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.

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.

Dilish Dudhia is a financial advisor at Aspen Financial Management, Inc. in Arlington, TX, holding a Series 63 designation with 21 years of industry experience. Dudhia has been with Aspen Financial Management since 2005. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations with portfolio management and financial planning. The firm combines fundamental and technical analysis, beginning with portfolio risk assessments to align investments with client objectives and risk tolerance, and offers educational seminars and workshops on an invitation basis.

Cheryl Quisenberry is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach supported by fundamental, quantitative, and technical analysis.

Sam Cook is a financial advisor at Fort Advisors Inc with 10 years of industry experience. He holds a Series 65 designation and previously worked at AlphaStar Capital Management, LLC. Outside of investment advising, he serves as president of Regency Wealth Advisors, where he is involved in the sale of life, health insurance, and fixed annuities. Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm commonly recommends third-party money managers and uses a multi-method investment approach tailored to individualized policy statements.

Gordon Cannoles is a financial advisor at Cannoles Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated his own CPA practice since 1983, providing bookkeeping and income tax services separate from his advisory role. Cannoles Asset Management offers discretionary asset management and financial planning services to individuals, families, and businesses, managing approximately $5.2 million across 14 accounts. The firm uses fundamental analysis and third-party research to implement equity, mutual fund, and bond strategies, with accounts managed on a discretionary basis and subject to client-imposed investment restrictions.

Richard Estes is a CFP® with 33 years of experience in financial advising. He is the president of Estes Financial Services, Inc., where he has worked since 2008, and also leads EFS Tax Strategies, focusing on tax planning. Estes co-authored a book on income and estate tax strategies. Estes Financial Services provides portfolio management, financial planning, and advisory services for individuals, business owners, and institutions. The firm uses a Modern Portfolio Theory-based approach, offers discretionary and non-discretionary options, and frequently collaborates with co-advisors and third-party managers.

Scott Francis is a financial advisor at Parker Wealth Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Ameriprise Financial Services, and HFG Wealth Management. Outside of his advisory role, Francis serves on two nonprofit boards in Huntsville, Texas. Parker Wealth Group provides investment management and comprehensive financial planning to individuals, families, trusts, estates, private business owners, and private foundations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to client risk tolerance, time horizon, and liquidity needs.

Richard Simon II is a financial advisor at Course 26, LLC in Fort Worth, TX, holding a Series 65 credential with less than one year of industry experience. Prior to joining Course 26, he held roles at Amazon Web Services, Cenith Innovations, and Lockheed Martin. Course 26, LLC serves primarily high-net-worth individuals and manages approximately $70.5 million, providing discretionary portfolio management for separately managed accounts and acting as investment manager to affiliated private funds. The firm uses proprietary rules to select U.S. stocks, bonds, ETFs, and other instruments, tailoring strategies that may include options, short selling, leverage, and derivatives.

Katherine Nolte is a financial advisor with Holland Investment Management, Inc. and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, with prior roles at firms including Tamp Advisory Solutions, Trinity Portfolio Advisors, Mass Mutual Investors Services, and Osaic FA. Outside of her advisory duties, she is involved in consulting through Pride Financial Consulting and serves as an insurance agent. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing around $64 million in client assets. The firm uses a Global Macro, top-down allocation approach across multiple asset classes and emphasizes wrap-fee accounts with no transaction costs, while also maintaining a 401(k) consulting practice.

Davis Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with 16 years of industry experience. He worked at Diesslin & Associates, Inc. for 13 years before joining AKG Financial in 2021. Outside of advising, Bourland serves as Chief Operating Officer for Virtuoso Travel, a luxury leisure travel company, and is a volunteer member of the Investment Committee on the Board of Directors for the University of North Texas Foundation. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a diversified investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of traditional and alternative investment vehicles.

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.

Lindsey Lee is a financial advisor at 9I Capital Group LLC with four years of industry experience. She holds a Series 65 designation and has held roles at IP Financial Advisory Services LLC and Elevate Planning, where she is also Director of Operations. Outside of finance, she is the owner and creative director of Lindsey L33, LLC, a boutique creative content house, and serves as creative director at THNK1994. 9I Capital Group LLC provides advisory services to individuals, including high-net-worth clients, as well as businesses and retirement plans. The firm offers portfolio management, financial planning, and pension consulting, utilizing a combination of modern portfolio theory and various analytical approaches, alongside a distinctive subscription-based content service.