Edward Milner is a financial advisor at CasMilner Consulting LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with CasMilner Consulting LLC since 2015 in various roles. Outside of advisory work, Mr. Milner serves as a volunteer mentor at a startup accelerator and holds advisory or board positions with six startup companies across technology and service sectors. CasMilner Consulting LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on long-term investments in technology-driven companies. The firm emphasizes proprietary qualitative and quantitative analysis to select securities, targeting large-cap dividend-paying industry leaders and smaller- to mid-cap firms developing advanced technologies.

Douglas Simmang is a financial advisor at Turtle Creek Wealthcare in Dallas, TX, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Turtle Creek Advisors, Inc. since 2006. Turtle Creek WealthCare provides financial planning and advisory services to individuals, trusts, and endowments, serving around 73 clients. The firm uses a licensed WEALTHCARE planning system and simulation analysis to guide goal-based planning, and it co-advises with recommended SEC-registered discretionary managers while focusing on tax-efficient, diversified indexed ETF portfolios.

Phillip Washington Jr. is a financial advisor at Stone Hill Wealth Management, LLC in Dallas, TX, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stone Hill Wealth Management since 2016. Outside of his advisory role, he is the CEO of PW Media, a media and book publishing company, and produces the educational podcast Wealth Building Made Simple. Stone Hill Wealth Management is an independent firm serving individuals, high-net-worth clients, retirement plans, and select corporate clients. The firm employs a "Flow and Foundation" investment philosophy, incorporating broad-market ETFs, alternative exposures, and tactical strategies, while offering services such as portfolio management, financial planning, retirement plan consulting, and private investment due diligence.

Michael Howard is a financial advisor at AfroBloc in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Scouting America, RI International, and Broward County. Howard is involved in educational seminars and speaking engagements through his firm’s public outreach efforts. AfroBloc is a fee-only, registered investment adviser serving individuals, charitable organizations, and businesses with discretionary investment management, financial planning, and educational services. The firm uses a combination of passive and active investment strategies, including ESG options, and provides ongoing financial planning at no extra cost to investment management clients.

John Stuart is a financial advisor with Ironwood Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ironwood Wealth Management since 2014 and has worked with related entities since 2009. Ironwood Wealth Management provides advisory services primarily to individual clients, including both high net worth and non-HNW individuals. The firm offers discretionary asset management along with financial, retirement, and college planning, using proprietary model portfolios that combine fundamental and technical analysis and actively managed asset allocations.

Gavin Richey is the principal and sole advisor at Sieve Capital LLC, holding a Series 65 designation with seven years of prior experience at Railroad Ranch Capital. He has been operating in the financial industry since 2016 and formed Sieve Capital in 2024. Sieve Capital is an independent, state-registered investment adviser serving primarily pooled and institutional mandates as well as high-net-worth investors. The firm employs active, short-term trading strategies that combine systematic quantitative models with fundamental analysis and offers discrete investment approaches under written agreements.

Douglas Roberts Jr. is the sole advisor at Clearwater Wealth Management in Midlothian, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for GuideStone Financial Resources for 10 years. In addition to his advisory role, Roberts serves as a project manager for Southern Brothers Roofing, where he is involved in roof repairs and replacement. Clearwater Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm manages approximately $7.7 million in assets and employs fundamental and technical analysis along with Monte Carlo planning to tailor investment strategies according to client goals and risk tolerance.

Preston Zapffe is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He is the sole advisor at Family CFO, LLC, where he has worked since 2017, and he previously worked at Children's Health for one year. Zapffe serves as a director for a financial literacy nonprofit and maintains licensed insurance and real estate activities alongside his advisory work. Family CFO, LLC provides non-discretionary asset management and financial planning to individuals and business entities, supplemented by educational seminars and workshops. The firm uses a client-tailored approach based on documented goals and risk profiles, employing fundamental and technical analysis with client-approved investment decisions.

Jonathan Mcmullen is a CFP®-designated financial advisor with 14 years of industry experience, currently serving as the owner and wealth manager at The Wealth Observatory in Dallas, TX. He previously worked at Wisniewski Wealth Management and has held roles with Smallwillow, LLC and Advisor-Friendly Insurance. The Wealth Observatory is an independent advisory firm providing investment consulting and comprehensive wealth planning to individual and estate clients. The firm follows a Modern Portfolio Theory–based investment approach, offering personalized service to a small, select client roster without imposing asset minimums.

Robert Hunt is the sole advisor at Robert Hunt Financial, LLC in Dallas, TX. He holds a Series 65 designation and has 10 years of experience in the industry. Robert Hunt Financial provides fee-for-service financial planning, investment advice, and financial education to individuals, high-net-worth individuals, trusts, and families. The firm focuses on low-cost, predominantly index fund solutions with an emphasis on asset allocation, expense control, and tax considerations. It offers written and verbal analyses, client-focused seminars, and publishes periodicals, operating on an advisory model without investment discretion or custody of client assets.

Scott Hancock is a financial advisor at Oak Capital Advisors in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oak Capital Advisors since 2012. Hancock serves on the board of directors of Schuepbach Energy. Oak Capital Advisors is an independent sole proprietorship that provides investment management and asset-allocation advice to individuals, families, corporations, foundations, and retirement plans. The firm manages approximately $186 million and focuses on core holdings in index-tracking ETFs, emphasizing asset allocation and cost minimization while maintaining limited discretionary authority.

