Scott Hancock is a financial advisor at Oak Capital Advisors in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oak Capital Advisors since 2012. Hancock serves on the board of directors of Schuepbach Energy. Oak Capital Advisors is an independent sole proprietorship that provides investment management and asset-allocation advice to individuals, families, corporations, foundations, and retirement plans. The firm manages approximately $186 million and focuses on core holdings in index-tracking ETFs, emphasizing asset allocation and cost minimization while maintaining limited discretionary authority.

Kevin Clariday is the principal of Kevin Clariday Investment Advisor, an independent sole proprietorship based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. The firm provides comprehensive portfolio management and investment consulting services to individuals, trusts, and business entities, with approximately $21 million in assets under management. It specializes in non-discretionary portfolio management combining fundamental and technical analysis, emphasizing long-term investments and allowing clients to retain transaction approval authority.

Michael Awosemusi is a financial advisor at Empowerment Financial Advisors LLC in Irving, TX, holding the ChFC® designation and Series 66 license with 10 years of industry experience. His prior experience includes roles at Edward Jones and Brandon K. Moore Financial, LLC. He serves on several nonprofit and civic boards in the Irving area, including the Irving-Las Colinas Chamber of Commerce and the Baylor Scott and White Irving Foundation. Empowerment Financial Advisors provides asset management, financial planning, and retirement plan advisory services to individual, high-net-worth clients, and business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering tailored investment strategies and ongoing supervision, including discretionary trading when authorized.

Anthony Noto is a CFP® and CFA® with 12 years of experience in financial advising. He has operated Noto Financial Planning, LLC since 2013 in Dallas, TX. The firm serves individuals, families, and high-net-worth clients with fee-only financial planning and investment management. Noto Financial Planning employs a tailored, long-term buy-and-hold strategy focused on strategic asset allocation primarily using ETFs and mutual funds, with limited use of U.S. Treasury bonds and avoidance of individual equities and market timing. The firm is notable for its experience with non-U.S. clients and cross-border financial issues, and it operates on a largely non-discretionary basis.

David Mathews is the sole advisor at QKM, L.L.C. in Dallas, TX, holding a Series 65 credential with 13 years of industry experience. He has operated QKM, L.L.C. and worked as a self-employed advisor since 2011. Outside of his advisory role, Mathews is a 49% owner of Bear Trap Partners, L.L.C., a real estate investment company, and is a licensed real estate broker in Texas. QKM, L.L.C. provides investment research services focused on fundamental analysis for high-net-worth investors and pooled vehicles, without engaging in discretionary portfolio management or trade execution. The firm offers research covering a broad range of securities and employs proprietary methodologies to support client decision-making.

Seth Blanck is affiliated with Blanck Financial and holds a Series 65 credential. He has industry experience beginning in 2022, including roles at Elektrobit GmbH and Texas Instruments. His work history also includes establishing Blanck Financial, LLC in 2026. Blanck Financial, LLC is a fee-only registered investment adviser providing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm’s investment approach incorporates asset allocation and diversification, utilizing a mix of passive and active funds across various securities, and offers tailored financial planning on a fixed-fee basis.

Ronald Harrison is the principal of Planb Tax & Wealth Advisors LLC in Richardson, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in wealth advisory and tax preparation since 1994, including prior roles at Fox Wealth Advisors and his own CPA practice. He is also the sole proprietor of Ron E Harrison CPA, providing accounting and tax preparation services. Planb Tax & Wealth Advisors LLC offers tax-aware wealth planning and portfolio management for individuals, integrating tax planning into investment decisions. The firm serves a broad range of clients, including corporate and business clients, pension plans, charitable organizations, and other financial entities, and conducts educational seminars and workshops as part of its services.

Omar Mallick is a financial advisor at Holbrook Management, LLC in Dallas, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Holbrook Management since 2009. Holbrook Management, LLC is an independent, Delaware-registered asset manager overseeing approximately $72.7 million for high-net-worth individuals, family offices, institutions, and a commingled private fund. The firm employs a value-oriented, event-driven multi-asset investment approach with concentrated portfolios and uses quantitative techniques for idea generation and risk monitoring.

