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.

Alicia Harrison is a financial advisor with Money Script Wealth Management, PLLC in Grand Prairie, TX. She holds a Series 65 designation and has been with Money Script since 2017. Prior to that, she worked at Palos Verdes Footwear from 2013 to 2017. Money Script Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and employs a blend of fundamental analysis and modern portfolio theory in its investment approach.

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.

Robert Richardson is a financial advisor with Trinsic Capital, LLC in Fort Worth, TX, holding a Series 65 designation. He has been with Trinsic Capital since 2013. Trinsic Capital, LLC provides discretionary, fee-only investment management to individuals, trusts, nonprofit organizations, and other entities. The firm manages approximately $84 million across around 47 client relationships, focusing on value-oriented equity selection through multiple equity strategies and primarily serves both high-net-worth and non-high-net-worth individual clients.

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.

Grant Nichols is a Series 65-licensed advisor at Ross Wealth Group, LLC with one year of industry experience. He previously worked at UBS Financial Services and Clarity Financial Group among other firms. Nichols is also involved with Russ Ross Consultants, where he sells insurance products. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals and trusts, with a specialized retirement consulting practice for teachers. The firm constructs portfolios using a combination of independent managers and an asset-allocation framework based on Modern Portfolio Theory.

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.

Joseph Moore is a financial advisor at Portia Capital Management in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Prota Financial, Optimum Investment Advisors, and Axa Advisors, as well as a position at Texas Family Dental/Snoring Solutions. Portia Capital Management serves a select group of individual and institutional clients, including high-net-worth families, trusts, and charitable foundations, offering comprehensive financial planning and investment management services. The firm uses a proprietary research process to build recommended investment options and emphasizes strategic asset allocation, disciplined rebalancing, and selective use of alternative investments to manage risk and return over market cycles.

Travis Soppe is a CFP® professional with 16 years of industry experience, currently serving at Cumbie Advisory Services, Inc. in Fort Worth, TX. He has been with Cumbie Advisory Services and Rhodes Securities since 2012. Cumbie Advisory Services, Inc. provides financial planning and investment management consulting to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm operates as a non-discretionary investment consultant, focusing on diversified, low-cost portfolios and research-based approaches while assisting clients in selecting and monitoring independent money managers.

Michelle Connell is a CFA charterholder with 13 years of experience in financial services. She has worked at Portia Capital Management since 2017 and previously held positions at Asset Management Advisors Inc, UBS Financial Services, and Piper Sandler & Co. Connell also serves as an adjunct professor of finance at the University of Dallas. Portia Capital Management provides financial planning and investment management services to high-net-worth individuals, families, trusts, and charitable foundations. The firm uses a proprietary research process for portfolio construction, emphasizing strategic asset allocation, disciplined rebalancing, and manager selection focused on risk-adjusted returns.

Graham Strickland is an Investment Advisor Representative at S&S Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has worked with firms including Triad Advisors Inc and OSAIC. Outside of his advisory role, he serves as an executive board member for the Longhorn Council Boy Scouts of America and is involved in youth development through Scouting Arlington, Inc. He also manages several business ventures, including an insurance agency and a digital media company. S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, focusing on discretionary and non-discretionary portfolio management. The firm employs a tactical strategy combining technical charting and fundamental research, managing a diverse range of securities for approximately 315 clients.

Paige Pierce is a financial advisor with Pierce Wealth Partners, Inc. in Fort Worth, TX, holding a Series 66 designation and bringing 37 years of industry experience. Her prior roles include positions at Bley Investment Group, McLaughlin Ryder Investments, Larimer Capital Corporation, and R. W. Smith & Associates. She is also the founder, president, and CEO of The Pierce Group, LLC, a consulting firm based in Utah, and serves on the boards of eToro USA Securities, Inc. and Revivea, an independent insurance advisory firm. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, operating proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.

Margaret Hood is a financial advisor at Sterling Capital Advisors in Fort Worth, Texas. She holds Series 66 and Series 65 licenses and has recent experience at American National Bank and Trust and Texas Christian University. Hood joined Sterling Capital Advisors in 2025 and has been with the firm for one year. Sterling Capital Advisors serves individuals, families, trusts, estates, charitable entities, and business organizations, offering access to both private investments and public-market portfolio management. The firm focuses on private-market portfolio management through due diligence at the fund and manager level, delivering advice via a relationship-based model with ongoing monitoring and periodic rebalancing.

Samuel Baynes is a financial advisor at Baynes Investment Counsel LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Baynes Investment Counsel since 2015, with prior roles at Securities America and LPL Financial. Baynes is also CEO of Baynes Capital, a private equity firm focused on oil and gas and other private investments for accredited investors. Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a varied investment approach including fundamental, quantitative, and technical analyses, and offers access to private funds and educational resources for its clients.