Richard Nevins

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.

Anthony Nagle is a financial advisor with Lowercase Capital, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Lowercase Capital since 2018 and concurrently holds a technical and management role at IBA Proton Therapy, Inc. outside the investment field. Lowercase Capital serves individual, high-net-worth, and business clients in Texas, providing investment advisory services and financial-literacy training. The firm employs a combination of fundamental and technical analysis within a macroeconomic context, offering equity income and equity value strategies benchmarked to public ETFs, with regular performance reporting and client statements.

Corey Callaway is the sole advisor at Callaway Financial Services with 42 years of industry experience. He holds a Series 63 designation and has led various entities related to his firm since 2000. Outside of his advisory and insurance work, he holds a 15% ownership stake in Arlington Today Magazine. Callaway Financial Services offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and solicitor services to individuals, families, trusts, businesses, and institutional clients. The firm employs an active, momentum-based investment approach incorporating charting, fundamental and technical analysis, and provides both model and custom portfolio management options.

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Shawn Peach is the sole advisor at Peach Wealth Management in Arlington, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked in education for over eight years, including roles at Life Schools of Dallas and multiple independent school districts. Peach Wealth Management provides financial planning and discretionary investment management to individuals and families, employing a combination of fundamental and technical analysis to construct portfolios primarily from ETFs, mutual funds, equities, and fixed income. The firm generally requires no minimum account size and manages client accounts according to individual objectives and risk tolerance.

Douglas Roberts Jr. is a financial advisor with Clearwater Wealth Management in Midlothian, TX, holding Series 65 and Series 63 licenses and 19 years of industry experience. He spent 10 years at GuideStone Financial Resources prior to founding Clearwater Wealth Management. Outside of wealth management, he works as a project manager for Southern Brothers Roofing. Clearwater Wealth Management serves individuals, high-net-worth clients, trusts, small businesses, and estates by providing discretionary asset management and financial planning. The firm manages approximately $7.7 million in client assets, using a mix of fundamental and technical analysis along with Monte Carlo planning to tailor investment programs to individual goals, time horizons, and risk tolerances.