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.

Joy Simmons is a financial advisor at J.E. Simmons & Co., P.C. in Dallas, TX, holding a Series 65 credential. She has been with J.E. Simmons & Co. since 2024 and previously worked at PricewaterhouseCoopers for ten years. J.E. Simmons & Co., P.C. provides investment management and financial planning to individual and high-net-worth clients, managing approximately $213 million across roughly 300 clients. The firm also offers accounting and tax preparation services alongside its advisory business, employing a combination of asset allocation, third-party sub-advisors, and alternative investments in its portfolio management.

Morgan Gough is a financial advisor with Arkenstone Financial, LLC, holding a Series 63 designation and 22 years of industry experience. He has worked at Arkenstone Financial since 2012 and has prior experience with firms including Wespac Advisors SoCal, Girard Securities, Hilltop Securities, and Tower Asset Management. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and offers tailored portfolio management within a wrap-fee program alongside comprehensive planning and consulting services.

John Jacobson is a financial advisor at TL Private Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following seven years at TD Ameritrade. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to high-net-worth individuals. The firm emphasizes strategic asset allocation with periodic rebalancing, uses fundamental and cyclical analysis for security selection, and generally operates under discretionary authority.

Matt Harrelson is a Certified Financial Planner® with 16 years of industry experience. He is currently with Principia Wealth Advisory, LLC in Dallas, TX. His prior experience includes roles at Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, Fidelity Brokerage Services, and Equitable Advisors. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a client-focused investment process incorporating ETFs, mutual funds, individual securities, and options strategies, and manages approximately $225 million in assets.

David Oconnor is the sole advisor at Waterford Capital Investment Advisory Services LLC in Addison, TX, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Waterford Capital entities since 1997 and serves as president of the advisory firm since 2007. Outside of advising, he owns Dipshit Radio, LLC, a business focused on communicating about sports events. Waterford Capital Investment Advisory Services LLC is an SEC-registered boutique investment adviser serving high-net-worth individuals, families, trusts, and private pooled investment vehicles. The firm employs a Modern Portfolio Theory-based approach with strategic and tactical asset allocation, focusing primarily on non-discretionary management and using a mix of exchange-traded funds, mutual funds, and private investments.

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

Jonathan Allred is a financial advisor at Allred Harris Wealth Management in Dallas, TX, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for eight years before joining Allred Capital Management, LLC. Outside of his advisory role, he serves as a board member on the investment committee of the Texas Historical Foundation. Allred Harris Wealth Management provides portfolio management and goal planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis and employing strategies including options and limited margin borrowing within separately managed accounts.

John Brady Jr. is a financial advisor with Triumph Wealth Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at Leadership Financial Advisors, World Equity Group, TCM Securities, and VFG Advisors. Outside of his advisory work, he is an independent Texas state life insurance agent and managing partner of Leadership Financial Group, where he sells life, health, disability, long-term care insurance, and annuities. Triumph Wealth Advisors provides asset management, financial planning, and consultation services primarily to individual and business clients. The firm manages client portfolios on a non-discretionary basis and utilizes equities, fixed income, mutual funds, and ETFs, while also sourcing and monitoring third-party managers.

Tyler Wacaster is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at AutoNation and New York Life. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios, ongoing portfolio monitoring, and financial planning, and also sponsors pooled real-estate investment vehicles and single-purpose limited partnerships for accredited investors.

Scott Wisniewski is the founder of Wisniewski Wealth Management in Dallas, TX, holding a Series 65 credential with 17 years of industry experience. He is also the founder and CEO of Arianna Insurance Advisors LLC, where he provides life, disability, and long-term care insurance second opinions and quotes, and Arianna Tax Advisors LLC, which offers tax-related advice to clients. Wisniewski Wealth Management serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans with fiduciary investment management and comprehensive financial planning. The firm uses a Modern Portfolio Theory-based approach with proprietary model portfolios focused on strategic asset allocation, primarily utilizing mutual funds and ETFs, supplemented by estate planning coordination and an atypical travel planning service included in client relationships.

Henri Glover is a financial advisor with HG Tailored Financial Services in Dallas, TX, holding a Series 66 designation and over 23 years of industry experience. He has worked with firms including Davis, Glenn, & Glover Wealth Management Services and LPL Financial. Outside of advisory services, he is involved in an independent insurance agency offering various lines of non-variable insurance. HG Tailored Financial Services provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm develops customized investment programs based on client goals, time horizons, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with ongoing monitoring and quarterly reviews.

Joshua Moore is a financial advisor with Corps Capital Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Corps Capital Advisors, he has been the CEO of THS Home Solar since 2018, an electrical contracting business. Corps Capital Advisors serves primarily high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, managing approximately $270 million for a small client base. The firm builds customized portfolios using a range of securities and private investments, applying both fundamental and technical analysis with a generally long-term orientation.

Charles Limandri is a CFP® professional at Orchid Advisory with one year of industry experience. He previously worked for seven years at Matter Family Office and spent four years at the University of Dallas, Office of Advancement. 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 comprehensive family office services with a focus on individualized investment strategies and oversight of third-party managers.

Venugopal Reddy is a financial advisor with FBS Securities in McKinney, TX, holding Series 63, 65, and 66 licenses and seven years of industry experience. His work history includes roles at FortyTwo Capital Ltd and World Choice Securities, among others. He is a member of the McKinney Rotary Club, participating in community service and charitable activities. FBS Securities provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm generally manages accounts on a discretionary basis using a combination of model portfolios and active trading techniques, including options and derivatives when appropriate, and offers specialized strategies such as digital-asset separately managed accounts.

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 serving at Box Financial Advisors, LLC. His previous roles include positions at Baker Tilly Wealth Management, The Vanguard Group, and Westwood Wealth Management. Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals, high-net-worth and accredited investors, as well as pension and profit-sharing plans and business entities. The firm’s investment process emphasizes fundamental analysis and long-term asset allocation, incorporating public securities and alternative investments tailored to client-specific goals and risk tolerances.