Ian Myers is a financial advisor at RCA Wealth Strategies LLC with one year of industry experience. Prior to joining RCA Wealth Strategies, he worked at UBS Financial Services, Ameriprise Financial Services, and Safe Money Resource. Outside of his advisory role, Myers volunteers as a breakfast shift volunteer at the Union Gospel Mission of Tarrant County and serves as a coordinator for the Ave Maria University Student Alumni Department’s Dallas/Fort Worth chapter. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and investment selection services to individuals, business entities, and retirement plan sponsors. The firm combines core passive allocations with active tactical adjustments and offers tailored Investment Policy Statements to align portfolios with client objectives.

Johnny Parker is a CFP® professional with 21 years of experience in the financial industry. He currently serves as an advisor at Parker Wealth Group, LLC and has prior experience at Synergy Securities, Parker & Richardson, P.C., and TAG Capital Management, Inc. Outside of his advisory role, Parker is president of Texas Insurance Agency, Inc., a member of Tax Resolution Specialists, LLC, and chief financial officer of Victory Telecom, Inc. Parker Wealth Group, LLC provides investment management and comprehensive financial planning services to individuals, families, trusts, estates, private business owners, and private foundations. The firm tailors portfolios to each client’s risk tolerance and goals, using a combination of fundamental, technical, charting, and cyclical analysis across multiple asset classes.

Brian Shelton is a financial advisor with Shelton Wealth Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Investments LLC prior to joining his current firm in 2021. Shelton Wealth Management manages discretionary portfolios and provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, businesses, corporations, and institutions. The firm emphasizes risk-adjusted, tax-efficient asset allocation using a blend of active and passive strategies and incorporates a wide range of investment products, including alternative investments and specialized strategies, tailored to clients’ needs.

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 and its related entities since 2011. In addition to his advisory work, Mr. Ward participates as a manager in startup venture funds alongside family and friends, focusing on private investments in early-stage companies. Course 26, LLC manages approximately $70.5 million primarily for high-net-worth individuals and provides discretionary portfolio management and investment management to pooled investment vehicles. The firm uses proprietary rules to select primarily liquid U.S. equities and other instruments, tailoring strategies to client objectives and employing various investment techniques including options and derivatives.

Robert Shannon is a CFP® with 17 years of experience in financial advising. He is currently with Brazos Wealth Advisors LLC, where he has worked since 2022, following prior roles at SJK Financial Planning, L.L.C. and Signator Financial Services, Inc. He also works as an independent insurance agent in Iowa Park, TX. Brazos Wealth Advisors LLC serves individuals, high net worth clients, trusts, and pension/profit-sharing plans, managing approximately $183 million for about 145 clients. The firm combines fundamental and quantitative analysis with modern portfolio theory to create customized portfolios, offering ongoing portfolio management, financial planning, and retirement plan consulting, with a notable ownership affiliation with a law practice.

Matthew Condit is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Strategic Wealth Management, LLC, where he has worked since 2015. His prior experience includes roles at LPL Financial and Independent Financial Partners. Strategic Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a combination of fundamental and technical analysis with a range of strategies, including margin borrowing and options, and maintains a close relationship with LPL Financial for custody and program access.

Gregory Berryhill is a financial advisor at Worth Wealth Advisors, LLC in Fort Worth, TX, holding a Series 66 designation with 17 years of industry experience. He previously worked at Edward Jones for 11 years and LPL Financial for 6 years. Outside of advising, he is involved in managing an insurance agency and works as an M&A representative. Worth Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances.

Daniel Phillips is a CFP® with 36 years of industry experience, currently serving as an advisor at Michels Family Financial, LLC since 2023. He previously worked at Edward D. Jones & Co., L.P. for 33 years and had brief tenures at Prospera Financial Services Inc. and a period of unemployment between 2021 and 2023. Outside of his advisory role, he owns a business, DHP & Associates, in Granbury, TX. Michels Family Financial serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, trusts, and estates, offering discretionary investment and wealth management along with integrated financial planning. The firm employs an active, asset-allocation driven approach using diversified model portfolios and supports clients with technology-enabled portfolio oversight and reporting.

Carson Perkins is a financial advisor with Heritage Retirement Advisors, LLC in Colleyville, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Retirement Advisors, he worked in various roles including positions at Marco's Pizza, H-E-B, and Sul Ross University. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and fiduciary services. The firm uses a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management through model-based allocations ranging from conservative to aggressive.

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.

Monalynd Young is a CFP® professional with nine years of industry experience. She has worked at ClearPoint Wealth Management since 2025, following positions at Allen Wealth Advisors, LLC, and United Capital Financial Advisors, LLC. Outside of ClearPoint, she provides advisory services to clients of Allen Wealth Advisors, LLC. ClearPoint Wealth Management serves individuals, including high-net-worth clients, offering investment management and financial planning services. The firm employs a combination of passive and active strategies, manages accounts on a discretionary basis, and provides certain estate-planning and tax-preparation services to qualifying clients through independent third parties.

Scott Shelton is a financial advisor at Shelton Wealth Management, LLC with five years of industry experience. He previously worked at Fidelity Investments for three years before joining his current firm. Shelton holds Series 63 and Series 65 credentials. Shelton Wealth Management serves individuals, high‑net‑worth clients, trusts, businesses, corporations, and institutions, managing approximately $364.5 million in assets. The firm offers discretionary portfolio and wealth management, financial planning, and consulting, using a combination of active and passive investment strategies tailored to client risk tolerance, cash-flow needs, and time horizon.

Joe Fletcher is a financial advisor at New Century Partners–The No-Load Group, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been associated with New Century Partners since 1995. In addition to his advisory role, he has managed Fletcher Tax Service since 1972. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with asset allocation tailored to client risk tolerance, and integrates tax planning through its affiliation with a certified public accountant.

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.