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.

Joshua Rudd is a financial advisor at Styre Wealth in Fort Worth, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at The Rudd Company, LLC since 2017 and previously at WFG Investments, Inc. from 2009 to 2017. Styre Wealth provides discretionary investment management and consulting services to individuals, families, and institutions, focusing on high-net-worth clients, retirement plan sponsors, and business owners. The firm employs a research-driven, price-sensitive investment process that includes the use of derivatives, margin, and proprietary pricing models within diversified portfolios.

Ian Myers is a financial advisor at RCA Wealth Strategies LLC with one year of industry experience. Prior to joining RCA Wealth Strategies, he worked at UBS Financial Services, Ameriprise Financial Services, and Safe Money Resource. Outside of his advisory role, Myers volunteers as a breakfast shift volunteer at the Union Gospel Mission of Tarrant County and serves as a coordinator for the Ave Maria University Student Alumni Department’s Dallas/Fort Worth chapter. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and investment selection services to individuals, business entities, and retirement plan sponsors. The firm combines core passive allocations with active tactical adjustments and offers tailored Investment Policy Statements to align portfolios with client objectives.

Johnny Parker is a CFP® professional with 21 years of experience in the financial industry. He currently serves as an advisor at Parker Wealth Group, LLC and has prior experience at Synergy Securities, Parker & Richardson, P.C., and TAG Capital Management, Inc. Outside of his advisory role, Parker is president of Texas Insurance Agency, Inc., a member of Tax Resolution Specialists, LLC, and chief financial officer of Victory Telecom, Inc. Parker Wealth Group, LLC provides investment management and comprehensive financial planning services to individuals, families, trusts, estates, private business owners, and private foundations. The firm tailors portfolios to each client’s risk tolerance and goals, using a combination of fundamental, technical, charting, and cyclical analysis across multiple asset classes.

Brian Shelton is a financial advisor with Shelton Wealth Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Investments LLC prior to joining his current firm in 2021. Shelton Wealth Management manages discretionary portfolios and provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, businesses, corporations, and institutions. The firm emphasizes risk-adjusted, tax-efficient asset allocation using a blend of active and passive strategies and incorporates a wide range of investment products, including alternative investments and specialized strategies, tailored to clients’ needs.

Guy Cumbie is the principal of Cumbie Advisory Services, Inc., based in Fort Worth, TX. He holds the CFP® designation and has 43 years of industry experience, including positions at Rhodes Investment Advisors, Inc. and Rhodes Securities, Inc. In addition to his advisory work, he operates Bar C Bar Ranch. Cumbie Advisory Services, Inc. provides financial planning and investment management consulting to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers personal financial planning consistent with CFP standards and advises clients by recommending and monitoring unaffiliated independent managers, focusing on non-discretionary, broadly diversified, low-cost global portfolios with a factor-based investment approach.

Walton Ward is a financial advisor at Course 26, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Course 26 and its related entities since 2011. In addition to his advisory work, Mr. Ward participates as a manager in startup venture funds alongside family and friends, focusing on private investments in early-stage companies. Course 26, LLC manages approximately $70.5 million primarily for high-net-worth individuals and provides discretionary portfolio management and investment management to pooled investment vehicles. The firm uses proprietary rules to select primarily liquid U.S. equities and other instruments, tailoring strategies to client objectives and employing various investment techniques including options and derivatives.

