Brady Lochte is a financial advisor at Axon Capital Management in Liberty Hill, Texas, holding a Series 65 license with one year of industry experience. Prior to founding Axon Capital Management, he worked at Applied Materials and held positions at Texas A&M University and Blinn College. Axon Capital Management is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and charting analysis alongside Modern Portfolio Theory, offering both passive and active fund selections with a focus on long-term holdings and discretionary management.

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.

Sharon Consoli is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her work history includes roles at Freedom Financial LLC, First Heartland Capital Inc, and Transamerica Financial Advisors, Inc. She serves on the board of the Liberty Hill Voters Association as treasurer. RPG Family Wealth Advisory is part of Risk Paradigm Group, which provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individuals, and institutional clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with risk controls to manage allocations across various asset classes.

William Coffman is a CFP® professional with 32 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has been with Geneos since 2003 and has also operated under business names including W David Coffman CPA, CFP, and Coffman Wealth Management. Coffman provides tax accounting and bookkeeping services and serves as a trustee for a family trust. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Barbara Traylor Smith is a ChFC® credentialed financial advisor with over 20 years of industry experience. She has worked at Foundations Investment Advisors LLC since 2019 and previously held roles with WealthSource Partners, Avant Garde Advisors, May-Investments Management, and Retirement Outfitters, the latter of which she owns and serves as president. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes model portfolios and a combination of fundamental, technical, and cyclical analysis, supported by third-party sub-advisers and custodians.

Boyd De Zonia is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Vanguard Group, Charles Schwab & Co., Inc., and eToro. Outside of his advisory role, 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 their participants, as well as to certain individual investors. The firm’s approach integrates with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates over short-term market forecasts.

Darin Hall is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, E*TRADE Capital Management, E*TRADE Securities, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, along with certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.

Alyson Huddleston is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has previously worked in public school districts before joining Foundations in 2022. Outside of her advisory role, she is involved with Retirement Outfitters, focusing on insurance-related activities. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and working with third-party sub-advisers and custodians to tailor advice for its clients.

Jonathon Mcadams is a financial advisor at Fifth Third Securities, Inc. based in Austin, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His previous roles include positions at Linscomb & Williams, The Bank of San Antonio Wealth Advisors, Mariner Wealth Advisors, and BOK Financial Private Wealth, among others. Fifth Third Securities serves a broad client base including individuals, high-net-worth clients, and institutional investors through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, incorporating advisor-directed models, SMA strategies, and tax-efficient solutions.

Samantha Hilliard is a financial advisor at First Command Advisory Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 1996. Outside of her advisory role, she is president of the Arabian Hunter Pleasure Association, a nonprofit connected to the Arabian horse community, and is actively involved in buying, selling, and showing horses through her ownership of Pecan Valley Farm. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios using mutual funds, ETFs, separately managed accounts, and third-party managers.

Tom Mitchell Jr. is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. Prior to that, he worked with affiliated First Command entities beginning in 2014. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with a range of mutual funds, ETFs, and third-party managers.

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.

James Mccolm is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valic Financial Advisors, Bank of America, Merrill, Jackson National Life Distributors LLC, and UBS. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

Tyler Ware is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Outside of advising, he is an insurance agent with Oak Crest Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.

Pauline Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisory representatives who implement various investment strategies.

Denava Horn is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2014, Horn worked at Kestra Investment Services for seven years. Outside of advising, Horn is involved with Just Between Friends, a consignment sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.