Russell Wallace is a financial advisor at Boggs Wallace Wealth Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked in accounting and healthcare management, serving as CFO of Altius Healthcare Management LLC. His background also includes operating an accounting practice alongside his advisory role. Boggs Wallace Wealth Partners LLC provides discretionary portfolio management and integrated financial planning services to individuals, including both high-net-worth and non-HNW clients, without an account minimum. The firm’s investment approach combines charting, fundamental and technical analysis, and modern portfolio theory, utilizing a range of securities including mutual funds, equities, ETFs, fixed income, and private placements.

Michael Allison is a financial advisor with Red Tree Investments in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Prior to joining Red Tree Investments in 2022, he worked at MDX Wealth Management for six years. He is also the owner and instructor of Texas Investment Training LLC, which provides training to Texas municipalities on the Public Funds Investment Act and related regulations. Red Tree Investments is an independent registered investment adviser serving individuals and institutional clients, including retirement plans, trusts, and local government entities. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, publicly traded REITs, and ETFs, and offers pension consulting and fiduciary services for qualified plans.

Quinn Sowell is a CFP® with 20 years of experience in financial advising and has operated P38 Enterprises, Inc. in Denton, TX since 2002. He also prepares tax returns and represents clients before the IRS as part of his work at P38 Enterprises. P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term buy-and-hold investment approach with fundamental analysis and strategic asset allocation, while also offering tax preparation, IRS representation, and insurance services.

Corey Winten is a financial advisor at Winten Investment Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with his firm since its founding in 2011. In addition to his advisory role, he operates as a licensed independent insurance agent, focusing on term life and long-term care insurance. Winten Investment Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and business entities. The firm follows a long-term, income-focused investment approach based on the Random Walk Hypothesis, managing client assets directly with diversified portfolios designed to generate and manage cash flow over multi-year horizons.

Justin Thomas is a financial advisor at Frontline Wealth Management in Denton, TX, holding a Series 65 license with one year of experience in financial advising. He has concurrently served at the City of Denton Police Department since 2012. Frontline Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a blend of fundamental, technical, cyclical, and Modern Portfolio Theory approaches, combining passive and active investments while regularly selecting and overseeing independent outside managers.

Jonathon Oden is a financial advisor at AESOP ADVISOR, LLC in Denton, TX, holding a Series 65 designation with six years of industry experience. He has been with AESOP ADVISOR since 2019 and also maintains a professional role as a certified music therapist and educator through Oden Music Therapy. AESOP ADVISOR serves individual investors with fee-only portfolio management and financial planning, primarily using exchange-traded funds. The firm employs a long-term, passive investment approach with broad diversification and accommodates client-specific constraints, while providing educational publications and client webinars.

Kyle Eaton is a CFP® with 17 years of industry experience and is the sole advisor at Hedgefield Wealth Management in Denton, TX. He previously worked at Rench Wealth Management from 2012 to 2018 before joining Hedgefield Wealth Management. Eaton is also the founder and president of Counterbalance Divorce Solutions, a consulting service that provides financial planning support to women going through divorce. Hedgefield Wealth Management offers wealth management, financial planning, and consulting services to individual clients, combining asset management with comprehensive financial plans and Investment Policy Statements. The firm employs a mix of fundamental analysis, modern portfolio theory, technical approaches, and model portfolio strategies, managing diversified portfolios that may include derivatives and held-away accounts.

John Mccallon is a financial advisor at Elm Asset Management Inc. in Denton, TX, holding a Series 63 designation with 36 years of industry experience. He has been with Elm Asset Management since 1989. Elm Asset Management Inc. provides discretionary investment management for individuals, trusts, estates, pension and profit-sharing plans, as well as charitable organizations and corporate clients. The firm employs a combination of charting, fundamental and technical analysis, and cyclical trend assessment to implement growth and income strategies, with a notable use of borrowing and derivatives in client portfolios.

Benjamin Lott is a financial advisor at Simpli-FI Alpha LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Primerica Advisors and a background in the United States Marine Corps and local fire and emergency services. Simpli-FI Alpha LLC provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-faceted investment approach combining charting, fundamental, quantitative, and technical analysis with modern portfolio theory, offering both discretionary and non-discretionary services.

Alexander Bischoff is a financial advisor at Kipos Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, TD Ameritrade, and American Savings Bank. Outside of his advisory role, he is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a multi-method analysis framework and employs both discretionary and non-discretionary strategies, including alternative investments and options trading, while maintaining an ERISA fiduciary posture for retirement consulting.

