Richard Borkowski

Lance Lipoufski is a financial advisor with Noble Advisory Group LLC in Waco, Texas, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Noble Advisory Group since 2016 and has concurrently operated Family Financial Services since 1993, 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. The firm acts mainly as a solicitor, referring client assets to third-party investment managers while offering administrative support and ongoing liaison services.

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.

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.

Amy Fields is a financial advisor at Investments Plus LLC in Waco, TX, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Disciplined Investors, L.L.C. and Beene Wealth Management. Outside of her advisory role, she manages a rental property business. Investments Plus LLC provides discretionary portfolio management and pension consulting to individuals and employer-sponsored retirement plans, focusing on asset allocation and regular portfolio monitoring across various asset classes. The firm combines fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach.

Steven Fleuriet is a financial advisor at Winnow Wealth, LLC in Waco, TX. He holds a Series 65 designation and has been with Winnow Wealth since 2023. Prior to his current role, he worked at Morgan Advanced Materials plc and John Wood Group plc. Winnow Wealth is a five-advisor team managing approximately $123 million for about 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers with an investment approach that combines fundamental and cyclical analysis focused primarily on long-term outcomes.

David Nuckols is a financial advisor with Winnow Wealth, LLC in Waco, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held roles at multiple firms, including Haynie & Company and Brookstone Wealth Advisors, where he is a partner providing tax planning and accounting services. Winnow Wealth is a five-advisor team managing approximately $123 million for around 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, utilizing a long-term investment approach with fundamental and cyclical analysis, and incorporates a range of investment vehicles including mutual funds, ETFs, individual securities, and independent managers.