Clark Buchanan is a CFP® and Series 65 licensed advisor at Succession Financial, Inc. with three years of industry experience. He previously worked at Moss, Luse & Womble, LLC for six years and spent four years at Dallas Baptist University in various capacities. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental analysis and modern portfolio theory with both passive and active strategies, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services.

My name is Taylor Stewart, and I am the founder of Ataroke Wealth. I founded Ataroke based on two core beliefs. The first is that people just want to make the most of their money. What that means is they want to feel like they’re being intentional, like they’ve considered all of their options, and they’re doing the best that they can. They want to know that they’re putting the right amount of money to work in the right places to be able to do what is important to them. Or as one client put it, “I just don’t want to do anything stupid.” I also believe that people want help with this but they don’t often get help because they feel like they’re just going to get sold something. That’s why I started Ataroke, to be able to help people make the most of their money without all of the sales BS and conflicts of interest that have become so common in our industry. At Ataroke, we provide comprehensive fee-only financial advice which means 1) we can answer almost any question, and 2) we are only paid by you, there are no sales. So whether you’re looking for an ongoing partnership or just have a one-time planning need, I invite you to take a look at how we can help. And remember, when it comes to Ataroke, there are no sales, there’s just advice.

Braiden Simpson is a financial advisor at Legacy Folios with a Series 65 designation and three years of industry experience. His prior roles include positions at Csenge Advisory Group, Peak American Financial Group, Bankers Life, and other financial firms. Since August 2025, he has also served as Chief Financial Officer of Gold Lake Capital Partners. Legacy Folios provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing mutual funds, ETFs, equities, fixed income, and real estate funds. The firm employs multiple analytical methods and both long- and short-term trading strategies to align portfolios with clients’ risk tolerance and time horizon.

Kenneth Haines is a financial advisor at MRM Financial Advisors, LLC in Frisco, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Park Avenue Securities LLC, and Guardian Life Insurance Company. MRM Financial Advisors provides customized investment advisory and financial planning services to individuals, high-net-worth clients, family limited partnerships, corporations, trusts, and pooled investment vehicles. The firm uses fundamental security analysis and detailed client interviews to create tailored investment policy statements and manages accounts on a non-discretionary basis with custodial services through Schwab Institutional.

Matthew Ludwick is a CFP® professional with 12 years of experience in financial advising. He has been with Fowler Financial Management since 2013. Ludwick holds a Series 65 license and maintains a life and health insurance license in Texas, though he is not currently appointed with any insurance companies nor receives commissions. Fowler Financial Management serves individuals, families, trusts, and closely held companies by providing investment management, financial planning, and estate-planning support. The firm combines fundamental and technical analysis with third-party research to create tailored portfolios, operating with a small, owner-operated structure and integrating estate-planning coordination with outside counsel.

Teresa Farmer Clemens is a financial advisor with Vega Financial LLC holding a Series 65 designation and three years of industry experience. She has a background in education, having worked for the Plano Independent School District and Texas Connections Academy. She also serves as a substitute teacher for Plano ISD on a limited basis. Vega Financial serves individual, high-net-worth, and corporate clients, offering portfolio management and comprehensive financial planning. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by tactical analysis and options strategies, with a small advisory team providing personalized service.

Valerie Field is a CFP® professional with four years at Strategic Financial Planning, Inc. and two years of industry experience. Her prior roles include work at Financial Synergies Wealth Advisors, as well as positions outside finance with Chipotle and Zoe's Kitchen. Strategic Financial Planning, Inc. advises individuals, retirement and profit-sharing plans, charitable organizations, and business entities on wealth management and financial planning. The firm employs an asset-allocation approach using exchange-traded funds and mutual funds, combining fundamental and technical analysis with both long- and short-term strategies.

John Brady Jr. is a financial advisor with Triumph Wealth Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has held roles at Leadership Financial Advisors, World Equity Group, TCM Securities, and VFG Advisors. Outside of his advisory work, he is an independent Texas state life insurance agent and managing partner of Leadership Financial Group, where he sells life, health, disability, long-term care insurance, and annuities. Triumph Wealth Advisors provides asset management, financial planning, and consultation services primarily to individual and business clients. The firm manages client portfolios on a non-discretionary basis and utilizes equities, fixed income, mutual funds, and ETFs, while also sourcing and monitoring third-party managers.

Billy Fowler is a financial advisor with Fowler Financial Management in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Fowler Financial Management since 2003. Outside of advisory work, he has experience in independent insurance sales. Fowler Financial Management provides investment management, financial planning, estate-planning support, and consulting to individuals, families, trusts, and closely held companies. The firm manages approximately $30 million in assets and employs a combination of fundamental and technical analysis along with third-party research to develop customized portfolios, with an emphasis on estate-planning coordination and streamlined execution.

