Bobby Mogford

Nathan Hardin is a financial advisor with JMJRG, Inc. dba Strategic Wealth Management Group, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining Strategic Wealth Management Group in 2020, he worked at W&S Brokerage Services and Western & Southern Life from 2014 to 2019. Outside of his advisory role, Hardin serves as the music director for Rock City Church. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual, high-net-worth, and retirement plan clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage discretionary portfolios across a range of asset classes.

John Seaman is a CFP® and ChFC® with 46 years of experience in the financial services industry. He is currently with JMJRG, Inc. dba Strategic Wealth Management Group and previously worked at OASIS Wealth Advisors, Mutual Advisors, and Woodbury Financial Services. Outside of advisory work, he is a licensed real estate broker and co-partner in a small residential real estate business. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients as well as retirement plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis in managing discretionary portfolios across multiple asset classes.

William Davidson is a financial advisor with Davidson Capital Management, Inc., holding a Series 65 designation and 23 years of industry experience. He has been with Davidson Capital Management since 1992, contributing to the firm for over three decades. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management services tailored to clients’ risk tolerance, time horizon, and liquidity needs.

Michael Sharp is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonewater since 2012. Outside of his advisory role, Sharp is involved in financial and mortgage services through his ownership interests in CFO Financial LLC, Money Central Inc, and Bosque Financial, Inc. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, including mutual funds, equities, fixed income, ETFs, real estate, private placements, and insurance products.

Michael Bunzel is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at Intervest International Equities Corp, Raymond James & Associates, and has a background in the pharmaceutical industry. In addition to his advisory role, Bunzel provides tax preparation and planning services through Stonewater Tax Group. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and hourly financial planning. The firm creates individualized Investment Policy Statements and utilizes a range of investment vehicles and analytical methods to manage client portfolios.

Hope Garza is a financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation and having five years of industry experience. She has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management alongside hourly financial planning. The firm creates customized Investment Policy Statements and implements diversified portfolios, reviewing managed accounts regularly using various analytical methods.