Albert Dean is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is affiliated with Riverchase Wealth Management, LLC and previously worked at Kelleher Dean Tax Advisors, LLC. Dean holds Series 63 and Series 65 licenses. Riverchase Wealth Management serves individuals, trusts, estates, retirement plans, small businesses, and corporations by providing financial planning, discretionary investment management, and retirement plan consulting. The firm integrates in-house tax preparation and IRS representation services and typically implements portfolios using a mix of mutual funds, ETFs, equities, fixed income, and alternatives with an emphasis on tax efficiency and periodic rebalancing.

Frederick Hondzinski is a financial advisor at Composure Wealth Management, LLC in Chicago, holding a Series 65 designation. He has over 20 years of professional experience, including a 22-year tenure at Accenture prior to joining Composure Wealth Management. Composure Wealth Management is a small, supported registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, quantitative, technical, and sector analysis.

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.

James Orser is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Orser Capital Management LLC in Southlake, TX, and has been affiliated with Bridger Capital Management, LLC since 2013. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and combines fundamental, technical, and cyclical analysis to manage accounts primarily on a discretionary basis.

Cole Mc Keel is a financial advisor with McKeel Capital Management, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior work includes roles at Ameriprise Financial Services and McKeel Capital Management as well as experience outside finance at Napoli's Italian Restaurant and Texas A&M. McKeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, and corporate entities. The firm emphasizes individualized investment policies and offers both ongoing portfolio management and standalone financial planning, managing approximately $61 million in discretionary assets.

Kathryn Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at ClearPoint Wealth Management since 2025 and previously operated Allen Wealth Advisors, LLC for five years. Outside of her advisory roles, Allen was involved with Boulevard Animal Hospital for nearly two decades. ClearPoint Wealth Management provides investment management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a mix of passive and active strategies and offers discretionary portfolio management alongside limited-scope financial planning.

Jacob Golseth is a Series 65-registered financial advisor with Chadwick Financial, based in Colleyville, TX. He has five years of industry experience, including prior roles at Brookstone Wealth Advisors and Triad Wealth Partners. Outside of advisory work, he is also licensed as an insurance agent, dedicating up to 30% of his professional time to the sale of insurance products. Chadwick Financial is a state-registered investment adviser serving individual and high net worth clients with portfolio management and financial planning services. The firm primarily manages assets on a non-discretionary basis, providing recommendations while clients retain decision authority, and employs an investment approach that includes asset allocation and both long- and short-term strategies.

David Much is the founder of Much Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including 17 years managing Much Wealth Management and over two decades in insurance services. He is also president and owner of an insurance business providing group and individual life, health, dental, and long-term care products. Much Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, fundamental analysis-based portfolio management, often utilizing third-party independent managers to construct diversified portfolios with low-cost mutual funds, ETFs, individual securities, and alternative investments.

Dustin Tondre is a CFP® professional with 19 years of industry experience, currently serving at TL Private Wealth in Southlake, TX. He has been with HPC Wealth Advisors L.L.C. since 2013. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis for security selection.

Peyton Bruce is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining AspenRidge, he worked at Ameriprise Financial Services and has teaching experience at Abilene Christian University and Grapevine Faith Christian School. Outside of his advisory role, he owns New Day Bars, a business that makes and sells breakfast bars. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategies, constructing diversified portfolios using a range of investment vehicles, and is notable for managing approximately $335 million with a four-advisor team.

Laura Brown is a financial advisor at Addington Financial Group LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments Institutional Services Company, Inc. for 24 years before joining Addington Financial Group in 2021. Addington Financial Group provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with portfolio management. The firm emphasizes strategic asset allocation, quantitative risk measures, and a blend of active and passive investment strategies, managing nearly $300 million with a focus on personalized wealth management.

Gregory Hutto is a CFP® and CFA® with 22 years of industry experience. He has been with Heritage Retirement Advisors, LLC since 2012 and is also the owner of Heritage Tax Advisors LLC. Hutto holds insurance agent licensure in the state of Texas. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm employs a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management using model-based allocations.

Andrea Ward is a financial advisor with New Century Partners–The No-Load Group, Inc. in Fort Worth, TX, holding over 22 years of industry experience. She has been with New Century Partners since 1995 and also owns an accounting and tax practice, providing services part-time since 1990. Andrea is a certified public accountant (CPA). New Century Partners advises individuals and small businesses, primarily those who are not high-net-worth, offering discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on integrated tax planning supported by its principals’ accounting credentials.

Robert Mehciz is a financial advisor with RHM Capital Management, Inc. in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at MBR Capital Management, Inc. since 2010. RHM Capital Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and certain business entities. The firm uses multiple methods of analysis and a range of investment strategies, offering individualized advice, financial planning, and discretionary management through ETFs, mutual funds, stocks, and bonds.

John Gallagher is a financial advisor with Gallagher Capital Advisors, LLC in Argyle, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has led Gallagher Capital Advisors since 2014. Outside of advisory services, he also sells health insurance on a part-time basis. Gallagher Capital Advisors provides investment advisory services to individual and high-net-worth clients, as well as retirement and profit-sharing plans, offering portfolio management and retirement plan consulting. The firm manages approximately $202.6 million across about 231 client relationships, utilizing fundamental analysis and diverse investment strategies including ETFs, mutual funds, and individual equities.

Jerome Leftwich is a financial advisor at Financial Security Services Group, Inc. with 25 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at firms such as Q3 Asset Management and Flexible Plan Investments. Financial Security Services Group, Inc. provides advisory services primarily to individual and high-net-worth clients, managing approximately $83.4 million across about 323 client relationships. The firm offers discretionary asset management, financial planning, and client workshops, utilizing a combination of fundamental and technical analysis alongside proprietary market-timing strategies.

Bradley Linch is a financial advisor at Linch Financial, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Linch Financial since 2013. Linch Financial provides discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm customizes portfolios using fundamental, technical, and cyclical analysis, employing both long- and short-term trading strategies along with derivatives and short selling.

Katherine Nolte is a financial advisor at Holland Investment Management, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Tamp Advisory Solutions, Pride Financial Advisors, and Trinity Portfolio Advisors. Outside of her advisory role, she is involved in insurance sales and serves on a community cemetery board. Holland Investment Management offers fee-based, full-discretion portfolio management, pension and 401(k) consulting, and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a Global Macro top-down allocation process across multiple asset classes and manages portfolios exclusively through its own wrap-fee program.

Shaylor Smith is a financial advisor with Pro Capital LLC in Southlake, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Pro Capital LLC in 2025, Smith worked at Osaic Wealth for three years and has served Bethesda Community Church for over a decade. Pro Capital LLC provides discretionary portfolio management and non-discretionary pension consulting to individual and high-net-worth clients, as well as pension and business plans. The firm manages approximately $64 million across 85 client relationships and employs a long-term trading approach with a primary focus on equities, mutual funds, ETFs, fixed income, and insurance products.

Eric Mc Mahan is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Integrity Financial Group in Fort Worth, TX. His prior roles include positions at OneAmerica Securities and Waddell & Reed, Inc. He also works as an independent insurance agent specializing in fixed life and fixed annuities. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, offering advisory services through the AssetMark platform.