Brian Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, where he worked for a combined 10 years before joining his current firm in 2021. Shelton Wealth Management provides investment and wealth management, independent manager selection, and financial planning services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm employs a combination of active and passive investment strategies guided by tailored written investment policy statements and offers access to institutional trading and custody through programs such as Trade-PMR and Asset Match.

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 entities since 2011. Outside of his advisory role, Mr. Ward participates as a manager in venture capital funds that invest in startup companies, dedicating part-time efforts to these activities primarily outside of market hours. Course 26, LLC manages approximately $70.5 million primarily for high-net-worth individuals and also provides investment management for pooled investment vehicles. The firm applies proprietary rules to select liquid U.S. equities and other instruments, tailoring strategies to client objectives and employing techniques such as options and leverage.

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 industry experience, currently serving as an advisor at Brazos Wealth Advisors LLC since 2022. Prior to this, he worked at SJK Financial Planning, L.L.C. for nine years and Texas American Insurers for ten years. He is also an independent insurance agent based in Iowa Park, TX. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, offering wealth management, financial planning, investment management, and retirement consulting. The firm uses fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios and emphasizes comprehensive financial planning in areas including cash flow, taxes, and legacy.

Gregory Berryhill is a Series 66-licensed financial advisor with 16 years of industry experience, currently with LPL Financial in Fort Worth, TX. His prior experience includes roles at Edward Jones and Worth Wealth Advisors, LLC. He is also involved in managing an insurance agency and serves as a 1099 representative for M&A activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Daniel Phillips is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Michels Family Financial, LLC, where he has worked since 2023. Prior to this, he spent 33 years at Edward D. Jones & Co., L.P., and had a brief tenure at Prospera Financial Services Inc. Phillips is also the owner of DHP & Associates, a business based in Granbury, TX. Michels Family Financial serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, trusts, and estates. The firm employs an active, asset-allocation driven investment approach using diversified model portfolios tailored for long-term growth, total return, or current income, supported by integrated financial planning and technology-enabled portfolio management.

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.

Derek Moffatt is a CFP® professional with over 21 years of experience in financial advisory services. He currently leads Moffatt Financial Strategies in Fort Worth, TX, a firm he has been affiliated with under various names since 2013. Prior to his current focus, he worked at LPL Financial for 11 years. Outside of his advisory work, Moffatt serves as president of the National Drowning Prevention Alliance, a nonprofit organization. Moffatt Financial Strategies provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a disciplined investment process that combines fundamental analysis with documented client risk tolerance, using both long-term and active strategies while incorporating third-party managers and outsourcing certain operational functions.

Kevin Thompson is a CFP® with 14 years of industry experience, currently serving as an advisor at 9I Capital Group LLC. He previously worked at Park Avenue Securities for 10 years and is the founder and CEO of 9Innings Capital Group LLC. In addition to his advisory work, he is also an author and serves as an officer for a nonprofit organization focused on school readiness. 9I Capital Group LLC provides advisory services to individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and pension consulting, utilizing a comprehensive investment process that combines modern portfolio theory with fundamental, quantitative, and technical analysis.

Alfred Carroll is a CFA® charterholder with 19 years of industry experience. He has been with Cannoles Asset Management, Inc. since 2014 and also operates AL Carroll CPA, PLLC, where he works as a certified public accountant focusing on taxation. Cannoles Asset Management provides discretionary asset management and financial planning services to individual, family, and business clients. The firm manages portfolios using fundamental analysis and third-party research, offering portfolio management, asset-allocation modeling, and retirement distribution guidance.

Emma Simmons is a CFP® and holds a Series 65 license with nine years of experience in the financial industry. She has worked at AKG Financial Group since 2021 and previously spent seven years at Diesslin Group, Inc. located in Fort Worth, TX. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and quantitative methods, and offers access to both traditional and alternative investment vehicles.

Scott Shelton is a financial advisor with Shelton Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience, including three years at Fidelity Investments prior to joining his current firm. Shelton Wealth Management provides investment and wealth management services, financial planning, and independent manager selection to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm employs a combination of active and passive investment strategies guided by written investment policy statements tailored to each client.

Joe Fletcher is a financial advisor with New Century Partners–The No-Load Group, Inc. He holds a Series 65 designation and has 16 years of industry experience. Fletcher has been with New Century Partners since 1995 and also operates Fletcher Tax Service, which he has managed since 1972. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on risk-appropriate asset allocation and integrated tax planning through its affiliation with a practicing CPA.

Blair Walker is a financial advisor with Course 26, LLC in Fort Worth, TX, holding a Series 65 designation and seven years of industry experience. He has been with Course 26 since 2018. Course 26 provides investment management services primarily to high-net-worth individuals and certain entities, managing approximately $56 million in assets. The firm employs proprietary rules to select U.S. equities, bonds, ETFs, and mutual funds, focusing on liquid names and factors such as value, momentum, balance-sheet strength, and analyst sentiment, and manages both separately managed accounts and an affiliated pooled investment vehicle.

Hector Hinojosa is a CFP® professional with 22 years of experience, currently serving at Swan Dfw Financial Solutions, LLC since 2014. He has held multiple roles including founder and executive director of Financial Education For America and board member positions at nonprofit organizations such as First Tee of Fort Worth and Genesis Alliance. He is also involved in ministry work through Ministerio Next Generation. Swan Dfw Financial Solutions provides investment advisory and financial planning services primarily to individuals and small business owners. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, uses tools like Morningstar and MoneyGuidePro, and offers customized investment policy statements, managing accounts on both discretionary and non-discretionary bases.

Bezan Morris is a financial advisor at Purewater Capital, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, INC., Chewy.com, and Amazon.com. Outside of his advisory role, he serves as Treasurer for Cowtown Warriors, a nonprofit organization based in Fort Worth, Texas. Purewater Capital serves individuals, employer-sponsored retirement plans, and business entities, offering discretionary asset management, financial planning, and consulting services. The firm employs both fundamental and technical analysis, utilizing a range of strategies including options writing and margin transactions, with a focus on ongoing portfolio supervision and project-based planning.

Gary Peckham is a financial advisor at Rydar Equities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Rydar Equities since 2009. In addition to his advisory role, Peckham is a part-time professor at the University of Texas - Permian Basin, teaching finance and management courses. Rydar Equities, Inc. is an SEC-registered investment adviser serving individual and high-net-worth clients with asset management and financial planning services. The firm employs active, tailored portfolio management using a combination of fundamental, technical, and cyclical analysis and offers strategies including equities, ETFs, margin, short sales, and options.

Hal Lambert is a financial advisor at Point Bridge Capital, LLC with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Foreside Fund Services, LLC. Lambert serves as Executive Director of Stand for Truth PAC, providing political consulting, and is a board member of Clearview AI, where he advises on government affairs and capital raising. Point Bridge Capital provides investment advisory and portfolio management services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, pooled investment vehicles, and registered investment companies. The firm employs a long-term, fundamentals-driven investment approach that combines top-down macro analysis with bottom-up company research and manages the Point Bridge American First ETF.