David Michael Rex

Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.

Richard Fertig is a Series 66-licensed financial advisor at Blue Monarch Financial Inc. with seven years of industry experience. His prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and multiple brokerage firms. Outside of his advisory career, he has been involved with the Fairfield YMCA since 2023. Blue Monarch Financial Inc. is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management, retirement income planning, tax and estate planning, and insurance planning. The firm employs a combination of asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies to manage accounts, often utilizing third-party sub-advisers for portfolio execution and support.

Brian Megenity is a financial advisor at Blue Monarch Financial Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple firms including Whitestone Wealth Advisors and ARC Group Securities. Outside of advisory roles, he owns B/D Consulting Associates, Inc., providing consulting services to broker-dealers. Blue Monarch Financial Inc. is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management, retirement income planning, and related advisory services. The firm employs a combination of asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, often utilizing third-party sub-advisers and wrap-fee programs to manage client portfolios.

Kathryn Ridge is a financial advisor with First Advisors National, LLC in Greenville, TX, holding a Series 65 designation and eight years of industry experience. She has worked at Ridgeway Insurance since 2016. Outside of advisory work, she is involved with 401katy, LLC. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and supplements its approach with fundamental analysis of individual securities.

John Pullen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2012. Outside of his advisory role, he manages a cattle ranch and operates the Clay Pullen Cattle and Honey Bee Company, where he raises beef cattle and manages honey bees. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Garner is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Moore Supply Company from 2015 to 2017. He holds the Series 66 license and is based in Greenville, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.