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.

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 Series 65-licensed financial advisor with Align Financial Advisors, LLC, bringing two years of industry experience. Her prior roles include positions at Wheat Givens Financial and Ember Financial Services, LLC. Outside of advising, she provides personal bookkeeping services on a part-time basis. 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, managing multiple types of risk while allowing clients to tailor investment restrictions and engagement terms.

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.

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 at FBS Securities with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he was affiliated with FortyTwo Capital Ltd and World Choice Securities, Inc. Mr. Reddy is a member of the Rotary Club of McKinney, where he participates 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 client accounts on a discretionary basis, employing both model portfolios and active trading strategies, including options and derivatives, aligned with documented investment objectives and risk tolerances.

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.

John Emmett is a financial advisor with Geneva Financial Group LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior work includes positions at Brokersxpress, LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory role, he is involved with Paraclete Advisors, which provides financial planning, life insurance, and annuities. Geneva Financial Group LLC offers fee-only, discretionary investment management and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm employs a broadly diversified, tax-efficient investment approach based on Modern Portfolio Theory and serves a client base that includes institutional-type entities such as corporate pension and profit-sharing plans.

Quantrel Hedrick is a CFP® professional with four years of industry experience, currently advising at Box Financial Advisors, LLC. His prior roles include positions at Baker Tilly Wealth Management, The Vanguard Group, Westwood Wealth Management, and RGT Wealth Advisors. Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals, including high-net-worth and accredited investors, as well as pension and profit-sharing plans and business entities. The firm employs a fundamental analysis and long-term asset-allocation approach, managing portfolios aligned with clients’ goals, risk tolerance, and liquidity needs, and evaluates both public securities and alternative investments.

William Blake II is a financial advisor at PMG Family Office, LLC in Plano, TX, holding a Series 66 designation with 15 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining PMG Family Office in 2021. PMG Family Office provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management using a combination of in-house oversight and third-party sub-advisors, employing strategies that include fundamental, qualitative, and sector analysis as well as the use of derivatives and structured products.

Michael Pettit is a CFP® and CFA® professional with two years of experience in financial advising. He currently works at Dornick Wealth Management in Dallas, TX, where he has been since 2025. His prior experience includes roles at Oak Hills Securities, Merritt Plus, and Veritex Community Bank. Pettit is also associated with L&E Properties, LLC in a non-investment-related capacity. Dornick Wealth Management serves high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm employs a blend of passive and active strategies grounded in modern portfolio theory and emphasizes a long-term investment approach.

Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

Christopher Chavez is a financial advisor at Apricity Financial, LLC with two years of industry experience. He previously worked at Fisher Investments and Blue Line Capital prior to joining Apricity Financial. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach is primarily fundamental-analysis driven, emphasizing diversified, low-cost ETFs while utilizing individual securities and alternatives as appropriate.

Nicholas Moore is a CFP® with five years of industry experience, currently serving as a financial advisor at Ideology Wealth Advisors, LLC in Dallas, TX. His background includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as experience in the hospitality sector with Legends Hospitality and the Ritz-Carlton Hotel Company. Ideology Wealth Advisors primarily serves high-income individual clients, including medical doctors and dentists, and offers advisory services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach using a range of strategies such as strategic asset allocation and alternative investments, with portfolios tailored to client objectives and regularly reviewed.

Whitney Ann Nash is a Series 65-licensed financial advisor with Nashional Investments in McKinney, TX, with nine years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of her advisory role, Nash is an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and is involved in managing entities that facilitate 1031 exchanges and escrow services. Nashional Investments serves individuals and business owners, including high-net-worth clients, offering portfolio management, hourly financial advising, and specialized real estate consulting such as 1031 exchange replacement-property identification. The firm advises on traditional and alternative investments using a variety of analytic methods and trading strategies, typically managing accounts with discretionary authority.

Truman Blocker IV is a CFP®-certified financial advisor with 33 years of industry experience. He is a partner at Spectrum Strategies, L.L.C. since 2000 and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of financial planning, he presents Sandler Training curricula and coaches seasonal soccer at Trinity Christian Academy. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting, focusing on retirement, education funding, risk management, estate and tax analysis, and business succession. The firm provides non-discretionary investment advice without managing client assets, operating on engagement-specific planning and consulting fees.

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 designation and less than one year of industry experience. He previously worked in a variety of roles including student loan consulting for Dr. Meredith Jones, LLC. Outside of investment services, he has co-ownership in a property management company. Allvet Financial serves individual clients, primarily veterinary professionals, offering discretionary asset management and integrated student loan repayment planning. The firm follows passive, buy-and-hold strategies based on modern portfolio theory and emphasizes long-term financial planning.

Michael Miller is a financial advisor at Principia Wealth Advisory, LLC in Dallas, TX, holding a Series 65 designation with 22 years of industry experience. He has worked at Principia Wealth Advisory since 2020 and previously spent five years at True North Advisors, LLC. Principia Wealth Advisory provides discretionary portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term investment approach using ETFs, mutual funds, and individual securities, incorporating options and derivative strategies for hedging or income generation when appropriate.

Partner and Advisor based in Dallas, Texas, serving business owners nationwide After graduating from Texas A&M, I began my career in strategy and management consulting in Houston. I worked with Fortune 500 clients across multiple industries, developing a disciplined approach to problem solving, financial analysis, and operations. I later joined one of my clients full time, serving in corporate finance, supply chain, and operations roles. Much of my work focused on over $1 billion of company acquisitions, including transaction analysis, post-acquisition integration, and building shared services across the enterprise. As a general manager, I was responsible for a team of 50 and a $20 million annual budget. In 2018, I returned home to join the family business. I am a CERTIFIED FINANCIAL PLANNER™ professional and registered with the SEC as an Investment Adviser Representative. I joined J.E. Simmons and Company in Dallas to extend my father’s vision of providing integrated financial, tax, and investment advice to high-earning professionals and business owners. I especially enjoy helping clients balance business growth with personal wealth goals, whether that means structuring retirement plans for practice owners or evaluating the financial impact of adding a partner. My background in M&A and operations allows me to bring large-company financial thinking to privately held businesses. I help clients navigate complex, high-stakes decisions with clarity, from evaluating acquisition opportunities to improving cash flow and long-term sustainability. Outside of work, I enjoy spending time with my wife and our three kids and cycling whenever I can. I volunteer at our elementary school in Richardson, Texas.