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 in Fort Worth, Texas. He holds a Series 65 credential and has one year of industry experience. Outside of his advisory role, he is employed as a professional scout by the Texas Rangers Baseball, LLC. Bull & Bear Advisors LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, employing a combination of charting, fundamental, and technical analysis along with long- and short-term trading strategies, including the use of derivatives. The firm also has ties to private investment vehicles available to eligible clients.

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.

Adam McBride is a CFP® professional affiliated with Worth Wealth Advisors, LLC in Fort Worth, TX, with nine years of industry experience. He previously worked at Edward Jones and LPL Financial LLC before joining Worth Wealth Advisors. McBride is also employed part-time at Texas Wesleyan University. Worth Wealth Advisors, LLC is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning using a long-term investment approach that combines fundamental and technical analysis across various asset types.

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.

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 serving at Box Financial Advisors, LLC. His previous roles include positions at Baker Tilly Wealth Management, The Vanguard Group, and Westwood Wealth Management. Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals, high-net-worth and accredited investors, as well as pension and profit-sharing plans and business entities. The firm’s investment process emphasizes fundamental analysis and long-term asset allocation, incorporating public securities and alternative investments tailored to client-specific goals and risk tolerances.

Christopher Chavez is a financial advisor at Apricity Financial, LLC with two years of industry experience. He previously worked at Fisher Investments and Blue Line Capital prior to joining Apricity Financial. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach is primarily fundamental-analysis driven, emphasizing diversified, low-cost ETFs while utilizing individual securities and alternatives as appropriate.

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 14 years of experience in the financial industry. He has worked at Parkstone Wealth Management, LLC since 2016 and previously held roles at SPC and Alamo Asset Advisors. Outside of his advisory work, he is a partner and company treasurer at MPMD Transport, LLC, a freight transportation business. Parkstone Wealth Management provides discretionary wealth management and integrated financial planning for individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm manages portfolios tailored to client goals and risk tolerance, using a combination of fundamental, quantitative, and technical analysis with a long-term trading approach.

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.

Leonard Hall is a financial advisor at Good Life Private Wealth, LLC in Fort Worth, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Good Life Private Wealth since 2012 and previously worked at Fast Lanes of America from 2001 to 2018. Hall serves as a board member of the Southwest Car Wash Association. Good Life Private Wealth provides fee-based, discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, capital-preservation oriented investment strategy that incorporates fundamental and technical analysis, using tools such as options and derivatives, and offers public speaking and training workshops as part of its service model.

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.