Jonathan Voitle

George Offutt is principal of GQO Investment Advisors, Inc., an independent firm, and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of experience in the financial industry with a background that includes founding and leading multiple family partnerships and a private 501(c)(3) foundation. Offutt also provides trust and trustee services and operates a CPA practice focusing on tax compliance and reporting. GQO Investment Advisors offers discretionary investment management and financial consultation to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tailored investment process with a preference for globally diversified portfolios and combines long-term and more active strategies, conducting regular account reviews to align with client goals.

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 a financial advisor with A Sling & A Stone, Incorporated, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His work history includes roles at First State Bank of Burnet and Investment Centers of America, alongside his longstanding advisory activities since 2005. He is also involved in life insurance sales as part of his advisory practice. A Sling & A Stone, Incorporated serves individuals, trusts, corporations, and limited partnerships with discretionary portfolio management, non-discretionary fund administration, and cash-management programs. The firm employs a proprietary Market Anomaly Program alongside indexed and hedged models, offers both separately managed accounts and a private limited partnership, and utilizes derivatives and futures in its strategies.

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.

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.

John Rowe is a CFP® and ChFC® with 13 years of experience in the financial industry. He is currently affiliated with A Sling & A Stone, Incorporated and has held positions at firms including The Leaders Group, Inc, Equitable Advisors, and Bank of America. In addition to his advisory role, he is involved in life insurance and annuity sales. A Sling & A Stone, Incorporated provides advisory services to individuals, trusts, corporations, and limited partnerships, offering both discretionary portfolio management and non-discretionary fund administration. The firm utilizes a proprietary Market Anomaly Program for investment implementation, alongside passive indexed models and hedged index variants, and sponsors a private fund with the adviser serving as general partner.