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Abigail H

CFP®, Series 65

Fort Worth, TX

Aspen Wealth Management, LLC

Abigail Hasling is a CFP® professional with seven years of experience in financial advising. She is currently with Aspen Wealth Management, LLC and has previously worked at The Mather Group, HC Financial Advisors Inc, and Howard Financial Services. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and a Wealth Management Program that includes ERISA plan services and participant education.

General tax planning General estate planning guidance College savings (529s, UTMA, etc.) Wealth management
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David B

CFP®, ChFC®, Series 63, Series 65

Arlington, TX

Valley Wealth Strategies, LLC

David Brounley is a financial advisor with Valley Wealth Strategies, LLC, holding the CFP® and ChFC® designations and bringing 41 years of industry experience. His prior roles include positions at Merit Financial Advisors, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, and LPL Financial. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion on a non-discretionary basis.

General retirement planning Retirement income strategy General tax planning Wealth management Founder/Business Owner Retired
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Jonathan B

CFP®, Series 63, Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Jonathan Bridges is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Thirteen Twenty-Two Advisors and has held roles at the firm since 2012. Bridges is co-owner of an insurance agency and managing member of a tax preparation and accounting firm. He also engages in public speaking on non-investment topics. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and businesses. The firm employs a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
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Stephen S

Series 65

Fort Worth, TX

Storehouse Financial LLC

Stephen Stull is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, holding a Series 65 credential with 19 years of industry experience. He has been with Storehouse Financial since 2005. Outside of his advisory role, Stull owns and operates a public accounting firm, Stull, CPA, LLC, which provides tax preparation and accounting services. Storehouse Financial LLC provides discretionary asset management and financial planning for a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

Active portfolio management Real estate investing
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Landon F

Series 63, Series 66

Fort Worth, TX

Thirteen Twenty-Two Advisors

Landon Freeman is a financial advisor with Thirteen Twenty-Two Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and AIG. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis alongside modern portfolio theory and offers access to multiple LPL Financial–sponsored advisory programs and third-party investment managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Executive
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Troy F

CFP®, Series 66

Fort Worth, TX

Aspen Wealth Management, LLC

Troy Fore III is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Aspen Wealth Management, LLC and previously worked at AXA Advisors, LLC and Vision Point Advisory Group. He serves as a volunteer board member for the Coastal Conservation Association. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers customized financial planning and discretionary asset management, utilizing model portfolios and a wrap fee program that consolidates advisory, execution, custody, and reporting services.

General tax planning General estate planning guidance College savings (529s, UTMA, etc.) Wealth management
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Martin R

CFP®, Series 66

Fort Worth, TX

Foundations Investment Advisors LLC

Martin Rasmussen is a CFP® with 18 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Clearfork Financial Planning. His career includes roles at AE Wealth Management, Global Financial Advisory, and Global Financial Private Capital. Additionally, he serves as an insurance agent writing life, annuities, and Medicare supplement policies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, high-net-worth clients, trusts, estates, and registered investment companies.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Christopher C

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior firms include LPL Financial LLC, Hi-Fidelity, AXA/Equitable Advisors, and Parkhill, Smith, and Cooper. He is also involved with Stewardship Wealth Management LLC. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans based on client risk profiles and a combination of fundamental, technical, and cyclical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Raeann F

Series 63, Series 65

Grand Prairie, TX

Archer Investment Corporation

Raeann Forester is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 31 years of industry experience. She has worked at Archer since 2021 and previously spent over two decades with Avantax Advisory Services and related entities. Outside of her advisory role, Forester serves in various community positions including treasurer for the Grand Prairie Metro Rotary Club and the GPHS Alumni Association, supporting nonprofit activities and scholarship programs. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm employs a process that assesses clients’ financial situations and constructs diversified portfolios across multiple asset classes, managing approximately $900 million primarily on a discretionary basis.

