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 is a financial advisor at MRM Financial Advisors, LLC in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities LLC, and Guardian Life Insurance Company. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm uses fundamental security analysis and detailed client interviews to create tailored investment policy statements and manages accounts on a non-discretionary basis with custodial services through Schwab Institutional.

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 with Vega Financial LLC holding a Series 65 designation and three years of industry experience. She has a background in education, having worked for the Plano Independent School District and Texas Connections Academy. She also serves as a substitute teacher for Plano ISD on a limited basis. Vega Financial serves individual, high-net-worth, and corporate clients, offering portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by tactical analysis and options strategies, with a small advisory team providing personalized service.

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 CFP® professional affiliated with Principia Wealth Advisory, LLC in Dallas, TX, bringing 16 years of industry experience. His prior roles include positions 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 a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate entities. The firm employs a detailed investment process involving ETFs, mutual funds, individual securities, and options strategies, supported by a multi-office structure and an affiliated channel for insurance services.

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.

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.

Billy Fowler is a financial advisor with Fowler Financial Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fowler Financial Management since 2003. Outside of advisory work, he has experience in independent insurance sales. Fowler Financial Management provides investment management, financial planning, estate-planning support, and consulting to individuals, families, trusts, and closely held companies. The firm manages approximately $30 million in assets and employs a combination of fundamental and technical analysis along with third-party research to develop customized portfolios, with an emphasis on estate-planning coordination and streamlined execution.

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.

Karla Martin is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Wheat Givens Financial, Ember Financial Services, LLC, and in legal roles at The Ramage Law Group and The Law Offices of Kimberly J Munson. Outside of advising, she provides personal bookkeeping services. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs a variety of analytical methods and invests across mutual funds, ETFs, and equities while managing market, liquidity, and concentration risks.