Craig Fanning

Robert Rogers is a financial advisor at Rogers Capital Advisors, LLC, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rogers Capital Advisors since 2015. Outside of his advisory role, he is a limited partner in several non-investment-related businesses, including an oil field supply company, a bio/pharma development firm, and a concrete company. Rogers Capital Advisors serves individual and high-net-worth clients, as well as a range of institutional clients such as corporate pension plans, charitable organizations, and small businesses. The firm manages assets primarily on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial planning and consulting services.

Matthew Mc Cracken is an advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at First State Bank of Burnet and Investment Centers of America, along with operating his own advisory businesses since 2005. He is also involved in life insurance sales alongside his advisory work. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Preston Rosamond is a financial advisor with The Rosamond Financial Group Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at his current firm since 2017 and was previously with Summit Financial Group, Inc. and Summit Brokerage Services, Inc. from 2009 to 2018. In addition to advisory work, he manages operating and administrative functions for his family office and provides organizational and financial process advice to businesses through RFG Family Office, LLC. The Rosamond Financial Group serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, and coaching. The firm uses Investment Policy Statements to guide asset allocation and employs both long- and short-term trading strategies with a broad range of investment vehicles.

George Offutt is a financial advisor with GQO Investment Advisors, Inc. He holds the PFS™ designation and has 32 years of industry experience. Offutt has a background that includes ownership and leadership roles in multiple family partnerships, trusts, and financial services companies, as well as a CPA practice. He is also the founder and president of a private 501(c)(3) nonprofit organization. GQO Investment Advisors provides personalized investment management and financial advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs tailored investment policies and combines fundamental, technical, and cyclical analyses to manage portfolios through a variety of strategies, including long-term and active trading approaches.

Will Rogers is a CFP® with 20 years of industry experience and has been with Rogers Capital Advisors, LLC since 2015. The firm is a small advisory practice based in Horseshoe Bay, TX, with two advisors and approximately $3.6 million in assets under management as of year-end 2024. Outside of his advisory role, Rogers holds a license to sell non-variable insurance. Rogers Capital Advisors provides investment management and fee-based financial planning services to individual, high-net-worth, and a range of institutional clients. The firm manages assets primarily on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios.

Clinton Connell is a financial advisor at The Rosamond Financial Group Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Smarter Retirement Solutions and Tucker Asset Management LLC. He was formerly contracted as an independent agent with several life insurance companies but is no longer active in that capacity. The Rosamond Financial Group serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, and coaching. The firm uses Investment Policy Statements to guide diversified investment strategies and incorporates both long- and short-term trading along with charting analysis in its research.