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.

Hector Hinojosa is a CFP® professional with 22 years of experience, currently serving at Swan Dfw Financial Solutions, LLC since 2014. He has held multiple roles including founder and executive director of Financial Education For America and board member positions at nonprofit organizations such as First Tee of Fort Worth and Genesis Alliance. He is also involved in ministry work through Ministerio Next Generation. Swan Dfw Financial Solutions provides investment advisory and financial planning services primarily to individuals and small business owners. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, uses tools like Morningstar and MoneyGuidePro, and offers customized investment policy statements, managing accounts on both discretionary and non-discretionary bases.

Bezan Morris is a financial advisor at Purewater Capital, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, INC., Chewy.com, and Amazon.com. Outside of his advisory role, he serves as Treasurer for Cowtown Warriors, a nonprofit organization based in Fort Worth, Texas. Purewater Capital serves individuals, employer-sponsored retirement plans, and business entities, offering discretionary asset management, financial planning, and consulting services. The firm employs both fundamental and technical analysis, utilizing a range of strategies including options writing and margin transactions, with a focus on ongoing portfolio supervision and project-based planning.

Gary Peckham is a financial advisor at Rydar Equities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Rydar Equities since 2009. In addition to his advisory role, Peckham is a part-time professor at the University of Texas - Permian Basin, teaching finance and management courses. Rydar Equities, Inc. is an SEC-registered investment adviser serving individual and high-net-worth clients with asset management and financial planning services. The firm employs active, tailored portfolio management using a combination of fundamental, technical, and cyclical analysis and offers strategies including equities, ETFs, margin, short sales, and options.

Hal Lambert is a financial advisor at Point Bridge Capital, LLC with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Foreside Fund Services, LLC. Lambert serves as Executive Director of Stand for Truth PAC, providing political consulting, and is a board member of Clearview AI, where he advises on government affairs and capital raising. Point Bridge Capital provides investment advisory and portfolio management services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, pooled investment vehicles, and registered investment companies. The firm employs a long-term, fundamentals-driven investment approach that combines top-down macro analysis with bottom-up company research and manages the Point Bridge American First ETF.

Gary Holland is a financial advisor at Holland Investment Management, Inc. in Fort Worth, TX, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Holland Investment Management since 2014. Holland Investment Management provides fee-based, full-discretion portfolio management, pension and 401(k) consulting, and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a Global Macro “top-down” allocation strategy across multiple asset classes and offers portfolio management exclusively through its own wrap-fee program.

Joshua Hinojosa is a financial advisor at Swan DFW Financial Solutions, LLC with four years of industry experience. He holds a Series 65 designation and has worked with Camp Barnabas and The Hills Church. In addition to his advisory role, Hinojosa is an independent insurance sales agent. Swan DFW Financial Solutions advises individual clients and small business owners on portfolio management and financial planning, managing approximately $33.75 million in assets. The firm employs a long-term investment strategy based on Modern Portfolio Theory and utilizes tools like Morningstar and MoneyGuidePro to support client portfolios through regular reviews and rebalancing.

Jeffrey Benson is a financial advisor at Frontier Financial Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Frontier Financial Partners since 2010. Outside of his advisory role, he is involved in insurance sales through One Resource Group, dedicating 10 to 20 hours per month. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, complemented by active funds and alternatives, with a focus on global diversification.

Roderick Hays is a financial advisor at Avail Investment Partners, LLC with a Series 65 designation and four years of industry experience. His prior work includes roles at Intelligence Driven Advisers, Goodnight Midstream, Sabre, and Texas Capital Bank. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down, evidence-based investment approach and allocates across various strategies, including affiliated private funds, while employing artificial intelligence tools alongside human review for data aggregation and meeting notes.

Nicholas Michels is a financial advisor at Michels Family Financial, LLC in Fort Worth, TX, with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining his current firm in 2022. Outside of his advisory work, he owns and operates a private basketball skills training business and a charitable giving foundation. 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 alongside integrated financial planning. The firm employs an active, asset-allocation driven approach using diversified model portfolios tailored to client objectives and market conditions.

