John Shao is a CFA® charterholder with 28 years of industry experience. He is the principal of Summitas Investment Management LLC, where he has worked since 2024. Prior to joining Summitas, he led his own firm, John Shao Portfolio Management, Inc., for 12 years and worked at Eudaimonia Partners, LLC for four years. Summitas Investment Management LLC provides discretionary investment management and advisory services primarily to individuals and high net worth clients, including retirement account guidance. The firm employs a fundamental analysis-driven approach using exchange-traded funds, individual stocks, and bonds, with a focus on long-term investment horizons and customized portfolio allocations.

Edison Noboa is a financial advisor at Eagle Wealth Management, Inc. in McKinney, TX, with 29 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, Noboa is employed as a Benefits Analyst at the University of California Office of the President. Eagle Wealth Management offers discretionary portfolio management and investment advice to individual investors, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a combination of technical and fundamental analysis and employs diverse investment instruments, tailoring strategies to each client’s objectives.

Vj Arjan is a financial advisor at ConCap LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Torchmark Corporation. Outside of his advisory work, Arjan maintains a personal blog unrelated to finance. ConCap LLC serves individual clients, including high-net-worth individuals, by providing asset management alongside financial and estate-planning services. The firm applies fundamental analysis and Modern Portfolio Theory to build tailored portfolios, focusing on active management through ongoing monitoring and client communication.

Katherine Im is a financial advisor with WG Plan LLC in McKinney, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her previous roles include positions at LPL Financial and TIAA-CREF, as well as experience outside finance at J.C. Penney and Sassy Su LLC. WG Plan provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and a proprietary quantitative model to manage portfolios tailored to client specifications.

Francisco Zorrilla is a financial advisor at Zor Capital, LLC with 15 years of experience in the industry. He holds Series 63 and Series 65 licenses and has operated his own advisory firm since 2011. In addition to his advisory work, he runs a financial education website and hosts a weekly Twitter chat focused on stock market discussions. Zor Capital serves individual and high-net-worth clients by providing discretionary portfolio management, individualized asset allocation, and customized investment programs. The firm employs a combination of fundamental and technical analysis across various instruments and offers both performance-based and traditional fee arrangements.

Amy Hall is a Series 65-licensed financial advisor with CPR Financial & Insurance Services, Inc. in Prosper, TX, where she has worked for eight years. She also has experience as an independent insurance agent and offers accounting and tax preparation services. Approximately 25% of her professional time is dedicated to these other business activities, which occasionally involve providing related products and services to her clients. CPR Financial & Insurance Services offers portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm combines fundamental analysis with individualized investment policies and utilizes sub-advisors and multiple platforms to implement client portfolios, while also maintaining significant insurance brokerage activities.

Terry Ledbetter is a CFA® charterholder with 23 years of industry experience. He has been with Kopion Asset Management, LLC since 2009, where he serves as one of two advisors. Kopion Asset Management provides discretionary investment management primarily for individual clients seeking capital appreciation over a multi-year horizon. The firm manages concentrated portfolios of 15 to 25 publicly traded stocks selected through fundamental analysis, maintaining a uniform model portfolio approach for all fully invested clients.

Randy Smith is a CFP® with 34 years of industry experience. He is currently with Clear Sky Financial, LP, where he has worked since 2018, and previously held positions at LPL Financial and Flight Safety International. He is also a licensed insurance agent. Clear Sky Financial is a small advisory firm managing approximately $140.6 million in discretionary assets, offering tailored investment management and financial planning services to a diverse client base including individuals, institutions, and other investment advisers.

Lori Givens is a CFP® with 13 years of industry experience, currently serving at Align Financial Advisors, LLC since 2024. She previously worked at Wheat-Givens Financial, LLC and United Planners' Financial Services. She is also a board member of Koelling & Associates, Inc., an industrial supplies company in Dallas, TX. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates, employing diverse analytical methods and managing portfolios across mutual funds, ETFs, and equities.

Charles Rosen is a financial advisor at CPR Financial & Insurance Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CPR Financial & Insurance Services since 2014. Rosen serves as president of an independent insurance agency and holds several volunteer leadership roles within the National Association of Benefits and Insurance Professionals (NABIP), including legislative chair and board trustee positions. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm’s investment approach includes fundamental analysis and goals-based models, with portfolio implementation delegated to sub-advisors and use of multiple technology platforms.

Michael Davidson is a CFP® professional with 24 years of experience in financial advisory. He has led Wisdom Index Advisors since 2004. Outside of his advisory work, he is licensed as a general lines insurance agent. Wisdom Index Advisors serves individuals, corporations, and small businesses by offering wealth management, investment consulting, and retirement plan services. The firm employs an evidence-based, long-term investment approach centered on broad diversification, strategic asset allocation, and disciplined rebalancing, typically utilizing mutual funds, ETFs, and interval funds.

Jeffrey Sandt is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at USAA and Systemware. Align Financial Advisors provides asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs various analytical methods and offers both discretionary and non-discretionary portfolio management across mutual funds, ETFs, and equities.

Nancy Elliott is a CFP® professional with seven years of experience at Silver Lake Advisory Partners, LLC in Melissa, TX. She has been with the firm since 2019 and is part of a team that has collectively served clients since 2010. Silver Lake Advisory Partners provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, and small charitable foundations and endowments. The firm employs a fundamental analysis-driven investment approach emphasizing long-term holdings with flexibility for short-term trades, tax-aware strategies, and customized portfolios aligned with client risk tolerance and income needs.

Jonathan Lindstrom is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Kopion Asset Management, LLC since 2017 and has prior experience at Buswell Memorial Library and Wheaton College. Kopion Asset Management provides discretionary investment management to individual clients focused on capital appreciation through a single, relatively concentrated model portfolio of 15–25 publicly traded stocks held typically for three or more years. The firm serves investors with a multi-year horizon and employs standardized operations through Schwab with detailed performance reporting and trading disclosures.

Vincent Lombardo is a financial advisor with CPR Financial & Insurance Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as an independent insurance agent since 2010 and is the owner and officer of Vinou Corporation, a consulting company established in 1993. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plans. The firm integrates investment management with insurance brokerage activities and utilizes multiple platforms and sub-advisors to implement customized investment strategies.

Andrew Hickey is a CFP® professional with 27 years of industry experience. He has worked at Clear Sky Financial, LP since 2018 and previously spent 12 years at LPL Financial LLC. Hickey is also a licensed insurance agent, dedicating a portion of his work to this role. Clear Sky Financial provides discretionary investment management and financial planning services primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a broad range of securities and model portfolios, and it operates both as a manager for other advisers and by appointing sub-advisers.

Clark Buchanan is a CFP® and Series 65 licensed advisor at Succession Financial, Inc. with three years of industry experience. He previously worked at Moss, Luse & Womble, LLC for six years and spent four years at Dallas Baptist University in various capacities. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental analysis and modern portfolio theory with both passive and active strategies, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services.

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.

Braiden Simpson is a financial advisor at Legacy Folios with a Series 65 designation and three years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Financial Group, Bankers Life, and other financial firms. Since August 2025, he has also served as Chief Financial Officer of Gold Lake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm employs multiple analytical methods and both long- and short-term trading strategies to align portfolios with clients’ risk tolerance and time horizon.

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.