Tanner Ray Fedell

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.

Richard Bolgiano is a financial advisor at Bolgiano Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at Bolgiano Capital Management since 2010. In addition to his advisory role, he is involved with ARS Manager SMLLC and operates Bolgiano Tax & Business Services, a tax and accounting business. Bolgiano Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, incorporating a core/satellite investment framework and options strategies, to manage client portfolios.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with seven years of industry experience. He has been with Legacy Wealth Advisors since 2016. Outside of his advisory role, he operates a seasonal business installing Christmas lights. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental and technical analysis to implement a range of investment strategies tailored to client objectives.

John Landrum is a financial advisor with Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a PFS™ designation and Series 63 license, and has 26 years of industry experience. His career includes roles at Landrum and Evans, P.C. and extensive experience as a CPA. Legacy Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing comprehensive financial planning and discretionary asset management. The firm employs fundamental and technical analysis and offers a range of investment strategies tailored to client objectives.

John Hale is a financial advisor at Worth Asset Management with 14 years of industry experience. He holds Series 65 and Series 66 designations and has been with Worth Asset Management for 12 years. In addition to his advisory role, Hale is an attorney and owner of The Hale Law Firm, P.C., where he manages legal practice responsibilities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis, uses outside managers and turnkey asset management solutions, and offers tailored portfolios with regular account reviews.

Marcus Snodgress is a financial advisor with Semmax Financial Advisors, Inc. in Waxahachie, TX, holding five years of industry experience. He has been involved with Elder Planning Services, Inc. since 2005, where he is an owner and insurance agent providing insurance recommendations. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of strategies including long-term investing, trading, and option writing.