I help individuals and families make informed financial decisions through comprehensive planning, investment management, retirement planning, tax planning, and biblical stewardship. My goal is to simplify complex financial topics and help clients understand not only what decisions to make, but why they are making them. While I work with clients from many backgrounds, I particularly enjoy serving people who are approaching retirement or already retired. Retirement often brings a long list of important decisions regarding investments, taxes, income planning, Social Security, estate planning, healthcare, and legacy goals. I help clients navigate those decisions with a structured process and a long-term perspective. I am also passionate about helping Christians integrate their faith with their financial lives. As a Certified Kingdom Advisor®, I believe money is a tool entrusted to us by God, and financial planning should reflect both wisdom and stewardship. Whether clients share my faith or not, they appreciate having an advisor who takes time to understand their values and align financial decisions with what matters most to them. My career in financial services began in 2006, and I moved into wealth management in 2008. Over the years, I have served clients in banking, investment management, retirement plans, and comprehensive financial planning. In 2013, I joined Fidelity Investments, where I ultimately served as Vice President of Relationship Management, overseeing approximately $8 billion in retirement plan assets. In 2022, I founded Chisholm Wealth Management because I wanted the freedom to provide truly independent, fiduciary advice without product sales, commissions, or corporate sales goals. As a fee-only advisor, my focus is solely on helping clients make the best decisions for their unique circumstances. At the end of the day, I view financial planning as a relationship business. Clients trust me with some of the most important decisions in their lives, and I take that responsibility seriously. My goal is to provide thoughtful advice, honest communication, and a long-term partnership that helps clients pursue financial confidence and peace of mind throughout every stage of life.

Robert Shannon is a CFP® with 17 years of experience in financial advising. He is currently with Brazos Wealth Advisors LLC, where he has worked since 2022, following prior roles at SJK Financial Planning, L.L.C. and Signator Financial Services, Inc. He also works as an independent insurance agent in Iowa Park, TX. Brazos Wealth Advisors LLC serves individuals, high net worth clients, trusts, and pension/profit-sharing plans, managing approximately $183 million for about 145 clients. The firm combines fundamental and quantitative analysis with modern portfolio theory to create customized portfolios, offering ongoing portfolio management, financial planning, and retirement plan consulting, with a notable ownership affiliation with a law practice.

Matthew Condit is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Strategic Wealth Management, LLC, where he has worked since 2015. His prior experience includes roles at LPL Financial and Independent Financial Partners. Strategic Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a combination of fundamental and technical analysis with a range of strategies, including margin borrowing and options, and maintains a close relationship with LPL Financial for custody and program access.

Gregory Berryhill is a financial advisor at Worth Wealth Advisors, LLC in Fort Worth, TX, holding a Series 66 designation with 17 years of industry experience. He previously worked at Edward Jones for 11 years and LPL Financial for 6 years. Outside of advising, he is involved in managing an insurance agency and works as an M&A representative. Worth Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances.

Daniel Phillips is a CFP® with 36 years of industry experience, currently serving as an advisor at Michels Family Financial, LLC since 2023. He previously worked at Edward D. Jones & Co., L.P. for 33 years and had brief tenures at Prospera Financial Services Inc. and a period of unemployment between 2021 and 2023. Outside of his advisory role, he owns a business, DHP & Associates, in Granbury, TX. Michels Family Financial serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, trusts, and estates, offering discretionary investment and wealth management along with integrated financial planning. The firm employs an active, asset-allocation driven approach using diversified model portfolios and supports clients with technology-enabled portfolio oversight and reporting.

Carson Perkins is a financial advisor with Heritage Retirement Advisors, LLC in Colleyville, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Retirement Advisors, he worked in various roles including positions at Marco's Pizza, H-E-B, and Sul Ross University. 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 uses a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management through model-based allocations ranging from conservative to aggressive.

Barry Richardson is a financial advisor at Trinsic Capital, LLC in Fort Worth, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Trinsic Capital since 2012. Trinsic Capital provides discretionary, fee-only portfolio management to a diverse client base, including individuals, trusts, non-profits, and corporations. The firm’s investment approach emphasizes fundamental analysis and offers multiple equity strategies tailored to client objectives, managing all accounts on a discretionary basis.

Bonnie Moseley is a CFP® with 16 years of industry experience, currently serving at Moffatt Financial Strategies. She previously worked at Intelligence Driven Advisers, LLC for 10 years and at Labrum Wealth Management, LLC for four years. Moseley is also involved in insurance sales through LWM Insurance Solutions. Moffatt Financial Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm utilizes a written Investment Policy Statement, discretionary authority for asset management, and may recommend third-party advisers to implement client strategies.