Karla Martin is a financial advisor at Align Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Wheat Givens Financial, Ember Financial Services, LLC, and in legal roles at The Ramage Law Group and The Law Offices of Kimberly J Munson. Outside of advising, she provides personal bookkeeping services. Align Financial Advisors, LLC offers asset management and financial planning services to individuals, high-net-worth clients, and certain trusts and estates. The firm employs a variety of analytical methods and invests across mutual funds, ETFs, and equities while managing market, liquidity, and concentration risks.

Venugopal Reddy is a financial advisor at FBS Securities with seven years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes roles at FortyTwo Capital Ltd and World Choice Securities, Inc. He is a member of the Rotary Club of McKinney, participating in community service activities. FBS Securities provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and business entities. The firm manages client accounts on a discretionary basis using model portfolios, active trading strategies, and offers specialized solutions including digital-asset separately managed accounts.

Evangeline Herrington is a CFP® with 11 years of industry experience, currently serving at Herrington Wealth Management Corporation. She has worked at various firms including International Research Securities, Inc. and Edward Jones. Herrington is also an insurance agent selling life, annuities, and long-term care products and serves as an advisory council member of the Communities Foundation of Texas. Herrington Wealth Management Corporation provides discretionary asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, estates, charitable organizations, and corporate entities. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, managing roughly $41 million for about 36 clients.

John Emmett is a financial advisor with Geneva Financial Group LLC in Allen, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Brokersxpress, LLC since 2007. In addition to advising, he is involved with Paraclete Advisors, which offers financial planning, life insurance, and annuities. Geneva Financial Group LLC provides fee-only, discretionary investment management and wealth-management services to individuals, trusts, estates, retirement plans, and other entities. The firm emphasizes broadly diversified, tax-efficient portfolios based on Modern Portfolio Theory principles and serves a client base that includes institutional-type entities uncommon for a firm of its size.

Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

Whitney Ann Nash is a Series 65 licensed advisor with Nashional Investments, based in McKinney, Texas, with eight years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of advisory services, she is involved as an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and manages companies providing qualified intermediary services for 1031 exchanges and escrow-only services. Nashional Independent Investment Management LLC serves individuals and business owners by managing discretionary and non-discretionary portfolios totaling approximately $10.4 million in assets. The firm offers a range of services, including portfolio management across traditional and alternative investments, hourly financial advising, and specialized 1031 exchange consulting, employing diverse analytical methods and strategies tailored to client goals and risk tolerance.

Eric Wolfe is a CFP® and ChFC® with 30 years of industry experience. He has worked at Succession Financial, Inc. since 2018 and previously spent 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc., along with 10 years at WealthStar Advisors, LLC. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a combination of fundamental analysis and modern portfolio theory, utilizing both passive and active strategies across diverse asset types.

Joseph Warner is a financial advisor at Allvet Financial with a Series 65 designation and less than one year of industry experience. He previously worked in a variety of roles including student loan consulting for Dr. Meredith Jones, LLC. Outside of investment services, he has co-ownership in a property management company. Allvet Financial serves individual clients, primarily veterinary professionals, offering discretionary asset management and integrated student loan repayment planning. The firm follows passive, buy-and-hold strategies based on modern portfolio theory and emphasizes long-term financial planning.

John Paulson is a financial advisor at Clear Sky Financial, LP with 28 years of industry experience. He holds a Series 63 designation and has worked at Clear Sky Financial since 2018, following a 13-year tenure at LPL Financial. Paulson is also a licensed insurance agent and registered representative, dedicating a portion of his time to these roles. Clear Sky Financial provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm employs a diversified investment approach using a wide range of securities and offers both advisory management and sub-adviser appointments, operating as a small, three-advisor practice.

Richard Jordan is a financial advisor at Fortress Estate Solutions, PLLC in Frisco, TX, holding a Series 65 designation with 18 years of industry experience. He has been with Fortress Estate Solutions since 2006. In addition to his advisory work, he offers life insurance products as a licensed life insurance agent. Fortress Estate Solutions serves individuals, families, trusts, estates, and business entities by providing financial and investment planning, active portfolio management, and related services including estate, charitable, tax, mortgage/debt, and business planning. The firm combines comprehensive estate and charitable planning with active trading and options strategies, tailoring investment advice through fundamental and technical methods.

Brittney Kolesar is a CFP® certificant with seven years of industry experience. She is currently with Ares Financial Consulting LLC and previously worked at 1st Global Advisors Inc. and 1ST Global Capital Corp. She took an eight-year break from the industry for travel between 2018 and 2026. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.