Suzanne Fitzgerald is a financial advisor with Solutions 4 Wealth in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Solutions 4 Wealth, Advanced Planning, Inc., and Fitzgerald Wealth Strategies since 2019, and previously at Exencial Wealth Advisors from 2015 to 2019. Fitzgerald serves on the Parkland Hospital Foundation Planned Giving Council and is a board member at Plymouth State University. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm emphasizes broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing monitoring, and financial planning services, while also acting as an adviser and organizer of pooled real-estate investment vehicles.

Robert Gabhart is a financial advisor with Bluegrass Legacy Planning in Keller, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Edward Jones and various Bluegrass-affiliated entities. Outside of his advisory work, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and is an author and speaker with several published books. Bluegrass Legacy Planning offers financial planning and subscription coaching primarily to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach with a long-term investment orientation but does not manage client accounts or accept investment discretion, instead providing fixed, hourly, or subscription fee-based advisory services.

Matthew Condit is a CFP® professional with 15 years of experience in financial advising. He has worked at Strategic Wealth Management, LLC since 2015 and is also affiliated with LPL Financial. Strategic Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers discretionary asset management using ETFs, mutual funds, stocks, bonds, and third-party portfolio managers, with customized portfolios and regular reviews that may include margin borrowing and derivatives strategies.

Hello! We are Flourish Financial Planning. A group of tax-focused Financial Planners with a vision to empower Christian families, small business owners, and pastors to use their finances as a tool to live a flourishing life. An eternal mindset and biblical perspective form the foundation of our financial beliefs. It is important to address the heart behind your relationship with money instead of trying to force behaviors or plans. Not only does this lead to better outcomes, it is also Biblically supported by Jesus’ teaching in the Sermon on the Mount (Matthew 5-7) when He emphasizes the motives of the heart vs. outward action. See our Biblical Stewardship and Generosity Guide to see more of what we believe and how it affects our life. In our team of financial professionals, we have the CERTIFIED FINANCIAL PLANNER TM designation (CFP®), Certified Kingdom Advisor® designation, Enrolled Agent (EA), and Masters Degrees in Financial Services. We are a Fee-Only Advisory Firm, meaning we do not get paid to recommend any financial product.

Gregory Berryhill is a Series 66-licensed financial advisor with 16 years of industry experience, currently with LPL Financial in Fort Worth, TX. His prior experience includes roles at Edward Jones and Worth Wealth Advisors, LLC. He is also involved in managing an insurance agency and serves as a 1099 representative for M&A activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Daniel Phillips is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Michels Family Financial, LLC, where he has worked since 2023. Prior to this, he spent 33 years at Edward D. Jones & Co., L.P., and had a brief tenure at Prospera Financial Services Inc. Phillips is also the owner of DHP & Associates, a business based in Granbury, TX. Michels Family Financial serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, trusts, and estates. The firm employs an active, asset-allocation driven investment approach using diversified model portfolios tailored for long-term growth, total return, or current income, supported by integrated financial planning and technology-enabled portfolio management.

Carson Perkins is a financial advisor with Heritage Retirement Advisors, LLC in Colleyville, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Retirement Advisors, he worked in various roles including positions at Marco's Pizza, H-E-B, and Sul Ross University. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm uses a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management through model-based allocations ranging from conservative to aggressive.

John Lombardo is an advisor at Rival Capital Management, LLC with Series 63 and Series 65 licenses and one year of industry experience. He has been with Rival Capital Management since 2024 and is also president of Rival Corporation, an entity established for personal trading activity. Rival Capital Management, LLC provides discretionary investment management and project-based financial planning to individual and high-net-worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing portfolios across multiple asset classes on a discretionary basis with regular reviews.

Barry Richardson is a financial advisor at Trinsic Capital, LLC in Fort Worth, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Trinsic Capital since 2012. Trinsic Capital provides discretionary, fee-only portfolio management to a diverse client base, including individuals, trusts, non-profits, and corporations. The firm’s investment approach emphasizes fundamental analysis and offers multiple equity strategies tailored to client objectives, managing all accounts on a discretionary basis.

