Matthew Lankford is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Rogers Capital Management, Inc. since 2005. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans and charitable organizations. The firm constructs globally diversified portfolios using primarily institutional mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities, and serves a range of clients including banking institutions.

Christopher Coffin is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes working at LPL Financial and operating as a self-employed advisor. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm employs customized allocations across various asset classes and uses both long- and short-term strategies, with ongoing account monitoring and consolidated reporting that can include held-away assets.

Kelly Francis is a financial advisor at Thirteen Twenty-Two Advisors with 20 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Thirteen Twenty-Two Advisors, she worked at LPL Financial for over a decade. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses a variety of investment methods, including fundamental and technical analysis and modern portfolio theory, and may utilize active strategies such as options and margin trading.

Heather Bridges is a financial advisor at Thirteen Twenty-Two Advisors with nine years of industry experience. She holds a Series 66 designation and has been associated with Thirteen Twenty-Two Advisors in various capacities since 2012. In addition to her advisory role, she operates the H.R. Bridges Agency, an insurance agency. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with modern portfolio theory to manage accounts, and offers access to multiple advisory programs through LPL Financial.

Daniel Ashley is a financial advisor at Signal Securities, Inc. with 31 years of industry experience. He has been with Signal Securities since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Craig Rogers is a financial advisor at Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 23 years of industry experience. He has been associated with Rogers Capital Management, Inc. since 1995. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with a focus on small-capitalization and high book-to-market equities, and serves unique client types including banking and thrift institutions.

Laura Meyers is a Certified Financial Planner® at Storehouse Financial LLC in Fort Worth, TX, with 11 years of industry experience. She has been with Storehouse Financial since 2017 and previously worked at Schulz Wealth, Ltd. from 2015 to 2017. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

James Shores is a financial advisor at American Elite Advisory with six years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Wealth Advisors and Royal Fund Management, LLC. In addition to his advisory role, Shores owns and operates JVS Wealth LLC, where he provides financial planning focused on insurance products and Medicare insurance. American Elite Advisory offers discretionary portfolio management and supervisory services to individual and high-net-worth investors, using a value-oriented investment approach combined with technical and quantitative strategies. The firm customizes portfolios through separately managed accounts and multiple indicators, serving clients across five offices with a team of seven advisors.

Abigail Hasling is a CFP® professional with seven years of experience in financial advising. She is currently with Aspen Wealth Management, LLC and has previously worked at The Mather Group, HC Financial Advisors Inc, and Howard Financial Services. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and a Wealth Management Program that includes ERISA plan services and participant education.

Jonathan Bridges is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Thirteen Twenty-Two Advisors and has held roles at the firm since 2012. Bridges is co-owner of an insurance agency and managing member of a tax preparation and accounting firm. He also engages in public speaking on non-investment topics. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and businesses. The firm employs a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers.

Stephen Stull is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, holding a Series 65 credential with 19 years of industry experience. He has been with Storehouse Financial since 2005. Outside of his advisory role, Stull owns and operates a public accounting firm, Stull, CPA, LLC, which provides tax preparation and accounting services. Storehouse Financial LLC provides discretionary asset management and financial planning for a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

Landon Freeman is a financial advisor with Thirteen Twenty-Two Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and AIG. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis alongside modern portfolio theory and offers access to multiple LPL Financial–sponsored advisory programs and third-party investment managers.

Troy Fore III is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Aspen Wealth Management, LLC and previously worked at AXA Advisors, LLC and Vision Point Advisory Group. He serves as a volunteer board member for the Coastal Conservation Association. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers customized financial planning and discretionary asset management, utilizing model portfolios and a wrap fee program that consolidates advisory, execution, custody, and reporting services.

Martin Rasmussen is a CFP® with 18 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Clearfork Financial Planning. His career includes roles at AE Wealth Management, Global Financial Advisory, and Global Financial Private Capital. Additionally, he serves as an insurance agent writing life, annuities, and Medicare supplement policies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, high-net-worth clients, trusts, estates, and registered investment companies.

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior firms include LPL Financial LLC, Hi-Fidelity, AXA/Equitable Advisors, and Parkhill, Smith, and Cooper. He is also involved with Stewardship Wealth Management LLC. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans based on client risk profiles and a combination of fundamental, technical, and cyclical analysis.

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX, holding Series 63 and Series 65 credentials and with 16 years of industry experience. His prior experience includes roles at AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Outside of advisory work, he serves as legal counsel and member of Black Rock, LLC, providing expert legal advice. Foundations Investment Advisors is a multi-advisor registered investment adviser that manages approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Robert Fitzgerald is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds the Series 66 designation and also maintains a law practice, the Law Office of Robert James Fitzgerald, P.C., which he has operated since 2018. Fitzgerald serves as a board member of Stewardship Wealth Management LLC, a for-profit entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs, including internally managed portfolios and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis, supports discretionary account management, and offers retirement plan consulting with fiduciary oversight.

Scott Flynn is a financial advisor with Regal Investment Advisors LLC in Bloomington, MN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Regal since 2017 and also maintains a long-term role at Flynn Planning Group since 2003. Outside of his advisory work, Flynn serves as Head of Development for Diamond Leaf Energy and is involved in leasing activities through Diamond Leaf Finance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers a range of proprietary and third-party model portfolios, with discretionary authority to implement and manage these strategies on behalf of clients through their advisors.

Sady Whitley is a financial advisor at Momentum Independent Network Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Momentum, Whitley worked in various roles including at the Johnson County District Clerk and in education. Outside of finance, Whitley owns and operates businesses in equine dentistry, mobile sanitation services, and HVAC/plumbing services. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Timothy Soules is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 18 years before joining TCFG in 2019. Outside of his advisory role, he manages Soules Ranches, overseeing its daily operations. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, and consulting services. The firm employs various investment strategies and provides access to third-party money managers while maintaining client portfolio reviews at least annually.