Leonard Hall is a financial advisor at Good Life Private Wealth, LLC in Fort Worth, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Good Life Private Wealth since 2012 and previously worked at Fast Lanes of America from 2001 to 2018. Hall serves as a board member of the Southwest Car Wash Association. Good Life Private Wealth provides fee-based, discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, capital-preservation oriented investment strategy that incorporates fundamental and technical analysis, using tools such as options and derivatives, and offers public speaking and training workshops as part of its service model.

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.

Troy Larson is a financial advisor at ClearPath Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearPath Capital Partners since 1998. Mr. Larson is also a member of ClearPath Opportunities Fund, LLC, a pooled investment vehicle formed in 2021, in which he spends a minimal amount of time. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and sponsors private funds focused on later-stage technology and technology-enabled companies.

Mark Hood is a financial advisor with Sterling Capital Advisors in Fort Worth, TX. He holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Capital Advisors since 2025. Outside of advisory work, he is involved in several business ventures, including ownership roles in a bottled water company 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 offers access to private investments and public-market portfolio management, focusing on due diligence at the fund and manager level and delivering advice through a relationship-based model.

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 worked at Purewater Capital Management LLC since 2012 and has experience at Woodbury Financial Services and Equitable Advisors. Berry also serves as an insurance agent with Purewater Risk Management LLC, a non-investment business focused on the sale of insurance products. Purewater Capital, LLC offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as businesses and pension plans. The firm uses both fundamental and technical analysis to manage portfolios on a discretionary basis aligned with client investment policies.

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. He is currently with Brazos Wealth Advisors LLC and previously worked at Dansby Wealth Management LLC, 360 Wealth Management, LPL Financial, and Edward Jones. He serves on the board of the Boys and Girls Clubs of Wichita Falls. Brazos Wealth Advisors provides wealth management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, and pension/profit-sharing plans. The firm employs a combination of fundamental and quantitative analysis with modern portfolio theory to tailor portfolios, and it maintains an affiliation with a law practice offering estate and legal implementation assistance.

Kelly Buchfink is a CFP® with 23 years of experience in the financial services industry, currently serving as an advisor at SWMG, LLC since 2018. Prior to this, she worked at First Command Advisory Services and its affiliated entities from 2009 to 2017. Outside of her advisory work, she has been a Mary Kay cosmetics consultant since 1999, primarily for personal use. SWMG, LLC provides financial planning and investment management to individuals, trusts, estates, and business entities, utilizing third-party asset managers and unified managed accounts. The firm offers comprehensive and modular planning services, conducts regular portfolio reviews, and runs fee-based financial education seminars through local colleges and businesses.

Shabana Nathoo is a financial advisor with Navigo Wealth Management, LLC, holding Series 66 and Series 65 credentials and bringing 16 years of industry experience. Her work history includes roles at Wells Fargo Investments, Ameriprise, and a period as a traveling expatriate. She also serves as a teaching assistant at Rice University. Navigo Wealth Management provides advisory services to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and an automated discretionary portfolio management platform, using written Investment Policy Statements and model portfolios to structure client relationships.

Matthew Quezergue is a CFP® professional with three years of industry experience. He has been with Aspen Wealth Management, LLC since 2021 and previously worked at S. Harris Financial Group and Texas A&M University. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, utilizing customizable model allocations and a buy-and-hold investment approach.

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.

Chase Cawyer is a financial advisor with Navigo Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Navigo Wealth Management since 2014 and concurrently works as a practicing physician completing his OB/GYN residency. Additionally, Mr. Cawyer participates in a solicitor arrangement with Rex Gold Partners involving private offering solicitations. Navigo Wealth Management provides advisory services primarily to individual and high-net-worth clients, as well as business entities, offering portfolio management, financial planning, and automated discretionary portfolio management. The firm uses written Investment Policy Statements and model portfolios, employing strategies that include derivatives and private placements, and operates from multiple offices.

Andrew Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 28 years of industry experience. He has worked at Triad Advisors, Inc. for 14 years and Lee Johnson Capital Management LLC for over 30 years. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, and may recommend private investments or specialized vehicles for qualified clients.

Jean Keener is a Certified Financial Planner (CFP®) with 17 years of experience, currently serving at Keener Financial Planning since 2008. She holds the Series 65 designation and acts as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on retirement planning through modular financial planning and investment management. The firm employs a long-term, cost-aware investment approach, primarily using low-cost index mutual funds and ETFs, and offers fee-only services via hourly, flat-fee, or retainer arrangements.

Helen Stephens is a CFP® with 18 years of industry experience and leads Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2011 and previously worked at Commerce Wealth Advisers, LLC and Avantax Advisory Services. Aspen Wealth Management is a team-based advisory firm managing approximately $658 million for individual, family, and employer-sponsored retirement plan clients. The firm offers comprehensive financial planning and discretionary asset management, employing a model-based, buy-and-hold investment approach tailored to client risk profiles.

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, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience including roles at Uber and various local businesses. He is also licensed to sell commission-based insurance products. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm employs a mix of charting, fundamental, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, and offers specialized investment options for qualified clients.

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 at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Signal Securities since 1996. Signal Securities provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach emphasizes risk management through diversification and a consultative process that tailors recommendations based on client financial data, risk tolerance, and objectives.

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.