Brian Nerney is a financial advisor at Sundial Capital Management, L.P. with 20 years of industry experience. He holds a Series 65 designation and has been involved with multiple businesses concurrently, including roles at Fenix Parts, Schwizer RSG, RFJ Auto Partners, and others. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, employing a flexible, research-driven strategy that combines long-term positions with the use of derivatives, short selling, and event-driven trades within a defined risk framework.

Joshua Rudd is a financial advisor at Styre Wealth in Fort Worth, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at The Rudd Company, LLC since 2017 and previously at WFG Investments, Inc. from 2009 to 2017. Styre Wealth provides discretionary investment management and consulting services to individuals, families, and institutions, focusing on high-net-worth clients, retirement plan sponsors, and business owners. The firm employs a research-driven, price-sensitive investment process that includes the use of derivatives, margin, and proprietary pricing models within diversified portfolios.

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.

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.

Clinton Calhoun is a financial advisor at Potential Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Potential Wealth Management since 2016. In addition to his advisory role, Calhoun serves as general counsel for Potential Investments, Ltd. Co., where he handles tax planning, accounting, contracts, and operations oversight. Potential Wealth Management LLC is a discretionary investment manager specializing in equities and exchange-traded funds. The firm serves a diverse client base, including pooled and institutional accounts, corporations, trusts, high-net-worth, and individual clients, employing an active long/short equity strategy informed by fundamental, technical, quantitative, and sentiment analyses.

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.

Robert Gabhart is a financial advisor with Bluegrass Legacy Planning in Keller, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Edward Jones and various Bluegrass-affiliated entities. Outside of his advisory work, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and is an author and speaker with several published books. Bluegrass Legacy Planning offers financial planning and subscription coaching primarily to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach with a long-term investment orientation but does not manage client accounts or accept investment discretion, instead providing fixed, hourly, or subscription fee-based advisory services.

Rodney Mc Cauley Jr. is a financial advisor with Amazonite Investments LLC, holding a Series 66 designation and over six years of industry experience. His background includes roles at JP Morgan Securities LLC and New York Life-related entities. Outside of advisory work, he is involved in funeral home services and accounting audit roles. Amazonite Investments provides asset management and financial planning services primarily to individuals and business entities with account minimums around $500,000. The firm utilizes fundamental, technical, and cyclical analysis to manage portfolios and offers strategies that include trading and option writing.

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.

Lance Peters is a financial advisor at Nautical Star Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Spotlight Asset Group, ClearPoint Wealth Management, Financial Advocates Investment Management, and LPL Financial. Nautical Star Financial Group provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $38.5 million for about 64 households through a three-advisor team. The firm combines a supported advisor team with multi-office operations and offers a mix of advisory and insurance services.

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.

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.

Stacey Smith is a financial advisor with S&S Wealth Management in Grand Prairie, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked previously at Osaic Wealth, Inc. and Triad Advisors Inc. Outside of her advisory role, she owns Western Star Smith Ranch, where she provides horse boarding and lessons. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients with investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm employs a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various securities tailored to client objectives and risk tolerance.

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.