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.

Peyton Bruce is a financial advisor at Aspenridge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Aspenridge, he worked at Ameriprise and held positions at Abilene Christian University and Grapevine Faith Christian School. Outside of advisory work, he owns New Day Bars, a business that makes and sells breakfast bars. Aspenridge Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, primarily long-term investment approach using low-cost mutual funds and ETFs, supplemented by other asset types as appropriate.

Travis Soppe is a CFP® professional with 16 years of industry experience, currently serving at Cumbie Advisory Services, Inc. in Fort Worth, TX. He has been with Cumbie Advisory Services and Rhodes Securities since 2012. Cumbie Advisory Services, Inc. provides financial planning and investment management consulting to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm operates as a non-discretionary investment consultant, focusing on diversified, low-cost portfolios and research-based approaches while assisting clients in selecting and monitoring independent money managers.

Michelle Connell is a CFA charterholder with 13 years of experience in financial services. She has worked at Portia Capital Management since 2017 and previously held positions at Asset Management Advisors Inc, UBS Financial Services, and Piper Sandler & Co. Connell also serves as an adjunct professor of finance at the University of Dallas. Portia Capital Management provides financial planning and investment management services to high-net-worth individuals, families, trusts, and charitable foundations. The firm uses a proprietary research process for portfolio construction, emphasizing strategic asset allocation, disciplined rebalancing, and manager selection focused on risk-adjusted returns.

Paige Pierce is a financial advisor with Pierce Wealth Partners, Inc. in Fort Worth, TX, holding a Series 66 designation and bringing 37 years of industry experience. Her prior roles include positions at Bley Investment Group, McLaughlin Ryder Investments, Larimer Capital Corporation, and R. W. Smith & Associates. She is also the founder, president, and CEO of The Pierce Group, LLC, a consulting firm based in Utah, and serves on the boards of eToro USA Securities, Inc. and Revivea, an independent insurance advisory firm. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, operating proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.

Margaret Hood is an advisor at Sterling Capital Advisors in Fort Worth, TX. She holds Series 65 and Series 66 licenses and has been with the firm since 2025. Prior to joining Sterling Capital Advisors, she worked at American National Bank and Trust and has a background that includes roles in banking and real estate. Sterling Capital Advisors provides investment advisory services to individuals, families, trusts, estates, charitable entities, and business organizations. The firm focuses on private-market portfolio management and public-market portfolio management, serving a client base that includes both individual and corporate clients, and emphasizes due diligence at the fund and manager level rather than security-level analysis.

Samuel Baynes is a financial advisor at Baynes Investment Counsel LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Baynes Investment Counsel since 2015, with prior roles at Securities America and LPL Financial. Baynes is also CEO of Baynes Capital, a private equity firm focused on oil and gas and other private investments for accredited investors. Baynes Investment Counsel LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a varied investment approach including fundamental, quantitative, and technical analyses, and offers access to private funds and educational resources for its clients.

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.

Jadyn Stevens is a financial advisor at Frontier Financial Partners, LLC in Aledo, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Frontier Financial Partners since 2014. Outside of advising, Jadyn is involved in insurance sales through One Resource Group and assists with real estate consulting for a local agent. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach that combines passive index funds and ETFs with active funds and alternatives for global diversification.

Gregory Hutto is a CFP® and CFA® with 22 years of industry experience. He has been with Heritage Retirement Advisors, LLC since 2012 and is also the owner of Heritage Tax Advisors LLC. Hutto holds insurance agent licensure in the state of Texas. 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 employs a seven-facet Total Client Profile to tailor investment strategies and offers discretionary asset management using model-based allocations.

Andrea Ward is a financial advisor with New Century Partners–The No-Load Group, Inc. in Fort Worth, TX, holding over 22 years of industry experience. She has been with New Century Partners since 1995 and also owns an accounting and tax practice, providing services part-time since 1990. Andrea is a certified public accountant (CPA). New Century Partners advises individuals and small businesses, primarily those who are not high-net-worth, offering discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, with a focus on integrated tax planning supported by its principals’ accounting credentials.

