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.

Vernon Billingsley is a financial advisor at Asset Preservation Group Inc with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and National Planning Corporation. He is also involved in life insurance and fixed annuity sales through his firm. Asset Preservation Group, Inc. serves individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm uses a variety of analytical approaches and investment instruments, managing approximately $321 million in client assets across about 330 client relationships.

Bradley Stevenson is a financial advisor at Rival Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience in mortgage lending, having worked at Prosperity Home Mortgage and Wells Fargo Home Mortgage. Outside of advisory work, he is active as a mortgage consultant, assisting borrowers with home financing. Rival Capital Management, LLC provides discretionary investment management and project-based financial planning to individual clients, including high-net-worth individuals. The firm customizes advice based on client objectives and risk tolerance, managing portfolios across various asset classes and offering standalone financial planning services.

Elizabeth Orser is a financial advisor at Orser Capital Management LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at Bridger Capital Management, LLC since 2007. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Chad Golseth is a financial advisor at Chadwick Financial with Series 63 and Series 65 licenses and 30 years of industry experience. He has held various roles at firms including Triad Wealth Partners, World Equity Group, and TCM Securities, and has owned The Chad Golseth Agency, Inc. since 2014. Outside of financial advising, he is co-owner of Buffalo Marketing Inc. and serves as a board member of his wife’s property and casualty insurance agency. Chadwick Financial is a state-registered investment adviser serving individual and high net worth clients with portfolio management and financial planning services. The firm primarily provides non-discretionary investment oversight using asset allocation, dollar-cost averaging, and a mix of purchase strategies, and it may recommend third-party sub-advisors to manage client assets.

Donald Hatcher is a Series 65-credentialed advisor at Solutions 4 Wealth with eight years of industry experience. His prior work history includes roles at Textron Specialized Vehicles and Bell Helicopter. He is also the owner and insurance agent of Advanced Planning, Inc., where he oversees insurance sales and administrative operations. Additionally, he serves as president of Prestige Consulting Group, LLC, providing real estate consulting services. Solutions 4 Wealth serves individuals, plans, trusts, and private funds, offering discretionary asset management and financial planning with a market-mirroring investment approach. The firm is noted for advising pooled real-estate investments and single-purpose private funds, while maintaining explicit disclosures and oversight controls.

Conner Combs is a Series 65-licensed financial advisor with nine years of industry experience. He is a partner at Combs Capital Partners and has held roles at related entities including Combs Capital Group, where he serves as a general partner vetting alternative investment opportunities. Outside of investment advisory, he is the CFO of So Sarah Rose LLC, a small business owned by his spouse focused on content creation and social media promotion. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, with an emphasis on active asset management and tailored portfolio construction. The firm uses a long-term investment approach across mutual funds and ETFs and supports participant account management for held-away defined-contribution accounts through third-party aggregation and rebalancing.

Michael Finley is a financial advisor at S&S Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has worked at S&S Wealth Management since 2004, including prior roles at Triad Advisors Inc and OSAIC. Finley is also a licensed insurance agent involved in the sale of life insurance and fixed annuities. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm uses a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various asset types tailored to client objectives and risk tolerance.

John Jacobson is a financial advisor at TL Private Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following seven years at TD Ameritrade. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to high-net-worth individuals. The firm emphasizes strategic asset allocation with periodic rebalancing, uses fundamental and cyclical analysis for security selection, and generally operates under discretionary authority.

Nicholas Michels is a financial advisor at Michels Family Financial, LLC in Fort Worth, TX, with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining his current firm in 2022. Outside of his advisory work, he owns and operates a private basketball skills training business and a charitable giving foundation. Michels Family Financial serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, trusts, and estates, offering discretionary investment and wealth management alongside integrated financial planning. The firm employs an active, asset-allocation driven approach using diversified model portfolios tailored to client objectives and market conditions.

Nicholas Godfrey is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at Ameriprise and Fidelity Investments. Godfrey is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified holdings, including mutual funds, ETFs, individual securities, and alternative investments.

Britta Reyes is a CFP® and holds a Series 66 license with 21 years of industry experience. She is a partner at Estes Financial Services, Inc. in Fort Worth, TX, where she has worked since 2016. In addition to her advisory role, she owns and operates Smart Financial Divorce, LLC, a business focused on financial matters related to divorce. Estes Financial Services provides portfolio management, financial planning, and third-party manager referrals for individuals, business owners, and various institutional clients. The firm’s investment approach is based on Modern Portfolio Theory and includes both discretionary and non-discretionary options, with additional services in tax, insurance, and divorce-related financial planning through affiliated activities.

Major Blair III is a financial advisor with Bull & Bear Advisors LLC and holds a Series 65 designation. He has one year of industry experience, beginning his advisory career in 2025, and has also worked as a professional scout for the Texas Rangers Baseball organization for the past ten years. Bull & Bear Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, combining charting, fundamental, and technical analysis with both long- and short-term trading approaches, including options and derivatives. The firm also offers access to private investment vehicles and undertakes discretionary management under documented client objectives and risk tolerances.

Adam Mc Bride is a financial advisor at Worth Wealth Advisors, LLC in Fort Worth, TX, holding a CFP® designation along with Series 65 and Series 66 licenses. He has nine years of industry experience, including roles at LPL Financial LLC and Edward Jones. Outside of his advisory work, Mc Bride has employment with Texas Wesleyan University and serves as an M&A 1099 representative. Worth Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and consulting, with a long-term investment approach focused on individual stocks, ETFs, and structured notes.

Corey Scott is a financial advisor with Purewater Capital, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purewater Risk Management LLC, Pacific Advisory Capital Group, Bank of America, and Merrill. He serves as an advisory board member and chair of the program sub-committee at Lena Pope, a charitable organization in Fort Worth, Texas. Purewater Capital, LLC serves individuals, employer-sponsored retirement plans, and business entities, providing discretionary asset management, financial planning, retirement plan advisory, and third-party money manager recommendations. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies under discretionary authority tailored to each client’s investment policy.

Carson Castellano is a CFA® charterholder affiliated with Castellano & Associates in Fort Worth, TX. He has experience at TPG Global LLC and Arnold Castellano & Associates, LLC, with prior roles including positions at KPMG and full-time studies. Castellano & Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and pension plans. The firm also operates as a certified public accounting practice, offering integrated tax planning and preparation alongside its investment advisory services.

Tyler Wacaster is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at AutoNation and New York Life. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios, ongoing portfolio monitoring, and financial planning, and also sponsors pooled real-estate investment vehicles and single-purpose limited partnerships for accredited investors.

Joshua Moore is a financial advisor with Corps Capital Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Corps Capital Advisors, he has been the CEO of THS Home Solar since 2018, an electrical contracting business. Corps Capital Advisors serves primarily high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, managing approximately $270 million for a small client base. The firm builds customized portfolios using a range of securities and private investments, applying both fundamental and technical analysis with a generally long-term orientation.

Matthew Ward is a financial advisor with New Century Partners – The No-Load Group, Inc. in Fort Worth, TX, holding a Series 65 designation and eight years of industry experience. He has worked at New Century Partners since 2018 and previously spent two years with CSAA Insurance Group. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs tailored to clients' risk tolerance, operating on a fee-only basis with a longstanding focus on integrated tax and investment planning.

Ashlyn Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AKG Financial Group, she had roles at NorthPoint Volleyball Club, Texas Christian University, University of North Texas, and Northwest ISD. AKG Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients. The firm applies fundamental and technical analysis within a Modern Portfolio Theory framework, managing diversified portfolios primarily on a discretionary basis.