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.

Matthew Mc Cracken is an advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at First State Bank of Burnet and Investment Centers of America, along with operating his own advisory businesses since 2005. He is also involved in life insurance sales alongside his advisory work. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

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.

Terry Lester is a financial advisor with MDX Wealth Management in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with MDX Wealth Management since 2012. Lester serves as a trustee for the Carol Lester Irrevocable Trust and is a board member of His Joshua House, a nonprofit organization. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services using a fundamental research process that combines top-down and bottom-up analysis across multiple asset classes.

Shannon Black is a financial advisor at Wealth Teams Alliance with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Oak Grove, LLC, Black Light Consulting, and White Sand Pool & Spa, Inc. outside of his advisory role. Wealth Teams Alliance serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an investment process that combines asset-allocation driven portfolio construction with technical analysis and supports both long- and short-term trading strategies.

Boyce Mc Loud is a Series 65 licensed advisor at Markowski Investments with nine years of industry experience. He has worked at Tradeway since 2013 and is also active as a seminar speaker and sales contractor in the insurance sector. Markowski Investments provides personal financial planning and discretionary portfolio management to a range of clients, including individuals, families, high-net-worth clients, and charitable organizations. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis, focusing on both long-term positions and tactical adjustments.

Rix Smith is a financial advisor at Dominion Portfolio Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management and related firms since 1991. He is president of Dominion Financial Services, Inc. and GQO Investment Advisors, Inc. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, tailoring investment advice to clients’ goals, time horizons, and risk tolerance.

John Boyd is a financial advisor at Dominion Portfolio Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2011, as well as at affiliated firms including Dominion Investor Services and Calton & Associates. Outside of his advisory role, Boyd holds a minority ownership interest in an indoor shooting range in Amarillo, TX. Dominion Portfolio Management serves individual and high-net-worth clients and businesses, providing fee-based portfolio management with strategies tailored to client goals, time horizons, and risk tolerance. The firm employs a combination of fundamental, technical, and economic analysis across various asset classes and offers both discretionary and non-discretionary services.

Bryan Clemmons is a financial advisor with Dominion Portfolio Management, Inc. in Athens, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and Dominion Investor Services, Inc., and he currently operates a separate investment-related business under the name Clemmons Investments. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management tailored to client goals, time horizons, and risk tolerance through a combination of fundamental, technical, and economic analysis.

William Hester is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at multiple firms, including Dominion Portfolio Management since 2017 and Calton & Associates since 2023. Outside of his advisory work, he is involved in accounting and tax services through Hester & Company, PC, and leads a ranching operation as president of R4HR Inc. Dominion Portfolio Management serves individual and high-net-worth clients, as well as businesses, providing fee-based portfolio management tailored to client goals, risk tolerance, and time horizons. The firm employs a range of investment strategies using individual securities, ETFs, mutual funds, and third-party money managers.

Joy Lawrence is a financial advisor at Dominion Portfolio Management, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Dominion Portfolio Management since 2013, also working at Calton & Associates, Inc. since 2023. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management that includes individual securities, ETFs, mutual funds, and third-party money managers. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, charting, and economic analysis.

Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.

Drew Nixon is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Dominion Portfolio Management since 2017 and has held prior roles at several firms including Summit Financial Group and VSR Advisory Services. Outside of advisory work, Nixon is a partner in a CPA firm and is involved in several non-investment-related business ventures, including an events rental company and a ranch partnership. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management on discretionary and non-discretionary bases. The firm customizes investment strategies using a combination of fundamental, technical, and economic analysis, offering a range of approaches from long-term allocations to shorter-term trading across various asset classes.

James Hughes Jr. is a financial advisor with Dominion Portfolio Management, Inc. in Jasper, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Dominion Portfolio Management since 2017 and prior experience with firms such as VSR Advisory Services and Summit Brokerage Services. Outside of advisory work, Hughes is involved in life and health insurance sales through Texas Financial Center, which he owns and operates, and he is a minority owner and agent at Timberlake Insurance Group, focusing on property and casualty insurance. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management tailored to investor profiles. The firm employs a variety of investment strategies using individual securities, ETFs, mutual funds, and third-party managers, with an approach that includes fundamental, technical, charting, and economic analysis.

Johana Huff is a financial advisor at Calton & Associates, Inc. with 37 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Calton & Associates since 2012. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and analytic approaches, combining registered investment adviser and broker-dealer services.

Lester Sack Jr. is a financial advisor with Calton & Associates, Inc. in Austin, TX, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Calton & Associates since 2012. Outside of his advisory role, he is a partial owner of a nail polish wholesale and retail business and owns a commercial real estate property management company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, and retirement plan consulting, offering both fee-based and commissionable products. The firm provides tailored investment strategies through various program structures and employs a range of analytic approaches, including fundamental and technical analysis as well as covered-call strategies.