Samuel Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Shelton has been with Shelton Wealth Management since 2021. Shelton Wealth Management provides investment and wealth management, independent manager selection, and financial planning services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $323 million in assets and employs both active and passive strategies, including allocations to cryptocurrency-related ETFs and limited use of leveraged or inverse products.

Christopher Roberts is a Series 65-licensed advisor with TruAdvisors Financial, LLC, based in Fort Worth, TX. He has been with TruAdvisors since 2026 and has prior experience with Spectra ACS and CWM. TruAdvisors Financial provides investment advisory and portfolio management services to individuals, corporations, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis and employs derivatives strategies, including options, in client accounts.

Frederick Hondzinski is a financial advisor at Composure Wealth Management, LLC in Chicago, holding a Series 65 designation. He has over 20 years of professional experience, including a 22-year tenure at Accenture prior to joining Composure Wealth Management. Composure Wealth Management is a small, supported registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, quantitative, technical, and sector analysis.

Grant Nichols is a Series 65-licensed advisor at Ross Wealth Group, LLC with one year of industry experience. He previously worked at UBS Financial Services and Clarity Financial Group among other firms. Nichols is also involved with Russ Ross Consultants, where he sells insurance products. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals and trusts, with a specialized retirement consulting practice for teachers. The firm constructs portfolios using a combination of independent managers and an asset-allocation framework based on Modern Portfolio Theory.

Brandon Booth is a Series 65 credentialed financial advisor at TruAdvisors with five years of industry experience. He previously worked at Elevated Capital Advisors and has been affiliated with Spectra Financial since 2002. Outside of his advisory role, Booth serves on the board of managers for CyberneticEntertainment, LLC, a software publishing business, and owns The Diamond Source, a company supplying and exchanging diamonds and precious gems to independent jewelry stores. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, and institutions. The firm employs fundamental, technical, and cyclical analysis in developing client investment programs and is notable for its active use of derivatives strategies in client accounts.

Michael Wimberley is a financial advisor at Lummis Asset Management, L.P. with 20 years of industry experience. He previously worked at Charles Schwab and Green Investment Management. He is also the Chief Operating Officer at Lone Oak Trust Company, a trust company based in Fort Worth, where he oversees the operations department. Lummis Asset Management serves individual clients, high net-worth individuals, charitable organizations, and corporate clients with discretionary portfolio management and investment planning. The firm employs a long-term, value-oriented investment approach, focusing on tax sensitivity and low turnover, and provides institutional review services to a financial institution managing third-party accounts.

Robert Ryan is the principal advisor at RWR Investments LLC, holding a Series 65 designation with 15 years of industry experience. He has led RWR Investments since 2010. RWR Investments LLC provides full-service asset management, Outsourced Chief Investment Officer (OCIO) services, and family office solutions to family offices, ultra-high-net-worth individuals, trusts, and corporate entities. The firm customizes investment programs to client goals and risk tolerance, employing bottom-up fundamental analysis and managing portfolios across public securities and alternative investments.

Jaime Galvan is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Spectrum Strategies, L.L.C. since 1999 and also worked with MML Investor Services, LLC and Massachusetts Mutual Life Insurance Co. during the same period. He provides pro-bono financial guidance to military personnel and their families. Spectrum Strategies primarily serves individual clients through comprehensive financial planning and consulting, focusing on retirement, education funding, risk management, estate and tax analysis, and business succession. The firm offers non-discretionary investment advice without managing client assets, operating on engagement-specific fees and coordinating with third-party managers for implementation.

Alejandro Lozano is a CFP® professional with 13 years of experience in financial advising. He has worked at J.P. Morgan Wealth Management and Northstar Investment Advisory LLC before joining Flourish Financial Planning, where he is part of a four-advisor team. Flourish Financial Planning serves individual, high-net-worth, and corporate clients, managing approximately $28.2 million in assets. The firm employs a Modern Portfolio Theory-based, passive investment approach using index funds and ETFs and offers a range of planning services, including discretionary portfolio management and retirement advice.

