Jonathan Berry is a financial advisor at TrueHaven Capital in Richardson, TX, holding a Series 65 designation with one year of industry experience. Prior to joining TrueHaven Capital, he worked at Accenture for four years. TrueHaven Capital serves high-net-worth individuals, pooled investment vehicles, corporations, and other registered investment advisers, providing asset management, financial planning, retirement-plan consulting, family office services, and alternatives advisory with a focus on discretionary and non-discretionary solutions. The firm employs both fundamental and technical analysis in portfolio construction and offers customized investment options including separately managed accounts and private fund access.

Yen Chun Chen (Michael) is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining TKC Wealth Management, he was associated with Landolt Securities, Inc. He is also registered as a representative at Landolt Securities, where he sells investment products. TKC Wealth Management is an SEC-registered advisory firm that serves individuals, pension and profit-sharing plans, small businesses, and institutional clients. The firm provides discretionary and non-discretionary portfolio management using a blend of fundamental intrinsic-value analysis and tactical asset allocation, offering multiple investment strategies tailored to client risk profiles.

Barclay Nelson is a CFP® and CFA® with 15 years of industry experience, currently serving as an advisor at Birch Capital Management, LLC since 2004. He is involved in managing several private family foundations, overseeing investments, administration, and grant vetting. Outside of his advisory role, he is a managing member of a limited liability company involved in real estate operations. Birch Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and a corporation. The firm offers customized portfolios that incorporate fundamental and technical analysis across a range of asset classes, including alternative investments, and serves a small client base with a focus on trustee services and performance transparency.

Robert Peters is a financial advisor at Palogic Value Management, L.P. in Dallas, Texas, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with the Palogic Value Fund, L.P. since 2006. Outside of his advisory role, he is a partner in RJ9 Holdings, a private investment partnership formed in 2014, where he dedicates time to monitoring private investments. Palogic Value Management provides discretionary investment management to private pooled investment vehicles and sponsors a wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented approach utilizing long and short equity positions, derivatives, and other instruments, serving sophisticated investors including family offices, pension plans, and funds-of-funds.

Luke Mckee is a CFP® and Series 65 credentialed advisor with over ten years of experience in financial services. He currently leads 323 Wealth Management, LLC, an independent advisory firm based in Flower Mound, TX. Prior to founding 323 Wealth Management, he held roles at Happy State Bank, Expansion Industries, LLC, and JavelinIP, LLC. 323 Wealth Management serves individual and high-net-worth clients through discretionary asset management and financial planning, offering managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets via a third-party aggregation platform.

Joseph Applewhite is a Series 65-licensed financial advisor with 18 years of industry experience. He has led Applewhite Financial Planning, PLLC since 2013 and is also a CPA providing accounting services outside of his advisory role. Applewhite operates from Dallas, TX. Applewhite & Buys Financial Advisors serves individuals, high-net-worth clients, businesses, and their retirement plans, with a focus on healthcare, legal, education, and small-business sectors. The firm employs a Core + Satellite investment approach combining passive index exposures with active holdings, and offers modular financial planning, portfolio supervision, retirement-plan consulting, and accounting and tax services under separate agreements.

James Peters is a CFP® with 28 years of experience in the financial industry, currently serving at Palogic Value Management, L.P. since 2022. He previously operated Peters Wealth Management, LLC for eight years and has maintained a CPA practice since 1986. Outside of his advisory work, he holds a Texas insurance agent license with Blue Cross Blue Shield. Palogic Value Management, L.P. provides discretionary investment management to private pooled investment vehicles and a wrap fee program for high-net-worth individuals, trusts, foundations, and smaller entities. The firm employs a bottom-up, value-oriented investment strategy utilizing long and short positions, derivatives, and hedging, serving sophisticated investors such as family offices, pension plans, and institutional clients.

Matthew Hudack is a ChFC® credentialed advisor with 39 years of industry experience, currently serving at Financial Synergistics Group, Inc. since 2019. His prior roles include long tenure at John Hancock from 1986 to 2017 and leadership positions at MD Hudack Insurance Services, Inc. and Private Management Group, Inc. He is also president and owner of insurance and consulting businesses. Financial Synergistics Group primarily facilitates introductions between prospective investors and a third-party asset manager while offering standalone financial planning and insurance services. The firm serves individual investors, endowments, businesses, and nonprofit organizations without maintaining investment accounts or providing discretionary portfolio management.

William Geiler III is a CFP® professional with 24 years of industry experience, currently serving as an investment advisor representative at Spectrum Strategies, L.L.C. in Dallas, TX. He has worked at LPL Financial LLC, MML Investors Services LLC, and MassMutual Life Insurance Co. He is also involved in insurance services, helping clients obtain life, disability, long-term care, fixed annuities, and health insurance policies. Spectrum Strategies provides comprehensive financial planning and consulting primarily to individual clients. The firm offers written plans addressing retirement, education funding, risk management, estate and tax analyses, and business succession, delivering non-discretionary investment advice without managing client assets.

You’ve worked hard to build your wealth—our role is to help you protect it, grow it, and use it intentionally. At ClearPoint, we make financial planning personal, purposeful, and crystal clear. We specialize in working with retirees and pre-retirees with $1M+ in assets—people who want to preserve what they’ve built, reduce taxes, and create a retirement that feels both secure and fulfilling. Our clients come to us seeking clarity, confidence, and purpose in their financial lives. Whether you’re preparing for retirement, navigating a major transition, or simply looking to align your wealth with your life, we’re here to walk alongside you—with insight, care, and intention.

Michiel Hurley is a financial advisor with NexAdvisors, LLC in Dallas, TX, holding Series 65 and Series 63 licenses and offering 21 years of industry experience. His work history includes roles at Highland Capital Funds Distributor, Inc. from 2014 to present, as well as positions at Incline Analytics, LLC and Mike Hurley Research, LLC. He is concurrently employed by several affiliated SEC-registered investment advisers within the NexPoint group. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth clients, families, and business or trust entities. The firm specializes in tailored diversified portfolios and offers advisory services related to Delaware Statutory Trust investments within 1031 exchange strategies.

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 8 years of industry experience. He holds a Series 65 designation and has been with Palogic since 2006. Outside of his advisory role, Vardeman 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 high-net-worth clients. The firm employs a bottom-up, value-oriented approach using long and short equity positions alongside hedging and derivatives, serving sophisticated investors such as family offices, pension plans, and institutional funds.

Ruby Melton is a financial advisor at Fortune Wealth Management, LLC with one year of industry experience and holds a Series 66 designation. Her prior work includes roles at Equitable Advisors, Institutional Securities Corp, and Charles Schwab, among others. Outside of her advisory work, 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, including pension plans and trusts. The firm employs an asset-allocation based approach and utilizes multiple methods of securities analysis, maintaining approximately $396 million in regulatory assets under management.

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.