Colton Lankford is the founder of Lankford Capital Management LLC and holds a Series 65 credential. He has experience working at KPMG LLP and several private companies prior to establishing his advisory firm in 2025. Outside of financial advising, he is involved with Mustang Plumbing, Inc. and Advanced Manufacturing Solutions, Inc. Lankford Capital Management LLC is a Texas-registered investment adviser that provides separately managed account portfolio management to individuals, high-net-worth clients, trusts, small businesses, and institutions. The firm uses fundamental analysis focused on equities, ETFs/ETPs, and investment-grade fixed income, with limited use of options and margin subject to client authorization.

Samantha Varacalli is a CFP® certificant affiliated with The Personal Wealth Coach in Salado, TX. She has less than one year of industry experience and has held roles at Northwestern Mutual Wealth Management Company and other firms since 2024. The Personal Wealth Coach serves individuals, families, trusts, foundations, and employer-sponsored retirement plans, providing investment portfolio design, discretionary portfolio management, and limited financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing strategic asset allocation and fund selection guided by Morningstar ratings and management criteria.

Jeffrey Mcclure is a CFP® with 34 years of industry experience, currently serving as an advisor at The Personal Wealth Coach since 2007. He holds a Series 63 license and works from Salado, TX. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design and discretionary portfolio management alongside limited personal financial and business planning. The firm’s investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and disciplined fund selection, with an emphasis on value and mid-cap exposures.

Jacob Mcclure is a financial advisor with The Personal Wealth Coach, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Personal Wealth Coach since 2007. Outside of advising, he owns a sole proprietorship involved in artwork and serves as chairman of the board for Salado Montessori Inc., a nonprofit educational institution. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design, discretionary portfolio management, and limited financial and business planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on strategic asset allocation across multiple asset classes and using Morningstar criteria for fund selection.

Russell Price is a financial advisor at Nelson Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nelson Securities since 1988. Outside of his advisory work, Price is a licensed geologist providing freelance consulting services and serves as a director of Snowshoe Mining. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients, offering discretionary investment management and consulting services to a diverse client base including individuals, families, trusts, and organizations. The firm utilizes a combination of fundamental and technical analysis across various investment strategies, tailoring asset allocations based on detailed investor profiles and continuously monitoring client accounts.

Sheila Stowers is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2012. She holds Series 63, 65, and 66 licenses. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers tax-aware investment options, along with educational workshops and pension consulting services.

Ben Meadows is a financial advisor at U.S. Capital Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including DAI Securities, LLC, Triad Advisors, and Axa Advisors LLC. Outside of his advisory roles, Meadows is involved with Apartment Life, a hospitality business focused on resident engagement and event coordination. U.S. Capital Wealth Advisors, LLC provides wealth management and financial planning services to individual investors, family offices, institutions, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis, using both internal and external managers to support discretionary and non-discretionary portfolio management across a broad client base.

Zachary Langan is a financial advisor with CWM, LLC in Georgetown, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera Advisor Networks, LPL Financial, and Wise Counsel Wealth Management, where he continues to serve as a financial advisor. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

Humberto Vasquez is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2019. He has six years of industry experience and concurrently serves in the U.S. Army, a position he has held since 1996. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.

Boyd De Zonia is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and eToro. Outside of finance, he is involved with Triforce Group, which creates mobile games, and Snider and Son's Restoration, a vehicle restoration consulting business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Robert Huntley is a CFP®, ChFC®, and Series 63 credentialed financial advisor with over 40 years of industry experience. He currently serves with CWM, LLC and has previously worked with Cetera Advisor Networks and LPL Financial. Huntley is also an author of the book *Retire Is a Verb*. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management supported by an Investment Committee and various technology and sub-advisory partnerships.

Samantha Hilliard is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with First Command and its affiliated entities since 1996. Outside of her advisory role, she is actively involved in the Arabian horse community as President of the Arabian Hunter Pleasure Association, a nonprofit organization, and participates in buying, selling, and showing horses through her Pecan Valley Farm. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering comprehensive financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team that manages discretionary portfolios based on fundamental analysis and portfolio principles.

Trent Connor is a CFP® professional with two years of industry experience, currently serving as a financial advisor at CWM, LLC in Georgetown, TX. Prior to joining CWM, he worked at Wise Counsel Wealth Management and has experience in educational roles at Southwestern University and Langham Creek High School. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and combines in-house models with third-party sub-advisors and technology partners.

