Anthony Nagle is a financial advisor with Lowercase Capital, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Lowercase Capital since 2018 and concurrently holds a technical and management role at IBA Proton Therapy, Inc. outside the investment field. Lowercase Capital serves individual, high-net-worth, and business clients in Texas, providing investment advisory services and financial-literacy training. The firm employs a combination of fundamental and technical analysis within a macroeconomic context, offering equity income and equity value strategies benchmarked to public ETFs, with regular performance reporting and client statements.

Corey Callaway is the sole advisor at Callaway Financial Services in Arlington, TX, holding a Series 63 designation with 41 years of industry experience. He has been involved with Callaway Financial Services and related entities since 2000. Outside of his advisory work, he is a 15% owner of Arlington Today Magazine. Callaway Financial Services provides portfolio management, financial planning, pension consulting, and third-party manager solicitation to a diverse client base including individuals, institutions, and charitable organizations. The firm employs an active, momentum-based investment approach using multiple analytical methods and offers both discretionary and non-discretionary supervisory services.

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Shawn Peach is the sole advisor at Peach Wealth Management in Arlington, TX, holding a Series 65 designation with one year of experience at the firm. Prior to founding Peach Wealth Management, he worked in various educational roles across multiple school districts from 2014 to 2023. Peach Wealth Management provides financial planning and discretionary investment management to individuals and families, focusing on retirement planning, cash flow analysis, and estate planning coordination. The firm uses a combination of fundamental and technical analysis to build portfolios primarily from ETFs, mutual funds, equities, and fixed income, managing accounts in line with clients’ objectives and risk tolerance.

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.

Jamie Grant is a financial advisor with LPL Financial based in Arlington, TX, holding a Series 66 designation and 25 years of industry experience. He has been with JDG Wealth Management Group, LLC and LPL Financial since 2009. Grant also serves as an adjunct professor at Paul Quinn College and operates a family farm in Streetman, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Davis is a financial advisor at Reg Davis Investments, LLC in Grand Prairie, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously operated as a registered investment advisor under his own name from 2008 to 2017 before founding his current firm in 2018. Davis is also registered with United Healthcare to offer Medicare Supplement and Medicare Advantage plans. Reg Davis Investments, LLC provides investment supervisory services primarily to individual clients, managing portfolios that include individual equities, exchange-traded funds, and mutual funds. The firm employs technical, fundamental, and economic analysis with strategic and tactical asset allocation, managing accounts on a discretionary basis and reviewing them quarterly.

Lisa Ward is a CFP® with seven years of industry experience, currently serving as the sole advisor at Plumb Financial. Her prior roles include positions at ChappelWood Financial Services, Osaic Wealth, Royal Alliance Associates, and New York Life. She is also licensed as an insurance agent and markets fixed insurance products as part of her client services. Plumb Financial is an independent advisory firm serving individuals, trusts, estates, charitable organizations, and business owners. The firm provides investment management and comprehensive financial planning through model portfolios and third-party strategies, and it offers public educational seminars and workshops at no charge.

Donald Denton is a financial advisor at Roland, Criss Investment Research, LLC in Arlington, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He also serves as Vice President of Compliance and Certifications and analyst at Roland, Criss & Williams, LLC, a role he has held since 2008. Roland, Criss Investment Research provides advisory and consulting services primarily to retirement plans, plan sponsors, trustees, endowments, foundations, and other institutional or corporate clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term asset-class diversification, quantitative fund selection, and a passive tilt where appropriate, focusing on pension consulting and assets-under-advisement work rather than discretionary portfolio management.

Grant Nichols is a financial advisor with Ross Wealth Group, LLC in Arlington, TX. He holds a Series 65 designation and has experience working at UBS Financial Services, Clarity Financial Group, and The Goff Financial Group, among others. Nichols is also involved with Russ Ross Consultants, where he acts as an agent selling insurance products. Ross Wealth Group, LLC provides financial planning, consulting, investment management, and retirement consulting services, with a focus on tailored programs for teachers’ retirement planning. The firm employs a diversified asset allocation approach combining active and passive management and works with independent managers through a platform agreement with Triad Wealth Partners.

Dilish Dudhia is a financial advisor at Aspen Financial Management, Inc. in Arlington, TX, holding a Series 63 designation with 21 years of industry experience. Dudhia has been with Aspen Financial Management since 2005. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations with portfolio management and financial planning. The firm combines fundamental and technical analysis, beginning with portfolio risk assessments to align investments with client objectives and risk tolerance, and offers educational seminars and workshops on an invitation basis.

Cheryl Quisenberry is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach supported by fundamental, quantitative, and technical analysis.

Alan Kepfer is a financial advisor with Aspen Financial Management, Inc. in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspen Financial Management since 2002. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations. The firm offers portfolio management and financial planning tailored to client needs, using a combination of fundamental and technical analysis and providing both discretionary and non-discretionary services.

Gage Ross is a financial advisor at Ross Wealth Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, LLC and Coppell Advisory Solutions LLC. Outside of financial advising, Ross is the founder and designer of Ross Watches LLC, a company that designs and sells fine timepieces, and he also operates a DJ services business in the Dallas-Fort Worth area. Ross Wealth Group, LLC provides financial planning, consulting, investment management, and retirement consulting services, including specialized support for teachers’ retirement decisions. The firm employs a diversified asset allocation approach combining active and passive management and works with Independent Managers through a platform agreement with Triad Wealth Partners.

Chester Straily is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized investment plans implemented through long-term trading and broad asset allocation, managing a concentrated client base with a high assets-per-client focus.

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.

Michael Simpton is a CFP® professional with 13 years of industry experience, currently serving at Parkstone Wealth Management, LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Arlington, TX. Outside of his advisory role, he is a partner and company treasurer in a freight transportation business and has limited partnership interests in an equipment leasing company. Parkstone Wealth Management, LLC offers discretionary portfolio management and integrated financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized investment plans implemented through long-term trading, broad asset allocation, and ongoing monitoring, serving a small, concentrated client base with high assets per client.