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 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.

Carolyn Pratt is a financial advisor with Guided Wealth, LLC in Lantana, TX, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at NYLIFE Securities, LPL Financial, Lincoln Financial Advisors, and Strategic Wealth Partners. Guided Wealth provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes long-term, goal-aligned portfolio construction using low-cost mutual funds and ETFs, supplemented by other investment vehicles and oversight of unaffiliated Independent Managers.

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.

Logan Bennett is a CFP® professional with 13 years of industry experience. He is currently with Brexton Family Financial, LLC, where he has worked since 2023. Prior to that, he spent 10 years at Box Insurance Agency, Inc. and Box Financial Advisor. Brexton Family Financial provides comprehensive wealth management services to individuals, including high-net-worth clients, as well as non-profit organizations and corporate clients. The firm employs a long-term investment strategy using fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with tailored asset allocations.

Mark Cope is a financial advisor at Process Capital Management, LLC in Coppell, TX, with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, Fidelity Investments, Purshe Kaplan Sterling Investments, Thrivent Financial Network, and 49 Financial. Process Capital Management is an independent registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental and technical analysis to manage portfolios primarily consisting of individual stocks and bonds, supplemented by mutual funds, ETFs (including cryptocurrency ETFs), and options.

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.

Mark Hood is a financial advisor with Sterling Capital Advisors in Fort Worth, TX. He holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Capital Advisors since 2025. Outside of advisory work, he is involved in several business ventures, including ownership roles in a bottled water company and an oil and gas operator based in Texas. Sterling Capital Advisors provides investment advisory services to individuals, families, trusts, estates, charitable entities, and business organizations. The firm offers access to private investments and public-market portfolio management, focusing on due diligence at the fund and manager level and delivering advice through a relationship-based model.

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 worked at Purewater Capital Management LLC since 2012 and has experience at Woodbury Financial Services and Equitable Advisors. Berry also serves as an insurance agent with Purewater Risk Management LLC, a non-investment business focused on the sale of insurance products. Purewater Capital, LLC offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as businesses and pension plans. The firm uses both fundamental and technical analysis to manage portfolios on a discretionary basis aligned with client investment policies.