John Morrison is a financial advisor with Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He previously worked at LPL Financial and Trust Land Office and is the owner of The Morrison Firm, a real estate brokerage. He also has ownership interests in several entities including J2 Asset Management and Confluence Exchange LLC and serves as a trustee of a family trust. Thirteen Twenty-Two Advisors offers portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm uses a variety of investment strategies, including fundamental and technical analysis and modern portfolio theory, and provides access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.

Vernon Bell is a financial advisor with American Elite Advisory holding Series 65 and Series 66 licenses and 15 years of industry experience. He has worked at Texas Elite Advisory, LLC since 2015 and concurrently provides business consulting, planning, strategy, and life and health insurance services through Vast Data Services, Inc. American Elite Advisory is a team-based firm that provides discretionary investment management and account supervision primarily for individual and high-net-worth clients. The firm combines fundamental value equity selection with active technical and quantitative strategies, managing approximately $20.1 million in discretionary assets across about 73 client relationships.

Joshua Strittmatter is a CFP® professional with 23 years of experience in the financial services industry. He has been with SWMG, LLC since 2012 and has also worked with LPL Financial, LLC since 2007. In addition to his advisory role, he teaches continuing education courses at local colleges including the University of Texas at Arlington, Tarrant County College, and Weatherford College. He is the owner of Mother Nature's Best, LLC, a retail business selling chemical-free products and supplements. SWMG serves individual clients, estates, trusts, and business entities by providing comprehensive financial planning, investment management, tax-overlay services, and estate-document facilitation through a third-party platform. The firm employs third-party model portfolios and unified managed account managers, conducts quarterly portfolio reviews, and integrates technology such as video conferencing and held-away account management into client services.

Candace Scholz is a CFP® professional with eight years of industry experience, currently serving as a managing member at Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2015 and holds a 14% ownership stake in the firm. Outside of her advisory role, she serves on the Glen Rose, Texas City Council in a compensated position. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and manages accounts primarily on a discretionary basis using mutual funds and ETFs.

Forrest Hopper is a financial advisor at Storehouse Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cabin Securities, Inc., Capital Institutional Services, Inc., Options Clearing Corp., and BBT Capital Management LLC. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage diversified portfolios aligned with client risk profiles and serves a large client base through a platform-driven model.

Nathan Davis is a financial advisor at Aspen Wealth Management, LLC in Fort Worth, TX, holding CFP® and CFA® designations with 11 years of industry experience. He has been with Aspen Wealth Management since 2016 and previously worked at Park Ave Securities. Davis serves on the boards of trustees for the Virginia Tech Alumni Association and The Women's Center of Tarrant County. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers customized portfolio management and financial planning through its Wealth Management Program, managing accounts primarily on a discretionary basis using mutual funds and ETFs, and operates its own wrap fee program.

Ronnie Huskey is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lee Johnson Capital Management, Triad Advisors, and Waddell & Reed. Huskey also performs survivor benefit analysis for various insurance companies. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as standalone financial planning and consulting. The firm customizes investment allocations using a range of strategies and offers consolidated reporting that can include held-away assets.

Dane Petty is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been an independent insurance agent since 2006. Outside of his advisory role, Petty serves as an elder at Travis Avenue Baptist Church, where he contributes to the church’s vision and financial budget. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes investment allocations across multiple asset classes and employs a range of strategies while providing consolidated reporting, including held-away assets.

Ivan Singleton is a financial advisor at Signal Securities, Inc. with 41 years of industry experience. He has been with Signal Securities since 1988. In addition to his advisory role, he is also a sole proprietor involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations, focusing on risk management through diversified, model-based portfolios and a consultative investment approach.

David Stull is a CFP® professional with 19 years of industry experience, currently serving at Storehouse Financial LLC since 2006. He is also the owner, president, and director of Granbury Anesthesia, P.C., a medical office outside the investment industry. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, using a mix of fundamental, technical, and cyclical analysis to guide portfolio management. The firm supports a large client base with a standardized, platform-driven model and offers performance-based fee arrangements for qualified clients.

Robert Knapp is a financial advisor at OverRidge Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lee Johnson Capital Management, LLC. He has been with OverRidge Wealth Advisors since 2019. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes allocations across various asset classes and employs a range of investment strategies while providing consolidated reporting that may include held-away assets.

David Thurber is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 65 credential and one year of industry experience. Prior to joining SWMG, he worked in mortgage lending with firms including Cross Country Mortgage and Encompass Lending Group. Thurber is also a Senior Loan Officer at Cross Country Mortgage, focusing on mortgage origination. SWMG serves individual clients, trusts, estates, retirement accounts, and businesses with financial planning, investment management, tax-overlay services, and estate-document facilitation using third-party platforms. The firm employs third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and integrates technology to support client interactions and account management.

Brian Keller is a CFA® charterholder with 12 years of industry experience. He is currently with SWMG, LLC, where he has worked since 2026. His prior experience includes roles at Victor Strategies, LLC and Edward Jones, spanning a combined 18 years before joining SWMG. SWMG serves individual clients, high-net-worth households, trusts, estates, retirement accounts, and business entities with comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, offers quarterly portfolio reviews, and incorporates technology such as video conferencing and transcription tools in client interactions.

Maureen Maidlow is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Lee Johnson Capital Management since 2015. Maidlow also reviews insurance needs for clients and prospects as a licensed insurance representative. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as standalone financial planning and consulting. The firm customizes allocations across various asset classes and employs both long-term and trading strategies while providing consolidated reporting that can include held-away assets.

Joel Galloway is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities, providing comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and incorporates technology into client interactions.

Neil Vanzandt is a financial advisor at OverRidge Wealth Advisors with 33 years of industry experience. He holds a Series 63 designation and has a background that includes operating his own law practice and financial firm, as well as nearly a decade at Securities America Advisors and Securities America Inc. OverRidge Wealth Advisors serves individual and high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and charting analysis across various investment vehicles.

Joseph Brownback is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding CFP® and CFA® designations with 13 years of industry experience. He has worked at Fidelity Investments and LPL Financial and is a partner at Bridge & Brownback Tax, a tax preparation and bookkeeping firm. He also serves as a board member for Brownback Ministries, a nonprofit organization. Thirteen Twenty-Two Advisors is a registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm manages accounts typically on a discretionary basis, using a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.

James Braxton is a financial advisor with SWMG, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at Thrivent Financial and First Command Financial Services. He serves as a board member of his local homeowners association. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities by providing modular financial planning, investment management, tax-overlay services, and facilitated estate-document preparation. The firm employs third-party asset managers and model portfolios, incorporates technology for client interactions, and offers financial education seminars and workshops.

Adam Stone is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at THRIVENT Financial, Thrivent Investment Management, Cabin Securities Inc, and is currently involved with StullCPA as a business development and bookkeeping manager. Stone also serves as a Public Affairs NCO in the US Army and volunteers with the Benbrook Memorial Post 10429 VFW. Storehouse Financial serves individual and high-net-worth clients as well as trusts, estates, pension plans, and other entities through discretionary asset management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis in its investment process, managing accounts on a discretionary basis and maintaining a high client-to-advisor ratio supported by standardized processes and custodial platform services.

Dana Williams is a Series 65 licensed advisor with 11 years of experience at Rogers Wealth Group, Inc. in Fort Worth, TX, where she has worked since 2007. She is part of a six-advisor team at the firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with specific investment tilts and a focus on client objectives through regular performance measurement and rebalancing.