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.

Robert Richardson is a financial advisor with Trinsic Capital, LLC in Fort Worth, TX, holding a Series 65 designation. He has been with Trinsic Capital since 2013. Trinsic Capital, LLC provides discretionary, fee-only investment management to individuals, trusts, nonprofit organizations, and other entities. The firm manages approximately $84 million across around 47 client relationships, focusing on value-oriented equity selection through multiple equity strategies and primarily serves both high-net-worth and non-high-net-worth individual clients.

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.

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.

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.

Kathryn Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at ClearPoint Wealth Management since 2025 and previously operated Allen Wealth Advisors, LLC for five years. Outside of her advisory roles, Allen was involved with Boulevard Animal Hospital for nearly two decades. ClearPoint Wealth Management provides investment management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a mix of passive and active strategies and offers discretionary portfolio management alongside limited-scope financial planning.

Tyler Curtis is a Series 65-licensed financial advisor at Snider Advisors with 18 years of industry experience. He has been with Chronim Advisors since 2007. Curtis is also involved in the operations, marketing, and development of several investment-related technology companies that he owns. Snider Advisors provides investment advisory and consulting services to individuals and corporate clients, utilizing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm offers a mix of discretionary and non-discretionary portfolio management supported by proprietary screening tools and technology-enabled implementation.

Jacob Golseth is a Series 65-registered financial advisor with Chadwick Financial, based in Colleyville, TX. He has five years of industry experience, including prior roles at Brookstone Wealth Advisors and Triad Wealth Partners. Outside of advisory work, he is also licensed as an insurance agent, dedicating up to 30% of his professional time to the sale of insurance products. Chadwick Financial is a state-registered investment adviser serving individual and high net worth clients with portfolio management and financial planning services. The firm primarily manages assets on a non-discretionary basis, providing recommendations while clients retain decision authority, and employs an investment approach that includes asset allocation and both long- and short-term strategies.

John Fulmer is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. since 2007. Shelton Wealth Management offers investment and wealth management services, financial planning, and selection of independent managers to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $323 million in regulatory assets and uses a combination of active and passive investment strategies tailored through written investment policy statements.

Peyton Bruce is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining AspenRidge, he worked at Ameriprise Financial Services and has teaching experience at Abilene Christian University and Grapevine Faith Christian School. Outside of his advisory role, he owns New Day Bars, a business that makes and sells breakfast bars. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategies, constructing diversified portfolios using a range of investment vehicles, and is notable for managing approximately $335 million with a four-advisor team.

Travis Soppe is a CFP® professional with 16 years of industry experience, currently serving at Cumbie Advisory Services, Inc. in Fort Worth, TX. He has been with Cumbie Advisory Services and Rhodes Securities since 2012. Cumbie Advisory Services, Inc. provides financial planning and investment management consulting to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm operates as a non-discretionary investment consultant, focusing on diversified, low-cost portfolios and research-based approaches while assisting clients in selecting and monitoring independent money managers.

Michelle Connell is a CFA charterholder with 12 years of industry experience. She has worked at Portia Capital Management since 2017 and previously at Castle Hill Advisors, LLC. She is also an adjunct professor of finance at the University of Dallas. Portia Capital Management serves high-net-worth individuals, families, trusts, and institutional clients, offering comprehensive financial planning and portfolio management. The firm emphasizes asset allocation, diversification, and manager selection using proprietary lists and third-party data, managing approximately $56 million for about 30 clients.

Graham Strickland is an Investment Advisor Representative at S&S Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc. and Triad Advisors Inc. Strickland is also president of Strickland Financial Group LLC, an insurance agency, and serves on the executive board of the Longhorn Council Boy Scouts of America. Additionally, he owns Treetop Flyers LLC, a media company, and is involved in managing vacation rental properties through Atlas M Holdings, LLC. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios tailored to clients’ objectives and risk tolerance.