Martin Day is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Brexton Family Financial, LLC since 2020 and previously spent ten years at Box Financial Advisors, LLC. Brexton Family Financial provides comprehensive wealth management services to individuals, non-profit organizations, and businesses, combining ongoing financial planning with discretionary portfolio management. The firm employs fundamental security analysis and Modern Portfolio Theory to build diversified, long-term portfolios tailored to clients’ investment policies and risk tolerances.

Michael Franklin is a CFP® professional with 22 years of experience in the financial industry. He is affiliated with Asset Preservation Group, Inc., where he has worked since 2007, and previously held roles at Purshe Kaplan Sterling Investments and National Planning Corporation. In addition to his advisory work, he is employed as a pilot with American Airlines. Asset Preservation Group, Inc. advises 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 serves approximately 330 clients with around $321 million in assets under management, utilizing a range of investment strategies and maintaining a fiduciary role for retirement accounts.

Monalynd Young is a CFP® professional with eight years of industry experience. She is currently with ClearPoint Wealth Management and previously worked at United Capital Financial Advisors, LLC and Allen Wealth Advisors, LLC. She is also registered as an investment adviser representative with Allen Wealth Advisors, providing advisory services to their clients. ClearPoint Wealth Management offers investment management and financial planning services to individuals, including high-net-worth clients. The firm combines passive and active investment strategies with personalized asset-allocation targets and provides discretionary portfolio management alongside optional financial planning.

Collins Knight is a CFP® and CPA with seven years of industry experience. He is currently with Panteles Advisors and Colo Development Partners, having previously worked at Ausdal Financial Partners, Stephens Inc., Ernst & Young, and other firms. Knight is also licensed to sell insurance products. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios through a strategic asset allocation framework and employs a variety of analytical approaches to guide investment decisions.

Joe Fletcher is a financial advisor with New Century Partners–The No-Load Group, Inc. He holds a Series 65 designation and has 16 years of industry experience. Fletcher has been with New Century Partners since 1995 and also operates Fletcher Tax Service, which he has managed since 1972. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on risk-appropriate asset allocation and integrated tax planning through its affiliation with a practicing CPA.

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 Colo Development Partners and Dell Technologies. Outside of advisory work, he serves as a financial analyst focusing on commercial real estate development at Colo Development Partners. Panteles Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations. The firm customizes portfolios using a strategic asset allocation framework and employs various analytical methods, offering performance-based compensation to qualified investors within a small team of credentialed professionals.

William Byrum is a financial advisor at TL Private Wealth in Celina, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at TD Ameritrade from 2013 to 2018 before joining TL Private Wealth in 2018. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing, using fundamental and cyclical analysis to select securities within documented Investment Policy Statements.

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 credentials and has worked at firms including JPMorgan Investment Management Inc. and Hartford Funds Management Company. Outside of his advisory role, he is the owner and manager of 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 customizes portfolios using a strategic asset allocation framework and employs various analytical approaches, including macro, fundamental, quantitative, qualitative, and technical analysis.

Vernon Billingsley is a financial advisor with Asset Preservation Group Inc in Grapevine, TX, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc and National Planning Corporation before joining Asset Preservation Group Inc, where he has been since 1999. Outside of advisory work, he is involved in life insurance and fixed annuity sales. Asset Preservation Group, Inc. serves individuals, trusts, estates, retirement plans, and business entities across approximately 334 client relationships. The firm provides financial planning and discretionary portfolio management, including its proprietary APG Separately Managed Account Wrap Fee Program, and advises on a broad range of investment instruments while acting as a fiduciary for retirement accounts.

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 29 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Triad Wealth Partners and World Equity Group. He is co-owner of Buffalo Marketing Inc. and serves as a board member of The Golseth Agency, a property and casualty insurance agency. 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 and oversight while clients retain decision authority.

Donald Hatcher is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 license and seven years of industry experience. He has worked at Solutions 4 Wealth and affiliated entities since 2018 and has prior experience with Textron Specialized Vehicles and Bell Helicopter. Outside of his advisory role, he owns and operates Advanced Planning, Inc., which provides insurance sales and services, and serves as president of Prestige Consulting Group, LLC, a real estate consulting firm. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, supplemented by due diligence and monitoring of private placements and alternative investments.

Conner Combs is a Series 65-licensed financial advisor with eight years of industry experience. He is a partner at Combs Capital Partners and also serves as a general partner in alternative investment vehicles through Combs Capital Group, LLC. Additionally, he holds a CFO role at So Sarah Rose LLC, a content creation business owned by his spouse. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for around 100 individual and high-net-worth clients. The firm offers active asset management, tailored portfolio services, participant account management for held-away retirement plans, and financial planning, employing a combination of fundamental, technical, and cyclical analysis in its long-term, model-based strategies.

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.