Michael William Victory

Daniel Ashley is a financial advisor at Signal Securities, Inc. with 31 years of industry experience. He has been with Signal Securities since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Daniela Cronin is a Series 65-licensed financial advisor with Octavia Wealth Advisors LLC in Cleburne, TX. She has one year of industry experience and previously worked at Shusterman Wealth Management and Eddie V's. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm employs customized portfolios utilizing low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized ERISA 3(38) retirement plan services.

Lyndol Anderson is a ChFC® credentialed advisor with 10 years of industry experience, currently associated with Gradient Advisors, LLC. He also owns and operates West Texas Financial Solutions and West Texas Retirement Solutions, providing financial planning, advisory services, insurance sales, and medical supplements. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing tools such as the Color of Money Risk Analysis in their portfolio management.

James Neathery is a financial advisor at Redhawk Wealth Advisors, Inc. with 18 years of experience at the firm and over 35 years in the industry. He holds Series 63 and Series 65 licenses. Outside of his work at Redhawk, Neathery serves as president and CEO of James C. Neathery & Associates Inc., where he is involved in the sales and service of insurance products, and he also sells books, DVDs, and numismatic coins. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a range of investment vehicles and supports multi-generational wealth needs through various advisory offerings.

Rex Russell is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Moloney Securities Asset Management LLC and Wealth Advisor Marketing. Outside of his advisory work, Russell serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from a published book, and chairs a committee for the nonprofit organization YoungLife. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, and retirement-plan advisory, with investment strategies tailored to each client’s objectives and risk tolerance.

Timothy Shugrue is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab, TD Ameritrade, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model with both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.