Joe Fletcher is a financial advisor at New Century Partners–The No-Load Group, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been associated with New Century Partners since 1995. In addition to his advisory role, he has managed Fletcher Tax Service since 1972. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with asset allocation tailored to client risk tolerance, and integrates tax planning through its affiliation with a certified public accountant.

Luke Mckee is a CFP® and Series 65 credentialed advisor with over ten years of experience in financial services. He currently leads 323 Wealth Management, LLC, an independent advisory firm based in Flower Mound, TX. Prior to founding 323 Wealth Management, he held roles at Happy State Bank, Expansion Industries, LLC, and JavelinIP, LLC. 323 Wealth Management serves individual and high-net-worth clients through discretionary asset management and financial planning, offering managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets via a third-party aggregation platform.

You’ve worked hard to build your wealth—our role is to help you protect it, grow it, and use it intentionally. At ClearPoint, we make financial planning personal, purposeful, and crystal clear. We specialize in working with retirees and pre-retirees with $1M+ in assets—people who want to preserve what they’ve built, reduce taxes, and create a retirement that feels both secure and fulfilling. Our clients come to us seeking clarity, confidence, and purpose in their financial lives. Whether you’re preparing for retirement, navigating a major transition, or simply looking to align your wealth with your life, we’re here to walk alongside you—with insight, care, and intention.

Brad Bartz is a financial advisor with Ridgewood Wealth Management LLC in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Fidelity Investments in various roles from 2009 to 2019 before joining Ridgewood Wealth Management in 2019. Ridgewood Wealth Management serves high-net-worth individuals and small businesses, offering tailored investment management combined with comprehensive financial planning. The firm employs an active management strategy using a mix of ETFs, mutual funds, individual equities, and fixed-income instruments, and also oversees third-party sub-advisers while maintaining responsibility for client suitability.

Noah Trstenjak is a financial advisor with Lifetime Capital Planning Group LLC and holds a Series 65 designation. He has been with the firm since 2025 and has prior experience as a self-employed contractor. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management and financial planning services, including managed access to held-away retirement accounts. The firm employs a client-tailored, discretionary investment approach and offers educational seminars and workshops without fee or individualized advice.

Alec Calvillo is a financial advisor at Panteles Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Dell Technologies and Deloitte & Touche, LLP. Outside of his advisory work, Alec serves as a financial analyst for Colo Development Partners, where he is involved in commercial real estate development. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm manages approximately $108 million in assets for a small client base, using a strategic asset allocation framework combined with diverse analytical approaches and a range of investment vehicles, with ongoing portfolio monitoring and rebalancing under discretionary authority.

William Byrum is a financial advisor at TL Private Wealth with 13 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following five years at TD Ameritrade. TL Private Wealth provides investment supervisory services and financial planning primarily to individuals and high-net-worth clients, managing accounts on a discretionary basis and integrating financial planning, tax, and retirement considerations into its advisory services. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis to select holdings.

Kelly Rench is a financial advisor at Relevance Capital Management with a Series 65 designation and three years of industry experience. Prior to joining Relevance Capital Management in 2020, Rench worked at Ryan, LLC from 2013 to 2020. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with large market capitalizations and employs fundamental and cyclical analysis to guide security selection.

Constantinos Maniatis is a financial advisor at Corps Capital Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2019. Maniatis has been with Corps Capital Advisors since 2019. Corps Capital Advisors serves a concentrated, mostly high-net-worth and accredited investor clientele, offering discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm combines fundamental and technical analysis with a long-term investment orientation and manages customized portfolios that may include ETFs, equities, fixed income, mutual funds, private investments, options, and derivatives.

Aaron Junk is a financial advisor at Panteles Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Investment Management, Hartford Funds, and Cole Development Partners. Outside of his advisory role, he manages two holding companies for personal non-exchange traded investments. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a strategic asset-allocation framework and multiple analytical approaches to customize portfolios, managing approximately $108 million in assets for a small client base.

Vernon Billingsley is a financial advisor at Asset Preservation Group Inc with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and National Planning Corporation. He is also involved in life insurance and fixed annuity sales through his firm. Asset Preservation Group, Inc. serves individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm uses a variety of analytical approaches and investment instruments, managing approximately $321 million in client assets across about 330 client relationships.

