Brandon Daniel is a Series 65-licensed financial advisor with Atai Capital Management LLC in Bedford, TX, bringing three years of industry experience. He has held roles at Askeladden Capital, Tocqueville Asset Management, Ciera Bank, Breach Inlet Capital, and has teaching experience at the University of Texas at Arlington and Coffeyville Community College. Outside of his advisory work, he conducts research on specific companies, industries, and trends. Atai Capital Management LLC serves a small client base including individuals, family offices, and institutions, providing discretionary asset management focused on fundamental analysis and long-term strategies. The firm operates as a solo practice with roughly a dozen clients and manages approximately $1.33 million in assets, offering publicly presented performance results and utilizing performance-based fee arrangements.

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.

Brennan Fridley is a financial advisor at Solid Rock Capital Management in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and has prior work experience including a role as Lead Financial Analyst at AT&T, Inc., as well as service in the United States Army. Solid Rock Capital Management provides financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm emphasizes a combination of fundamental and technical analysis, diversified allocations, and long-term investment strategies, and it offers public educational seminars and flexible planning engagement options.

Gregory Gardner is a CFP® with 24 years of industry experience and has operated The Gardner Group in Dallas, TX since 1995. He holds a Series 63 license and serves as the firm’s sole advisor. The Gardner Group provides investment supervisory services, financial planning, and consulting to individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a structured wealth-management process that includes asset-allocation models, third-party manager due diligence, and security analysis, managing a range of strategies across equities, options, fixed income, and derivatives.

Michael Labbe Jr. is a CFA® charterholder and financial advisor at Atwood Capital Management, LLC with four years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and Sikich Corporate Finance LLC, as well as time at The University of Chicago Booth School of Business and Sears Holdings Corporation. Atwood Capital Management, LLC is an independent registered investment adviser offering discretionary portfolio management and fixed-fee financial planning services to individuals and small businesses. The firm employs fundamental analysis across passive, active, and semiactive strategies and incorporates liability-driven investing and hedging techniques, serving clients with tailored investment approaches.

Paul Wildberger is a CFP®-designated financial advisor with 19 years of industry experience. He is the sole advisor at Integrity Private Wealth Advisors, LLC, where he has worked since 2018. Before that, he spent four years at Ameriprise Financial Services, Inc. Outside of his advisory role, he manages personal rental properties. Integrity Private Wealth Advisors serves individual clients, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management through a wrap-fee program and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, sector, and cyclical analysis with various strategies, managing portfolios primarily on a non-discretionary basis.

Thomas Wilke is a financial advisor at AnalyticEdge Finance in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Goldman Sachs and United Capital Financial Advisers. In addition to his advisory work, he is appointed as an agent for World Financial Group, where he sells life insurance products. AnalyticEdge Finance provides financial planning and portfolio management services to individuals, families, and small businesses, emphasizing quantitative analysis techniques such as Monte Carlo simulations and portfolio back-testing. The firm offers tailored investment portfolios and serves as a fiduciary for 401(k) plans, incorporating transparent performance disclosures in client materials.

Philip Ladewig is a financial advisor with 23 years of industry experience. He is the sole advisor at Ladewig Investment Management, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at J.P. Morgan Securities LLC for 18 years. Ladewig Investment Management provides discretionary asset management primarily to individual and high-net-worth clients, offering tailored portfolio management that includes investment selection, asset allocation, and monitoring. The firm employs a range of strategies from long-term holdings to shorter-term trading and options, with regular account reviews focused on rebalancing and tax-loss harvesting.

Charles Durham is a financial advisor at Birnam Wood Capital, LLC in Dallas, TX, holding a Series 66 license with 17 years of industry experience. He has worked with Birnam Wood Capital since 2015 and has been associated with Bluffview Securities and Bluffview RIA since 2009. Outside of his advisory role, Durham is involved in managing several special purpose investment vehicles and serves as chairman of a sporting goods business. Birnam Wood Capital provides investment advisory and financial planning services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis with a focus on non-discretionary portfolio management, and it sponsors multiple pooled private vehicles and single-purpose LLCs through affiliated entities.

Brandon Simpson is a financial advisor at Aspen Wealth Advisors LLC in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 13 years before founding his advisory firm. Outside of advising, he has a non-investment-related business under his own name. Aspen Wealth Advisors provides investment management and comprehensive financial planning to individual clients, combining passive, index-based strategies with selective fundamental analysis. The firm serves a small client base with tailored services that include retirement, tax, estate, insurance, and business planning.

Troy Ferguson is the sole advisor at Ferguson Financial Planning in Duncanville, TX, holding CFP® and Series 65 credentials with 22 years at his firm and 11 years of industry experience. Ferguson Financial Planning is a fee-only independent advisory firm managing approximately $74 million in assets across 169 client relationships. The firm provides discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. It employs a fundamental, long-term investment approach through five model folios on a Goldman Sachs platform and offers clients 24-hour access to account performance reporting.

