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.

Brandon Daniel is a Series 65-licensed financial advisor with Atai Capital Management LLC in Bedford, TX, bringing three years of industry experience. He has held roles at Askeladden Capital, Tocqueville Asset Management, Ciera Bank, Breach Inlet Capital, and has teaching experience at the University of Texas at Arlington and Coffeyville Community College. Outside of his advisory work, he conducts research on specific companies, industries, and trends. Atai Capital Management LLC serves a small client base including individuals, family offices, and institutions, providing discretionary asset management focused on fundamental analysis and long-term strategies. The firm operates as a solo practice with roughly a dozen clients and manages approximately $1.33 million in assets, offering publicly presented performance results and utilizing performance-based fee arrangements.

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.

Yashar Samandarli is a Series 65-licensed financial advisor with two years of industry experience. He is currently affiliated with Black Sea Investment Group and also holds an engineering management position at Pioneer Natural Resources. Additionally, he works as a real estate agent through HSTEX LLC. Black Sea Investment Group, established in 2023, provides portfolio management and financial planning services to individuals, families, high-net-worth clients, charitable organizations, trusts, and select corporate entities. The firm employs a research-driven approach focused on asset allocation, diversification, security selection, risk management, and regular portfolio reviews.

David Caviness is a CFP® professional with 25 years of experience in financial advisory. He is the principal of Caviness Wealth Management, LLC, an independent firm he has led since 2011. Caviness is also involved as a YouTube Partner, producing content related to investments. Caviness Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm manages approximately $59 million in discretionary assets and offers tailored portfolios alongside comprehensive planning services, including retirement, estate, charitable, education, and corporate tax planning.

Brennan Fridley is a financial advisor at Solid Rock Capital Management in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and has prior work experience including a role as Lead Financial Analyst at AT&T, Inc., as well as service in the United States Army. Solid Rock Capital Management provides financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm emphasizes a combination of fundamental and technical analysis, diversified allocations, and long-term investment strategies, and it offers public educational seminars and flexible planning engagement options.

Craig Turner is the sole advisor at Ranchwood Capital Management in Coppell, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding Ranchwood Capital Management in 2017, he worked at Bell Helicopter - TEXTRON for eight years. He is also involved in Ranchwood Outdoors, a landscaping business serving the Dallas-Fort Worth area. Ranchwood Capital Management is an independent, single-advisor firm that provides discretionary portfolio management for high-net-worth individuals, trusts, endowments, foundations, and corporate clients. The firm employs a long-term, value-oriented equity strategy focused on capital preservation and concentrated positions, managing separately tailored accounts rather than broad diversification.

Gregory Gardner is a CFP® with 24 years of industry experience and has operated The Gardner Group in Dallas, TX since 1995. He holds a Series 63 license and serves as the firm’s sole advisor. The Gardner Group provides investment supervisory services, financial planning, and consulting to individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a structured wealth-management process that includes asset-allocation models, third-party manager due diligence, and security analysis, managing a range of strategies across equities, options, fixed income, and derivatives.

Michael Labbe Jr. is a CFA® charterholder and financial advisor at Atwood Capital Management, LLC with four years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and Sikich Corporate Finance LLC, as well as time at The University of Chicago Booth School of Business and Sears Holdings Corporation. Atwood Capital Management, LLC is an independent registered investment adviser offering discretionary portfolio management and fixed-fee financial planning services to individuals and small businesses. The firm employs fundamental analysis across passive, active, and semiactive strategies and incorporates liability-driven investing and hedging techniques, serving clients with tailored investment approaches.

Paul Wildberger is a CFP®-designated financial advisor with 19 years of industry experience. He is the sole advisor at Integrity Private Wealth Advisors, LLC, where he has worked since 2018. Before that, he spent four years at Ameriprise Financial Services, Inc. Outside of his advisory role, he manages personal rental properties. Integrity Private Wealth Advisors serves individual clients, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management through a wrap-fee program and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, technical, sector, and cyclical analysis with various strategies, managing portfolios primarily on a non-discretionary basis.

Thomas Wilke is a financial advisor at AnalyticEdge Finance in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Goldman Sachs and United Capital Financial Advisers. In addition to his advisory work, he is appointed as an agent for World Financial Group, where he sells life insurance products. AnalyticEdge Finance provides financial planning and portfolio management services to individuals, families, and small businesses, emphasizing quantitative analysis techniques such as Monte Carlo simulations and portfolio back-testing. The firm offers tailored investment portfolios and serves as a fiduciary for 401(k) plans, incorporating transparent performance disclosures in client materials.

Philip Ladewig is a financial advisor with 23 years of industry experience. He is the sole advisor at Ladewig Investment Management, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at J.P. Morgan Securities LLC for 18 years. Ladewig Investment Management provides discretionary asset management primarily to individual and high-net-worth clients, offering tailored portfolio management that includes investment selection, asset allocation, and monitoring. The firm employs a range of strategies from long-term holdings to shorter-term trading and options, with regular account reviews focused on rebalancing and tax-loss harvesting.

Charles Durham is a financial advisor at Birnam Wood Capital, LLC in Dallas, TX, holding a Series 66 license with 17 years of industry experience. He has worked with Birnam Wood Capital since 2015 and has been associated with Bluffview Securities and Bluffview RIA since 2009. Outside of his advisory role, Durham is involved in managing several special purpose investment vehicles and serves as chairman of a sporting goods business. Birnam Wood Capital provides investment advisory and financial planning services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and quantitative analysis with a focus on non-discretionary portfolio management, and it sponsors multiple pooled private vehicles and single-purpose LLCs through affiliated entities.

Jetmir Ahmeti is the principal of Ahmeti Wealth Management, LLC, an independent advisory firm based in Richardson, TX. He holds a Series 66 designation and has 17 years of industry experience, including six years with Edward Jones prior to founding his current firm in 2015. He is also a licensed property and casualty insurance agent and a licensed real estate broker in Texas, offering these services to clients and prospects. Ahmeti Wealth Management provides portfolio management, investment management, and financial planning to individuals, corporations, and employer-sponsored retirement plans. The firm’s investment approach combines bottom-up fundamental analysis with macroeconomic factors, asset allocation, and diversification, serving primarily high-net-worth clients through customized portfolios.

Paul Streiber is a CFP® with 17 years of industry experience, currently serving as the sole advisor at PRS Wealth Management in Coppell, TX. He has worked at PRS Wealth Management since 2009 and previously spent eight years at Heritage Financial Planning. PRS Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and comprehensive financial plans. The firm utilizes Modern Portfolio Theory to build client-specific allocations and employs both long-term management and higher-risk margin and options trading strategies.

David Tobin is a financial advisor at Sabana Capital Management, LLC in Dallas, TX, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Sabana Capital Management since 2011. Sabana Capital Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, charities, corporations, and other entities. The firm uses a quantitative, multi-factor investment process focused on large-cap stocks and employs technical analysis and option strategies to manage risk and adjust market exposure.

Brandon Simpson is a financial advisor at Aspen Wealth Advisors LLC in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 13 years before founding his advisory firm. Outside of advising, he has a non-investment-related business under his own name. Aspen Wealth Advisors provides investment management and comprehensive financial planning to individual clients, combining passive, index-based strategies with selective fundamental analysis. The firm serves a small client base with tailored services that include retirement, tax, estate, insurance, and business planning.