Gilles Hudelot is a CFP® with 26 years of industry experience, currently affiliated with Lafayette Financial Planning LLC since 2026. His prior roles include positions at Fruition Personal Finance, USI Consulting Group, USI Securities, and H.D. Vest Investment Services. Lafayette Financial Planning LLC offers wealth management, individual portfolio management, comprehensive financial planning, and retirement plan consulting for individuals, high-net-worth clients, and businesses. The firm employs a blend of passive and active investment strategies based on Modern Portfolio Theory and provides a range of engagement billing options along with retirement plan management services.

Charles Manthey is a CFP® with 38 years of experience in financial services. He is the president and sole advisor of Bluechip Financial Planning, Inc., an independent firm based in Richardson, TX. Before founding Bluechip Financial Planning, he worked at Securities America, Inc. for 28 years. Manthey also serves as a voting board member of the Prairie Club. Bluechip Financial Planning serves individual clients, including high-net-worth individuals, offering financial planning and asset management through both discretionary and non-discretionary accounts. The firm uses a combination of fundamental, technical, and economic analyses along with outsourced platforms and model portfolios to manage client accounts.

Douglas Jordan is a financial advisor with OPCREST Investment Management, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Since 2011, he has been with OPCREST Investment Management. Outside of his advisory role, Mr. Jordan occasionally provides real estate consulting services and serves as an executor of estates. OPCREST Investment Management offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on option contract strategies and exchange-listed securities and indexes. The firm’s investment approach emphasizes derivatives, including various option spreads and covered options, with daily monitoring and technical analysis tied to the S&P 500 200-day moving average.

Scott Lanigan is a CFA® charterholder based in Dallas, TX, serving as the sole advisor at EID Capital since 2021. He has four years of industry experience and has also been involved with Merit Partners since 2016, where he performs due diligence and produces investment reports for a single-family office. Prior to EID Capital, he worked in financial coaching in Dallas. EID Capital is an independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a combination of passive and active strategies across a broad range of asset classes, including traditional and alternative investments, with a focus on personalized investment policies and quarterly account monitoring.

Grafton Howland is the principal of Howland Advisory Corporation in Dallas, TX, with 23 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with G. Dulany Howland & Company since 1991. Howland is also licensed to sell insurance products. Howland Advisory Corporation is a privately owned investment adviser serving individuals, IRAs, trusts, estates, and business entities. The firm employs a blended active/passive, multi-manager investment approach and offers discretionary and non-discretionary portfolio management along with financial planning and counseling services.

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, and Scottrade, Inc. Hendrik has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm managing about $36 million in discretionary assets for individuals and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis for selecting outside managers, and offers comprehensive financial planning and participant account management.

Bradford Valentine is the principal of Valentine Investments, LLC in Dallas, TX, holding a Series 66 designation with 25 years of industry experience. He has led Valentine Investments since 2010. Valentine Investments, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combined fundamental and technical analysis approach with an emphasis on asset allocation and risk-adjusted total return, tailoring portfolios to clients’ risk tolerance and time horizon.

Melissa Summitt is a Series 65-licensed financial advisor with 21 years of industry experience. She has been the principal at Golconda Capital Management, LLC since 2005. Golconda Capital Management provides advisory services to a private pooled investment partnership and individual clients. The firm manages the pooled vehicle through a fundamentally driven, concentrated long/short equity strategy focused on small- and micro-cap stocks, while offering non-discretionary, advice-only services that emphasize diversified, low-cost index exposures for individual investors.

James Malone is a financial advisor at Oakview Capital Management, L.P. in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Oakview Capital since its founding in 2007. Malone is also the owner of Oakview Investments, LLC, a holding company related to the firm. Oakview Capital Management provides discretionary investment management and mutual fund selection primarily to high-net-worth individuals through separately managed accounts. The firm’s investment process emphasizes fundamental security analysis and may include concentrated, special-situation investments, foreign securities, and high-yield instruments.

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.