Scott Olson is a financial advisor with SPC and holds a Series 66 designation. He has 19 years of industry experience and has been with SPC and Sigma Financial Corp since 2011. Olson is a member of the Veterans of Foreign Wars in Georgetown, TX, and serves as a non-sitting elder at River Rock Bible Church. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Richard Jackson is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Park Avenue Securities, Guardian Life Insurance Company, and Axa Advisors. Prior to his financial services career, he was involved with The Forge Training Facility and D1 Sports Abilene. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Pauline Johnson is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Darrick McGill is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. His career includes roles at American Airlines and over two decades of service in the US Army Reserve. He is also involved in business activities related to the sale of home security and automation products through Primerica client services affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Janae Sowards is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Lexington Financial and Commonwealth Financial Network. Outside of advising, she is the president of Lexington Financial and assists with accounting for her husband's insurance business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Michael Bell is a CFP® and Series 66 registered financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Barbara Stainton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Dosier is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2001. Based in Georgetown, TX, he holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other advisory services.

Carrie Kline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a co-trustee for a friend's investment-related trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Makenna Lang is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles at several educational institutions and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Deborah Swanson is a CFP® professional with 28 years of experience in the financial industry. She is currently with LPL Financial, where she has worked since 2023, following nine years at Sigma Planning Corporation and Sigma Financial Corporation. Outside of her advisory role, she is involved in managing a rental property for her daughter. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team, providing various investment strategies and customizable solutions through a large network of investment adviser representatives.

Matthew Capper is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience working at Westpac and in roles related to music and church activities. Outside of advising, he occasionally plays drums for The Grove Church in Liberty Hill, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large network of financial advisors and offers services under a fiduciary standard.

Jessie Day is a financial advisor at Merrill with eight years of industry experience. Jessie holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities and Wells Fargo. Outside of advising, Jessie owns Grand Day LLC, a business focused on residential property renovation and resale. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategy types and extensive manager-constructed strategies, supported by integration with Bank of America affiliates and a focus on tax-efficient implementation.

Sandra Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2014 to 2016. Outside of her advisory role, she has acted as an actor/extra and is a commissioned notary public in Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

John Uechi is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Atos and BSW Health, as well as a lengthy tenure with the Texas Commission on Environmental Quality. He is also the owner of Symvasi Consulting, LLC, a software analysis and consulting business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and uses third-party asset managers with oversight and due diligence.

Kimberly Beeney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephanie Hemenway is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2015. Based in Austin, TX, her background is primarily within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Nicole Walters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved as a stylist selling nail polish strips through ColorStreet Nails. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Danny Bazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Raymond James & Associates. He is also involved with Office Hours Inc, where he has been active for over four decades. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Fansler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Cottrill is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2001. He has 24 years of industry experience. Outside of his advisory role, he serves as secretary for the Cedar Crest Foundation and is an adjunct instructor for the Financial Planning Capstone class at Freed Hardeman University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Benjamin Tanguay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at ABADAK Inc. and Heb. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

George Wanamaker is a CFP® with 42 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Outside of his advisory role, he is involved in managing family-owned commercial rental properties and serves as a co-trustee for his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Polica Penn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at various J.P. Morgan entities since 2011 and is currently an owner and partner of PPQ And MQ LLC. Outside of her advisory role, she manages rental properties. 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 institutional advisory operations with brokerage and investment management capabilities and delivers recommendations on a non-discretionary basis.

Kyle Loftin is a financial advisor with Primerica Advisors in Belton, Texas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

John Murphy is a CFP® with 26 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Georgetown, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Krause is a Series 66 credentialed financial advisor with Edward Jones, based in Georgetown, TX. He has 13 years of industry experience and has also been affiliated with Texas A&M Central Texas since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Jamie Mc Lean is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has been associated with Merrill since 2001. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm uses a variety of program strategies and manager-constructed portfolios, supported by its affiliation with Bank of America affiliates and a capital-markets platform.

Michael Cooke is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he has inherited royalties from several oil and gas interests. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kelly Herring is a ChFC® credentialed financial advisor with 24 years of industry experience. He has been with MWA Financial Services, Inc. since 2001 and is also associated with Modern Woodmen of America since 1990. Outside of his advisory role, Herring is involved in managing several family farming and land development businesses. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.