Nicholas Godfrey is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at Ameriprise and Fidelity Investments. Godfrey is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified holdings, including mutual funds, ETFs, individual securities, and alternative investments.

Britta Reyes is a CFP® and holds a Series 66 license with 21 years of industry experience. She is a partner at Estes Financial Services, Inc. in Fort Worth, TX, where she has worked since 2016. In addition to her advisory role, she owns and operates Smart Financial Divorce, LLC, a business focused on financial matters related to divorce. Estes Financial Services provides portfolio management, financial planning, and third-party manager referrals for individuals, business owners, and various institutional clients. The firm’s investment approach is based on Modern Portfolio Theory and includes both discretionary and non-discretionary options, with additional services in tax, insurance, and divorce-related financial planning through affiliated activities.

Major Blair III is a financial advisor at Bull & Bear Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a professional scout for the Texas Rangers Baseball, LLC. His prior experience includes roles with Bull & Bear, LP and the Texas Rangers. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and oversight of retirement and HSA accounts. The firm offers access to private hedge and venture capital funds and employs a blend of fundamental, technical, and charting analysis, using options and derivatives within separately managed accounts.

Adam Mc Bride is a financial advisor at Worth Wealth Advisors, LLC in Fort Worth, TX, holding a CFP® designation along with Series 65 and Series 66 licenses. He has nine years of industry experience, including roles at LPL Financial LLC and Edward Jones. Outside of his advisory work, Mc Bride has employment with Texas Wesleyan University and serves as an M&A 1099 representative. Worth Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and consulting, with a long-term investment approach focused on individual stocks, ETFs, and structured notes.

Corey Scott is a financial advisor with Purewater Capital, LLC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purewater Risk Management LLC, Pacific Advisory Capital Group, Bank of America, and Merrill. He serves as an advisory board member and chair of the program sub-committee at Lena Pope, a charitable organization in Fort Worth, Texas. Purewater Capital, LLC serves individuals, employer-sponsored retirement plans, and business entities, providing discretionary asset management, financial planning, retirement plan advisory, and third-party money manager recommendations. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies under discretionary authority tailored to each client’s investment policy.

Carson Castellano is a CFA® charterholder affiliated with Castellano & Associates in Fort Worth, TX. He has experience at TPG Global LLC and Arnold Castellano & Associates, LLC, with prior roles including positions at KPMG and full-time studies. Castellano & Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, corporations, and pension plans. The firm also operates as a certified public accounting practice, offering integrated tax planning and preparation alongside its investment advisory services.

Matthew Ward is a financial advisor with New Century Partners—The No-Load Group, Inc. in Fort Worth, TX. He holds a Series 65 designation and has seven years of industry experience, including two years at CSAA Insurance Group prior to joining his current firm in 2018. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services on a fee-only basis. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, tailoring asset allocation to clients’ risk tolerance while discouraging frequent trading.

Ashlyn Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AKG Financial Group, she had roles at NorthPoint Volleyball Club, Texas Christian University, University of North Texas, and Northwest ISD. AKG Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients. The firm applies fundamental and technical analysis within a Modern Portfolio Theory framework, managing diversified portfolios primarily on a discretionary basis.

Cameron Rompal is a financial advisor at Rydar Equities, Inc. with three years of industry experience. He holds a Series 65 designation and has prior work experience at Adobe and the Technology & Services Industry Association. Outside of advisory work, he is a sales associate at Adobe. Rydar Equities, Inc. is an SEC-registered investment adviser that provides asset management and financial planning services to individual and high-net-worth clients. The firm uses active, tailored portfolio management strategies including fundamental, technical, and cyclical analysis, and offers a range of investment tools such as long- and short-term equity positions, ETFs, mutual funds, and options.

Nathan Johnson is a financial advisor at Moffatt Financial Strategies in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, and Edward Jones. 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 employs a range of investment strategies and often utilizes third-party advisers to implement client strategies while managing potential conflicts of interest through formal disclosures.