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.

Paul Michel is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Provident Financial Planning, LLC in Plano, TX. He worked at Fidelity Investments for five years before joining Provident Financial Planning in 2017. Since 2023, he has also served as Chairman of the Advisory Board for Avondale Investment Management in Dallas, providing ministerial and advisory support. Provident Financial Planning offers asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, and provides both discretionary and non-discretionary portfolio management tailored to client-specific restrictions.

Robert Gabhart is a financial advisor at Bluegrass Legacy Planning with 11 years of industry experience. He holds a Series 66 credential and has worked previously with Edward Jones and LPL Financial. Outside of finance, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and he is also an author and speaker. Bluegrass Legacy Planning provides financial planning and subscription coaching to individuals, high-net-worth clients, and business entities. The firm employs a multi-disciplinary analytical approach and maintains a long-term investment orientation, offering services primarily through written plans and subscription engagements rather than discretionary portfolio management.

Derek Atkinson is a financial advisor with FQI Capital Management LLC in Highland Village, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held positions at DSA LLC and Forza Capital Management, L.L.C. prior to joining FQI Capital Management in 2018. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting with an emphasis on real-time portfolio review and options strategies. The firm integrates quantitatively driven models, technical timing, and fundamental sector selection, and employs derivatives within managed accounts, including option writing, to manage risk and generate income.

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.

John Lombardo is a financial advisor at Rival Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has previously operated his own business and served as president of Rival Corporation, an entity established for personal trading activity. Rival Capital Management, LLC provides discretionary portfolio management and project-based financial planning to individual and high-net-worth clients, focusing on tailored investment strategies and maintaining purchasing power over the long term. The firm manages a small client base with a relatively high account minimum, using a range of approaches including asset allocation, technical analysis, and both long- and short-term investments.

Marmar Binley is a financial advisor at KM Capital Management, Ltd. with 19 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Fidelity Investments, TD Ameritrade, Sage Capital Advisors, and Wells Fargo Investments. Outside of financial advising, he is an independent consultant distributing skincare 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 a sub-adviser to a privately offered pooled investment vehicle. The firm focuses on wealth preservation and risk management through diversified asset allocation and incorporates private market investments alongside traditional securities and funds.

Jefferson Henderson is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Cultivar Capital, Inc. since 2013, where he serves as one of two advisors. Cultivar Capital, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management, financial planning, and ERISA 3(21) plan services to individuals, high-net-worth clients, trusts, estates, and a registered investment company. The firm manages the Cultivar ETF and uses long-term, asset-allocation driven strategies incorporating mutual funds, ETFs, ETNs, and individual equities across diversified risk models.

Reed Hays is a financial advisor at DFS Advisory in Denton, TX, holding a Series 65 designation. He began his career in financial services in 2025 and has professional experience with Distinct Financial Solutions, Inc. and Team Hays Inc. dba DFS Advisory. Outside of finance, he has been involved with the Greater Dallas Youth Orchestra. DFS Advisory provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans, managing $156 million in assets. The firm uses a combination of internal management, independent managers, and a technology platform to build customized portfolios with both fundamental and technical analysis.

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.

Trent Hughes is a financial advisor at Amerigo Asset Management Corporation in Dallas, TX, with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Ameriprise and Brewer Investment Advisors. Outside of advisory work, he is involved in marketing and consulting for young athletes through his firm GetReal and has worked as an insurance agent and pharmaceutical sales executive. Amerigo Asset Management Corp. provides fee-based portfolio management and advisory services primarily to individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, managing portfolios with individual equities and ETFs across various allocation strategies.

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 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.

Collins Knight is a CFP® with eight years of industry experience and is currently an advisor at Panteles Advisors. He has previously worked with firms including Ausdal Financial Partners, Stephens Inc., and Ernst & Young. Knight holds a Certified Public Accountant license in Texas and is involved in insurance sales on a limited basis. Panteles Advisors provides discretionary investment management, financial planning, and consulting services primarily to individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a strategic asset-allocation framework supported by various analytical approaches to manage customized portfolios for a select client base.

Justin Farris is a CFP® professional with 22 years of industry experience, currently serving at Farris Capital Management Inc. since 2011. Prior to this, he worked at Securities America Inc. from 2010 to 2018. He is also engaged as a licensed insurance agent. Farris Capital Management provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, and some business entities. The firm manages approximately $177.5 million across about 395 clients, utilizing a combination of advisor-managed accounts, automated investment platforms, and a disciplined investment process that includes the use of defined-outcome ETFs and options strategies.

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.

Jeffrey Rayburn is a financial advisor at Elm Asset Management Inc. based in Denton, TX, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at BT Americas, Inc. for 11 years. Outside of advising, he owns and operates Tingewick Holdings, LLC, providing part-time book-keeping and tax services for individuals and small businesses. Elm Asset Management offers discretionary investment management for individuals, trusts, estates, and charitable entities using separately managed accounts. The firm employs a combination of charting, fundamental, and technical analysis through actively traded growth and moderate income strategies, managing approximately $5.9 million in assets across a small client base.