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® professional with four years of industry experience, currently affiliated with Box Financial Advisors, LLC in Grapevine, TX. His prior experience includes roles at Baker Tilly Wealth Management, The Vanguard Group, Westwood Wealth Management, and Charles Schwab. Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, and business entities, employing a long-term asset-allocation approach and fundamental analysis. The firm offers portfolio management for various account types and advisory services to a special purpose vehicle through private placements, serving qualified investors with tailored investment strategies.

Carolyn Pratt is a financial advisor at Guided Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at NYLIFE Securities, LPL Financial LLC, Lincoln Financial Advisors Corporation, and Strategic Wealth Partners. Guided Wealth, LLC provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a long-term, goal-aligned investment approach focused on fundamental analysis and custom portfolio construction, incorporating low-cost mutual funds, ETFs, and other investment vehicles as appropriate.

Nathan Johnson is a financial advisor at Moffatt Financial Strategies in Fort Worth, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, Mutual of America Financial Group, Edward Jones, and Stonegate Capital Partners. Moffatt Financial Strategies provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a mix of long-term and active investment strategies, emphasizes fundamental analysis and client risk tolerance, and offers additional services such as pension consulting and business exit planning.

Michael Hornung is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He has worked at Strategic Wealth Management, LLC since 2015, including its supported entity since 2019, and has also been affiliated with LPL Financial since 2015. Strategic Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm offers discretionary asset management using ETFs, mutual funds, individual securities, and third-party portfolio managers, with customized portfolios and quarterly reviews.

Scott Geppert is a CFA® charterholder with six years of experience in the financial industry. He is currently with Stonekeep Investments, LLC, where he has worked since 2020. Prior to that, he was employed at Toyota Financial Services and Lcm Group. Stonekeep Investments provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach including fundamental, technical, and cyclical analysis, and uses technology and artificial intelligence alongside human oversight to manage approximately $169.6 million for about 110 clients.

Benjamin Bigler is a CFP® with 20 years of industry experience. He currently serves at AspenRidge Wealth Advisors and previously worked at Ameriprise for 20 years. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. 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 a long-term investment approach, constructing diversified portfolios using a range of asset types and offering customized asset allocations with ongoing monitoring and reporting.

Logan Bennett is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Brexton Family Financial, LLC since 2023 and previously spent 10 years with Box Insurance Agency, Inc. and Box Financial Advisor. Brexton Family Financial provides comprehensive wealth management to individuals, non-profit organizations, and businesses, managing discretionary portfolios and integrating financial planning with tax, retirement, and estate considerations. The firm employs fundamental security analysis and Modern Portfolio Theory to build diversified portfolios tailored to clients’ investment policies and risk tolerances.

Troy Larson is a financial advisor at ClearPath Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearPath Capital Partners since 1998. Mr. Larson is also a member of ClearPath Opportunities Fund, LLC, a pooled investment vehicle formed in 2021, in which he spends a minimal amount of time. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and sponsors private funds focused on later-stage technology and technology-enabled companies.

Thomas Holloway is a financial advisor at Heritage Retirement Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sabre Inc. since 1988. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and retirement-plan fiduciary services. The firm employs a model-based investment approach centered on a seven-facet Total Client Profile and offers performance-based fee arrangements for qualified clients.

Dustin Parker is a financial advisor at Box Financial Advisors, LLC in Grapevine, TX, holding a Series 65 license. He has been with the firm since 2026 and has 19 years of experience at Box Insurance Agency. Box Financial Advisors provides investment supervisory services and financial planning to individuals, retirement plans, and business entities. The firm employs a fundamental and long-term asset-allocation approach, managing both public and alternative investments, including private placements and private funds.

Mark Berry is a financial advisor with Purewater Capital, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Purewater Capital Management LLC since 2012 and also works with Purewater Risk Management LLC, where he sells insurance products. Purewater Capital serves individuals, including high net worth clients, employer-sponsored retirement plans, and business entities by providing discretionary asset management, financial planning, retirement plan advisory, and recommendations of third-party money managers. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term strategies under discretionary authority tailored to each client’s investment policy.

Timothy Hatcher is a financial advisor at Purewater Capital, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Purewater Capital since 2019, following prior roles at Pacific Advisory Capital Group and Axa Advisors. Outside of his advisory work, Hatcher serves on the boards of Cowtown Warriors, a nonprofit supporting wounded and disabled veterans, and The Cliburn, an organization promoting classical piano, and he is the head tennis coach for the boys’ program at Fort Worth Country Day School. Purewater Capital serves individuals, employer-sponsored retirement plans, and business entities by 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 and uses both long- and short-term strategies, including options writing and margin transactions, under discretionary authority tailored to client investment policies.

Patrick Combs is a financial advisor with Combs Capital Partners in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include leadership positions at Archetype Wealth Partners and ongoing consulting work as Senior VP at Teamalytics, focusing on leadership coaching for business executives. He is also involved in managing alternative investment vehicles and serves as managing director for hedge fund and private equity firms with focuses on blockchain and small to mid-sized company investments. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, trusts, and estates, offering active asset management, tailored portfolio construction, financial planning, and pension consulting. The firm employs a long-term investment approach utilizing fundamental, technical, and cyclical analysis, primarily implementing strategies through mutual funds and ETFs within discretionary model portfolios.

Owen Hill is a financial advisor at The Lynd Group Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Roadhouse before entering the financial industry. He is also an insurance agent affiliated with The Lynd Group, providing insurance services alongside his advisory role. The Lynd Group Advisors, LLC offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm combines annuity contract coordination with insurance carriers and uses fundamental, technical, and cyclical analysis, while also operating educational seminars and providing clients with a secure online portal.