Active portfolio management Options & derivatives strategies
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Bradley M

Series 66

Midlothian, TX

intrua Financial

Bradley Mc Entee is a financial advisor at Intrua Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Southland Printing Company, Inc. He provides investment advisory services through Intrua Financial and LPL Financial. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations with ongoing monitoring and client reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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Michael R

Series 63, Series 65

Fort Worth, TX

Foundations Investment Advisors LLC

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX, holding Series 63 and Series 65 credentials and with 16 years of industry experience. His prior experience includes roles at AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Outside of advisory work, he serves as legal counsel and member of Black Rock, LLC, providing expert legal advice. Foundations Investment Advisors is a multi-advisor registered investment adviser that manages approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Robert F

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Robert Fitzgerald is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds the Series 66 designation and also maintains a law practice, the Law Office of Robert James Fitzgerald, P.C., which he has operated since 2018. Fitzgerald serves as a board member of Stewardship Wealth Management LLC, a for-profit entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs, including internally managed portfolios and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis, supports discretionary account management, and offers retirement plan consulting with fiduciary oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Scott F

Series 63, Series 65

Fort Worth, TX

Regal Investment Advisors LLC

Scott Flynn is a financial advisor with Regal Investment Advisors LLC in Bloomington, MN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Regal since 2017 and also maintains a long-term role at Flynn Planning Group since 2003. Outside of his advisory work, Flynn serves as Head of Development for Diamond Leaf Energy and is involved in leasing activities through Diamond Leaf Finance. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers a range of proprietary and third-party model portfolios, with discretionary authority to implement and manage these strategies on behalf of clients through their advisors.

Active portfolio management Options & derivatives strategies
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Richard S

Series 63, Series 65

Arlington, TX

Arkadios Wealth Advisors

Richard Sands is a financial advisor with Arkadios Wealth Advisors in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at firms such as Citigroup, Frost Private Bank, and Wells Fargo. He also operates Pinnacle Wealth Strategies, a financial planning and guidance service. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans deployed through various managed accounts and portfolios, utilizing fundamental, technical, and cyclical investment analyses.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Garrett B

Series 65

Arlington, TX

Apollon Wealth Management, LLC

Garrett Baker is a Series 65-licensed advisor at Apollon Wealth Management, LLC with three years of industry experience. He previously worked at Sage Advisors LLC for four years and has background experience in education at the University of Wyoming and local high schools. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and consulting, with investment approaches spanning mutual funds, ETFs, equities, fixed income, alternative vehicles, and ESG models.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Patrick J

Series 63, Series 66

Arlington, TX

Navy Federal Investment Services, LLC

Patrick Jackson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at First Command Advisory Services and Citigroup Global Markets. Outside of his advisory work, he co-owns Greater Lights Logistics LLC, a general freight transportation business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party managers through platforms like Envestnet, providing clients with account monitoring, rebalancing, and optional tax and impact overlay services.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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Gunnar S

Series 63, Series 65

Arlington, TX

Momentum Independent Network Inc.

Gunnar Soland is a financial advisor with Momentum Independent Network Inc. in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Momentum Independent Network since 2005. Outside of his advisory role, he serves as a soccer referee for the Texas Association of Sports Officials and volunteers as the treasurer for his homeowners association. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment management and offers a range of customizable strategies, including tax-aware and municipal bond options, integrated with Hilltop affiliates.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Tyler H

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Tyler Holloway is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, PM Squared Financial, and LPL Financial prior to joining Arkadios. He is also involved with Stewardship Wealth Management, LLC, an investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed Crest accounts, a bundled Peak wrap program, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and integrates multiple advisory and broker-dealer entities within its operating model.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Richard E

ChFC®, Series 63

Arlington, TX

Fourstar Wealth Advisors, LLC

Richard English is a ChFC®-designated financial advisor with 26 years of industry experience. He is currently with FourStar Wealth Advisors, LLC and Nobles & Richards Inc, having previously worked at LPL Financial LLC. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis, utilizing both fundamental and technical analysis, and offers tailored wealth management services including private fund management.

Charitable giving & philanthropy
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Rocky C

Series 65

Fort Worth, TX

Gibbs Wealth Management, LLC

Rocky Campbell is a Series 65 licensed advisor with Gibbs Wealth Management, LLC, based in Fort Worth, TX. He has two years of industry experience and previously worked at Hybrid Wealth Management and Hybrid Financial. Gibbs Wealth Management offers discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring model portfolios rather than managing individual securities or providing standalone financial planning.

Options & derivatives strategies Concentrated stock management
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