fixed income, and annuities, with both long- and short-term trading strategies aligned with client risk profiles.

Quantrel Hedrick is a CFP® professional with four years of industry experience, currently affiliated with Box Financial Advisors, LLC in Grapevine, TX. His prior experience includes roles at Baker Tilly Wealth Management, The Vanguard Group, Westwood Wealth Management, and Charles Schwab. Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, and business entities, employing a long-term asset-allocation approach and fundamental analysis. The firm offers portfolio management for various account types and advisory services to a special purpose vehicle through private placements, serving qualified investors with tailored investment strategies.

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.

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 at Guided Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at NYLIFE Securities, LPL Financial LLC, Lincoln Financial Advisors Corporation, and Strategic Wealth Partners. Guided Wealth, LLC provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a long-term, goal-aligned investment approach focused on fundamental analysis and custom portfolio construction, incorporating low-cost mutual funds, ETFs, and other investment vehicles as appropriate.

Truman Blocker IV is a CFP® professional with 32 years of industry experience, currently a partner at Spectrum Strategies, L.L.C. in Dallas, TX, where he has worked for over two decades. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a presenter for Sandler Training and coaches soccer seasonally at Trinity Christian Academy. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting, focusing on retirement, education funding, risk management, estate and tax analysis, and business succession. The firm provides non-discretionary investment advice and operates on engagement-specific fees without managing client assets directly.

Michael Miller is a financial advisor at Principia Wealth Advisory, LLC in Dallas, TX, holding a Series 65 designation with 22 years of industry experience. He has worked at Principia Wealth Advisory since 2020 and previously spent five years at True North Advisors, LLC. Principia Wealth Advisory provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using ETFs, mutual funds, and individual securities, incorporating options and derivative strategies for hedging or income generation when appropriate.

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.

Jeanie Harris is a financial advisor at Allred Harris Wealth Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Tenet Healthcare for 14 years before joining Allred Capital Management in 2023. 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, utilizing a range of investment strategies including options trading and, in limited cases, margin borrowing.

Andrew Winningham is a CFP® professional with 11 years of industry experience, currently serving at Principia Wealth Advisory, LLC since 2015. He is a member of Thousand Hills, LLC, a private investment vehicle focused on sourcing and evaluating private business opportunities. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and corporate entities. The firm employs a multi-strategy investment approach incorporating ETFs, mutual funds, individual securities, options, and cash management across multiple offices.

Scott Miller is a CFA® charterholder and Series 63 licensee with 28 years of experience in the financial industry. He has been with Miller Global Investments, LLC since 1998. Outside of his advisory role, he serves on the board of directors and the ALCO committee of Texas Security Bank and is a vice president of Indianola Foods, a family-owned grocery store operator. Miller Global Investments provides discretionary investment management and financial planning services for individuals, trusts, privately held corporations, retirement accounts, and investment funds, primarily through separately managed accounts. The firm employs a combined bottom-up and top-down investment approach across multiple strategy categories, including equities, fixed income, alternatives, and hedge strategies, offering institutional-style capabilities uncommon among similarly sized advisers.

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.

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.

Clay Daniels is a financial advisor at Daniels & Erickson Financial Advisors, LLC with 22 years of industry experience. He holds the Series 65 designation and has been with Daniels & Erickson since 2002. In addition to his advisory role, Daniels is an accountant at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plans, and business entities. The firm manages approximately $213.6 million for about 60 clients, employing a customized asset-allocation process with ongoing monitoring and rebalancing that incorporates both fundamental and technical analysis. The firm's affiliation with a full-service CPA practice allows coordination of tax planning, charitable gifting, and estate work alongside investment advice.

Janine Guenther is a CFA® charterholder with over 11 years of industry experience. She is currently with Promus Advisors and Bellwether Investment Management, having previously worked at Dixon Mitchell Investment Counsel and CIBC Wood Gundy. Guenther serves as a Finance Committee member at large for the University Women's Club of Vancouver and is a board member of the CMT Association. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that combines core equity and fixed income holdings with alternative strategies, managing over $415 million across 269 accounts.

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.

David Nelson is a CFP® professional with 23 years of industry experience, currently serving at Daniels & Erickson Financial Advisors, LLC since 2002. He is also a shareholder and tax accountant at Daniels & Erickson, P.C., where he manages tax client relationships and prepares tax returns. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plan participants, and business entities. The firm integrates its investment approach with tax planning through its affiliation with a CPA firm, focusing on customized asset allocation and ongoing portfolio management.