Cole Mc Keel is a financial advisor with McKeel Capital Management, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior work includes roles at Ameriprise Financial Services and McKeel Capital Management as well as experience outside finance at Napoli's Italian Restaurant and Texas A&M. McKeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, and corporate entities. The firm emphasizes individualized investment policies and offers both ongoing portfolio management and standalone financial planning, managing approximately $61 million in discretionary assets.

David Much is the founder of Much Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including 17 years managing Much Wealth Management and over two decades in insurance services. He is also president and owner of an insurance business providing group and individual life, health, dental, and long-term care products. Much Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, fundamental analysis-based portfolio management, often utilizing third-party independent managers to construct diversified portfolios with low-cost mutual funds, ETFs, individual securities, and alternative investments.

Dustin Tondre is a CFP® professional with 19 years of industry experience, currently serving at TL Private Wealth in Southlake, TX. He has been with HPC Wealth Advisors L.L.C. since 2013. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis for security selection.

Casey Rench is a CFP®, CFA®, and Series 65 credentialed advisor with 12 years of industry experience. He has been with Rench Wealth Management, Inc. since 2013. Rench is based in Denton, TX and is part of a four-advisor team at Relevance Capital Management. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations focused on dividend-paying large-cap companies and uses fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.

Jordan Rench is a financial advisor at Relevance Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at Relevance Capital Management since 2018, following six years at Goldman Sachs. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies with market capitalizations of at least $5 billion, alongside cash and fixed-income investments, and employs fundamental and cyclical analysis for security selection.

Laura Brown is a financial advisor at Addington Financial Group LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments Institutional Services Company, Inc. for 24 years before joining Addington Financial Group in 2021. Addington Financial Group provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with portfolio management. The firm emphasizes strategic asset allocation, quantitative risk measures, and a blend of active and passive investment strategies, managing nearly $300 million with a focus on personalized wealth management.

John Gallagher is a financial advisor with Gallagher Capital Advisors, LLC in Argyle, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has led Gallagher Capital Advisors since 2014. Outside of advisory services, he also sells health insurance on a part-time basis. Gallagher Capital Advisors provides investment advisory services to individual and high-net-worth clients, as well as retirement and profit-sharing plans, offering portfolio management and retirement plan consulting. The firm manages approximately $202.6 million across about 231 client relationships, utilizing fundamental analysis and diverse investment strategies including ETFs, mutual funds, and individual equities.

Gregory Wilson is the sole advisor at 323 Wealth Management, LLC in Flower Mound, TX. He holds CFP® and CFA® designations and has 21 years of industry experience, including 11 years at Charles Schwab. He is also a licensed insurance agent, with a minor part of his practice involving insurance sales. 323 Wealth Management is an independent advisory firm serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm offers managed accounts, consulting services, and participant-account management for held-away defined contribution plan assets using a third-party aggregation platform.

James Rench is a CFP® with 26 years of industry experience, currently serving at Relevance Capital Management in Denton, TX. He has led Rench Wealth Management, Inc. since 2011 and has worked as an independent insurance agent since 1986, though he no longer sells insurance and receives only renewal commissions. Relevance Capital Management provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes equity allocations in dividend-paying companies and utilizes fundamental and cyclical analysis for security selection, managing all client assets on a discretionary basis with a small advisory team.

Jeremy Andries is a CFP® professional with 20 years of experience in financial advising. He is currently with Flourish Financial Planning, where he has worked since 2020. Prior to this, he held roles at Guidestone Financial Services and related entities from 2009 to 2018. Outside of financial advising, he owns and operates Andries Tax Service LLC, providing individual and small business income tax preparation. Flourish Financial Planning serves individual, high-net-worth clients, and corporations, offering discretionary portfolio management and comprehensive financial planning. The firm uses a passive investment approach based on Modern Portfolio Theory and provides additional services such as employer-funded wellness meetings and limited tax-preparation options through an affiliated entity.