Thomas Muir is a CFP® and PFS™ with 26 years of industry experience. He has been with Cultivar Capital, Inc. since 2011 and operates an independent CPA practice specializing in income tax preparation. Muir also serves as the mayor of Sanger, Texas, dedicating time weekly to that role. Cultivar Capital, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, ERISA retirement plans, and a registered investment company. The firm’s investment approach combines fundamental and technical analysis with asset allocation across multiple risk profiles, including management of a registered ETF and specialized conflict-mitigation practices.

Jeremy David is a CFP® with 25 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC. He previously worked at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. from 2015 to 2017. Outside of his advisory role, he is president of an insurance agency and serves as an elder at Midway Church in Aubrey, TX. Complete Wealth Management serves individuals, small businesses, charities, and retirement plans, managing approximately $125 million. The firm uses Modern Portfolio Theory to develop and monitor customized investment portfolios, providing discretionary account management with regular reviews and reporting.

Jefferson Henderson is a financial advisor at Cultivar Capital, Inc. in Denton, TX, holding a Series 65 credential with 10 years of industry experience. He has been with Cultivar Capital since 2013. Cultivar Capital is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, ERISA retirement plans, and a registered investment company. The firm’s investment approach focuses on fundamental analysis and asset allocation across five risk profiles, utilizing no-load mutual funds, ETFs, ETNs, and selected individual securities, and it acts as the investment adviser to a registered ETF, a distinction uncommon among its peers.

Jeffrey Rayburn is a financial advisor at Elm Asset Management Inc. in Denton, TX, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked at BT Americas, Inc. for 11 years. Outside of his advisory work, he owns and operates Tingewick Holdings, LLC, a part-time bookkeeping and tax services business for individuals and small businesses. Elm Asset Management Inc. provides discretionary investment management for individuals, trusts, estates, pension and profit-sharing plans, as well as charitable organizations and corporate clients. The firm employs a combination of charting, fundamental and technical analysis, and cyclical trend assessment to implement growth and income strategies, managing separately managed accounts with a focus on individualized client profiles and discretionary management.

Matthew Saller is a CFP® with 17 years of industry experience, currently serving as an advisor at Complete Wealth Management, LLC since 2019. He previously worked at Fidelity Investments for 10 years and remains involved with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. Complete Wealth Management serves individuals, small businesses, charities, foundations, trusts, estates, and retirement plans. The firm employs Modern Portfolio Theory in its investment process and manages approximately $125 million with a small advisory team.

Jay Beerley is a financial advisor at Provision Asset, LLC with 10 years of industry experience. He holds a Series 65 designation and operates a separate insurance practice as an independent insurance agent. Beerley has been affiliated with Provision Asset since 2015 and also maintains a role as a sole proprietor in insurance sales and services. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm employs fundamental, technical, and cyclical analysis to manage portfolios on a discretionary basis and utilizes sub-advisors and third-party money managers as part of its service model.

Gwendolyn Louie is a Series 65 licensed financial advisor with Provision Asset, LLC, based in Little Elm, TX. She has four years of industry experience and has been with Provision Asset in various capacities since 2018. Prior to her advisory career, she worked at HomeMaker from 2009 to 2018. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis and offers services including portfolio management, comprehensive financial planning, and qualified plan consulting.

Casey Short is a financial advisor with Provision Asset, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Provision Asset since 2016 and also serves as president of Provision Retirement, LLC. Additionally, Short works as a seminar instructor for the Council of Financial Educators, focusing on retirement topics. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm manages assets on a discretionary basis using fundamental, technical, and cyclical analysis, and employs sub-advisors and third-party money managers to construct and monitor diversified portfolios.

Jonathan Mc Entire is a financial advisor with Provision Asset, LLC and holds a Series 65 credential. He has five years of industry experience and has worked with Provision Asset since 2020. Prior to this, he held roles at Hilton Hotels, Omni Hotels and Resorts, and Highland Dallas Hotel. Additionally, he is active as an insurance agent with Provision Retirement, LLC. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies. The firm provides ongoing portfolio management, comprehensive financial planning, and qualified plan consulting, utilizing fundamental, technical, and cyclical analysis to construct and monitor diversified portfolios.

Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Independent Wealth Network since 2019 and also serves as a firefighter and EMT with the Fort Worth Fire Department. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals using a variety of investment approaches.