Jackson Fleming is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Fleming Wealth, LLC in Fort Worth, TX. His career includes roles at Charles Schwab & Co., Wells Fargo Advisors, and other financial firms. Outside of financial services, he was involved with USA Hockey for nearly a decade. Fleming Wealth, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients. The firm follows an asset allocation approach grounded in Modern Portfolio Theory, combining passive and active fund selections with fundamental, technical, and cyclical analysis, and offers advisor-facilitated estate planning through a third-party platform.

Kermit Gable is a CFP® with 33 years of industry experience, currently serving as the sole advisor at Fidelis FS, LLC since 2016. Prior to this, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2012 to 2016. He also serves as a commander in the United States Army Reserve, a role he has held since 2009. Fidelis FS, LLC provides discretionary asset management and financial planning services to individuals and business entities, utilizing fundamental and technical analysis in its investment process. The firm manages assets on a discretionary basis and offers strategies including long- and short-term holdings, option writing, and margin trading tailored to client objectives and risk tolerances.

Zita Enloe is the sole advisor at Enloe Financial Advisory LLC in Fort Worth, Texas, holding a Series 63 designation with 23 years of industry experience. She has led her independent advisory firm since 2013. Enloe Financial Advisory LLC provides portfolio management and investment supervisory services to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis and offers non-discretionary, actively managed portfolios that include long-term and short-term trading, short sales, and options strategies tailored to client goals and risk tolerance.

Britton Taylor is a CFP® with nine years of industry experience and operates Taylor & Taylor Financial Services in Keller, TX. He has been associated with Taylor & Taylor Financial Services since 2000 and is also involved with the Church of God a Worldwide Association and the United Church of God. Additionally, he provides tax preparation services as a sole proprietor. Taylor & Taylor Financial Services offers comprehensive financial planning and investment advice primarily to individual pre-retirees and retirees, as well as corporations and trusts. The firm employs a detailed planning process to create individualized plans covering retirement, tax, estate, and risk management, and manages portfolios across various asset classes.

Davis Jones is a financial advisor at Iron Forge Financial with a Series 65 designation and one year of industry experience. He has been self-employed since 2010 and joined Iron Forge Financial in 2024. Outside of financial advising, he operates several small businesses including farm produce and livestock sales, pet waste removal, pool services, oil and gas consulting, and hunting services. Iron Forge Financial provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm advises across a wide range of investment instruments and employs a combination of cyclical, fundamental, technical analysis, and modern portfolio theory with a long-term trading approach.

Steven Mitchell is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Main Street Financial Advisors in Justin, TX. He has been with Main Street Financial Advisors since 2004. Main Street Financial Advisors manages approximately $4.4 million for a select group of individual and trust clients, offering discretionary portfolio management, asset-allocation services, and comprehensive financial planning. The firm employs a research-driven, value-oriented investment approach, focusing on a concentrated portfolio of individual securities and various income strategies, with client accounts held exclusively at Interactive Brokers.

Matthew Wehling is the principal of Wehling Investment Management, a state-registered independent advisory firm based in North Richland Hills, TX. He holds a Series 65 designation and has been operating his advisory firm since 2025. Prior to founding the firm, he worked at the Federal Aviation Administration for nine years and served two years in the United States Marine Corps. Wehling Investment Management provides ongoing portfolio management primarily for individuals and trusts, including higher-net-worth clients. The firm employs a fundamental analysis-driven, concentrated buy-and-hold strategy focused on U.S. and developed-market common stocks, maintaining flexibility to hold cash or Treasury bills when suitable investment opportunities are not available.

Edward Ray Jr. is the sole advisor and managing member of ELR Capital Management, LLC, a Texas-based independent investment adviser. He holds a Series 65 designation and has 11 years of industry experience, all at ELR Capital Management since 2015. ELR Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing fundamental, technical, and cyclical analysis across a broad range of asset classes. The firm employs both long- and short-term strategies with individualized Investment Policy Statements and generally seeks discretionary trading authority, managing all assets internally without the use of third-party managers.

David Barnett is a ChFC® with 17 years of experience and the principal advisor at Grand Arbor Advisors in Richland Hills, TX. He has been the owner of Authority Enterprises, an insurance agency, since 1984. Grand Arbor Advisors provides financial planning and investment management primarily to individuals, trusts and estates, corporations, and charitable organizations. The firm combines licensed insurance services with advisory offerings and employs fundamental analysis across a broad range of investment strategies and instruments.

Anthony Hinojosa is a financial advisor at Your Path Financial LLC in Fort Worth, TX, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Mayo Performance and Honda of Fort Worth. He is also a licensed insurance agent offering life insurance and annuities. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm typically implements strategies through third-party model portfolios and conducts regular reviews while assisting clients with investment education and a broad range of investment options.

