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.

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.

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 at 9I Capital Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life and Guardian/Capital Financial Partners. Outside of his advisory work, Fenno is a 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 documented Investment Policy Statement process and combines modern portfolio theory with various analytical approaches, delivering both discretionary and non-discretionary portfolio management.

Samuel Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Shelton Wealth Management in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Shelton Wealth Management serves individuals, high-net-worth clients, trusts, businesses, corporations, and institutions by providing discretionary portfolio and wealth management, financial planning, and consulting. The firm emphasizes risk-adjusted, tax-efficient, and cost-conscious asset allocation using a mix of active and passive strategies across various asset classes and incorporates specialized investment products where suitable.

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 holds Series 65 and Series 63 licenses and has worked previously at Charles Schwab and Green Investment Management. In addition to his advisory role, he serves as COO of Lone Oak Trust Company, overseeing its operations department. Lummis Asset Management serves individual, high net-worth, charitable, and corporate clients with discretionary portfolio management and investment advice. The firm employs a long-term, value-oriented approach with concentrated portfolios and a laddered bond strategy, providing clients with regular reporting and institutional review services.

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 financial advisor at Chadwick Financial with five years of industry experience. He holds the Series 65 designation and has worked at Brookstone Wealth Advisors and Triad Wealth Partners. Golseth is also licensed as an insurance agent and engages in insurance sales as a secondary business activity. Chadwick Financial is a state-registered investment adviser that provides portfolio management and financial planning services to individual and high net worth clients. The firm primarily manages assets on a non-discretionary basis, offering recommendations while clients retain decision authority, and incorporates asset allocation and dollar-cost averaging in its investment approach.

John Fulmer is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 16 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining Shelton Wealth Management in 2021. He holds Series 63 and Series 65 designations. Shelton Wealth Management manages approximately $364.5 million in assets and serves individuals, high-net-worth clients, trusts, businesses, corporations, and institutions. The firm provides discretionary portfolio and wealth management, financial planning, and consulting, using a mix of active and passive strategies tailored to client needs and risk profiles.

Peyton Bruce is a financial advisor at Aspenridge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Aspenridge, he worked at Ameriprise and held positions at Abilene Christian University and Grapevine Faith Christian School. Outside of advisory work, he owns New Day Bars, a business that makes and sells breakfast bars. Aspenridge Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, primarily long-term investment approach using low-cost mutual funds and ETFs, supplemented by other asset types as appropriate.