Brad Bartz is a financial advisor with Ridgewood Wealth Management LLC in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Fidelity Investments in various roles from 2009 to 2019 before joining Ridgewood Wealth Management in 2019. Ridgewood Wealth Management serves high-net-worth individuals and small businesses, offering tailored investment management combined with comprehensive financial planning. The firm employs an active management strategy using a mix of ETFs, mutual funds, individual equities, and fixed-income instruments, and also oversees third-party sub-advisers while maintaining responsibility for client suitability.

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.

Kathleen Hood is a financial advisor with Paradigm Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Harbor Light Planning and NorthWestern Mutual, as well as eight years with Handy Dandy Homes LLC. Paradigm Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary investment management, financial planning, and personal tax return preparation. The firm uses a passive, model-based investment approach focused on low-cost, diversified ETFs and emphasizes continuous planning through retainer arrangements and client education.

Scott Udkler is a CFP® professional with 18 years of industry experience, currently serving at Promus Advisors. His prior work includes roles at FIFIT LLC, Bearfoot Companies LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., J.P. Morgan Securities, Ufs, and Fidelity. Promus Advisors is a registered investment adviser offering discretionary and non-discretionary investment management, consulting, and financial planning to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm emphasizes a value-oriented, bottom-up investment approach using active managers and diversified strategies, including alternatives, and maintains a smaller client base to foster deeper relationships.

Alan Kepfer is a financial advisor with Aspen Financial Management, Inc. in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspen Financial Management since 2002. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations. The firm offers portfolio management and financial planning tailored to client needs, using a combination of fundamental and technical analysis and providing both discretionary and non-discretionary services.

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.

Ryan Vardeman is a financial advisor at Palogic Value Management, L.P. with seven years of industry experience. He holds a Series 65 credential and has been with Palogic since 2006. Outside of his advisory role, he serves as Chairman of the Board for Bsquare Corporation, a software company. Palogic Value Management provides discretionary investment management primarily to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment approach that integrates long and short equity positions alongside hedging and derivatives strategies.

Ruby Melton is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining her current firm, she has worked at Equitable Advisors, Institutional Securities Corp, and Charles Schwab, among other roles. Outside of financial advising, she is involved as an employee at Melton Custom Homes. Fortune Wealth Management provides discretionary investment management and financial planning services to individuals and institutional clients, using an asset-allocation approach informed by risk tolerance and multiple methods of securities analysis. The firm manages approximately $396 million in assets and offers ongoing portfolio monitoring with quarterly performance reports.

William Byrum is a financial advisor at TL Private Wealth with 13 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following five years at TD Ameritrade. TL Private Wealth provides investment supervisory services and financial planning primarily to individuals and high-net-worth clients, managing accounts on a discretionary basis and integrating financial planning, tax, and retirement considerations into its advisory services. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis to select holdings.

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.

Franklin Matute is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with RoseRock Wealth Management, LLC since 2018 and previously worked at Lee Financial Company, LLC from 2016 to 2018. Matute serves as a board member of the Dallas/Fort Worth Financial Planning Association, focusing on government relations advocacy. RoseRock Wealth Management is a small SEC-registered advisory firm managing approximately $215 million for about 72 clients. The firm provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, pensions, and charitable organizations, employing a primarily long-term investment approach grounded in modern portfolio theory.

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.

Sarah Kelton is a financial advisor at Orchid Advisory with a Series 65 designation and two years of industry experience. She joined Orchid Advisory in 2024 after completing nine years as a student. 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, offering asset management and family office services with a focus on individualized investment strategies and active oversight of third-party managers.

Gage Ross is a financial advisor at Ross Wealth Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, LLC and Coppell Advisory Solutions LLC. Outside of financial advising, Ross is the founder and designer of Ross Watches LLC, a company that designs and sells fine timepieces, and he also operates a DJ services business in the Dallas-Fort Worth area. Ross Wealth Group, LLC provides financial planning, consulting, investment management, and retirement consulting services, including specialized support for teachers’ retirement decisions. The firm employs a diversified asset allocation approach combining active and passive management and works with Independent Managers through a platform agreement with Triad Wealth Partners.

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.

Varun Singh is a CFA® charterholder with three years of industry experience. He is currently an advisor at Pinnacle Stream Capital LLC, where he has worked since 2022. Prior to that, he was with Westwood Holdings Group Inc for seven years and retired for a period between 2019 and 2022. Pinnacle Stream Capital is a small, supported advisory firm that provides discretionary asset management and ongoing portfolio management primarily for high net worth individuals and institutional clients. The firm employs a fundamental analysis-driven investment process with tailored strategies and conducts regular portfolio reviews, focusing on a very limited client base.