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.

Clayton Kohl is the sole advisor at Sunsage Capital Management in Grapevine, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Sunsage Capital, LLC since 2001. Sunsage Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and institutional clients. The firm employs a proprietary combination of fundamental, technical, and cyclical analysis to construct portfolios emphasizing growth and dividend-growth equities and substantial foreign exposure, with a notable focus on direct foreign and private-market securities.

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.

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.

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.

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.

Steven Shaw is a CFP® with nine years of industry experience, currently serving as an advisor at Foundations Investment Advisors LLC. He previously worked at Ae Wealth Management LLC and S&S Financial Advisors, LLC. Outside of his advisory role, Shaw is president of an insurance agency, conducts educational seminars on Medicare and insurance products, and teaches personal finance classes as a member of the Council of Financial Educators. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolio allocations and third-party sub-advisers, offering discretionary and non-discretionary management through a broad network of affiliated offices.

Dan Sklar is a financial advisor at FourStar Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services Inc and Cetera Investment Advisers prior to joining FourStar Wealth Advisors. Outside of finance, he is the owner and inventor of ICLEANME, a hand sanitizer product developed during the COVID-19 pandemic that resulted in two patents. FourStar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, institutions, and business entities. The firm manages portfolios primarily on a discretionary basis using fundamental and technical analysis, and offers services that include advising on private funds and pooled investment vehicles.

Jesus Torres is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Fisher Investments, Visionpoint Advisory Group, and Scotiabank. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to tactical approaches and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

Omar Rojas is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Efficient Plan, YRC Inc., and Legacy Financial Services. Outside of advising, Mr. Rojas works as a driver for Modern Transportation. 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-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches.

Nicholl Aldridge is a financial advisor with Missionsquare Retirement, holding Series 63 and Series 65 credentials and 24 years of industry experience. Since 2015, Aldridge has worked at ICMA Retirement Corporation. Outside of advising, Aldridge operates a rental property as a sole proprietor. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which incorporates model portfolios developed by Morningstar Investment Management.

Cynthia Luna is a financial advisor with Kestra Advisory in Waxahachie, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 10 years before joining Kestra Advisory and Kestra Investment Services in 2024. Luna serves on the boards of the Exit Planning Institute Dallas Chapter and Hope Health, where she participates in finance committee leadership and strategic planning. She also owns Moonshot Value Advising, a consulting practice focused on value growth analysis for business owners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Stephen Beckmann is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he worked for 15 years with the Hurst Euless Bedford Independent School District. In addition to his advisory duties, Beckmann recruits and trains insurance agents and is appointed to write business for various insurance products including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in managing client portfolios.

Christopher Todd Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at BBVA-affiliated firms, including Bbva Wealth Solutions Inc., Bbva Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that utilizes algorithm-driven risk assessment and third-party-managed portfolios consisting of mutual funds and ETFs.

Kiante Mc Fail is a financial advisor with Empower Advisory Group in Desoto, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked with firms including MWA Financial Services Inc, Modern Woodmen of America, and Primerica. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage accounts. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.