Bradley Stevenson is a financial advisor at Rival Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage lending, having worked at Prosperity Home Mortgage and Wells Fargo Home Mortgage. Outside of advisory work, he is active as a mortgage consultant, assisting borrowers with home financing. Rival Capital Management, LLC provides discretionary investment management and project-based financial planning to individual clients, including high-net-worth individuals. The firm customizes advice based on client objectives and risk tolerance, managing portfolios across various asset classes and offering standalone financial planning services.

Elizabeth Orser is a financial advisor at Orser Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at Bridger Capital Management, LLC since 2007. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Chad Golseth is a financial advisor at Chadwick Financial with Series 63 and Series 65 licenses and 30 years of industry experience. He has held various roles at firms including Triad Wealth Partners, World Equity Group, and TCM Securities, and has owned The Chad Golseth Agency, Inc. since 2014. Outside of financial advising, he is co-owner of Buffalo Marketing Inc. and serves as a board member of his wife’s property and casualty insurance agency. 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 provides non-discretionary investment oversight using asset allocation, dollar-cost averaging, and a mix of purchase strategies, and it may recommend third-party sub-advisors to manage client assets.

Donald Hatcher is a Series 65-credentialed advisor at Solutions 4 Wealth with eight years of industry experience. His prior work history includes roles at Textron Specialized Vehicles and Bell Helicopter. He is also the owner and insurance agent of Advanced Planning, Inc., where he oversees insurance sales and administrative operations. Additionally, he serves as president of Prestige Consulting Group, LLC, providing real estate consulting services. Solutions 4 Wealth serves individuals, plans, trusts, and private funds, offering discretionary asset management and financial planning with a market-mirroring investment approach. The firm is noted for advising pooled real-estate investments and single-purpose private funds, while maintaining explicit disclosures and oversight controls.

Thomas Barber is a financial advisor at Relic Wealth Management LLC in Ponder, TX, holding a Series 65 designation with no prior industry experience. His background includes clinical pharmacy roles at Denton State Supported Living Center and Trusted Medical, where he provided drug regimen reviews for patients. Relic Wealth Management LLC offers asset management, financial planning, and retirement plan consulting to individual investors, trusts, corporations, and employee benefit plans. The firm employs a range of analytical methods and investment strategies, including discretionary portfolio management and performance-based fee arrangements for qualified clients.

Conner Combs is a Series 65-licensed financial advisor with nine years of industry experience. He is a partner at Combs Capital Partners and has held roles at related entities including Combs Capital Group, where he serves as a general partner vetting alternative investment opportunities. Outside of investment advisory, he is the CFO of So Sarah Rose LLC, a small business owned by his spouse focused on content creation and social media promotion. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, with an emphasis on active asset management and tailored portfolio construction. The firm uses a long-term investment approach across mutual funds and ETFs and supports participant account management for held-away defined-contribution accounts through third-party aggregation and rebalancing.

Matthew Tarkington is a financial advisor at Directional Advisors in Lewisville, TX. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Tarkington serves as Senior Pastor at Faith4life Church, a position he has held since 2013. Directional Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach is goals-centric, emphasizing ETFs and fixed income while incorporating business-cycle analysis to adjust allocations and manage risk. Directional Advisors also offers unique services such as held-away plan advice and family office offerings, distinguishing it from similarly sized independent advisory firms.

Morgan Gough is a financial advisor with Arkenstone Financial, LLC, holding a Series 63 designation and 22 years of industry experience. He has worked at Arkenstone Financial since 2012 and has prior experience with firms including Wespac Advisors SoCal, Girard Securities, Hilltop Securities, and Tower Asset Management. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and offers tailored portfolio management within a wrap-fee program alongside comprehensive planning and consulting services.

John Jacobson is a financial advisor at TL Private Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following seven years at TD Ameritrade. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to high-net-worth individuals. The firm emphasizes strategic asset allocation with periodic rebalancing, uses fundamental and cyclical analysis for security selection, and generally operates under discretionary authority.