Carolyn Pratt is a financial advisor at Guided Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at NYLIFE Securities, LPL Financial LLC, Lincoln Financial Advisors Corporation, and Strategic Wealth Partners. Guided Wealth, LLC provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a long-term, goal-aligned investment approach focused on fundamental analysis and custom portfolio construction, incorporating low-cost mutual funds, ETFs, and other investment vehicles as appropriate.

Truman Blocker IV is a CFP® professional with 32 years of industry experience, currently a partner at Spectrum Strategies, L.L.C. in Dallas, TX, where he has worked for over two decades. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a presenter for Sandler Training and coaches soccer seasonally 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 and operates on engagement-specific fees without managing client assets directly.

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.

Wang Chang Tsai is a financial advisor at TKC Wealth Management LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. He has been with TKC Wealth Management since 2016. Outside of his advisory role, he serves as Secretary for the Greater Dallas Taiwanese Chamber of Commerce. TKC Wealth Management is an SEC-registered firm serving individuals, including high net worth clients, pension and profit-sharing plans, small businesses, and institutional clients. The firm employs a blend of fundamental intrinsic-value analysis and tactical asset allocation across various strategies tailored to client risk tolerances, and it offers comprehensive services including portfolio management, ERISA plan consulting, and insurance product recommendations.

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.

Kalyan Cherukuri is an advisor at Velaga Advisors with a Series 65 credential and one year of industry experience. He previously worked at Texas Instruments for 24 years and currently serves as Director of Process Technology at Renesas Electronics America. Velaga Advisors is a boutique registered investment adviser serving individual and high-net-worth clients, focusing on family relationships. The firm combines fundamental and quantitative analysis with tax-aware portfolio construction and employs institutional sub-advisor strategies to manage specialized mandates.

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.

Gregory Wood is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Concorde since 2014. Concorde Investment Management is a registered investment adviser managing approximately $376 million for around 125 clients, including individuals and various legal entities. The firm uses a value-and-income investment approach with fundamental analysis to build diversified portfolios, offering both discretionary and non-discretionary portfolio management and financial planning services.

Michael Collins is a financial advisor at Trajan Wealth, L.L.C. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab and LPL Financial. In addition to his advisory role, he is also active as a licensed insurance agent involved in the sale of various insurance products. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors, providing discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach is tailored to client objectives and incorporates fundamental, technical, and cyclical analysis.

Jeanie Harris is a financial advisor at Allred Harris Wealth Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She previously worked at Tenet Healthcare for 14 years before joining Allred Capital Management in 2023. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm offers both discretionary and non-discretionary services, utilizing a range of investment strategies including options trading and, in limited cases, margin borrowing.

Andrew Winningham is a CFP® professional with 11 years of industry experience, currently serving at Principia Wealth Advisory, LLC since 2015. He is a member of Thousand Hills, LLC, a private investment vehicle focused on sourcing and evaluating private business opportunities. Principia Wealth Advisory provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, charitable organizations, and corporate entities. The firm employs a multi-strategy investment approach incorporating ETFs, mutual funds, individual securities, options, and cash management across multiple offices.

Scott Miller is a CFA® charterholder and Series 63 licensee with 28 years of experience in the financial industry. He has been with Miller Global Investments, LLC since 1998. Outside of his advisory role, he serves on the board of directors and the ALCO committee of Texas Security Bank and is a vice president of Indianola Foods, a family-owned grocery store operator. Miller Global Investments provides discretionary investment management and financial planning services for individuals, trusts, privately held corporations, retirement accounts, and investment funds, primarily through separately managed accounts. The firm employs a combined bottom-up and top-down investment approach across multiple strategy categories, including equities, fixed income, alternatives, and hedge strategies, offering institutional-style capabilities uncommon among similarly sized advisers.

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.

Alex Winslow is a Certified Financial Planner® with 31 years of industry experience. He has worked at Harvester Wealth, LLC since 2021 and was previously employed at Northern Trust Securities, Inc. and Northern Trust Bank for 17 years. Harvester Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a customized, primarily long-term investment approach using a mix of ETFs, mutual funds, individual equities, bonds, and alternative investments.

Richard Jordan is a financial advisor at Fortress Estate Solutions, PLLC in Frisco, TX, holding a Series 65 designation with 18 years of industry experience. He has been with Fortress Estate Solutions since 2006. In addition to his advisory work, he offers life insurance products as a licensed life insurance agent. Fortress Estate Solutions serves individuals, families, trusts, estates, and business entities by providing financial and investment planning, active portfolio management, and related services including estate, charitable, tax, mortgage/debt, and business planning. The firm combines comprehensive estate and charitable planning with active trading and options strategies, tailoring investment advice through fundamental and technical methods.

Wesley Pingelton is a CFP®, CFA®, and Series 66 licensed advisor with 22 years of industry experience. He has worked at Fullcircle Wealth LLC since 2012 and was previously with Triad Advisors, Inc. for 11 years before joining Northill Aims, LLC in 2025. Outside of his advisory role, he is involved in youth and adult soccer organizations in Texas, serving on the board of a youth soccer club and assisting with business practices for related sports groups. FullCircle Wealth serves individuals, high-net-worth clients, estates, partnerships, charitable organizations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm builds customized asset allocation strategies and utilizes third-party tools for risk profiling and reporting, distinguishing itself by incorporating derivatives and allowing margin in certain client portfolios.

Timothy Painter is a financial advisor with Lindus Advisors, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has operated Alcove Senior Advocates, a senior housing referral business, since 2017 and owns Aero Magister, LLC, through which he provides flight instruction and volunteer pilot services. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning alongside discretionary and non-discretionary investment management. The firm incorporates fundamental, technical, and cyclical analysis in portfolio construction and employs derivative instruments as part of its risk management and return-targeting strategies.

Glenda Lenox is a financial advisor with Castellano Wealth Planning in Plano, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has operated as a sole proprietor since 2015. Outside of her advisory work, she is also a licensed health insurance agent. Castellano Wealth Planning is an independent firm that provides discretionary asset management and financial planning services to individuals and retirement plans, including limited-scope ERISA 3(21) fiduciary services. The firm employs a long-term, diversified investment approach using low-cost index funds and ETFs, model portfolios, and sub-advisor strategies, offering financial planning at no additional charge.

Clay Daniels is a financial advisor at Daniels & Erickson Financial Advisors, LLC with 22 years of industry experience. He holds the Series 65 designation and has been with Daniels & Erickson since 2002. In addition to his advisory role, Daniels is an accountant at Daniels & Erickson, P.C., where he is involved in practice management, tax planning, and tax return review. Daniels & Erickson Financial Advisors provides portfolio management and financial planning services to individuals, high-net-worth households, trusts, estates, retirement plans, and business entities. The firm manages approximately $213.6 million for about 60 clients, employing a customized asset-allocation process with ongoing monitoring and rebalancing that incorporates both fundamental and technical analysis. The firm's affiliation with a full-service CPA practice allows coordination of tax planning, charitable gifting, and estate work alongside investment advice.

Janine Guenther is a CFA® charterholder with over 11 years of industry experience. She is currently with Promus Advisors and Bellwether Investment Management, having previously worked at Dixon Mitchell Investment Counsel and CIBC Wood Gundy. Guenther serves as a Finance Committee member at large for the University Women's Club of Vancouver and is a board member of the CMT Association. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that combines core equity and fixed income holdings with alternative strategies, managing over $415 million across 269 accounts.