Paul Nouri is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Noble Advisors, LLC in Dallas, TX. He has been with Noble Advisors since 2009 and also manages Noble Equity Capital Management, LLC, a healthcare-focused investment advisor affiliated with private funds. Since 2013, Mr. Nouri has served on the board of VDI, a veterinary diagnostic company, without compensation. Noble Advisors provides discretionary portfolio management and supplementary financial planning services primarily for individual clients, including retirement account rollovers. The firm’s investment approach combines growth and income based on fundamental research, with frequent portfolio monitoring and aggregated trading across client accounts, and maintains an operating profile distinct from typical small advisory practices due to concurrent management of private investment vehicles and active involvement in business and tax planning.

David Fent is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. He has worked at Frost Investment Advisors, LLC and Frost Bank before founding Penn Street Capital Management LLC in 2017. Based in Dallas, TX, he is the sole advisor at his independent firm. Penn Street Capital Management provides discretionary investment management to individuals, high-net-worth clients, IRAs, trusts, estates, foundations, and endowments, typically requiring a $1,000,000 account minimum. The firm emphasizes long-term strategies and fundamental analysis to tailor portfolios based on client goals, risk tolerance, time horizon, and tax considerations.

Colby Harlow is the principal of Harlow Capital Management LLC in Dallas, TX, holding a Series 63 license and bringing 25 years of industry experience. He has worked at Arbco, LLC and Harlow Capital Management since 2005. Outside of his advisory role, he serves as Secretary Treasurer on the board of CTW Companies. Harlow Capital Management provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, charitable organizations, and pooled investment vehicles. The firm sponsors and manages private funds, including those focused on energy infrastructure, biotech, and aerospace, employing a disciplined, value-oriented investment process across separately managed accounts and private funds.

Michael Parikh is a CFP®-certified financial advisor with 21 years of industry experience. He has been with M Street Capital, LLC since 2015 and has also worked with Commonwealth Financial Network and Capital Navigation Group, LLC. Parikh owns M Street Capital, a private entity facilitating securities, advisory, and insurance business. M Street Capital provides financial planning and investment advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm combines fee-based financial planning with discretionary portfolio management through a wrap-fee program, using fundamental, technical, and cyclical analysis to tailor portfolios and financial plans to client goals.

Robert Holman is a CHARTERED FINANCIAL ANALYST (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). The former is the gold standard for the investment management profession, and the latter is useful for advising on personal financial circumstances. I'm "The Defensive Advisor" because it is essential to understand when markets are conducive to building opportunistic profits and when risk-taking should be minimized. Former positions: • LPL Financial Advisor • TD Ameritrade Investment Consultant • Director, Financial Planning & Analysis Robert is a registered investment advisor and fee-only financial planner. His investing curiosity brought real understanding of investing, surpassing what can be learned in an academic setting. His investing beliefs center around knowing the signs of the times, what should be done about them, and seeking to build wealth in both up and down markets. Robert is a summa cum laude graduate of The University of Texas at Austin. He belonged to the honor societies Phi Kappa Phi (Overall Collegiate), Beta Gamma Sigma (Finance), and Beta Alpha Psi (Business). Robert was a member of Pi Sigma Epsilon (Management) and volunteered his time as an advisor to SCORE (U.S. Small Business Administration Consulting). Robert resides in Dallas, Texas, with his amazing wife Karen and three wonderful daughters, Beth, Nancy, and Emily. He is the Stewardship Leader for his local church and an active volunteer in many church ministries, including divorce recovery and marriage counseling. Read Robert’s 2-minute biweekly stock market insights report here:  https://www.defensiveadvisor.com/blog

Alex Andrade is a Series 65-licensed advisor with 18 years of industry experience. He has been with Bulle Rock since 2006. Bulle Rock serves as investment manager to a private pooled investment vehicle and provides discretionary portfolio management to individual clients and trusts. The firm manages a long-short equity fund focused mainly on healthcare and consumer sectors, alongside long-only separately managed accounts that may include client-imposed restrictions.

Matt Zumbach is a CFA® charterholder and principal at Divergent Path Capital Management with prior experience at Northern Trust, Alight Solutions, Wall Street Prep, and AON Corporation. He currently serves as chief investment officer and president of the Baylor Oral Health Foundation, a nonprofit affiliated with Texas A&M University College of Dentistry. Divergent Path Advisors offers fee-only financial planning and non-discretionary investment consulting through fixed-fee, project-based written reports for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides customized, tax-aware strategic asset allocation advice without portfolio management or custody of client assets.