Donald Hatcher is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 license and seven years of industry experience. He has worked at Solutions 4 Wealth and affiliated entities since 2018 and has prior experience with Textron Specialized Vehicles and Bell Helicopter. Outside of his advisory role, he owns and operates Advanced Planning, Inc., which provides insurance sales and services, and serves as president of Prestige Consulting Group, LLC, a real estate consulting firm. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, supplemented by due diligence and monitoring of private placements and alternative investments.

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.

Morgan Gough is a financial advisor at Stonemark Wealth Management with 21 years of industry experience. He holds a Series 63 designation and has worked at Arkenstone Financial, LLC since 2012 and Wespac Advisors Socal, LLC since 2011. Stonemark Wealth Management provides discretionary investment management, financial planning, and limited consulting services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and retirement plan participants. The firm employs a combination of fundamental and technical analysis and utilizes strategies including covered-call and put-writing option strategies, managing accounts on a discretionary basis 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 at Bull & Bear Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a professional scout for the Texas Rangers Baseball, LLC. His prior experience includes roles with Bull & Bear, LP and the Texas Rangers. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and oversight of retirement and HSA accounts. The firm offers access to private hedge and venture capital funds and employs a blend of fundamental, technical, and charting analysis, using options and derivatives within separately managed accounts.

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.

Quantrel Hedrick is a CFP® with four years of industry experience, currently serving at Box Financial Advisors, LLC. Prior to joining Box Financial Advisors in 2026, he held positions at Baker Tilly Wealth Management, The Vanguard Group, and several other firms. Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm employs a long-term asset-allocation approach based on fundamental analysis and offers advisory services including both public securities and alternative investments.

Stewart Leafblad is a financial advisor at Ross Wealth Group, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Strittmatter Wealth Group, Beacon Pointe Advisors, and Rosenthal Retirement Planning. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management services primarily to individuals, trusts, and estates, with a specialized retirement consulting practice for teachers. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining active and passive strategies and allocates client portfolios to Independent Managers while monitoring performance through a partnership with Triad Wealth Partners.

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.

Nathan Johnson is a financial advisor at Moffatt Financial Strategies in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, and Edward Jones. Moffatt Financial Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and often utilizes third-party advisers to implement client strategies while managing potential conflicts of interest through formal disclosures.