David Megarity is a CFP® professional with 32 years of industry experience. He currently leads Stratia Wealth Management, LLC and previously worked for Wells Fargo Advisors from 2009 to 2025. Megarity also operates as an independent insurance agent, selling insurance and annuity products. Stratia Wealth Management, LLC provides discretionary asset management, assets-under-advisement, and standalone financial planning primarily for individuals and high-net-worth clients. The firm employs a tailored investment process incorporating technical and cyclical analysis alongside various investment strategies, offering both discretionary management and advisory models.

Jemimah Stratford is a financial advisor at JOS Planning with a Series 65 credential and two years of industry experience. Her prior work includes positions at First Pacific Financial, North Carolina Central University, Texas Tech, Macy’s, and Bank of America. JOS Planning Firm LLC offers fee-only financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, corporations, estates, and trusts. The firm utilizes third-party advisers and a turn-key asset management platform focused on asset allocation, passive investments, and Modern Portfolio Theory, with options for ESG criteria and charitable gift planning.

James Davis is a financial advisor at Reg Davis Investments, LLC in Grand Prairie, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously operated as a registered investment advisor under his own name from 2008 to 2017 before founding his current firm in 2018. Davis is also registered with United Healthcare to offer Medicare Supplement and Medicare Advantage plans. Reg Davis Investments, LLC provides investment supervisory services primarily to individual clients, managing portfolios that include individual equities, exchange-traded funds, and mutual funds. The firm employs technical, fundamental, and economic analysis with strategic and tactical asset allocation, managing accounts on a discretionary basis and reviewing them quarterly.

Lisa Ward is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Plumb Financial in Arlington, TX. Her prior roles include positions at ChappelWood Financial Services, Osaic Wealth, Royal Alliance Associates, and New York Life. In addition to advisory services, she is licensed to market and sell fixed insurance products including life insurance and annuities. Plumb Financial provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers non-discretionary portfolio management and financial planning, combining investment strategies with insurance products, and conducts 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.

Matthew Wehling is the principal of Wehling Investment Management in North Richland Hills, TX. He holds a Series 65 designation and has experience with the Federal Aviation Administration and the United States Marine Corps. Wehling also maintains ongoing graduate studies in financial management. Wehling Investment Management provides portfolio management and financial planning services to individuals and trusts, applying fundamental analysis and a mix of long- and short-term trading within a strategic asset allocation framework. The firm operates with discretionary authority under written client agreements and executes trades through a recommended institutional brokerage platform, while clients retain custody of their assets.

Edward Ray is the sole advisor at ELR Capital Management, LLC, a firm he has led since 2015. He holds a Series 65 designation and has 10 years of industry experience. Based in Fort Worth, TX, Mr. Ray manages discretionary portfolios for individual and high-net-worth clients. ELR Capital Management is a state-registered, single-advisor investment management firm that employs fundamental, technical, and cyclical analysis across a broad range of instruments, including equities, fixed income, ETFs, commodities, and options. The firm serves both individual and institutional clients and is authorized to use complex trading strategies and performance-based fees for qualified accounts.

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.

Alicia Harrison is a financial advisor with Money Script Wealth Management, PLLC in Grand Prairie, TX. She holds a Series 65 designation and has been with Money Script since 2017. Prior to that, she worked at Palos Verdes Footwear from 2013 to 2017. Money Script Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and employs a blend of fundamental analysis and modern portfolio theory in its investment approach.

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.

Robert Richardson is a financial advisor with Trinsic Capital, LLC in Fort Worth, TX, holding a Series 65 designation. He has been with Trinsic Capital since 2013. Trinsic Capital, LLC provides discretionary, fee-only investment management to individuals, trusts, nonprofit organizations, and other entities. The firm manages approximately $84 million across around 47 client relationships, focusing on value-oriented equity selection through multiple equity strategies and primarily serves both high-net-worth and non-high-net-worth individual clients.

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 with Integrity Financial Group in Fort Worth, TX, holding Series 65 and Series 63 licenses and over 15 years of industry experience. His prior roles include positions at Northwestern Mutual and OneAmerica Securities. Warren is also licensed as an insurance agent, selling non-variable insurance products in Texas. Integrity Financial Group serves individuals and business entities, including high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a multi-method investment approach and third-party model portfolios while managing approximately $33 million in discretionary assets.

Jay Angotti is a CFP® with 15 years of industry experience. He currently works at KPC Financial Solutions, LLC, where he has been since 2021. His prior roles include positions at LPL Financial LLC, Hilltop Securities Inc, Northern Lights Distributors, LLC, and Swan Global Investments. KPC Financial Solutions LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of modern portfolio theory and quantitative analysis, managing approximately $75 million in assets through a team of four advisors.

Kevin Christ is a financial advisor at KPC Financial Solutions, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including AE Wealth Management, Brookstone Capital Management, and Guardian Financial Management. In addition to his advisory role, he is an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals. The firm’s investment approach is based on modern portfolio theory and quantitative analysis, offering services that include asset allocation, implementation, and third-party manager oversight.

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 with 13 years of industry experience, currently with 9I Capital Group LLC. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities LLC, Guardian/Capital Financial Partners, and Rethink Wealth. Outside of his advisory work, Fenno is an active 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 disciplined investment process incorporating modern portfolio theory and various analytical methods, and it offers a subscription-based program with market commentary and non-discretionary review meetings.

Samuel Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Shelton has been with Shelton Wealth Management since 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 manages approximately $323 million in assets and employs both active and passive strategies, including allocations to cryptocurrency-related ETFs and limited use of leveraged or inverse products.

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.