David Barnett is a ChFC® with 17 years of experience and the principal advisor at Grand Arbor Advisors in Richland Hills, TX. He has been the owner of Authority Enterprises, an insurance agency, since 1984. Grand Arbor Advisors provides financial planning and investment management primarily to individuals, trusts and estates, corporations, and charitable organizations. The firm combines licensed insurance services with advisory offerings and employs fundamental analysis across a broad range of investment strategies and instruments.

Scott Williams is a financial advisor with Palogic Value Management, L.P. in Dallas, TX. He holds a Series 65 credential and has 7 years of industry experience. Williams has worked at Palogic Value Management since 2009 and has also been affiliated with Goldman Sachs since 2003. He serves as a director of Renaissance Oil and Gas. Palogic Value Management provides discretionary investment management to private pooled investment vehicles and operates a sponsored wrap fee program for high-net-worth individuals, trusts, and institutional investors. The firm employs a bottom-up, value-oriented approach, utilizing long and short positions as well as hedging strategies.

Alicia Harrison is a financial advisor with Money Script Wealth Management, PLLC in Grand Prairie, TX. She holds a Series 65 designation and has been with Money Script since 2017. Prior to that, she worked at Palos Verdes Footwear from 2013 to 2017. Money Script Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and employs a blend of fundamental analysis and modern portfolio theory in its investment approach.

Anthony Hinojosa is a financial advisor at Your Path Financial LLC in Fort Worth, TX, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Mayo Performance and Honda of Fort Worth. He is also a licensed insurance agent offering life insurance and annuities. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm typically implements strategies through third-party model portfolios and conducts regular reviews while assisting clients with investment education and a broad range of investment options.

Teresa Gast is a financial advisor at Privus Financial, LLC in Irving, TX, holding a Series 65 credential with 23 years of industry experience. She previously worked at Cain, Watters & Associates, P.L.L.C. for ten years and has been with Privus Financial since 2017. Gast holds minor ownership interests in Tectonic Holdings, LLC and T Acquisition, Inc., which are affiliated with firms that provide additional investment-related services to Privus clients. Privus Financial serves individual clients and pension and profit-sharing plans, including both high-net-worth and non-HNW individuals. The firm offers financial planning, estate-planning coordination, tax management, and accounting services, typically referring clients to third-party advisers who manage portfolios on a discretionary basis while Privus coordinates and reviews these relationships.

Palmer Lummis is the sole advisor at Lummis Asset Management, L.P. in Fort Worth, Texas, with 23 years of industry experience. He has been associated with Lamco Capital, LLC and Lummis Asset Management since 1998. Outside of his advisory role, he manages a rural property leased for cattle grazing and holds partnerships related to oil and gas mineral interests and private equity investments. Lummis Asset Management, L.P. provides discretionary portfolio management and investment advice to individuals, charitable organizations, and corporations. The firm employs a long-term, value-oriented investment approach with low portfolio turnover and tax sensitivity, managing assets in excess of $220 million with a notably high assets-to-advisor ratio.

Financial security frees up your time and lets you pursue bigger goals. This idea is central to our work. Our comprehensive financial plans are crafted around your family’s values and goals. We strive to give you the peace of knowing exactly where your family’s finances are today, and the confidence of knowing what you are working towards and how to get there. Sanjay Pamurthy and Devin Talbot spent two decades as Corporate Finance executives (PepsiCo and The Freeman Company for Sanjay, Dr. Pepper Snapple, Deloitte for Devin) helping these firms build world-class finance teams and processes. During those years, both were avid investors and students of our economy and capital markets. This background shaped their belief that we live in both the best country and the best time for wealth creation. Even so, they realized that finances remain sources of anxiety to so many families. In 2021, Sanjay decided it was time to start Artham and apply his finance experience to help people master their own financial well-being. Devin joined him in the endeavor in 2026. Sanjay lives in Dallas with his wife, Chrisette (a successful physician and entrepreneur), and two adult children, Ketan and Anjali. Devin lives in Fort Worth with his wife, Rachel (a physician as well) and two daughters, Juliette and Eloise.

Andrew Durrett is a financial advisor with Potential Wealth Management LLC in Irving, TX, holding a Series 65 designation and nine years of industry experience. He has been with Potential Wealth Management since 2016 and is also a partner at Potential Investments, Ltd. Co., where he oversees real estate property operations. Potential Wealth Management LLC is a discretionary investment manager that serves a variety of clients, including institutional and high-net-worth individuals. The firm uses an active long/short equity strategy with fundamental, technical, quantitative, and sentiment analysis to manage portfolios on a discretionary basis.

Lawrence Messina is a financial advisor with Messina Wealth Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of advisory services, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a range of analytical methods and strategies, including synthetic borrowing and options techniques, to construct tailored portfolios and employs third-party sub-advisors for specialized exposures.

