Victoria Lee Ward

Trey Turner is a financial advisor at Hackberry Capital Management with eight years of industry experience. He holds a Series 65 designation and maintains full-time employment as a design engineer at L3 Technologies. Hackberry Capital Management provides discretionary portfolio management primarily to individual investors, including high-net-worth individuals, as well as corporations and other businesses. The firm employs a concentrated global value investing approach, focusing on long-term appreciation without using leverage.

John Riley is a financial advisor with Cornerstone Investment Services in Nevada, TX. He holds the Series 65 designation and has been with Cornerstone since 2026. His prior work experience includes roles at Integrity Risk Management LLC and various positions in the insurance and service industries. Cornerstone Investment Services provides investment supervisory and consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies, focusing on ETFs and options-writing within a managed wrap fee program.

Richard Fertig is a financial advisor at Blue Monarch Financial Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Black Ridge Asset Management, Peak Brokerage Services, and The Prudential Insurance Company of America. Outside of his advisory work, he has been involved with the Fairfield YMCA. Blue Monarch Financial Inc. is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management, retirement income planning, tax and estate planning, and insurance planning. The firm uses a combination of asset-allocation frameworks, dollar-cost averaging, technical analysis, and both long- and short-term trading, often employing third-party sub-advisers for portfolio execution and support.

Brian Megenity is a financial advisor at Blue Monarch Financial Inc. in Greenville, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at numerous financial firms throughout his career and owns a consulting business providing services to broker/dealers. Blue Monarch Financial Inc. serves individual and high-net-worth clients with portfolio management, retirement income planning, tax and estate planning, and insurance planning. The firm uses a combination of asset-allocation frameworks, technical analysis, and both long- and short-term trading, often employing third-party sub-advisers for portfolio execution and back-office support.

Kathryn Ridge is a financial advisor with First Advisors National, LLC in Greenville, TX, holding a Series 65 designation and eight years of industry experience. She has worked at Ridgeway Insurance since 2016. Outside of advisory work, she is involved with 401katy, LLC. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and supplements its approach with fundamental analysis of individual securities.

John Pullen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2012. Outside of his advisory role, he manages a cattle ranch and operates the Clay Pullen Cattle and Honey Bee Company, where he raises beef cattle and manages honey bees. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.