Can I retire soon? Am I on track? What happens if life throws a curveball? These are the questions I help people answer. Because money isn’t just about numbers, it’s about living with purpose and confidence. I became an advisor in 2012, just a few years after the 2008 financial crisis, when I saw how quickly dreams could be lost in the panic. I bring both technical expertise (MBA, CFA, CFP®) and a global perspective, having been born in France and raised between cultures. But more important than credentials is this: my goal at Orgallic Wealth is to turn “someday” plans into clear, confident strategies. Whether that means retiring early, starting something new, or finally tackling that stack of projects in the garage, I believe money should serve your life—not the other way around.

Jaryn Quick is a CFP® with six years of industry experience, currently serving at LEE Financial Company, LLC since 2019. Prior to joining LEE Financial Company, Jaryn worked at Texas A&M University - Commerce for four years. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based approach using its WholeVision™ planning framework and manages bespoke portfolios incorporating a range of investment vehicles, including private investments and structured notes.

Tamekia Thompson is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Wunderlich Securities, Inc., Raymond James & Associates, and the City of Memphis. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Marcel Garza is a CFP® certified financial advisor with three years of industry experience, currently with Level Four Advisory Services in Dallas, TX. His prior roles include positions at Texas Tech University, Texas Tech Health Sciences Center, New Mexico State University, and David Hill Financial, LLC. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services through various model portfolios and platform arrangements.

Erik Eklof is a financial advisor with Retirement Planners of America, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at GuideStone Financial Resources, USAA, and MCGowan Group Asset Management. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants. The firm uses an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, deploying model portfolios composed mainly of ETFs and mutual funds.

Shirley Ogden is a CFA® charterholder with 26 years of industry experience, currently with LEE Financial Company, LLC, where she has worked since 1993. In addition to her work at Lee Financial, she holds a part-time position at Timothy Carmody CPA, focusing on income tax preparation, research, and consulting. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model centered on its WholeVision™ planning framework and manages tailored portfolios that may include a variety of investment vehicles, alongside offering family office and foundation services.

John Hamiter Jr. is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Level Four Advisory Services since 2021 and Harbor Financial Services, LLC since 2005. Outside of advising, he is a partner in GHMYS Group, LLP, which provides office support services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, using model portfolios and a combination of direct management, affiliated sub-advisers, and third-party managers.

Ryan Coxe is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. His work history includes roles at Lee Financial, RETC, Strong Capital, Dominus Commercial, and the Dallas Cowboys. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model with a WholeVision™ planning framework, tailoring portfolios to clients’ specific liquidity, tax, income, and risk needs.

Carolyn Sterling is a CFP® with 28 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2022. She previously worked at Hd Vest Advisory and H.D. Vest Investment Securities, Inc. for over 25 years. Carolyn is also a board member and served as secretary for the Young Men's Service League in Plano, Texas. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm offers investment advisory and financial planning services across multiple platforms, constructing portfolios using a combination of firm and third-party models with discretionary or non-discretionary management.

Heather Parks is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential and two years of experience. Prior to joining Cain, Watters & Associates, she worked at KPMG, LLP for several years and has academic experience at Texas Tech University. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a wide range of services including ERISA plan advisory, pooled trust offerings, and donor-advised fund management while deploying both discretionary and non-discretionary investment solutions across multiple platforms.

Gizelle George is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Cain, Watters & Associates in 2025, she worked at Bank of America and Merrill from 2022 to 2025. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple platforms and maintains affiliations with banking, accounting, and broker-dealer entities to support its comprehensive service offerings.

Alexander Nickerson is a CFP® professional with five years of experience in financial advising. He has worked at Lee Financial Company, LLC since 2021 and previously spent five years with Cypress Point Wealth Management. He is based in Dallas, TX. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model using its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships.

Lenny Martinez is a Series 65-licensed advisor with 11 years of industry experience, currently with Simplicity Wealth since 2024. He previously worked at Brokers International Financial Services, Secure Investment Management, JD Mellberg Financial, and ArmOne Insurance. Martinez is also president of Futurenvest Consulting and serves as an independent insurance agent at LRM Retirement. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing a managed account platform, third-party model manager oversight, and integrated technology solutions for advisers.

Sean Kernan is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Advisor Resource Council since 2012 and also maintains a long-standing relationship with LPL Financial since 2009. Outside of advising, he operates a blog titled "How To Find A Financial Advisor." Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diversified portfolios.

Damian Caruso is a financial advisor with Capital Analysts in Plano, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 20 years. Caruso is the sole member of DJC Financial Advisors, LLC, an entity created for tax-related purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team that operates model portfolios and proprietary screening tools.

Alvin Walk is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Charles Schwab. Outside of his advisory role, Alvin is a musician who plays trumpet and performs with church groups. Prospera Financial Services, Inc. is an enterprise-scale firm serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services using various platforms and customizable portfolio solutions.

Anthony Gibson is a financial advisor with Avantax Planning Partners, Inc. based in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. Prior to joining Avantax, he worked at Cetera and owns a virtual tax practice, MMG Tax Group LLC, which focuses on tax resolution, planning, and preparation. He also manages Gibson Wealth Management, providing advisory services and insurance products through Avantax and Cetera. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets with an investment approach centered on firm-designed style allocation models and tax-intelligent strategies.

Kevin Mc Gohan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at firms including CETERA Financial Specialists LLC and Champion Financial Group. Outside of advising, he leads a chapter of Professional Connectors, a networking group, and is involved with local business networking organizations. The Patriot Financial Group serves individuals, small businesses, and retirement plans, offering investment management, financial planning, and consulting services. The firm creates tailored portfolios using a mix of charting, fundamental, and technical analysis, with ongoing supervision and rebalancing to meet client needs.

Cody Stansell is a CFP® professional with seven years of industry experience. He is currently with Victory Financial Group and has previously worked at SageSpring Wealth Partners, Waterworth Wealth Advisors, and High Ground Advisors. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm manages client assets through in-house teams and third-party managers using diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Tyler Nace is a CFP® professional with 18 years of experience, currently serving at SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial and Ken Zahn Inc, as well as involvement with the Financial Planning Association. Outside of his advisory work, he owns and partners in residential real estate rental properties. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets across a team of about 75 advisors. The firm provides personalized investment management, financial planning, and retirement plan consulting services to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations.