Kendell Adler is a Certified Financial Planner® with 20 years of industry experience. He has worked at Capital Square, LLC since 2020 and previously held roles at Standard Retirement Services, Inc., Stancorp Investment Advisers, Inc., and StanCorp Equities, Inc. He holds Series 63 and Series 65 licenses. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and portfolio management services, managing approximately $393 million in client assets as of December 2024, with portfolios tailored through diversified asset allocation and reviewed quarterly.

Andrew Spross is a financial advisor at Academy Capital Management in Waco, TX, holding a Series 65 designation with six years of industry experience. He worked at Spross Insurance Agency from 2014 to 2019 before joining Academy Capital Management in 2019. Academy Capital Management provides discretionary investment supervisory services to a range of clients including individuals, trusts, and corporate entities. The firm manages approximately $1.16 billion in discretionary assets through a six-advisor team, utilizing an Investment Committee framework and individualized Investment Policy Statements to guide portfolio management.

Timothy Smith is a Series 65-licensed financial advisor with RPG Family Wealth Advisory, LLC in Waco, TX, and has two years of industry experience. Prior to joining RPG Family Wealth Advisory, he held roles at Calvary Community Church and participated in nonprofit work with the Christina Grimmie Foundation. He also works as an insurance agent with Freedom Financial. RPG Family Wealth Advisory, part of Risk Paradigm Group, offers tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individual, and institutional investors, including high-net-worth clients. The firm employs a policy-based investment process driven by proprietary algorithms that focus on momentum and volatility, incorporating explicit risk controls and a tactical global asset-allocation approach.

Steven Fleuriet is a financial advisor at Winnow Wealth, LLC in Waco, TX. He holds a Series 65 designation and has been with Winnow Wealth since 2023. Prior to his current role, he worked at Morgan Advanced Materials plc and John Wood Group plc. Winnow Wealth is a five-advisor team managing approximately $123 million for about 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers with an investment approach that combines fundamental and cyclical analysis focused primarily on long-term outcomes.

Robert Isbell is a financial advisor at Academy Capital Management with 14 years of industry experience and holds the Series 65 designation. He is based in Waco, TX, and is part of a six-advisor team. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm employs an Investment Committee framework and individualized Investment Policy Statements to manage equity, balanced, and fixed-income portfolios, emphasizing performance, risk, and tax-related reporting.

Angelo Ochoa is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation with five years of industry experience. Prior to his advisory role, he worked for nine years at University High School within Waco ISD. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios based on fundamental and cyclical analysis, managing approximately $702 million in client assets as a seven-advisor team.

Alexandra Kazanas is a financial advisor at Disciplined Investors, L.L.C. in Waco, Texas, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at Community Bank & Trust and Texas Tech University. Disciplined Investors, L.L.C. provides investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, municipalities, and corporations. The firm emphasizes customized portfolios, diversification, and long-term investment strategies, managing approximately $941.6 million in client assets.

Jessica Burch is a CFP® with 11 years of industry experience, currently serving as an advisor at Winnacle Wealth, LLC in Waco, TX. Her prior roles include positions at Winnow Wealth, The Momentous Group, and Brookstone Wealth Advisors, among others. In addition to her advisory work, she is CFO at Iron Horse Equipment Solutions LLC, an oil and gas asset management company. Winnacle Wealth provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on long-term portfolio construction with a range of investment vehicles including mutual funds, ETFs, and individual securities. The firm integrates third-party tools for portfolio monitoring and client reporting within a defined engagement framework.

Paris Hookham is a financial advisor with Disciplined Investors, L.L.C. in Waco, Texas. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Disciplined Investors, Hookham was affiliated with the University of Oklahoma and the University of Texas at Austin. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios based on fundamental and cyclical analysis, managing approximately $702 million in client assets as a seven-advisor team.

Terry Adam is a CFA® charterholder with 21 years of industry experience and has been with Academy Capital Management for 36 years. He is involved in managing a car wash business and operates farm and ranch real estate activities outside of his advisory role. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities, serving over 900 clients with about $1.16 billion in assets under management. The firm employs an Investment Committee framework and individualized Investment Policy Statements to guide portfolio management with a focus on performance, risk, and tax-related reporting.

David Nuckols is a financial advisor with Winnow Wealth, LLC in Waco, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held roles at multiple firms, including Haynie & Company and Brookstone Wealth Advisors, where he is a partner providing tax planning and accounting services. Winnow Wealth is a five-advisor team managing approximately $123 million for around 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, utilizing a long-term investment approach with fundamental and cyclical analysis, and incorporates a range of investment vehicles including mutual funds, ETFs, individual securities, and independent managers.

Reid Higgins is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation. He has one year of industry experience, including prior roles at Baylor University, PepsiCo, and Knight Office Solutions. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and offers a comprehensive range of services including 401(k) plan advisory.

Scott Granowski is a CFA® charterholder with 22 years of industry experience. He has been with Academy Capital Management in Waco, TX, since 1986. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm manages approximately $1.16 billion in discretionary assets and uses an Investment Committee framework alongside individualized Investment Policy Statements to guide asset allocation and portfolio construction.

Sabrina Moore is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Disciplined Investors since 2015, working as part of a seven-advisor team. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach centered on fundamental and cyclical analysis, managing approximately $702 million in client assets without imposing account minimums.

Luke Thompson is a financial advisor at Academy Capital Management in Waco, TX, with one year of industry experience. He holds a Series 65 designation and has prior work history at Cypress ISD and Texas A&M University. Academy Capital Management is a six-advisor team managing approximately $1.16 billion in discretionary assets for individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm uses an Investment Committee framework and individualized Investment Policy Statements to manage equity, balanced, and fixed-income portfolios on a discretionary basis.

Samuel Simpson is a CFP® with 32 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. He previously worked at Bellwether Investment Group, LLC d/b/a Wellspring Advisors, LLC from 2015 to 2017. Outside of his advisory role, he manages a personal real estate business focused on acquisition, development, leasing, and sale of properties. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and portfolio management services tailored to client objectives, managing approximately $393 million in client assets as of December 2024.

Todd Stoner is a financial advisor with Disciplined Investors, L.L.C. in Waco, Texas, where he has worked since 1998, totaling 28 years of industry experience. He also manages Direct Leased Properties, LLC, a private placement investing in triple-net lease commercial real estate. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach customized to client asset allocations and manages approximately $702 million in client assets with a seven-advisor team.

Charles Burns is a financial advisor at Academy Capital Management with 13 years of industry experience. He holds a Series 65 credential and has worked in commercial real estate and independent advisory roles since 2013. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm manages approximately $1.16 billion in discretionary assets for nearly 1,000 clients using an Investment Committee framework and individualized Investment Policy Statements to guide portfolio management.

Russell Livesay is a Series 65-licensed advisor with Disciplined Investors, L.L.C. in Waco, Texas, where he has worked since 2007, accumulating 18 years of industry experience. He is also president of Southern Media Specialists, LLC, a print media consulting and travel magazine publishing business. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold approach with portfolios customized around target asset allocations and monitored regularly, managing approximately $702 million in client assets as part of a seven-advisor team.

Stephen Harvey is a Series 65-licensed advisor with three years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Lendmire LLC, CX Institutional, and STRATA Trust Company. The Fiduciary Alliance serves individuals, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management, estate planning support, and business-planning reviews.