Lisa Danielle Ward

Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

John Wessels is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 66, and 65 licenses and with 17 years of industry experience. He has worked at Fusion Capital Management since 2020 and operates Wessels Financial Services independently. His other business activities include life and annuity insurance sales. Coppell Advisory Solutions LLC operates under the Fusion Investment Advisors brand, offering discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charities, and business entities. The firm employs an open-architecture investment platform using internally and externally developed asset allocation models and a wide range of investment tools, with continuous monitoring and periodic rebalancing.

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

Ryan Ammon is a Certified Financial Planner™ (CFP®) with 13 years of industry experience, currently serving as the sole advisor at Double Eagle Wealth Management LLC in Dallas, TX. Prior to founding Double Eagle Wealth Management in 2024, he spent 12 years at Edward Jones. He is also a licensed insurance agent offering fixed insurance products. Double Eagle Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, nonprofit organizations, and corporate entities. The firm utilizes a mix of separately managed accounts, ETFs, alternative investments, and integrated tax services, serving a client base that includes corporate clients and pension plans.

Warren Covert is a Series 65-licensed financial advisor at FSO Wealth in Dallas, TX, with one year of industry experience. His prior roles include work with Global Fiduciary Partners LLC and the U.S. Department of State. FSO Wealth provides financial planning and investment management to individuals and high-net-worth clients, offering services that include seminars and workshops for institutional and public groups. The firm emphasizes a planning-first approach with tailored recommendations and primarily non-discretionary investment management, alongside formal educational offerings and self-directed courses.