John Booth IV is a financial advisor at Bancroft Booth Capital Advisors in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America. He is also a licensed insurance agent, offering life insurance products to advisory clients as a sole proprietor. Bancroft Booth Capital Advisors provides discretionary asset management, comprehensive financial planning, and public seminars on investment topics. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, emphasizing fundamental analysis, ongoing portfolio monitoring, and a fiduciary standard.

Ben Jackson is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Street Light Wealth Management, LLC in Dallas, TX. Prior to founding his firm, Jackson worked at Morgan Stanley and Morgan Stanley Private Bank for seven and six years, respectively. Street Light Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm emphasizes fundamental equity analysis and options strategies within a long-term investment approach and also offers business valuation and specialized service tiers.

Cort Hoffman is a financial advisor at Hoffman Wealth Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his independent advisory firm in 2025, he worked in operational logistics and staff management at UPS from 2019 onward. Outside of his advisory role, he continues to manage operations at UPS as a full-time manager. Hoffman Wealth Advisors is a fee-only registered investment adviser serving individuals, families, and small business owners with integrated financial planning and investment management. The firm emphasizes diversified, low-cost index fund and ETF portfolios using long-term, passive, tax-efficient strategies based on Modern Portfolio Theory.

William Larson is the sole advisor at William B. Larson, CPA, LLC, an independent firm based in Dallas, TX. He holds a Series 65 designation and has 12 years of industry experience. Since 2011, he has operated his CPA firm, integrating accounting and tax expertise into his financial advisory services. The firm provides personal financial reviews and planning primarily for young professionals, middle-income workers, and retirees, as well as consulting services for businesses on transactions and cash flow matters. Its investment approach emphasizes asset allocation and diversification using a top-down macroeconomic framework and Modern Portfolio Theory, favoring passive index funds with limited tactical allocations, and delivers non-discretionary advice without managing client investment accounts.

Jacob Wade is a financial advisor at Shepherd Advisory LLC with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before founding Shepherd Advisory. Shepherd Advisory provides fractional family office and personal CFO services, comprehensive financial planning, and non-discretionary portfolio recommendations to high-net-worth individuals, families, and single-family offices. The firm uses a goals-based, holistic investment approach and coordinates with clients' broader advisory networks to deliver tailored financial solutions.

Michael Sepulveda is a CFA® charterholder and holds a Series 65 license. He is the principal advisor at Meraki Advisors LLC in Dallas, TX, where he has worked since 2016, accumulating nine years of industry experience. Meraki Advisors serves individual and high net worth clients, offering discretionary portfolio management with a long-only equity strategy, financial planning, and investment policy development. The firm focuses on concentrated positions in equities, preferred equities, ETFs, and closed-end funds, and incorporates options and derivative strategies within a strategic portfolio framework.

Geoffrey Collette is a CFA® charterholder and financial advisor at Aeon Capital Partners, LLC in Dallas, TX, with six years of industry experience. Prior to joining Aeon Capital Partners in 2020, he worked at Bares Capital Management, Inc. and Citi Employee Private Equity Management. Aeon Capital Partners provides discretionary investment management to individuals, high-net-worth clients, and foundations, employing a bottom-up, fundamental equity strategy focused on a concentrated portfolio of long positions without market-capitalization constraints.

Adam Rich is a financial advisor at Schlindwein Associates LLC in Dallas, TX, holding a Series 63 designation with 26 years of industry experience. He has been with Schlindwein Associates since 2013. Schlindwein Associates provides discretionary and non-discretionary investment supervisory services to individual and institutional clients, offering investment guidance and consulting for corporate and not-for-profit plans. The firm manages client assets through model portfolios based on client goals and risk tolerance, employing a proprietary fund-ranking system and strategic asset allocation across mutual funds, ETFs, and alternative investments.

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.

Stuart Greenfield is a financial advisor with Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and government entities. The firm uses fundamental analysis and employs both long- and short-term trading strategies, including margin borrowing and options writing, managing approximately $363 million in discretionary assets.

Ivan Sacks is a financial advisor at Kingsley Advisors, LLC in Dallas, TX, with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kingsley Advisors since 2015, with a brief tenure at National Asset Management, Inc. from 2015 to 2017. Kingsley Advisors provides discretionary portfolio management to individual and institutional clients, focusing on deep-value, out-of-favor opportunities through concentrated positions in a limited number of securities. The firm offers its investment strategy exclusively via its own wrap fee program, managing portfolios primarily through separately managed accounts.

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.

Jeffrey Bentley is a financial advisor with LGT Financial Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Fidelity Brokerage Services LLC and Investment Security Corporation. LGT Financial Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, managing approximately $456 million in discretionary assets. The firm offers portfolio management, financial planning, and consulting services, using a range of investment strategies and products tailored to client objectives.

Jeffrey Guella is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Trinity Financial Services, Inc. in Dallas, TX. He has held roles at Mutual Securities, Inc. and Trinity Wealth Management, Inc., among others. Outside of his advisory work, he volunteers with Saint Vincent de Paul Charity and mentors young professionals through Young Catholic Professionals. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and retirement-product management. The firm employs fundamental and technical analysis combined with systematic rebalancing and tax-efficient liquidity management and offers both fee-based and commissioned products, managing approximately $91.5 million for about 125 clients.

Bradford Heiss is a financial advisor at NexAdvisors, LLC with eight years of industry experience. He has worked at Highland Capital Management Fund Advisors, L.P. since 2013 and previously at Highland Capital Management, L.P. from 2013 to 2021. NexAdvisors provides discretionary investment management and advisory services to individuals, high-net-worth individuals and families, and business or trust entities. The firm offers specialized advice for investing proceeds from the sale of appreciated real estate into Delaware Statutory Trusts as part of 1031 exchanges and manages approximately $26.1 million in discretionary assets using a diversified, long-biased investment approach.

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. His prior work includes roles at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm offers asset management across a broad range of securities and employs a variety of analytical and strategic approaches, including the use of third-party sub-advisors for specialized mandates.

Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, with nine years of industry experience. She holds a Series 66 designation and has previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. In addition to her advisory role, she serves as Managing Partner and Chief Compliance Officer at Messina Wealth Management and is licensed to sell fixed insurance products. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm employs a range of analytical strategies and offers specialized services such as fee-based annuity contract advisory and ERISA 3(21) retirement-plan advice.

Ryan Langberg is a financial advisor at Upspring Capital LLC in Dallas, TX. He holds a Series 65 designation and has been associated with Upspring Capital LLC since 2006. Prior to this, he was a student for ten years. Upspring Capital LLC is an independent registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, small businesses, and qualified retirement plans. The firm manages approximately $99.5 million across 27 client relationships and employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis in portfolio construction and rebalancing.

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.

Robert Ryan is the principal advisor at RWR Investments LLC, holding a Series 65 designation with 15 years of industry experience. He has led RWR Investments since 2010. RWR Investments LLC provides full-service asset management, Outsourced Chief Investment Officer (OCIO) services, and family office solutions to family offices, ultra-high-net-worth individuals, trusts, and corporate entities. The firm customizes investment programs to client goals and risk tolerance, employing bottom-up fundamental analysis and managing portfolios across public securities and alternative investments.