Palmer Lummis is the sole advisor at Lummis Asset Management, L.P. in Fort Worth, Texas, with 23 years of industry experience. He has been associated with Lamco Capital, LLC and Lummis Asset Management since 1998. Outside of his advisory role, he manages a rural property leased for cattle grazing and holds partnerships related to oil and gas mineral interests and private equity investments. Lummis Asset Management, L.P. provides discretionary portfolio management and investment advice to individuals, charitable organizations, and corporations. The firm employs a long-term, value-oriented investment approach with low portfolio turnover and tax sensitivity, managing assets in excess of $220 million with a notably high assets-to-advisor ratio.

Jarrod Warren is a financial advisor at Integrity Financial Group in Fort Worth, TX, with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including OneAmerica Securities, American United Life, and Northwestern Mutual in various wealth management roles. He is also licensed as an insurance agent specializing in non-variable insurance products. Integrity Financial Group advises both individual and business clients, providing discretionary portfolio management and financial planning across a broad range of investment types. The firm employs multiple investment approaches and manages assets using institutional platforms and third-party model portfolios.

Justin Hall is a CFP® and Series 65-licensed advisor with Good Life Private Wealth, LLC in Fort Worth, TX, where he has worked for 10 years. He has spent his entire professional career with the firm, including its previous iteration as Good Life Asset Strategies. Good Life Private Wealth provides fee-based, discretionary investment management and limited financial planning to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs an active, capital-preservation oriented investment approach using both fundamental and technical analysis, incorporating risk management tools such as stop-losses, inverse funds, and options, which is noted as uncommon among peers.

Brendan Fenno is a financial advisor at 9I Capital Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life and Guardian/Capital Financial Partners. Outside of his advisory work, Fenno is a musician and serves on the board of Big Brothers Big Sisters of Tarrant County. 9I Capital Group LLC provides advisory services to individuals, businesses, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a documented Investment Policy Statement process and combines modern portfolio theory with various analytical approaches, delivering both discretionary and non-discretionary portfolio management.

Samuel Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Shelton Wealth Management in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Shelton Wealth Management serves individuals, high-net-worth clients, trusts, businesses, corporations, and institutions by providing discretionary portfolio and wealth management, financial planning, and consulting. The firm emphasizes risk-adjusted, tax-efficient, and cost-conscious asset allocation using a mix of active and passive strategies across various asset classes and incorporates specialized investment products where suitable.

Christopher Roberts is a Series 65-licensed advisor with TruAdvisors Financial, LLC, based in Fort Worth, TX. He has been with TruAdvisors since 2026 and has prior experience with Spectra ACS and CWM. TruAdvisors Financial provides investment advisory and portfolio management services to individuals, corporations, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis and employs derivatives strategies, including options, in client accounts.

Brandon Booth is a Series 65 credentialed financial advisor at TruAdvisors with five years of industry experience. He previously worked at Elevated Capital Advisors and has been affiliated with Spectra Financial since 2002. Outside of his advisory role, Booth serves on the board of managers for CyberneticEntertainment, LLC, a software publishing business, and owns The Diamond Source, a company supplying and exchanging diamonds and precious gems to independent jewelry stores. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, and institutions. The firm employs fundamental, technical, and cyclical analysis in developing client investment programs and is notable for its active use of derivatives strategies in client accounts.

Michael Wimberley is a financial advisor at Lummis Asset Management, L.P. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Charles Schwab and Green Investment Management. In addition to his advisory role, he serves as COO of Lone Oak Trust Company, overseeing its operations department. Lummis Asset Management serves individual, high net-worth, charitable, and corporate clients with discretionary portfolio management and investment advice. The firm employs a long-term, value-oriented approach with concentrated portfolios and a laddered bond strategy, providing clients with regular reporting and institutional review services.

John Fulmer is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 16 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining Shelton Wealth Management in 2021. He holds Series 63 and Series 65 designations. Shelton Wealth Management manages approximately $364.5 million in assets and serves individuals, high-net-worth clients, trusts, businesses, corporations, and institutions. The firm provides discretionary portfolio and wealth management, financial planning, and consulting, using a mix of active and passive strategies tailored to client needs and risk profiles.

Peyton Bruce is a financial advisor at Aspenridge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Aspenridge, he worked at Ameriprise and held positions at Abilene Christian University and Grapevine Faith Christian School. Outside of advisory work, he owns New Day Bars, a business that makes and sells breakfast bars. Aspenridge Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, primarily long-term investment approach using low-cost mutual funds and ETFs, supplemented by other asset types as appropriate.