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.

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.

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.

Cameron Rompal is a financial advisor at Rydar Equities, Inc. with three years of industry experience. He holds a Series 65 designation and has prior work experience at Adobe and the Technology & Services Industry Association. Outside of advisory work, he is a sales associate at Adobe. Rydar Equities, Inc. is an SEC-registered investment adviser that provides asset management and financial planning services to individual and high-net-worth clients. The firm uses active, tailored portfolio management strategies including fundamental, technical, and cyclical analysis, and offers a range of investment tools such as long- and short-term equity positions, ETFs, mutual funds, and options.

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.

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.

Timothy Hatcher is a financial advisor at Purewater Capital, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Purewater Capital since 2019, following prior roles at Pacific Advisory Capital Group and Axa Advisors. Outside of his advisory work, Hatcher serves on the boards of Cowtown Warriors, a nonprofit supporting wounded and disabled veterans, and The Cliburn, an organization promoting classical piano, and he is the head tennis coach for the boys’ program at Fort Worth Country Day School. Purewater Capital serves individuals, employer-sponsored retirement plans, and business entities by 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 and uses both long- and short-term strategies, including options writing and margin transactions, under discretionary authority tailored to client investment policies.

Derek Dansby is a CFP® with 19 years of experience in the financial industry. He is currently with Brazos Wealth Advisors LLC and previously worked at Dansby Wealth Management LLC, 360 Wealth Management, LPL Financial, and Edward Jones. He serves on the board of the Boys and Girls Clubs of Wichita Falls. Brazos Wealth Advisors provides wealth management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, and pension/profit-sharing plans. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory to tailor portfolios, and it maintains an affiliation with a law practice offering estate and legal implementation assistance.

Kelly Buchfink is a CFP® with 23 years of experience in the financial services industry, currently serving as an advisor at SWMG, LLC since 2018. Prior to this, she worked at First Command Advisory Services and its affiliated entities from 2009 to 2017. Outside of her advisory work, she has been a Mary Kay cosmetics consultant since 1999, primarily for personal use. SWMG, LLC provides financial planning and investment management to individuals, trusts, estates, and business entities, utilizing third-party asset managers and unified managed accounts. The firm offers comprehensive and modular planning services, conducts regular portfolio reviews, and runs fee-based financial education seminars through local colleges and businesses.

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.

Andrew Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 28 years of industry experience. He has worked at Triad Advisors, Inc. for 14 years and Lee Johnson Capital Management LLC for over 30 years. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, and may recommend private investments or specialized vehicles for qualified clients.

Hayden Hill is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently affiliated with BentOak Capital and Garrett Wealth Advisory Group and has prior experience at LPL Financial and Snow Garrett Wealth Management. Hill serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board and is a partner at PR3S Properties, LLC, where he assists in managing and analyzing real estate investments. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning, discretionary portfolio management, wealth-management services, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers a sponsored wrap fee program alongside educational seminars for retirement plan clients.

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.

Hayden Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience including roles at Uber and various local businesses. He is also licensed to sell commission-based insurance products. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm employs a mix of charting, fundamental, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, and offers specialized investment options for qualified clients.

Christopher Browning is a CFP® professional with six years of experience, affiliated with BentOak Capital in Weatherford, TX. He has served as an associate professor at Texas Tech University since 2013. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and discretionary portfolio management, tailoring portfolios using a blend of fundamental, technical, and cyclical analysis. The firm also provides retirement plan consulting and sponsors a wrap fee program, offering educational seminars as part of its services.

Jason Mcgarraugh is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with BentOak Capital, operating under Garrett Wealth Advisory Group since 2024, and previously worked at Neal Financial Group, L.P., LPL Financial, and Waddell & Reed. Mcgarraugh holds a Series 66 license and is based in Weatherford, Texas. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm typically manages accounts on a discretionary, wrap-program basis, employing a combination of fundamental, technical, and cyclical analysis while utilizing third-party technology for ongoing portfolio monitoring and client reporting.

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.