Richard Coleman

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.

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.

George Offutt is a financial advisor with GQO Investment Advisors, Inc. He holds the PFS™ designation and has 32 years of industry experience. Offutt has a background that includes ownership and leadership roles in multiple family partnerships, trusts, and financial services companies, as well as a CPA practice. He is also the founder and president of a private 501(c)(3) nonprofit organization. GQO Investment Advisors provides personalized investment management and financial advice to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs tailored investment policies and combines fundamental, technical, and cyclical analyses to manage portfolios through a variety of strategies, including long-term and active trading approaches.

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.

Clinton Connell is a financial advisor at The Rosamond Financial Group Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Smarter Retirement Solutions and Tucker Asset Management LLC. He was formerly contracted as an independent agent with several life insurance companies but is no longer active in that capacity. 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 diversified investment strategies and incorporates both long- and short-term trading along with charting analysis in its research.

Randall Smith is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Dominion Portfolio Management since 2011, previously working at Dominion Investor Services, Inc. and currently involved in ranching operations at Circle R Ranch. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management through customized strategies that incorporate fundamental, technical, and economic analysis across a range of asset classes. The firm offers both discretionary and non-discretionary services and is affiliated with Calton & Associates, Inc. and other related entities.