Heath Hamrick is a CFP® professional with 19 years of industry experience, currently the sole advisor at H Cubed Financial Solutions in Granbury, TX. He previously worked at Team Financial Strategies for seven years before founding his current firm in 2017. H Cubed Financial Solutions offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs strategic asset allocation with a value-oriented, long-term approach and incorporates derivatives and leverage strategies, such as options and short sales, within separately managed accounts.

Matthew Ervin is a CFP® with 10 years of experience in financial advising. He is currently a financial advisor at Smart Money Group, LLC and has held roles at Calton & Associates, Inc., VSR Advisory Services, VSR Financial Services Inc., and Kennedy Financial Services. Outside of his advisory work, he is involved in livestock management as a part-time farm laborer. Smart Money Group, LLC serves individuals, trusts, retirement plans, and business entities, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a disciplined investment process combining asset allocation, fundamental and technical analysis, and uses a range of securities including ETFs and derivatives, while also providing tax, corporate, and estate planning services.

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

John Shockey is a financial advisor at Independent Solutions Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Solutions Wealth Management since 2016, following prior roles at Summit Brokerage Services and J.P. Turner & Company, LLC. Outside of his advisory work, he is a part owner of a producing oil well through Raptor Resources. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach with a range of portfolio management options, including mutual funds, ETFs, and third-party managers, supported by ongoing due diligence and portfolio reviews.

Dee James is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameritas Advisory Services, Ameritas Life Insurance Corp., and Ameritas Investment Company, and he owns 3J Financial LLC, which focuses on the sale and servicing of 401(k) plans. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Richard Labrum is a financial advisor with Intelligence Driven Advisers, LLC and holds the Series 63 and Series 65 credentials. He has 33 years of industry experience, including roles at International Assets Advisory and Labrum Wealth Management, LLC. In addition to his advisory work, he is involved in insurance sales through an affiliated agency. Intelligence Driven Advisers, LLC is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients. The firm employs a risk-managed investment process with low-cost institutional funds, model portfolios, and customized accounts, and offers coordinated financial planning alongside discretionary investment management and retirement plan solutions.

Thomas Mead is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is also an agent providing insurance and annuities through Pecan Financial Services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Cary Hise is a financial advisor at Arkadios Wealth Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Summit Life Group. Outside of his advisory role, he owns KHARES BASILEIA LLC, a leadership development business for nonprofits. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and proprietary portfolio strategies. The firm operates an integrated model supporting advisors with an in-house portfolio team and offers a range of financial planning and reporting services.

Waylon Widler is a Series 65-licensed financial advisor with Advisory Services Network, LLC, where he has worked since 2022. He has three years of industry experience, including prior roles at Springer Financial Services and a position with the United States Congress Office of Kay Granger. Widler is also an owner and managing member of a service company involved in minority ownership of a local carwash in Weatherford, TX. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets with a range of investment strategies and implementation options.

Kevin Moore is a CFP® with 31 years of experience in the financial industry. He has worked at Calton & Associates, Inc. since 2020 and previously spent 14 years at LPL Financial, LLC. Outside of his advisory role, Moore owns a sporting goods business and operates as a scuba instructor, providing diving services and training. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of program structures and investment approaches, including firm-managed wrap programs and separate account platforms, tailored to client goals and risk tolerance.

Cody Wood is a financial advisor at Empower Advisory Group with Series 63 and 66 licenses and three years of experience in the financial services industry. Prior to joining Empower, he worked at Walmart for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Donald Sketchley is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Bank of America, Merrill, The Prudential Insurance Company of America, New York Life Insurance Company, and JP Morgan Securities. Outside of advising, he works as an Uber driver. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Kestra in 2021, he spent five years with Wells Fargo Advisors. Outside of his advisory role, he is a member of The Paluxy Ponderosa LLC, where he is involved in general maintenance and a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

William Royal is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2019. His prior roles include positions at Cetera Wealth Services, BMY Wealth Management, LPL Financial, Merrill, Bank of America, and Edward Jones. Royal is involved in several community organizations, including serving as a board member of the Stephenville Optimist Club and the Stephenville Education Foundation, as well as treasurer of the Erath County Texas A&M Club. 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, employing discretionary portfolio management through a combination of in-house models, third-party sub-advisors, and technology partners.

Justin Haschke is a CFP® professional with 11 years of industry experience, currently advising at CWM, LLC. His prior experience includes roles at Cetera and LPL Financial. Outside of his advisory work, he serves on multiple local boards in Stephenville, Texas, including economic development organizations, a counseling center, and a university foundation, and he holds a position as a city councilman. 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 variable insurance sub-account management. The firm employs discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Bryan Smith is a CFP® professional at Empower Advisory Group with 29 years of industry experience. He previously worked at Charles Schwab for six years and Fidelity Brokerage Services LLC for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Charlotte Hillegas is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with First Command in various capacities since 2005. Outside of her advisory role, she is the owner of G3 Financial, a non-investment-related business. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching with structured planning engagements and uses an in-house team to manage model portfolios on a discretionary basis.

