Benjamin Bigler is a CFP® with 20 years of industry experience. He currently serves at AspenRidge Wealth Advisors and previously worked at Ameriprise for 20 years. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. 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 a long-term investment approach, constructing diversified portfolios using a range of asset types and offering customized asset allocations with ongoing monitoring and reporting.

Mark Hood is a financial advisor at Sterling Capital Advisors with Series 66, 65, and 63 credentials. He has been with Sterling Capital Advisors since 2025. Outside of his advisory role, he serves as an owner and advisor in a bottled water business and an oil and gas operator based in Texas. 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 uses fundamental analysis combined with third-party research, serving a diverse client base including both individual and corporate clients.

Mark Berry is a financial advisor with Purewater Capital, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Purewater Capital Management LLC since 2012 and also works with Purewater Risk Management LLC, where he sells insurance products. Purewater Capital serves individuals, including high net worth clients, employer-sponsored retirement plans, and business entities by providing discretionary asset management, financial planning, retirement plan advisory, and recommendations of third-party money managers. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term strategies under discretionary authority tailored to each client’s investment policy.

Timothy Hatcher is a financial advisor at Purewater Capital, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Purewater Capital since 2019, following prior roles at Pacific Advisory Capital Group and Axa Advisors. Outside of his advisory work, Hatcher serves on the boards of Cowtown Warriors, a nonprofit supporting wounded and disabled veterans, and The Cliburn, an organization promoting classical piano, and he is the head tennis coach for the boys’ program at Fort Worth Country Day School. Purewater Capital serves individuals, employer-sponsored retirement plans, and business entities by 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 and uses both long- and short-term strategies, including options writing and margin transactions, under discretionary authority tailored to client investment policies.

Derek Dansby is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Brazos Wealth Advisors LLC. He has previously worked at Dansby Wealth Management LLC, 360 Wealth Management, and LPL Financial. Outside of his advisory work, he serves on the board of the Boys and Girls Clubs of Wichita Falls and is involved in several family business ventures, including a cattle operation and a cookie business. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, providing wealth management, financial planning, and investment consulting. The firm utilizes both fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios, coordinating with third-party professionals to implement financial planning recommendations.

Kelly Buchfink is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at SWMG, LLC since 2018. Prior to joining SWMG, she worked at First Command Advisory Services and affiliated entities from 2009 to 2017. Outside of her financial advisory work, she is a Mary Kay cosmetics consultant, a role she has maintained since 1999 on a limited basis. SWMG, LLC serves individual clients, including high-net-worth households, as well as trusts, estates, retirement accounts, and business entities, offering comprehensive financial planning, investment management, tax-overlay services, and facilitated estate-document preparation. The firm utilizes third-party model portfolios and unified managed accounts, incorporating technology such as video conferencing and transcription tools to support client interactions.

Matthew Quezergue is a CFP® professional with five years of experience at Aspen Wealth Management, LLC and prior experience at S. Harris Financial Group. He also worked at Texas A&M University from 2018 to 2021. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and manages accounts primarily on a discretionary basis using mutual funds and ETFs.

Christopher Moore is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Rogers Wealth Group, Inc. in Fort Worth, TX, since 1999. Moore is part of a six-advisor team at the firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with a focus on small-capitalization and high book-to-market equities, and serves a unique client base that includes banking and thrift institutions.

Andrew Heinz is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been with Lee Johnson Capital Management LLC for over 30 years. Heinz also serves as Vice President and CIO for various insurance providers, focusing on fixed annuities and life insurance. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting services. The firm customizes investment allocations across multiple asset classes and employs both long-term and trading strategies, offering consolidated reporting that can include held-away assets.

Hayden Hill is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently affiliated with BentOak Capital and Garrett Wealth Advisory Group and has prior experience at LPL Financial and Snow Garrett Wealth Management. Hill serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board and is a partner at PR3S Properties, LLC, where he assists in managing and analyzing real estate investments. BentOak Capital, operating as Garrett Wealth Advisory Group, provides comprehensive financial planning, discretionary portfolio management, wealth-management services, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers a sponsored wrap fee program alongside educational seminars for retirement plan clients.

Helen Stephens is a CFP® with 17 years of industry experience and leads Aspen Wealth Management, LLC in Fort Worth, TX. She has managed her own advisory group since 2011. Stephens is also a partial owner of a commercial real estate investment entity. Aspen Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering customized financial planning and discretionary asset management through a multi-model portfolio approach. The firm operates its own wrap fee program and integrates technology for planning and reporting while maintaining human oversight of investment decisions.

William Nous is a financial advisor at Pinnacle Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience supporting his wife's Airbnb property management business on a volunteer basis. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm employs diversified portfolios tailored to clients’ profiles using various investment vehicles and offers financial planning and retirement plan consulting services.

Hayden Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining OverRidge, he worked in various roles including at Uber and Texas Tech University. He is also licensed in insurance and engages in commission-based insurance sales and consulting. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with portfolio management and financial planning. The firm customizes investment allocations across multiple asset types using a range of strategies and offers consolidated reporting that can include held-away assets.

Daniel Watkins is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His career includes roles at LPL Financial, Edward Jones, and other firms. He is also involved with Bridge & Brownback Tax dba Thirteen Twenty-Two Tax Consultants, a tax preparation and bookkeeping services firm. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a variety of investment strategies and typically manages client accounts on a discretionary basis.

Christopher Snow is a financial advisor with Signal Securities, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Signal Securities since 1996. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversification and a consultative process to recommend model portfolios or tailored investment mixes, emphasizing long-term, asset-allocation-driven strategies and periodic rebalancing.

J. Rhodes is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. He has held leadership roles at Rhodes Securities, Inc. and FRIE Financial Group Inc., serving as CEO and president respectively. Outside of advisory work, he is involved as an officer in an internet company, Scruddle, and participates in several financial and trading businesses. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, offering both discretionary and non-discretionary management that incorporates fundamental and technical investment analysis.

Christopher Browning is a CFP® professional with six years of experience, affiliated with BentOak Capital in Weatherford, TX. He has served as an associate professor at Texas Tech University since 2013. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and discretionary portfolio management, tailoring portfolios using a blend of fundamental, technical, and cyclical analysis. The firm also provides retirement plan consulting and sponsors a wrap fee program, offering educational seminars as part of its services.

Jason Mcgarraugh is a CFP® with 22 years of industry experience, currently serving at BentOak Capital, a team within Garrett Wealth Advisory Group. His prior experience includes roles at Neal Financial Group, L.P. and LPL Financial. BentOak Capital provides comprehensive financial planning, discretionary portfolio management, and retirement plan consulting primarily for individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and sponsors a wrap fee program while offering educational seminars as part of its retirement plan services.

Erin Menking is a CFP® professional with eight years of industry experience, currently serving as an advisor at FCA Corp since 2024. Prior to joining FCA, she worked at Marim Wealth Planning, Aspire Planning Associates, and The Rudd Company, LLC. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm emphasizes fundamental analysis with customized portfolios managed on either a discretionary or non-discretionary basis, employing mutual funds, ETFs, and select option strategies.

Brian Mueller is a CFP® with 20 years of industry experience, currently serving at Rogers Wealth Group, Inc. since 2017. He previously worked at Mills Wealth Advisors, LLC and has provided financial counseling to military personnel through Zeiders since 2014, dedicating a portion of his time to this activity. Rogers Wealth Group offers wealth management consulting to high-net-worth individuals and institutional clients, utilizing globally diversified portfolios with an emphasis on institutional asset-class mutual funds and ETFs. The firm serves a unique client base including banking institutions and acts as a sub-advisor to collective investment funds.