Michael Noel is a financial advisor with Taylor Stephens, Inc. in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Wells Nelson & Associates since 2015 and has been with Taylor Stephens since 2014. Outside of advising, he holds a minority equity stake in a telecommunications company and serves on the advisory board of a social media startup. Taylor Stephens, Inc. provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses customized, asset-allocation approaches across equities, fixed income, and mutual funds, with options for automatic rebalancing and maintains a notable focus on non-discretionary asset management.

Jerome Leftwich is a financial advisor at Financial Security Services Group, Inc. with 25 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior experience includes roles at firms such as Q3 Asset Management and Flexible Plan Investments. Financial Security Services Group, Inc. provides advisory services primarily to individual and high-net-worth clients, managing approximately $83.4 million across about 323 client relationships. The firm offers discretionary asset management, financial planning, and client workshops, utilizing a combination of fundamental and technical analysis alongside proprietary market-timing strategies.

Bradley Linch is a financial advisor at Linch Financial, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Linch Financial since 2013. Linch Financial provides discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm customizes portfolios using fundamental, technical, and cyclical analysis, employing both long- and short-term trading strategies along with derivatives and short selling.

Shaylor Smith is a financial advisor with Pro Capital LLC in Southlake, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Pro Capital LLC in 2025, Smith worked at Osaic Wealth for three years and has served Bethesda Community Church for over a decade. Pro Capital LLC provides discretionary portfolio management and non-discretionary pension consulting to individual and high-net-worth clients, as well as pension and business plans. The firm manages approximately $64 million across 85 client relationships and employs a long-term trading approach with a primary focus on equities, mutual funds, ETFs, fixed income, and insurance products.

Geoffrey Lester George is a financial advisor with Lifetime Capital Planning Group LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Lifetime Capital Planning Group since 2017 and previously at Retirement Wealth Advisors and Gradient Investments, LLC. In addition to his advisory role, he operates a sole proprietorship focused on fixed insurance sales. Lifetime Capital Planning Group LLC serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and managed access to held-away retirement accounts. The firm employs a client-tailored investment approach that combines fundamental and cyclical analysis, and it regularly offers public educational seminars without fees.

Alexander Bischoff is a financial advisor at Kipos Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Blockweather Holdings. Outside of his advisory role, he is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs multiple methods of analysis and uses a range of investment strategies, including alternatives and tactical adjustments, managing both discretionary and non-discretionary accounts.

Thomas Muir is a CFP® and PFS™ with 26 years of industry experience. He has been with Cultivar Capital, Inc. since 2011 and operates an independent CPA practice specializing in income tax preparation. Muir also serves as the mayor of Sanger, Texas, dedicating time weekly to that role. Cultivar Capital, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, ERISA retirement plans, and a registered investment company. The firm’s investment approach combines fundamental and technical analysis with asset allocation across multiple risk profiles, including management of a registered ETF and specialized conflict-mitigation practices.

Keith Smith is a financial advisor with Turner Capital Investments, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He also operates ERISA GROUP, LLC, focused on employee benefits and fixed insurance, and works as a senior account representative at Hub International Group, specializing in marketing employee benefits. Turner Capital Investments provides discretionary investment management to affluent individuals and business entities, offering defined, actively managed strategies that emphasize technical algorithms and market-directional approaches using stocks and exchange-traded funds.

Tyler Wright is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Bluegrass Legacy Planning, where he has worked since 2025. His prior experience includes roles at Triad Advisors, Charles Schwab, and Edward Jones. Wright is also involved in fixed insurance sales as a secondary business activity. Bluegrass Legacy Planning offers financial planning and subscription coaching services to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach and focuses on delivering written financial plans and coaching engagements rather than managing assets directly.

Tina Hernandez is a financial advisor with Rival Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior roles include positions at Norcap Investment LP, SUB Saharan Opportunity Fund, and Kenwood Advisors. Rival Capital Management, LLC provides discretionary portfolio management and project-based financial planning to individual and high-net-worth clients. The firm employs a variety of investment strategies tailored to client objectives and emphasizes maintaining long-term purchasing power while integrating tax considerations and third-party services that utilize artificial intelligence.