Robert Mehciz is a financial advisor at RHM Capital Management, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at MBR Capital Management, Inc., Merrill, and Banc Of America Investment Services, Inc. RHM Capital Management, Inc. provides portfolio management and pension consulting services to individuals and business entities, with a focus on customized portfolio construction and ongoing oversight. The firm manages approximately $25.6 million across nearly 292 client relationships, employing a range of investment strategies and maintaining a single-advisor structure.

Dilish Dudhia is a financial advisor at Aspen Financial Management, Inc. in Arlington, TX, holding a Series 63 designation with 21 years of industry experience. Dudhia has been with Aspen Financial Management since 2005. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations with portfolio management and financial planning. The firm combines fundamental and technical analysis, beginning with portfolio risk assessments to align investments with client objectives and risk tolerance, and offers educational seminars and workshops on an invitation basis.

Sam Cook is a financial advisor at Fort Advisors Inc with 10 years of industry experience. He holds a Series 65 designation and has worked at Fort Advisors since 2022. Prior to that, he was with AlphaStar Capital Management and Regency Wealth Advisors, where he also serves as president of a life and health insurance agency. Fort Advisors serves individual and high-net-worth clients with discretionary asset management and financial planning, utilizing model portfolios managed by third-party subadvisers. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and maintains oversight and discretionary authority over client accounts.

Gordon Cannoles is a financial advisor at Cannoles Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated his own CPA practice since 1983, providing bookkeeping and income tax services separate from his advisory role. Cannoles Asset Management offers discretionary asset management and financial planning services to individuals, families, and businesses, managing approximately $5.2 million across 14 accounts. The firm uses fundamental analysis and third-party research to implement equity, mutual fund, and bond strategies, with accounts managed on a discretionary basis and subject to client-imposed investment restrictions.

Richard Estes is a CFP® with 33 years of experience in financial advising. He is the president of Estes Financial Services, Inc., where he has worked since 2008, and also leads EFS Tax Strategies, focusing on tax planning. Estes co-authored a book on income and estate tax strategies. Estes Financial Services provides portfolio management, financial planning, and advisory services for individuals, business owners, and institutions. The firm uses a Modern Portfolio Theory-based approach, offers discretionary and non-discretionary options, and frequently collaborates with co-advisors and third-party managers.

Bradley Linch is a financial advisor with Linch Financial, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Linch Financial since 2013 and spent six years at First Western Securities, Inc. prior to that. Linch Financial is an SEC-registered investment adviser serving individuals, including high-net-worth clients, and business entities with discretionary and non-discretionary portfolio management. The firm employs a blend of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies, including the use of derivatives such as options and margin.

Katherine Nolte is a financial advisor with Holland Investment Management, Inc. and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, with prior roles at firms including Tamp Advisory Solutions, Trinity Portfolio Advisors, Mass Mutual Investors Services, and Osaic FA. Outside of her advisory duties, she is involved in consulting through Pride Financial Consulting and serves as an insurance agent. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing around $64 million in client assets. The firm uses a Global Macro, top-down allocation approach across multiple asset classes and emphasizes wrap-fee accounts with no transaction costs, while also maintaining a 401(k) consulting practice.

Shaylor Smith is a financial advisor at Pro Capital Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth and Bethesda Community Church. In addition to his advisory role, Smith is a licensed insurance agent with Pro Capital Insurance Agency LLC. Pro Capital Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm combines discretionary account management with pension consulting and utilizes third-party technology and model providers to implement investment strategies focused on equities, mutual funds, ETFs, fixed income, and insurance products.

Davis Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with 16 years of industry experience. He worked at Diesslin & Associates, Inc. for 13 years before joining AKG Financial in 2021. Outside of advising, Bourland serves as Chief Operating Officer for Virtuoso Travel, a luxury leisure travel company, and is a volunteer member of the Investment Committee on the Board of Directors for the University of North Texas Foundation. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a diversified investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of traditional and alternative investment vehicles.