Grant Augustini is a financial advisor at Vivid Wealth Management LLC in Southlake, TX, holding a Series 65 designation with two years of industry experience. He has worked in financial services since 2018, including roles at New York Life Insurance Company and Vivid Financial Group. In addition to his advisory work, Grant spends approximately half of his time as a licensed insurance agent. Vivid Wealth Management LLC provides investment advice to individuals and high-net-worth clients by recommending and coordinating with third-party money managers rather than managing portfolios directly. The firm assists clients in selecting appropriate managers, handling account paperwork, and monitoring performance, while operating through formal referral relationships.

David Megarity is a CFP® professional with 33 years of industry experience. He is the principal of Stratia Wealth Management, LLC, an independent advisory firm based in Coppell, TX. Prior to founding Stratia Wealth Management in 2025, he spent 16 years at Wells Fargo Advisors and two years at Merrill. He is also an independent insurance agent involved in insurance and annuity product sales. Stratia Wealth Management is a single-advisor firm serving high-net-worth individuals and business entities. The firm provides discretionary asset management, assets-under-advisement services, and financial planning, employing technical and cyclical analysis along with a mix of investment approaches tailored to client needs.

Morton Taylor is a financial advisor at FireHorse Strategic Investing, LLC with four years of industry experience. He holds a Series 65 designation and has worked concurrently at American Airlines since 1999. FireHorse Strategic Investing is a single-advisor registered investment adviser that manages discretionary portfolios for individuals, including high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers tailored investment strategies involving equities, fixed income, ETFs, and select non-U.S. investments.

Matthew Slaton is the principal of Slaton Capital Advisors in Bartonville, TX, holding a Series 65 designation with seven years of industry experience. He has held roles at Equity Services, Inc. and InSight Financial Group, and has involvement in affiliate marketing through Gnarlife LLC. He has been managing his own firms, Slaton Capital Advisors Ltd and Slaton Capital Management LLC, since 2009 and 2005, respectively. Slaton Capital Advisors provides wealth advisory and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm employs an academically oriented investment approach focused on diversification, long-term portfolio structure, and risk management, and it serves both individual and institutional clients through comprehensive financial planning and portfolio management.

Lisa Ward is a CFP® professional with eight years of experience in financial advising. She is the sole advisor at Plumb Financial, where she has worked since 2025. Prior to this, she held roles at firms including ChappelWood Financial Services and Royal Alliance Associates. Plumb Financial offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm integrates investment management with insurance planning and provides free public educational seminars and workshops.

Donald Denton is a financial advisor at Roland, Criss Investment Research, LLC in Arlington, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He also serves as Vice President of Compliance and Certifications and analyst at Roland, Criss & Williams, LLC, a role he has held since 2008. Roland, Criss Investment Research provides advisory and consulting services primarily to retirement plans, plan sponsors, trustees, endowments, foundations, and other institutional or corporate clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term asset-class diversification, quantitative fund selection, and a passive tilt where appropriate, focusing on pension consulting and assets-under-advisement work rather than discretionary portfolio management.

Steven Mitchell is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Main Street Financial Advisors in Justin, TX. He has been with Main Street Financial Advisors since 2004. Main Street Financial Advisors manages approximately $4.4 million for a select group of individual and trust clients, offering discretionary portfolio management, asset-allocation services, and comprehensive financial planning. The firm employs a research-driven, value-oriented investment approach, focusing on a concentrated portfolio of individual securities and various income strategies, with client accounts held exclusively at Interactive Brokers.

Matthew Wehling is the principal of Wehling Investment Management, a state-registered independent advisory firm based in North Richland Hills, TX. He holds a Series 65 designation and has been operating his advisory firm since 2025. Prior to founding the firm, he worked at the Federal Aviation Administration for nine years and served two years in the United States Marine Corps. Wehling Investment Management provides ongoing portfolio management primarily for individuals and trusts, including higher-net-worth clients. The firm employs a fundamental analysis-driven, concentrated buy-and-hold strategy focused on U.S. and developed-market common stocks, maintaining flexibility to hold cash or Treasury bills when suitable investment opportunities are not available.

Edward Ray Jr. is the sole advisor and managing member of ELR Capital Management, LLC, a Texas-based independent investment adviser. He holds a Series 65 designation and has 11 years of industry experience, all at ELR Capital Management since 2015. ELR Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing fundamental, technical, and cyclical analysis across a broad range of asset classes. The firm employs both long- and short-term strategies with individualized Investment Policy Statements and generally seeks discretionary trading authority, managing all assets internally without the use of third-party managers.

