Barbara Cole Derusha

Henry Golightly III is a financial advisor with Douglas Capital Advisors holding a Series 65 credential and one year of industry experience. He has previously held roles at Archer Investment Corporation, Avantax Insurance Agency, and Avantax Advisory Services. Outside of advising, he is the managing member of Golightly Financial Services, LLC, which provides tax planning, tax preparation, outsourced CFO, and accounting services. Douglas Capital Advisors offers investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm employs a planning-first, evidence-based approach that prioritizes tax efficiency and low-fee, tax-advantaged ETFs and mutual funds, providing customized portfolio management and consulting services.

Howard Douglas III is a CFP® with eight years of experience in financial services. He is a principal at Douglas Capital Advisors, where he has worked since 2021. His prior experience includes roles at Morgan Stanley, MassMutual Life Insurance Company, and Waddell & Reed. Outside of advisory work, he operates a retail business focused on health, beauty, and wellness products and services. Douglas Capital Advisors provides investment management, financial planning, and wealth-management services to individuals, businesses, charitable organizations, and retirement-plan sponsors. The firm follows a planning-first, evidence-based approach with an emphasis on tax efficiency, using primarily low-fee, tax-advantaged ETFs and mutual funds, and offers educational seminars and enterprise services such as exit and succession planning.

Diane Binford is a financial advisor at Hilltop Securities Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Hilltop Securities since 2018, with prior experience at Southwest Securities Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party investment strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options, tax-aware and impact overlay services, and specialized municipal bond strategies.

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Andrew Hollister is a Series 65-registered financial advisor at Yale Capital Corp. in Elgin, TX, with 18 years of industry experience. He has been with Yale Capital Corp. since 2007. Outside of his advisory work, Hollister is a managing member of several residential real estate and vehicle ownership companies in Texas. Yale Capital Corp. provides investment management and financial planning services to high-net-worth individuals, families, private investment funds, and U.S. institutions. The firm focuses on fundamental analysis, tax-efficient asset classes, and customized portfolio management, typically serving clients with discretionary accounts and a minimum household balance of $10 million.

Matthew Kolesky is a financial advisor at Wealth Enhancement Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Arbor Capital Management, Inc. for 22 years and Charles Schwab for three years. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.