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.

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.

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.

Roderick Hays is a financial advisor at Avail Investment Partners, LLC with a Series 65 designation and four years of industry experience. His prior work includes roles at Intelligence Driven Advisers, Goodnight Midstream, Sabre, and Texas Capital Bank. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down, evidence-based investment approach and allocates across various strategies, including affiliated private funds, while employing artificial intelligence tools alongside human review for data aggregation and meeting notes.

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® professional with 35 years of industry experience, currently associated with Retire Agile. He has worked at Align Financial, Strategic Financial Concepts, and Fwpam. Whitney is also the owner of RP Whitney LLC, which produces educational content including podcasts, books, worksheets, courses, and a community under the brands Retirement Answer Man® and Rock Retirement Club. Retire Agile provides comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis within a mostly long-term, buy-and-hold investment approach, and incorporates AI-enabled tools reviewed by professionals.

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.

Shelley Seagler is a financial advisor with Snider Advisors in Irving, TX, holding a Series 65 designation and 18 years of industry experience. She has worked at Chronim Advisors since 2007. In addition to her advisory role, Seagler is a licensed insurance representative and spends a significant portion of her time handling insurance-based solutions. Snider Advisors provides investment advisory and consulting services to individual and corporate clients, employing a rules-based, income-oriented investment strategy known as the Snider Investment Method. The firm offers a combination of portfolio management, educational workshops, and technology-enabled implementation tools, managing approximately $216 million in regulatory assets.