David Barnett is a ChFC® with 17 years of experience and the principal advisor at Grand Arbor Advisors in Richland Hills, TX. He has been the owner of Authority Enterprises, an insurance agency, since 1984. Grand Arbor Advisors provides financial planning and investment management primarily to individuals, trusts and estates, corporations, and charitable organizations. The firm combines licensed insurance services with advisory offerings and employs fundamental analysis across a broad range of investment strategies and instruments.

Matthew Nelson is a financial advisor at Flourish Financial Planning with five years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Nelson is a partner and executive in tax preparation businesses, including Nelson & Nelson Tax Services, Inc., where he serves as Vice President. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory approach with primarily passive investments and provides comprehensive financial planning and employer-funded educational workshops.

Anthony Hinojosa is a financial advisor at Your Path Financial LLC in Fort Worth, TX, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Mayo Performance and Honda of Fort Worth. He is also a licensed insurance agent offering life insurance and annuities. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm typically implements strategies through third-party model portfolios and conducts regular reviews while assisting clients with investment education and a broad range of investment options.

Wesley Warren is a ChFC® credentialed advisor with over 12 years of industry experience. He has been affiliated with Financial Security Services Group, Inc. since 2013 and has led W.W. Warren Ins Group, Inc. DBA FSS Group since 2015. Warren’s background includes extensive experience in insurance product sales alongside his advisory work. Financial Security Services Group primarily serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, including a proprietary market-timing signal, and offers educational workshops to clients and prospects.

Palmer Lummis is the sole advisor at Lummis Asset Management, L.P. in Fort Worth, Texas, with 23 years of industry experience. He has been associated with Lamco Capital, LLC and Lummis Asset Management since 1998. Outside of his advisory role, he manages a rural property leased for cattle grazing and holds partnerships related to oil and gas mineral interests and private equity investments. Lummis Asset Management, L.P. provides discretionary portfolio management and investment advice to individuals, charitable organizations, and corporations. The firm employs a long-term, value-oriented investment approach with low portfolio turnover and tax sensitivity, managing assets in excess of $220 million with a notably high assets-to-advisor ratio.

Jarrod Warren is a financial advisor at Integrity Financial Group in Fort Worth, TX, with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including OneAmerica Securities, American United Life, and Northwestern Mutual in various wealth management roles. He is also licensed as an insurance agent specializing in non-variable insurance products. Integrity Financial Group advises both individual and business clients, providing discretionary portfolio management and financial planning across a broad range of investment types. The firm employs multiple investment approaches and manages assets using institutional platforms and third-party model portfolios.

Kevin Christ is a financial advisor with KPC Financial Solutions, LLC, holding a Series 65 credential and 11 years of industry experience. His career includes roles at Brookstone Capital Management LLC and AE Wealth Management, LLC before his current position at KPC Financial Solutions. In addition to advisory services, he acts as an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides portfolio management and financial planning services to individual and high-net-worth clients through customized Investment Policy Statements and discretionary portfolio management. The firm uses a combination of modern portfolio theory and quantitative analysis, offering diversified portfolios and employing both long- and short-term trading aligned with client risk profiles.

Justin Hall is a CFP® and Series 65-licensed advisor with Good Life Private Wealth, LLC in Fort Worth, TX, where he has worked for 10 years. He has spent his entire professional career with the firm, including its previous iteration as Good Life Asset Strategies. Good Life Private Wealth provides fee-based, discretionary investment management and limited financial planning to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs an active, capital-preservation oriented investment approach using both fundamental and technical analysis, incorporating risk management tools such as stop-losses, inverse funds, and options, which is noted as uncommon among peers.

Brendan Fenno is a financial advisor at 9I Capital Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life and Guardian/Capital Financial Partners. Outside of his advisory work, Fenno is a musician and serves on the board of Big Brothers Big Sisters of Tarrant County. 9I Capital Group LLC provides advisory services to individuals, businesses, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm uses a documented Investment Policy Statement process and combines modern portfolio theory with various analytical approaches, delivering both discretionary and non-discretionary portfolio management.

Samuel Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Shelton Wealth Management in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Shelton Wealth Management serves individuals, high-net-worth clients, trusts, businesses, corporations, and institutions by providing discretionary portfolio and wealth management, financial planning, and consulting. The firm emphasizes risk-adjusted, tax-efficient, and cost-conscious asset allocation using a mix of active and passive strategies across various asset classes and incorporates specialized investment products where suitable.

Christopher Roberts is a Series 65-licensed advisor with TruAdvisors Financial, LLC, based in Fort Worth, TX. He has been with TruAdvisors since 2026 and has prior experience with Spectra ACS and CWM. TruAdvisors Financial provides investment advisory and portfolio management services to individuals, corporations, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis and employs derivatives strategies, including options, in client accounts.