Jeremy David Mccurdy

Lance Lipoufski is the principal advisor at Noble Advisory Group LLC in Waco, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and also operates Family Financial Services, where he works as an insurance agent. Noble Advisory Group primarily serves individual clients by providing financial planning, consulting, qualified plan consulting, and public educational seminars, acting mainly as a solicitor that refers client assets to third-party investment managers. The firm does not custody client assets and focuses on administrative and liaison services while selected managers handle portfolio management.

Thomas Flowers is a CFP® professional with 35 years of industry experience, serving as the sole advisor at eCapital Advisors, Inc. since 2000. He is also a track official, a role he has held since 1979. eCapital Advisors, Inc. provides investment management and financial planning services to individuals, institutions, and various entities. The firm emphasizes a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and conservative fixed-income securities.

Trevor Wardlaw is the sole advisor at Wardlaw Wealth Management LLC in Waco, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. Before founding his independent firm in 2021, he worked at Securities America Advisory and Securities America, Inc. from 2007 to 2021. Outside of advising, he is an author and publisher, having created a children's book and published works on Texas history and the Civil War. Wardlaw Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, plan sponsors, institutional accounts, and charitable organizations. The firm employs a combination of fundamental analysis, technical charting, and modern portfolio theory to construct diversified portfolios managed on a discretionary basis, and it also offers pension consulting and 3(21) advisory services for employer-sponsored retirement plans.

Raymond Bennett is a financial advisor at Adam Doty Company in Waco, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Adam Doty Company, he worked for five years at Home Depot. He owns an educational website, Retirement Plan Market Adaptive Portfolios, which provides informational aid to retirement plan participants with limited knowledge of financial market dynamics. Adam Doty Company is a solo-registered advisory practice managing discretionary asset portfolios for individual clients. The firm employs technical analysis and an income-oriented strategy tailored to each client’s Investment Policy Statement, incorporating a proprietary Retirement Plan M.A.P. Safety First System to determine allocations based on market conditions.

Lorenz Wessler is a financial advisor at John Wessler & Associates with 19 years of industry experience. He holds a Series 65 designation and has worked with several firms including Zimmerman, Cotner, Ressetar, Bennett & Lane, P.C. and Cherry Johnson Siegmund James. In addition to his advisory role, he is president of The Wessler Insurance Agency Group, a life and health insurance sales business he has operated since 1987, and works as a paralegal at an elder-law firm focused on Medicaid long-term care benefits. John Wessler & Associates provides personalized financial planning and consulting services specializing in Medicaid and veterans benefits, long-term care funding, retirement, tax, and estate planning. The firm serves individual clients and law firms through consultations and written plans, focusing on analyses and implementation recommendations without managing client assets or accepting discretionary trading authority.

Robert Cluck is a CFP® with 27 years of industry experience and has been the sole advisor at The Aspen Equity Group since 1992. He holds a Series 63 license and serves as a portfolio manager for an investment fund through AEG Fund Advisors, Inc. The Aspen Equity Group provides investment supervisory services, financial planning, and strategic development to individuals, institutional, and fiduciary clients. The firm employs an active “Value + Momentum” investment approach across multiple portfolio types and also sponsors a private long/short hedge fund, managing pooled investment vehicles alongside model-based discretionary portfolios.