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.

John Mckeel is a financial advisor at Mckeel Capital Management in Flower Mound, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Mckeel Capital Management since 2009. Mckeel Capital Management is a fee-only, independent investment adviser serving individuals, including high-net-worth clients, as well as corporate and business entities. The firm offers financial planning, consulting, and portfolio management, implementing customized investment policies with a focus on both third-party managers and a variety of securities, typically managing client assets on a discretionary or non-discretionary basis.

Ernest Miller is a financial advisor at Directional Advisors with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including The Krause Group, BB&T Securities, and Fusion Capital Management. Miller is also a co-founder and advisory board member of Métis Growth Partners, a business consulting firm focused on ownership structure, operations, and succession planning. Directional Advisors provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, non-profits, and business entities. The firm employs a goals-based investment process that incorporates business-cycle analysis and tactical risk controls, managing approximately $43 million in client assets.

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.

Albert Dean is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is affiliated with Riverchase Wealth Management, LLC and previously worked at Kelleher Dean Tax Advisors, LLC. Dean holds Series 63 and Series 65 licenses. Riverchase Wealth Management serves individuals, trusts, estates, retirement plans, small businesses, and corporations by providing financial planning, discretionary investment management, and retirement plan consulting. The firm integrates in-house tax preparation and IRS representation services and typically implements portfolios using a mix of mutual funds, ETFs, equities, fixed income, and alternatives with an emphasis on tax efficiency and periodic rebalancing.

Frederick Hondzinski is a financial advisor at Composure Wealth Management, LLC in Chicago, holding a Series 65 designation. He has over 20 years of professional experience, including a 22-year tenure at Accenture prior to joining Composure Wealth Management. Composure Wealth Management is a small, supported registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, quantitative, technical, and sector analysis.

Grant Nichols is a Series 65-licensed advisor at Ross Wealth Group, LLC with one year of industry experience. He previously worked at UBS Financial Services and Clarity Financial Group among other firms. Nichols is also involved with Russ Ross Consultants, where he sells insurance products. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals and trusts, with a specialized retirement consulting practice for teachers. The firm constructs portfolios using a combination of independent managers and an asset-allocation framework based on Modern Portfolio Theory.

Brandon Booth is a Series 65 credentialed financial advisor at TruAdvisors with five years of industry experience. He previously worked at Elevated Capital Advisors and has been affiliated with Spectra Financial since 2002. Outside of his advisory role, Booth serves on the board of managers for CyberneticEntertainment, LLC, a software publishing business, and owns The Diamond Source, a company supplying and exchanging diamonds and precious gems to independent jewelry stores. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, and institutions. The firm employs fundamental, technical, and cyclical analysis in developing client investment programs and is notable for its active use of derivatives strategies in client accounts.

Michael Wimberley is a financial advisor at Lummis Asset Management, L.P. with 20 years of industry experience. He previously worked at Charles Schwab and Green Investment Management. He is also the Chief Operating Officer at Lone Oak Trust Company, a trust company based in Fort Worth, where he oversees the operations department. Lummis Asset Management serves individual clients, high net-worth individuals, charitable organizations, and corporate clients with discretionary portfolio management and investment planning. The firm employs a long-term, value-oriented investment approach, focusing on tax sensitivity and low turnover, and provides institutional review services to a financial institution managing third-party accounts.

Alejandro Lozano is a CFP® professional with 13 years of experience in financial advising. He has worked at J.P. Morgan Wealth Management and Northstar Investment Advisory LLC before joining Flourish Financial Planning, where he is part of a four-advisor team. 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-based, passive investment approach using index funds and ETFs and offers a range of planning services, including discretionary portfolio management and retirement advice.

James Orser is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Orser Capital Management LLC in Southlake, TX, and has been affiliated with Bridger Capital Management, LLC since 2013. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and combines fundamental, technical, and cyclical analysis to manage accounts primarily on a discretionary basis.

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.

Kathryn Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at ClearPoint Wealth Management since 2025 and previously operated Allen Wealth Advisors, LLC for five years. Outside of her advisory roles, Allen was involved with Boulevard Animal Hospital for nearly two decades. ClearPoint Wealth Management provides investment management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a mix of passive and active strategies and offers discretionary portfolio management alongside limited-scope financial planning.

Jacob Golseth is a Series 65-registered financial advisor with Chadwick Financial, based in Colleyville, TX. He has five years of industry experience, including prior roles at Brookstone Wealth Advisors and Triad Wealth Partners. Outside of advisory work, he is also licensed as an insurance agent, dedicating up to 30% of his professional time to the sale of insurance products. Chadwick Financial is a state-registered investment adviser serving individual and high net worth clients with portfolio management and financial planning services. The firm primarily manages assets on a non-discretionary basis, providing recommendations while clients retain decision authority, and employs an investment approach that includes asset allocation and both long- and short-term strategies.

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.

John Fulmer is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. since 2007. Shelton Wealth Management offers investment and wealth management services, financial planning, and selection of independent managers to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $323 million in regulatory assets and uses a combination of active and passive investment strategies tailored through written investment policy statements.

Joseph Moore is a financial advisor at Portia Capital Management in Fort Worth, TX, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Prota Financial, Optimum Investment Advisors, and Axa Advisors, as well as a position at Texas Family Dental/Snoring Solutions. Portia Capital Management serves a select group of individual and institutional clients, including high-net-worth families, trusts, and charitable foundations, offering comprehensive financial planning and investment management services. The firm uses a proprietary research process to build recommended investment options and emphasizes strategic asset allocation, disciplined rebalancing, and selective use of alternative investments to manage risk and return over market cycles.