Justin Hall is a CFP® and Series 65-licensed advisor with Good Life Private Wealth, LLC in Fort Worth, TX, where he has worked for 10 years. He has spent his entire professional career with the firm, including its previous iteration as Good Life Asset Strategies. Good Life Private Wealth provides fee-based, discretionary investment management and limited financial planning to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs an active, capital-preservation oriented investment approach using both fundamental and technical analysis, incorporating risk management tools such as stop-losses, inverse funds, and options, which is noted as uncommon among peers.

Brendan Fenno is a financial advisor with 13 years of industry experience, currently with 9I Capital Group LLC. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities LLC, Guardian/Capital Financial Partners, and Rethink Wealth. Outside of his advisory work, Fenno is an active musician and serves on the Board of Big Brothers Big Sisters of Tarrant County. 9I Capital Group LLC provides advisory services to individuals, businesses, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a disciplined investment process incorporating modern portfolio theory and various analytical methods, and it offers a subscription-based program with market commentary and non-discretionary review meetings.

Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. She previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Messina also holds a full life insurance agent license and is involved in selling and servicing fixed insurance products. Messina Wealth Management advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a broad range of analytical methods and incorporates specialized strategies such as synthetic borrowing and options hedging, managing approximately $72 million across about 94 clients.

Michelle Krick is a CFA® charterholder and financial advisor with Miller Global Investments, LLC in Dallas, TX. She has 14 years of experience at the firm, which she joined in 2012. Miller Global Investments provides discretionary investment management and financial planning for individuals, trusts, privately held corporations, retirement accounts, and investment funds. The firm combines bottom-up fundamental security selection with top-down technical and macro analysis across multiple strategy categories, and it employs institutional-style capabilities including specialized fixed-income positions, alternative exposures, and block trading.

Richard Diamond is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at MB Advisors LLC since 2013 and previously spent eight years at Straight Lane Capital. MB Advisors LLC provides discretionary investment management and consulting primarily to high-net-worth individuals, focusing on customized portfolios and ongoing personal client contact. The firm employs two equity strategies—an Opportunistic, benchmark-agnostic approach and an Intrinsic Value approach—using fundamental research to construct concentrated portfolios and occasionally incorporating options, derivatives, and fixed-income securities.

Samuel Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Shelton has been with Shelton Wealth Management since 2021. Shelton Wealth Management provides investment and wealth management, independent manager selection, and financial planning services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $323 million in assets and employs both active and passive strategies, including allocations to cryptocurrency-related ETFs and limited use of leveraged or inverse products.

Christopher Roberts is a Series 65-licensed advisor with TruAdvisors Financial, LLC, based in Fort Worth, TX. He has been with TruAdvisors since 2026 and has prior experience with Spectra ACS and CWM. TruAdvisors Financial provides investment advisory and portfolio management services to individuals, corporations, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis and employs derivatives strategies, including options, in client accounts.

Grant Nichols is a Series 65-licensed advisor at Ross Wealth Group, LLC with one year of industry experience. He previously worked at UBS Financial Services and Clarity Financial Group among other firms. Nichols is also involved with Russ Ross Consultants, where he sells insurance products. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals and trusts, with a specialized retirement consulting practice for teachers. The firm constructs portfolios using a combination of independent managers and an asset-allocation framework based on Modern Portfolio Theory.

Brandon Booth is a Series 65 credentialed financial advisor at TruAdvisors with five years of industry experience. He previously worked at Elevated Capital Advisors and has been affiliated with Spectra Financial since 2002. Outside of his advisory role, Booth serves on the board of managers for CyberneticEntertainment, LLC, a software publishing business, and owns The Diamond Source, a company supplying and exchanging diamonds and precious gems to independent jewelry stores. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, and institutions. The firm employs fundamental, technical, and cyclical analysis in developing client investment programs and is notable for its active use of derivatives strategies in client accounts.

Michael Wimberley is a financial advisor at Lummis Asset Management, L.P. with 20 years of industry experience. He previously worked at Charles Schwab and Green Investment Management. He is also the Chief Operating Officer at Lone Oak Trust Company, a trust company based in Fort Worth, where he oversees the operations department. Lummis Asset Management serves individual clients, high net-worth individuals, charitable organizations, and corporate clients with discretionary portfolio management and investment planning. The firm employs a long-term, value-oriented investment approach, focusing on tax sensitivity and low turnover, and provides institutional review services to a financial institution managing third-party accounts.

Jaime Galvan is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Spectrum Strategies, L.L.C. since 1999 and also worked with MML Investor Services, LLC and Massachusetts Mutual Life Insurance Co. during the same period. He provides pro-bono financial guidance to military personnel and their families. 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 offers non-discretionary investment advice without managing client assets, operating on engagement-specific fees and coordinating with third-party managers for implementation.