Gary Holland is a financial advisor with Holland Investment Management, Inc. in Fort Worth, TX. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. His prior firms include Citigroup Global Markets, LPL Financial, and WWK Wealth Advisors. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing approximately $64 million in client assets. The firm follows a Global Macro, top-down allocation strategy across multiple asset classes and operates a wrap-fee program while also offering 401(k) plan consulting and financial planning.

Brian grew up in Midlothian, TX and lives in Burleson with his wife Ashlea and their four children, Brooklyn, Barrett, Libby and Luke. They are actively involved with the Christ Chapel Bible Church South Campus in Burleson and enjoy fellowship with other families at the church.Brian graduated from Texas A&M University in 2004 where he majored in Sports Management. He is still actively involved in “Aggieland” and enjoys attending Aggie road games and never misses a chance to tailgate. After graduation from A&M, Brian was a teacher and coach in his hometown of Midlothian for two years. He learned that it would be easier to explain complex principles to adults than middle school children, so he started his financial services career in 2007. Brian developed a passion for working closely with clients to help them achieve their financial goals. In 2020, Brian completed his CERTIFIED FINANCIAL PLANNER certification and joined Chisholm Wealth Management in March of 2025.

Roger Whitney is a CFP® with 35 years of industry experience, currently serving at Align Financial, LLC, operating as Retire Agile. His prior roles include six years at Strategic Financial Concepts and five years at Fwpam. Whitney is also the owner of RP Whitney LLC, which produces educational content under the Retirement Answer Man® and Rock Retirement Club brands. Align Financial provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold framework, incorporating AI-assisted tools reviewed by professionals and offering services including portfolio management and standalone financial plans.

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.

Austin Smith is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Schulz Wealth, Ltd. since 2018 and previously worked at TCG Advisors, Intrust Fiduciary, and South Western. Schulz Wealth, Ltd. serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with financial planning. The firm uses a Modern Portfolio Theory-based approach with goal-based planning, employing diversified portfolios that include active and passive investments, and utilizes Betterment as a sub-manager for smaller accounts.

Matthew Quezergue is a CFP® professional with three years of industry experience. He has been with Aspen Wealth Management, LLC since 2021 and previously worked at S. Harris Financial Group and Texas A&M University. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, utilizing customizable model allocations and a buy-and-hold investment approach.

Helen Stephens is a CFP® with 18 years of industry experience and leads Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2011 and previously worked at Commerce Wealth Advisers, LLC and Avantax Advisory Services. Aspen Wealth Management is a team-based advisory firm managing approximately $658 million for individual, family, and employer-sponsored retirement plan clients. The firm offers comprehensive financial planning and discretionary asset management, employing a model-based, buy-and-hold investment approach tailored to client risk profiles.

William Nous is a financial advisor at Pinnacle Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience supporting his wife's Airbnb property management business on a volunteer basis. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm employs diversified portfolios tailored to clients’ profiles using various investment vehicles and offers financial planning and retirement plan consulting services.

Orlando Molina is a financial advisor at MDX Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bournehill Investment Services, Inc. and CFS Advisors LLC. Molina is also a licensed independent agent for life and health insurance in Texas. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services, employing a fundamental research process to construct individualized portfolios across a range of asset classes.

Orlando Luna is a financial advisor at Discipline Wealth Solutions, Inc. with 14 years of industry experience. He holds a Series 65 designation and previously worked at CPR Financial Group and CPR Investments Inc. Luna is also a substitute teacher in Arlington, Texas. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing tailored investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a range of investment approaches and offers oversight of third-party managers alongside in-house portfolio management.

James Davis is a CFP® with 10 years of industry experience, currently serving as a managing member and advisor at Aspen Wealth Management, LLC in Fort Worth, TX. His prior experience includes roles at Mills Wealth Advisors, Tolleson Wealth Management, and Fidelity. He holds Series 63 and Series 66 licenses. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual, family, and employer-sponsored retirement plan clients. The firm employs a model-based, customized portfolio approach with a buy-and-hold strategy and offers a proprietary wrap-fee program that integrates advisory, execution, custody, and reporting services.

Jacob Squires is a financial advisor at Aspen Wealth Management, LLC in Fort Worth, TX, holding a Series 65 credential with one year of industry experience. Before joining Aspen Wealth Management in 2025, he worked for nine years at North Texas Marine. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, utilizing a model allocation approach customized to client risk profiles and favoring a buy-and-hold strategy with periodic rebalancing.

David Eubanks is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Xcelsior Advisor Partners LLC and The Leaders Group Inc, and previously worked at Robert W. Baird & Co. and UBS Financial Services. Outside of his advisory role, he is the founder and managing partner of BV Private Wealth in Fort Worth, TX. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory, leveraging both custom and licensed model portfolios while facilitating access to alternative and private investments.

Vernon Bell is a financial advisor with American Elite Advisory holding Series 65 and Series 66 licenses and 15 years of industry experience. He has worked at Texas Elite Advisory, LLC since 2015 and concurrently provides business consulting, planning, strategy, and life and health insurance services through Vast Data Services, Inc. American Elite Advisory is a team-based firm that provides discretionary investment management and account supervision primarily for individual and high-net-worth clients. The firm combines fundamental value equity selection with active technical and quantitative strategies, managing approximately $20.1 million in discretionary assets across about 73 client relationships.

Candace Scholz is a CFP® professional with nine years of industry experience, currently serving as a managing member at Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2015. Outside of her advisory role, Scholz holds a compensated position as a city council member in Glen Rose, Texas. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individuals, families, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, utilizing a buy-and-hold investment approach with model portfolio allocations tailored to client risk profiles.

Nathan Davis is a CFP® and CFA® with 12 years of experience in the financial industry. He is a managing member of Aspen Wealth Management, LLC, where he has worked since 2016. Davis serves on the boards of trustees for the Virginia Tech Alumni Association in Dallas/Fort Worth as Treasurer and for The Women's Center of Tarrant County. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual and family clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs a model-based, customized portfolio construction approach and offers comprehensive financial planning and discretionary asset management through its Wealth Management Program.

Ivan Singleton is a financial advisor at Signal Securities, Inc. with 41 years of industry experience. He has been with Signal Securities since 1988. In addition to his advisory role, he is also a sole proprietor involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations, focusing on risk management through diversified, model-based portfolios and a consultative investment approach.

James Shores is a financial advisor at American Elite Advisory with six years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Wealth Advisors and Royal Fund Management, LLC. In addition to his advisory role, Shores owns and operates JVS Wealth LLC, where he provides financial planning focused on insurance products and Medicare insurance. American Elite Advisory offers discretionary portfolio management and supervisory services to individual and high-net-worth investors, using a value-oriented investment approach combined with technical and quantitative strategies. The firm customizes portfolios through separately managed accounts and multiple indicators, serving clients across five offices with a team of seven advisors.

Abigail Hasling is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Aspen Wealth Management, LLC and previously served at The Mather Group, HC Financial Advisors Inc, Howard Financial Services, and Texas Tech University. Aspen Wealth Management is an SEC-registered team advisory firm serving individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm uses a model-based, customized approach to portfolio construction, emphasizing a buy-and-hold strategy with periodic rebalancing, and offers both comprehensive financial planning and discretionary asset management services.

Troy Fore III is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Aspen Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at AXA Advisors, LLC and Vision Point Advisory Group. Outside of his advisory work, Fore serves as a volunteer board member for the Coastal Conservation Association. Aspen Wealth Management is an SEC-registered, team-based firm managing approximately $658 million for individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, using a model-based portfolio construction approach combined with a buy-and-hold strategy and periodic rebalancing.