Emma Simmons is a CFP® and holds a Series 65 license with nine years of experience in the financial industry. She has worked at AKG Financial Group since 2021 and previously spent seven years at Diesslin Group, Inc. located in Fort Worth, TX. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and quantitative methods, and offers access to both traditional and alternative investment vehicles.

Michael Franklin is a CFP® professional with 22 years of experience in the financial industry. He is affiliated with Asset Preservation Group, Inc., where he has worked since 2007, and previously held roles at Purshe Kaplan Sterling Investments and National Planning Corporation. In addition to his advisory work, he is employed as a pilot with American Airlines. Asset Preservation Group, Inc. advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm serves approximately 330 clients with around $321 million in assets under management, utilizing a range of investment strategies and maintaining a fiduciary role for retirement accounts.

Paula Knox is a financial advisor at S&S Wealth Management with 12 years of industry experience. She holds a Series 65 designation and has been with S&S Wealth Management since 2013. Outside of advising, she is involved as a vice president and officer in a mobile repair business and works as a self-employed riding instructor. 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 that combines technical analysis and fundamental research to manage portfolios tailored to each client’s objectives and risk tolerance.

Monalynd Young is a CFP® professional with nine years of industry experience. She has worked at ClearPoint Wealth Management since 2025, following positions at Allen Wealth Advisors, LLC, and United Capital Financial Advisors, LLC. Outside of ClearPoint, she provides advisory services to clients of Allen Wealth Advisors, LLC. ClearPoint Wealth Management serves individuals, including high-net-worth clients, offering investment management and financial planning services. The firm employs a combination of passive and active strategies, manages accounts on a discretionary basis, and provides certain estate-planning and tax-preparation services to qualifying clients through independent third parties.

Scott Shelton is a financial advisor at Shelton Wealth Management, LLC with five years of industry experience. He previously worked at Fidelity Investments for three years before joining his current firm. Shelton holds Series 63 and Series 65 credentials. Shelton Wealth Management serves individuals, high‑net‑worth clients, trusts, businesses, corporations, and institutions, managing approximately $364.5 million in assets. The firm offers discretionary portfolio and wealth management, financial planning, and consulting, using a combination of active and passive investment strategies tailored to client risk tolerance, cash-flow needs, and time horizon.

Blair Walker is a financial advisor with Course 26, LLC in Fort Worth, TX, holding a Series 65 designation and seven years of industry experience. He has been with Course 26 since 2018. Course 26 provides investment management services primarily to high-net-worth individuals and certain entities, managing approximately $56 million in assets. The firm employs proprietary rules to select U.S. equities, bonds, ETFs, and mutual funds, focusing on liquid names and factors such as value, momentum, balance-sheet strength, and analyst sentiment, and manages both separately managed accounts and an affiliated pooled investment vehicle.

You’ve worked hard to build your wealth—our role is to help you protect it, grow it, and use it intentionally. At ClearPoint, we make financial planning personal, purposeful, and crystal clear. We specialize in working with retirees and pre-retirees with $1M+ in assets—people who want to preserve what they’ve built, reduce taxes, and create a retirement that feels both secure and fulfilling. Our clients come to us seeking clarity, confidence, and purpose in their financial lives. Whether you’re preparing for retirement, navigating a major transition, or simply looking to align your wealth with your life, we’re here to walk alongside you—with insight, care, and intention.

Hector Hinojosa is a CFP® professional with 22 years of experience, currently serving at Swan Dfw Financial Solutions, LLC since 2014. He has held multiple roles including founder and executive director of Financial Education For America and board member positions at nonprofit organizations such as First Tee of Fort Worth and Genesis Alliance. He is also involved in ministry work through Ministerio Next Generation. Swan Dfw Financial Solutions provides investment advisory and financial planning services primarily to individuals and small business owners. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, uses tools like Morningstar and MoneyGuidePro, and offers customized investment policy statements, managing accounts on both discretionary and non-discretionary bases.

Bezan Morris is a financial advisor at Purewater Capital, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, INC., Chewy.com, and Amazon.com. Outside of his advisory role, he serves as Treasurer for Cowtown Warriors, a nonprofit organization based in Fort Worth, Texas. Purewater Capital serves individuals, employer-sponsored retirement plans, and business entities, offering discretionary asset management, financial planning, and consulting services. The firm employs both fundamental and technical analysis, utilizing a range of strategies including options writing and margin transactions, with a focus on ongoing portfolio supervision and project-based planning.

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.

Gage Ross is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Ross Wealth Group, LLC and has previously worked at Coppell Advisory Solutions LLC, AE Wealth Management, LLC, and ChangePath, LLC. Outside of financial advising, Ross is the founder and designer of Ross Watches LLC, a company that designs and sells fine timepieces, and also operates a DJ services sole proprietorship in the Dallas-Fort Worth area. Ross Wealth Group offers financial planning, consulting, and discretionary wealth management to individuals, trusts, and estates, with a specialized retirement consulting practice for teachers. The firm employs an asset allocation framework based on Modern Portfolio Theory, combining active and passive strategies, and monitors independent manager performance through a platform relationship with Triad Wealth Partners.

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.

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.

Vernon Billingsley is a financial advisor at Asset Preservation Group Inc with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and National Planning Corporation. He is also involved in life insurance and fixed annuity sales through his firm. Asset Preservation Group, Inc. serves individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm uses a variety of analytical approaches and investment instruments, managing approximately $321 million in client assets across about 330 client relationships.

Chad Golseth is a financial advisor at Chadwick Financial with Series 63 and Series 65 licenses and 30 years of industry experience. He has held various roles at firms including Triad Wealth Partners, World Equity Group, and TCM Securities, and has owned The Chad Golseth Agency, Inc. since 2014. Outside of financial advising, he is co-owner of Buffalo Marketing Inc. and serves as a board member of his wife’s property and casualty insurance agency. 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 provides non-discretionary investment oversight using asset allocation, dollar-cost averaging, and a mix of purchase strategies, and it may recommend third-party sub-advisors to manage client assets.

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.

Nicholas Godfrey is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at Ameriprise and Fidelity Investments. Godfrey is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. 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 long-term portfolio construction using diversified holdings, including mutual funds, ETFs, individual securities, and alternative investments.

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 with Bull & Bear Advisors LLC in Fort Worth, Texas. He holds a Series 65 credential and has one year of industry experience. Outside of his advisory role, he is employed as a professional scout by the Texas Rangers Baseball, LLC. Bull & Bear Advisors LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, employing a combination of charting, fundamental, and technical analysis along with long- and short-term trading strategies, including the use of derivatives. The firm also has ties to private investment vehicles available to eligible clients.