Stacey Smith is a financial advisor with S&S Wealth Management in Grand Prairie, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked previously at Osaic Wealth, Inc. and Triad Advisors Inc. Outside of her advisory role, she owns Western Star Smith Ranch, where she provides horse boarding and lessons. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients with investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various securities tailored to client objectives and risk tolerance.

Bonnie Moseley is a CFP® with 16 years of industry experience, currently serving at Moffatt Financial Strategies. She previously worked at Intelligence Driven Advisers, LLC for 10 years and at Labrum Wealth Management, LLC for four years. Moseley is also involved in insurance sales through LWM Insurance Solutions. Moffatt Financial Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm utilizes a written Investment Policy Statement, discretionary authority for asset management, and may recommend third-party advisers to implement client strategies.

Marmar Binley is a financial advisor at KM Capital Management, Ltd. with 18 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Fidelity Investments for 14 years. Outside of his advisory role, he is an independent consultant distributing skin care products for Rodan & Fields and Olive Tree People. KM Capital Management is a private wealth management firm serving high-net-worth individuals and acting as sub-adviser to a privately offered pooled investment vehicle. The firm focuses on wealth preservation and risk management through diversified asset allocation, including low-cost mutual funds, ETFs, individual securities, private funds, and direct private placements. It also offers discretionary and non-discretionary advisory services alongside concierge and administrative support, with a distinctive involvement in private fund management and performance-based compensation arrangements.

Derek Moffatt is a CFP® professional with over 21 years of experience in financial advisory services. He currently leads Moffatt Financial Strategies in Fort Worth, TX, a firm he has been affiliated with under various names since 2013. Prior to his current focus, he worked at LPL Financial for 11 years. Outside of his advisory work, Moffatt serves as president of the National Drowning Prevention Alliance, a nonprofit organization. Moffatt Financial Strategies provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a disciplined investment process that combines fundamental analysis with documented client risk tolerance, using both long-term and active strategies while incorporating third-party managers and outsourcing certain operational functions.

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.

Kevin Thompson is a CFP® with 14 years of industry experience, currently serving as an advisor at 9I Capital Group LLC. He previously worked at Park Avenue Securities for 10 years and is the founder and CEO of 9Innings Capital Group LLC. In addition to his advisory work, he is also an author and serves as an officer for a nonprofit organization focused on school readiness. 9I Capital Group LLC provides advisory services to individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and pension consulting, utilizing a comprehensive investment process that combines modern portfolio theory with fundamental, quantitative, and technical analysis.

Alfred Carroll is a CFA® charterholder with 19 years of industry experience. He has been with Cannoles Asset Management, Inc. since 2014 and also operates AL Carroll CPA, PLLC, where he works as a certified public accountant focusing on taxation. Cannoles Asset Management provides discretionary asset management and financial planning services to individual, family, and business clients. The firm manages portfolios using fundamental analysis and third-party research, offering portfolio management, asset-allocation modeling, and retirement distribution guidance.

Emma Simmons is a CFP® and holds a Series 65 license with nine years of experience in the financial industry. She has worked at AKG Financial Group since 2021 and previously spent seven years at Diesslin Group, Inc. located in Fort Worth, TX. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and quantitative methods, and offers access to both traditional and alternative investment vehicles.

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.

Paula Knox is a financial advisor at S&S Wealth Management with 12 years of industry experience. She holds a Series 65 designation and has been with S&S Wealth Management since 2013. Outside of advising, she is involved as a vice president and officer in a mobile repair business and works as a self-employed riding instructor. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm uses a tactical investment approach that combines technical analysis and fundamental research to manage portfolios tailored to each client’s objectives and risk tolerance.

Monalynd Young is a CFP® professional with nine years of industry experience. She has worked at ClearPoint Wealth Management since 2025, following positions at Allen Wealth Advisors, LLC, and United Capital Financial Advisors, LLC. Outside of ClearPoint, she provides advisory services to clients of Allen Wealth Advisors, LLC. ClearPoint Wealth Management serves individuals, including high-net-worth clients, offering investment management and financial planning services. The firm employs a combination of passive and active strategies, manages accounts on a discretionary basis, and provides certain estate-planning and tax-preparation services to qualifying clients through independent third parties.