Michael Cade Grimm

Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.

Travis Wall is a Series 65-licensed financial advisor at Fidelis Wealth Advisors with two years of industry experience. Prior to joining Fidelis Wealth Advisors in 2023, he spent nine years with the Federal Bureau of Investigation. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension and employer-sponsored retirement plans, trusts, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement-plan advisory and consulting, and customized consulting services, using a tailored asset allocation approach supported by modern portfolio theory and various analytical tools.

Bryan Clemmons is a financial advisor with Dominion Portfolio Management, Inc. in Athens, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and Dominion Investor Services, Inc., and he currently operates a separate investment-related business under the name Clemmons Investments. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management tailored to client goals, time horizons, and risk tolerance through a combination of fundamental, technical, and economic analysis.

Travis Chick is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He has worked at Bank of America and Merrill Lynch before joining AWM Capital, LLC in 2018. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with an emphasis on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.

William Bone is a financial advisor at Oasis Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Terra Wealth Management and PrimAmerica Financial Services. Prior to his career in finance, he practiced dentistry for over four decades. He also engages in insurance sales as part of his professional activities. Oasis Advisors serves individuals, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $278 million for nearly 5,000 clients using a team-based approach and employs a variety of investment strategies including fundamental analysis, modern portfolio theory, and alternative instruments.

Kathryn Diduch is a CFP® with 38 years of industry experience and is affiliated with Capital Analysts. She has worked with Lincoln Investment Planning, Inc. for over three decades and with Hinton & Associates since the start of her career. Outside of advisory work, she is involved as a director and officer in several family investment and timberland entities. Capital Analysts serves a diverse client base including retail, high-net-worth, institutional, and charitable clients. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches.