Matthew Ward is a financial advisor with New Century Partners – The No-Load Group, Inc. in Fort Worth, TX, holding a Series 65 designation and eight years of industry experience. He has worked at New Century Partners since 2018 and previously spent two years with CSAA Insurance Group. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes diversified allocations to no-load mutual funds and ETFs tailored to clients' risk tolerance, operating on a fee-only basis with a longstanding focus on integrated tax and investment planning.

Ashlyn Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AKG Financial Group, she had roles at NorthPoint Volleyball Club, Texas Christian University, University of North Texas, and Northwest ISD. AKG Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients. The firm applies fundamental and technical analysis within a Modern Portfolio Theory framework, managing diversified portfolios primarily on a discretionary basis.

Stewart Leafblad is a financial advisor at Ross Wealth Group, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Strittmatter Wealth Group, Beacon Pointe Advisors, and Rosenthal Retirement Planning. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management services primarily to individuals, trusts, and estates, with a specialized retirement consulting practice for teachers. The firm uses an asset-allocation approach based on Modern Portfolio Theory, combining active and passive strategies and allocates client portfolios to Independent Managers while monitoring performance through a partnership with Triad Wealth Partners.

Nathan Johnson is a financial advisor at Moffatt Financial Strategies in Fort Worth, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, Mutual of America Financial Group, Edward Jones, and Stonegate Capital Partners. Moffatt Financial Strategies provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a mix of long-term and active investment strategies, emphasizes fundamental analysis and client risk tolerance, and offers additional services such as pension consulting and business exit planning.

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.

Michael Hornung is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He has worked at Strategic Wealth Management, LLC since 2015, including its supported entity since 2019, and has also been affiliated with LPL Financial since 2015. Strategic Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm offers discretionary asset management using ETFs, mutual funds, individual securities, and third-party portfolio managers, with customized portfolios and quarterly reviews.

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.

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.

Thomas Holloway is a financial advisor at Heritage Retirement Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sabre Inc. since 1988. Heritage Retirement Advisors serves individual and high-net-worth clients as well as retirement-plan sponsors and participants, providing portfolio management, written financial planning, and retirement-plan fiduciary services. The firm employs a model-based investment approach centered on a seven-facet Total Client Profile and offers performance-based fee arrangements for qualified clients.

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.

Austin Smith is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Schulz Wealth, Ltd. since 2018 and previously worked at TCG Advisors, Intrust Fiduciary, and South Western. Schulz Wealth, Ltd. serves individuals, trusts, retirement plans, 529 plans, and small businesses, combining investment management with financial planning. The firm uses a Modern Portfolio Theory-based approach with goal-based planning, employing diversified portfolios that include active and passive investments, and utilizes Betterment as a sub-manager for smaller accounts.

Yuan Fang is a financial advisor at Leo Wealth Americas, LLC with a Series 65 designation and seven years of industry experience. Prior to joining Leo Wealth Americas in 2019, Yuan worked at Cistri for one year and Waters Economics for four years. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds for individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation while conducting thorough due diligence of third-party managers.

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.