Kevin Clariday is the principal of Kevin Clariday Investment Advisor, an independent sole proprietorship based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. The firm provides comprehensive portfolio management and investment consulting services to individuals, trusts, and business entities, with approximately $21 million in assets under management. It specializes in non-discretionary portfolio management combining fundamental and technical analysis, emphasizing long-term investments and allowing clients to retain transaction approval authority.

David Mathews is the sole advisor at QKM, L.L.C. in Dallas, TX, holding a Series 65 credential with 13 years of industry experience. He has operated QKM, L.L.C. and worked as a self-employed advisor since 2011. Outside of his advisory role, Mathews is a 49% owner of Bear Trap Partners, L.L.C., a real estate investment company, and is a licensed real estate broker in Texas. QKM, L.L.C. provides investment research services focused on fundamental analysis for high-net-worth investors and pooled vehicles, without engaging in discretionary portfolio management or trade execution. The firm offers research covering a broad range of securities and employs proprietary methodologies to support client decision-making.

Gilles Hudelot is a CFP® with 26 years of industry experience, currently affiliated with Lafayette Financial Planning LLC since 2026. His prior roles include positions at Fruition Personal Finance, USI Consulting Group, USI Securities, and H.D. Vest Investment Services. Lafayette Financial Planning LLC offers wealth management, individual portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, high-net-worth clients, and businesses. The firm employs a blend of passive and active investment strategies based on Modern Portfolio Theory and provides a range of engagement billing options along with retirement plan management services.

Richard Bolgiano is a financial advisor at Bolgiano Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at Bolgiano Capital Management since 2010. In addition to his advisory role, he is involved with ARS Manager SMLLC and operates Bolgiano Tax & Business Services, a tax and accounting business. Bolgiano Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, incorporating a core/satellite investment framework and options strategies, to manage client portfolios.

Douglas Jordan is a financial advisor with OPCREST Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Since 2011, he has been with OPCREST Investment Management. Outside of his advisory role, Mr. Jordan occasionally provides real estate consulting services and serves as an executor of estates. OPCREST Investment Management offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on option contract strategies and exchange-listed securities and indexes. The firm’s investment approach emphasizes derivatives, including various option spreads and covered options, with daily monitoring and technical analysis tied to the S&P 500 200-day moving average.

Deborah Michel is a financial advisor at Argon Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Catapult Health for 14 years. Argon Advisors provides investment management and financial planning services to high-net-worth individuals, focusing on personalized investment policies and asset allocation. The firm uses a combination of passive and active strategies, manages portfolios according to client risk tolerance, and offers fee-only educational seminars and speaking engagements.

Hi, I’m Spenser Liszt, CFP®, founder of Motif Planning, a flat fee financial planning and investment management firm based in Dallas, Texas. I help dual-income families in their 30s and 40s who are doing well financially manage the growing complexity that comes with higher income and wealth. Most of my clients earn $250k+ while raising young kids and managing demanding careers. They have growing investment portfolios, bonuses, RSUs, stock options, deferred compensation, or other executive benefits. You may be asking: * Are we making the most of what we’ve built? * What should we do with RSUs, stock options, or company stock? * Are we paying more in taxes than we need to? * Are our investments coordinated with our financial plan? * How much should we save for college while still enjoying life today? * Can one of us step back from work someday? * What can we delegate so we have less to manage ourselves? I help bring those decisions together across your investments, taxes, equity compensation, employee benefits, cash flow, insurance, college planning, retirement, and estate planning. You get another set of eyes looking for opportunities, someone to call before a major financial decision, and fewer financial tasks competing for your attention. My goal is to help you feel confident the details are handled thoughtfully, so you can spend less time researching, monitoring, and second guessing financial decisions and more time with your family and the people you care about. Before becoming a financial planner, I spent 17 years as a professional musician performing with artists including Aretha Franklin, Frankie Valli, The Temptations, Korn, and Father John Misty. I later earned my CFP® certification through Southern Methodist University and founded Motif Planning. When I’m not working with clients, I’m spending time with my family, woodworking, or playing piano for my son. Be sure to check our ⭐️⭐️⭐️⭐️⭐️ reviews on Wealthtender to hear directly from clients about what it’s like to work together. If you recognize your family in this profile, schedule a 15-minute discovery call. We’ll talk through what prompted you to reach out, what you want help with, and see if Motif Planning is a good fit.

Tiffany Tippins is the principal advisor at Impactful Wealth Solutions in Red Oak, TX, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with firms including HD Vest Insurance Agency and Evolution Health. Tippins is also the author of a financial planning book titled *Plan for IT: An Actionable Blueprint for Building Wealth & Achieving Your Dreams* and owns a boutique stationery business called Uniquely Gifted Chic Boutique. Impactful Wealth Solutions serves individuals, trusts, smaller employer-sponsored retirement plans, and corporate clients, offering investment management, financial planning, tax preparation, insurance products, and employee-benefit services. The firm employs a conviction-driven, long-term investment approach and provides both subscription-based service tiers and traditional advisory relationships, integrating third-party managers and model portfolios as part of its service offerings.