Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

Tanner Fedell is a financial advisor at One Wealth Planning LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Consultants, Inc and Cetera Investment Advisers LLC. Outside of advising, he owns and operates a farm where animals are raised. One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, managing about $40.4 million in discretionary assets. The firm uses an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, buy-and-hold strategies with passive funds and ETFs, supplemented by third-party sub-advisers for portfolio management and planning.

Douglas Roberts Jr. is a CFP® professional with 19 years of industry experience. He is the sole advisor at Clearwater Wealth Management and previously spent 10 years at GuideStone Financial Resources. Outside of financial advising, he serves as a project manager for Southern Brothers Roofing in Waxahachie, TX. Clearwater Wealth Management offers discretionary asset management and financial planning services without additional fees for planning. The firm uses a combination of fundamental and technical analysis with Monte Carlo simulations to guide investment decisions and requires clients to custody assets at Schwab Advisor Services.

Johnny Parker is a CFP® with 20 years of industry experience. He is the principal of Parker Wealth Group, LLC, where he has worked since 2023. Prior to this, he was associated with Synergy Securities and has maintained a long-standing role at Parker & Richardson, P.C. Outside of his advisory work, Parker serves as president of Texas Insurance Agency, Inc., is a member of Tax Resolution Specialists, LLC, and acts as CFO for Victory Telecom, Inc. Parker Wealth Group, LLC is a state-registered investment adviser providing discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, families, trusts, estates, and private business owners. The firm employs a blended investment process utilizing technical, fundamental, and cyclical analysis, offering tailored portfolios based on clients’ risk tolerance, time horizon, and liquidity needs.

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.

Troy Ferguson is a CFP® and holds a Series 65 license, operating Ferguson Financial Planning in Duncanville, TX. He has 22 years of experience in the industry, having led his independent advisory firm since 2004. Ferguson Financial Planning is a fee-only independent firm providing discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. The firm manages approximately $74 million in assets through five model portfolios and employs a primarily fundamental, long-term investment approach with discretionary authority within client-approved allocation ranges.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with six years of industry experience. He has been with Legacy Wealth Advisors since 2013. Outside of his advisory role, he owns and operates a seasonal Christmas light installation business. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental long-term and technical analysis to implement 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.

Robert Schulz is a CFP® professional with 30 years of industry experience, currently serving at Schulz Wealth, Ltd. since 2014. Prior to that, he worked at First Texas Financial Services Corp for 18 years. Schulz Wealth, Ltd. advises high-net-worth individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in assets. The firm employs a Modern Portfolio Theory-based approach emphasizing diversification, Monte Carlo analysis, and a combination of active and passive strategies across various investment types, including ETFs and alternative investments.

Krystal La Follette is a financial advisor at Schulz Wealth, Ltd. with a Series 65 designation and one year of industry experience. She previously worked at Texas A&M University and in the Kennedale School District. Schulz Wealth, Ltd. advises individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in client assets. The firm combines Modern Portfolio Theory with both active and passive investment strategies and offers comprehensive wealth planning, investment management, and retirement plan consulting.

Roger Whitney is a CFP® with 34 years of industry experience, currently serving as an advisor at Align Financial, LLC. His prior roles include positions at Strategic Financial Concepts, Fwpam, and LPL Financial. Whitney is also the owner of RP Whitney LLC, which produces educational content such as podcasts, books, courses, and community programs under the names Retirement Answer Man® and Rock Retirement Club. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm combines in-house planning with access to third-party model managers and operates multiple offices to serve a regional client base.

Yohance Harrison is a financial advisor at Money Script Wealth Management, PLLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Luminous 8 Wealth Management and his own Harrison Financial Services. Outside of his advisory role, he operates a photography business under a sole proprietorship. Money Script Wealth Management advises individuals, retirement plan sponsors, and corporate clients, offering a range of financial planning and portfolio management services. The firm employs a combination of fundamental analysis and modern portfolio theory, using various trading strategies and providing structured advisory processes tailored to client needs.

Austin Smith is a financial advisor at Schulz Wealth, Ltd. with seven years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Schulz Wealth in 2018, he worked at TCG Advisors, Intrust Fiduciary, Discover Financial Services, and South Western. Schulz Wealth, Ltd. serves individuals, trusts, estates, and employer retirement plans, managing approximately $438 million in client assets. The firm applies Modern Portfolio Theory, combining active and passive management strategies, and offers comprehensive wealth planning, investment management, and retirement plan consulting.

John Hale is a financial advisor with Worth Asset Management in Waxahachie, TX, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has been with Worth Asset Management since 2014 and also manages The Hale Law Firm, P.C., where he practices as an attorney. Outside of financial advising, Hale is involved in legal practice and real estate management. Worth Asset Management provides portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm customizes investment strategies based on client objectives and employs various analytical methods, maintaining ongoing portfolio reviews and discretionary authority to manage assets.

David Eubanks is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Robert W. Baird & Co. for 10 years and is currently affiliated with The Leaders Group Inc and Excelsior Advisor Network LLC. He is also the founder and managing partner of BV Private Wealth in Fort Worth, TX. Excelsior Advisor Network LLC provides discretionary and limited non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, estates, trusts, retirement plans, foundations, and businesses. The firm combines fundamental analysis with modern portfolio theory to develop individualized investment strategies, utilizing a mix of in-house advice, licensed custom model portfolios, independent sub-advisors, and third-party risk assessment tools.

Tony Adkison is a financial advisor with Stewardship Advisory Group, LLC, holding a Series 66 designation and over 15 years of industry experience. He has been with Stewardship Advisory Group since 2013 and is also involved with Stewardship Legacy Coaching, LLC, which offers coaching services focused on family and business legacy stewardship. Additionally, he operates an independent insurance agency. Stewardship Advisory Group provides wealth management, investment management, financial planning, and employer-sponsored retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, customizing portfolios based on client risk profiles and offering strategies that include Biblically Responsible Investing and collaboration with estate and tax professionals.

Bradley Mc Entee is a financial advisor at Intrua Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Southland Printing Company, Inc. He provides investment advisory services through Intrua Financial and LPL Financial. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations with ongoing monitoring and client reviews.

Richard Nevins is a ChFC® credentialed advisor at Virtue Capital Management, LLC with one year of industry experience. Prior to joining Virtue, he worked at Brookstone Wealth Advisors, LLC for one year and has been the owner of RAIMA LLC, an insurance agency, since 2012. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing quantitative and model-driven investment strategies primarily using mutual funds and ETFs.

Timothy Mangus is a financial advisor with PFG Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, BBVA Wealth Solutions, and TdAmeritrade. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, principally using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Justus Winkler is a financial advisor with Momentum Independent Network Inc. and holds a Series 66 designation. He has one year of industry experience and previously worked at J Patterson Group, Inc/Momentum Independent Network, Da Capo Studio, Music Learning Band, Shelton Scholars, and Paciugo Gelato. Outside of finance, he works as a private contractor musician, playing guitar in various musical settings. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates.