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.

Alan Kepfer is a financial advisor with Aspen Financial Management, Inc. in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspen Financial Management since 2002. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations. The firm offers portfolio management and financial planning tailored to client needs, using a combination of fundamental and technical analysis and providing both discretionary and non-discretionary services.

Robert Schulz is a CFP® with 30 years of industry experience. He is the principal advisor at Schulz Wealth, Ltd., where he has worked since 2014 following an 18-year tenure at First Texas Financial Services Corp. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, providing comprehensive wealth planning that integrates investment management with financial planning. The firm employs a Modern Portfolio Theory-based investment process with diversified asset allocations and uses both active and passive investment vehicles.

Krystal La Follette is a financial advisor at Schulz Wealth, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Schulz Wealth, she held roles at Texas A&M University and the Kennedale School District. Schulz Wealth serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with comprehensive financial planning. The firm uses a goal-based planning framework and a mix of active and passive investment strategies, managing approximately $438 million in assets across around 170 client relationships.

Gage Ross is a financial advisor at Ross Wealth Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, LLC and Coppell Advisory Solutions LLC. Outside of financial advising, Ross is the founder and designer of Ross Watches LLC, a company that designs and sells fine timepieces, and he also operates a DJ services business in the Dallas-Fort Worth area. Ross Wealth Group, LLC provides financial planning, consulting, investment management, and retirement consulting services, including specialized support for teachers’ retirement decisions. The firm employs a diversified asset allocation approach combining active and passive management and works with Independent Managers through a platform agreement with Triad Wealth Partners.

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.

Chester Straily is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized investment plans implemented through long-term trading and broad asset allocation, managing a concentrated client base with a high assets-per-client focus.

Michael Finley is a financial advisor at S&S Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has worked at S&S Wealth Management since 2004, including prior roles at Triad Advisors Inc and OSAIC. Finley is also a licensed insurance agent involved in the sale of life insurance and fixed annuities. S&S Wealth Management serves individuals, trusts, estates, charitable organizations, and business clients by providing investment supervisory services, retirement-plan consulting, and personal financial counseling. The firm uses a tactical investment approach combining technical analysis and fundamental research, managing portfolios across various asset types tailored to client objectives and risk tolerance.

Brian grew up in Midlothian, TX and lives in Burleson with his wife Ashlea and their four children, Brooklyn, Barrett, Libby and Luke. They are actively involved with the Christ Chapel Bible Church South Campus in Burleson and enjoy fellowship with other families at the church.Brian graduated from Texas A&M University in 2004 where he majored in Sports Management. He is still actively involved in “Aggieland” and enjoys attending Aggie road games and never misses a chance to tailgate. After graduation from A&M, Brian was a teacher and coach in his hometown of Midlothian for two years. He learned that it would be easier to explain complex principles to adults than middle school children, so he started his financial services career in 2007. Brian developed a passion for working closely with clients to help them achieve their financial goals. In 2020, Brian completed his CERTIFIED FINANCIAL PLANNER certification and joined Chisholm Wealth Management in March of 2025.

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.

Roger Whitney is a CFP® with 35 years of industry experience, currently serving at Align Financial, LLC, operating as Retire Agile. His prior roles include six years at Strategic Financial Concepts and five years at Fwpam. Whitney is also the owner of RP Whitney LLC, which produces educational content under the Retirement Answer Man® and Rock Retirement Club brands. Align Financial provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold framework, incorporating AI-assisted tools reviewed by professionals and offering services including portfolio management and standalone financial plans.

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, holding a Series 65 designation and eight years of industry experience. He has worked at New Century Partners since 2018 and previously spent two years with CSAA Insurance Group. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs tailored to clients' risk tolerance, operating on a fee-only basis with a longstanding focus on integrated tax and investment planning.

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.