Jarrod Burgess is a financial advisor at The Huntington Investment Company with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, BB&T, SunTrust Bank, and related entities. The Huntington Investment Company serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm employs an open-architecture, model-driven platform combining third-party and proprietary models, offering specialized services such as tax management and impact/ESG overlays.

Paige Pratt is a financial advisor at Edward Jones in Granbury, TX, holding a Series 66 designation with four years of industry experience. She has worked previously with Madison County Schools and Old Vicksburg Cotton Exchange. Pratt is also a member of Old Vicksburg Cotton Exchange, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with a large network of advisors and offers additional services such as trust administration and securities-based lending.

Damon Elvington is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to his financial services career, he held positions at General Nutrition Center, Texas A&M University-Corpus Christi, and HGC Residential Development. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jaron Barrington is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial in 2022, he spent sixteen years at Walnut Ridge Baptist Church and has engaged in part-time roles as a music director and worship leader at First Baptist Church Granbury. He is also active as a singer and musician in Granbury, TX. 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 various investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Mariah Griffith is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors and Orexo US. Outside of her advisory role, she teaches Reiki classes focused on holistic healing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Brian Payne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes multiple tenures at Wells Fargo and a period at Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, encompassing a broader range of financial products than many institutional advisors.

Dustin Paterson is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and running the Dustin Paterson Insurance Agency. Prior to his financial services career, he was involved with Temecula Motorsports and Gold Seal Products. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Pamela Byrd is a financial advisor with Ameriprise in Granbury, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Byrd also serves as an administrative and operational manager for Comerica Financial Advisors. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Chuck Blanton is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates a CPA practice focused on tax preparation and accounting services. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Dane Everett is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, and Merrill. Outside of his advisory role, he is co-owner of B-E The Right Club LLC, a real estate business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with specific asset criteria, combining research and modeling with tailored recommendations delivered by a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Virg Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services and held positions in healthcare companies from 2015 to 2022. Outside of his advisory role, he is involved with Thorp Spring Enterprises, LLC, a real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions, supported by an in-house research team and flexible delivery options tailored to client needs.

James Harris is a financial advisor with Wells Fargo Clearing in Abilene, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southwestern Advisory Group. He serves on the finance committee of First Baptist Church in Abilene, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Aaron Hecker is a Series 66-registered financial advisor with Edward Jones in Granbury, TX, where he has worked since 2011. He has 14 years of industry experience. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carrie Bellamy is a Series 66 licensed financial advisor with Edward Jones in Granbury, TX, with 16 years of industry experience. She has been with Edward Jones since 2009. 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 a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Troy York is a financial advisor with Edward Jones in Granbury, TX, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Bradley Burnfield is a financial advisor with LPL Financial in Granbury, TX, holding CFP® and ChFC® designations and over 27 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services for 18 years. Outside of his advisory role, he is involved in managing a family farm and operates a business entity for tax and investment purposes. 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 range of investment solutions supported by an in-house research team and flexible delivery options tailored to client needs.

Jill Shaw is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nancy Gabany is a CFP® professional with 32 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Comerica Securities for 28 years. Outside of her advisory role, she is involved in agricultural activities through ownership of a small cattle ranch and manages a small poultry operation. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and firm research.

Justin Maroney is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining Raymond James in 2022. Outside of his advisory role, he serves as CEO of Maroney Family Wealth Services, where he provides financial advice focused on retirement, tax, estate, education, and protection planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and asset-allocation strategies supported by firm research and a broad affiliate network.

Judy Galbraith is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with City National Bank since 2022 and has been with RBC Capital Markets Corporation since 2008. Outside of finance, she has ownership interests in several sign and graphics companies and operates a commercial property business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with tailored strategies based on client risk profiles.

Cindy Cavener Sumner is a financial advisor with LPL Financial in Granbury, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2017 and previously at Parkland Securities from 2014 to 2017. She also operates Cindy Cavener Sumner & Associates, Inc., a business entity used for tax and investment purposes. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies tailored to client needs.

Garrett Grove is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. His prior experience includes roles at The Vanguard Group, Charles Schwab, TD Ameritrade, and Merrill Lynch. Outside of his advisory work, he has participated as a rideshare driver for Uber Technologies. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Alannah Chartier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Morgan Stanley, including Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Wayne Pratt is a financial advisor with Edward Jones in Granbury, Texas, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is involved with The Old Vicksburg Cotton Exchange, LLC, a real estate business in Vicksburg, Mississippi. 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 large network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Walter Newmann Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James since 1998 and is also an author, writing books and articles primarily on spiritual and societal topics since 2006. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.