James Orser is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Orser Capital Management LLC in Southlake, TX, and has been affiliated with Bridger Capital Management, LLC since 2013. Orser Capital Management provides fee-only investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs an asset-allocation driven approach using model portfolios and combines fundamental, technical, and cyclical analysis to manage accounts primarily on a discretionary basis.

Kathryn Allen is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at ClearPoint Wealth Management since 2025 and previously operated Allen Wealth Advisors, LLC for five years. Outside of her advisory roles, Allen was involved with Boulevard Animal Hospital for nearly two decades. ClearPoint Wealth Management provides investment management and financial planning services primarily to individuals, including high-net-worth clients. The firm employs a mix of passive and active strategies and offers discretionary portfolio management alongside limited-scope financial planning.

Brian Rahlfs is a CFA® charterholder and principal of Rahlfs Capital, LLC in Carrollton, TX, with 22 years of industry experience. He has led Rahlfs Capital since its founding in 2003. Rahlfs Capital provides discretionary and nondiscretionary investment management to individuals, families, trusts, estates, partnerships, corporations, and charitable portfolios, as well as sub-advisory services to another investment adviser. The firm constructs customized portfolios primarily investing in equities and fixed income, with occasional exposure to private equity, real property, digital assets, and commodities, applying a multifaceted investment process that incorporates macroeconomic and microeconomic analysis, credit and duration assessment, technical and behavioral finance.

Tyler Curtis is a Series 65-licensed financial advisor at Snider Advisors with 18 years of industry experience. He has been with Chronim Advisors since 2007. Curtis is also involved in the operations, marketing, and development of several investment-related technology companies that he owns. Snider Advisors provides investment advisory and consulting services to individuals and corporate clients, utilizing a rules-based, income-oriented strategy known as the Snider Investment Method. The firm offers a mix of discretionary and non-discretionary portfolio management supported by proprietary screening tools and technology-enabled implementation.

Jacob Golseth is a Series 65-registered financial advisor with Chadwick Financial, based in Colleyville, TX. He has five years of industry experience, including prior roles at Brookstone Wealth Advisors and Triad Wealth Partners. Outside of advisory work, he is also licensed as an insurance agent, dedicating up to 30% of his professional time to the sale of insurance products. Chadwick Financial is a state-registered investment adviser serving individual and high net worth clients with portfolio management and financial planning services. The firm primarily manages assets on a non-discretionary basis, providing recommendations while clients retain decision authority, and employs an investment approach that includes asset allocation and both long- and short-term strategies.

David Much is the founder of Much Wealth Management, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including 17 years managing Much Wealth Management and over two decades in insurance services. He is also president and owner of an insurance business providing group and individual life, health, dental, and long-term care products. Much Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on long-term, fundamental analysis-based portfolio management, often utilizing third-party independent managers to construct diversified portfolios with low-cost mutual funds, ETFs, individual securities, and alternative investments.

Patrick Freeman is a CFP® with 20 years of experience in financial advisory services. He is the founder of Freeman Wealth Management in Dallas, TX, where he has worked since 2006, including under related entities. Outside of his advisory work, Mr. Freeman is an independent insurance agent in Amarillo, TX. Freeman Wealth Management provides investment management, financial planning, and retirement plan services to individual and high-net-worth investors as well as pension and employer plan sponsors. The firm employs a mix of passive and active strategies based on asset allocation and modern portfolio theory and is notable for its pension consulting and retirement-plan management services.

Dustin Tondre is a CFP® professional with 19 years of industry experience, currently serving at TL Private Wealth in Southlake, TX. He has been with HPC Wealth Advisors L.L.C. since 2013. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to individuals, including high-net-worth clients. The firm’s investment approach focuses on strategic asset allocation with periodic rebalancing and uses fundamental and cyclical analysis for security selection.

John Fulmer is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. since 2007. Shelton Wealth Management offers investment and wealth management services, financial planning, and selection of independent managers to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $323 million in regulatory assets and uses a combination of active and passive investment strategies tailored through written investment policy statements.

Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.

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.