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.

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.

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.

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.

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 Jr. is a financial advisor at MRM Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Company, Park Avenue Securities LLC, and Guardian Life Insurance Company. MRM Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a long-term, diversified investment approach with an emphasis on strategic asset allocation, disciplined rebalancing, and tax-aware recommendations, incorporating third-party managers and private investments when suitable.

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.

Donald Hatcher is a Series 65-credentialed advisor at Solutions 4 Wealth with eight years of industry experience. His prior work history includes roles at Textron Specialized Vehicles and Bell Helicopter. He is also the owner and insurance agent of Advanced Planning, Inc., where he oversees insurance sales and administrative operations. Additionally, he serves as president of Prestige Consulting Group, LLC, providing real estate consulting services. Solutions 4 Wealth serves individuals, plans, trusts, and private funds, offering discretionary asset management and financial planning with a market-mirroring investment approach. The firm is noted for advising pooled real-estate investments and single-purpose private funds, while maintaining explicit disclosures and oversight controls.

Andrew Abramson is a financial advisor at Olympus Capital, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including Lincoln Wealth, Merrill, and Bank of America. Outside of finance, Abramson is a managing partner in North Texas Warriors Select Sports, a youth basketball development program where he is involved in operations and coaching. Olympus Capital, LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of charting, fundamental, and technical analysis to tailor portfolios and serves a focused client base with approximately $55 million in assets under management.

Conner Combs is a Series 65-licensed financial advisor with nine years of industry experience. He is a partner at Combs Capital Partners and has held roles at related entities including Combs Capital Group, where he serves as a general partner vetting alternative investment opportunities. Outside of investment advisory, he is the CFO of So Sarah Rose LLC, a small business owned by his spouse focused on content creation and social media promotion. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, with an emphasis on active asset management and tailored portfolio construction. The firm uses a long-term investment approach across mutual funds and ETFs and supports participant account management for held-away defined-contribution accounts through third-party aggregation and rebalancing.

Teresa Farmer Clemens is a financial advisor at Vega Financial LLC with a Series 65 designation and four years of industry experience. She has a background in education, having worked with the Plano Independent School District for a total of 17 years. Outside of advising, she serves as a substitute teacher for Plano ISD. Vega Financial serves individual, high-net-worth, and corporate clients, offering portfolio management and comprehensive financial planning using a primarily passive investment approach informed by Modern Portfolio Theory and various analytical methods.

Matthew Tarkington is a financial advisor at Directional Advisors in Lewisville, TX. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Tarkington serves as Senior Pastor at Faith4life Church, a position he has held since 2013. Directional Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach is goals-centric, emphasizing ETFs and fixed income while incorporating business-cycle analysis to adjust allocations and manage risk. Directional Advisors also offers unique services such as held-away plan advice and family office offerings, distinguishing it from similarly sized independent advisory firms.

David Piotrowski is a financial advisor with Waterford Capital Investment Advisory Services LLC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Waterford Capital since 2010 and is also the managing member of Double Eagle Advisors, LLC, a consulting business. Waterford Capital Investment Advisory Services LLC specializes in boutique investment management for high-net-worth individuals, families, trusts, family limited partnerships, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based, asset-allocation approach using exchange-traded funds and manages client assets on a non-discretionary basis with tailored portfolio management and ongoing due diligence of alternative investments.

Valerie Field is a CFP® professional with four years at Strategic Financial Planning, Inc. and two years of industry experience. Her prior roles include work at Financial Synergies Wealth Advisors, as well as positions outside finance with Chipotle and Zoe's Kitchen. Strategic Financial Planning, Inc. advises individuals, retirement and profit-sharing plans, charitable organizations, and business entities on wealth management and financial planning. The firm employs an asset-allocation approach using exchange-traded funds and mutual funds, combining fundamental and technical analysis with both long- and short-term strategies.