Tana Pennington is a financial advisor with The Lynd Group Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has also worked as an independent insurance agent since 2014, providing health and life insurance sales and services. The Lynd Group Advisors offers fee-based advisory services primarily focused on non-discretionary management of fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm emphasizes coordinating annuity contract management with insurance carriers and providing educational seminars and secure client portals.

Edward Farmer is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Solutions 4 Wealth since 2007 and is also associated with Advanced Planning Incorporated as an insurance agent. Solutions 4 Wealth is a team-based registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm offers discretionary asset management through diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing portfolio monitoring, and financial planning services.

Christopher Scott is a financial advisor at Combs Capital Partners with three years of industry experience. He holds a Series 65 designation and has worked at Combs Capital Partners since 2022. Prior to his advisory role, Scott has held operations management positions in the energy sector, including his current role at Energy Transfer where he manages assets, budgets, and personnel. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for around 100 clients. The firm offers active asset management, tailored portfolio services, and financial planning, employing a combination of fundamental, technical, and cyclical analysis to pursue long-term, model-based strategies aligned with client objectives.

Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2007 to 2008. Schlauch has a minority partnership interest in a family-owned real estate services business with no active duties. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven strategy incorporating long-term positions, short selling, derivatives, and event-driven trades within a defined risk framework.

Justin Hunter is a CFA charterholder and financial advisor with six years of industry experience, currently serving at Ridgewood Wealth Management LLC since 2020. He also holds a non-investment role as Senior Director of Finance at HealthMarkets, Inc., where he has been employed since 2004. Ridgewood Wealth Management serves high-net-worth individuals and small businesses, providing tailored investment management and financial planning through an active management approach that includes ETFs, mutual funds, individual equities, and fixed-income instruments. The firm manages approximately $21.6 million in assets across a limited number of client relationships.

Brian Nerney is a financial advisor at Sundial Capital Management, L.P. with 20 years of industry experience. He holds a Series 65 designation and has been involved with multiple businesses concurrently, including roles at Fenix Parts, Schwizer RSG, RFJ Auto Partners, and others. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, employing a flexible, research-driven strategy that combines long-term positions with the use of derivatives, short selling, and event-driven trades within a defined risk framework.

Jordan Pence is a CFP® professional with nine years of industry experience, currently serving as an advisor at MHA Financial Corp. He has held roles at several firms, including Advisors Resource and BFC Planning. Outside of his advisory work, Pence is involved in managing fixed insurance products through ARC Insurance Agency and serves as managing partner overseeing operations at Wealth Concepts Inc, a fixed insurance business. MHA Financial Corp provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index/ETF exposures with active management, and offers both discretionary and non-discretionary investment services.

Joshua Rudd is a financial advisor at Styre Wealth in Fort Worth, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at The Rudd Company, LLC since 2017 and previously at WFG Investments, Inc. from 2009 to 2017. Styre Wealth provides discretionary investment management and consulting services to individuals, families, and institutions, focusing on high-net-worth clients, retirement plan sponsors, and business owners. The firm employs a research-driven, price-sensitive investment process that includes the use of derivatives, margin, and proprietary pricing models within diversified portfolios.

Ian Myers is a financial advisor at RCA Wealth Strategies LLC with one year of industry experience. Prior to joining RCA Wealth Strategies, he worked at UBS Financial Services, Ameriprise Financial Services, and Safe Money Resource. Outside of his advisory role, Myers volunteers as a breakfast shift volunteer at the Union Gospel Mission of Tarrant County and serves as a coordinator for the Ave Maria University Student Alumni Department’s Dallas/Fort Worth chapter. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and investment selection services to individuals, business entities, and retirement plan sponsors. The firm combines core passive allocations with active tactical adjustments and offers tailored Investment Policy Statements to align portfolios with client objectives.

William Orser is a CFA® charterholder and principal of Orser Capital Management LLC in Southlake, TX, with over a decade of industry experience. He previously worked at TXO Partners for ten years and held roles at Vortus Investments and Prior Mountain Energy. Orser Capital Management LLC 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 a combination of fundamental, technical, and cyclical analysis, managing approximately $290 million in client assets.

Brian Shelton is a financial advisor with Shelton Wealth Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Investments LLC prior to joining his current firm in 2021. Shelton Wealth Management manages discretionary portfolios and provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, businesses, corporations, and institutions. The firm emphasizes risk-adjusted, tax-efficient asset allocation using a blend of active and passive strategies and incorporates a wide range of investment products, including alternative investments and specialized strategies, tailored to clients’ needs.

Guy Cumbie is the principal of Cumbie Advisory Services, Inc., based in Fort Worth, TX. He holds the CFP® designation and has 43 years of industry experience, including positions at Rhodes Investment Advisors, Inc. and Rhodes Securities, Inc. In addition to his advisory work, he operates Bar C Bar Ranch. Cumbie Advisory Services, Inc. provides financial planning and investment management consulting to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers personal financial planning consistent with CFP standards and advises clients by recommending and monitoring unaffiliated independent managers, focusing on non-discretionary, broadly diversified, low-cost global portfolios with a factor-based investment approach.

Walton Ward is a financial advisor at Course 26, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Course 26 and its related entities since 2011. In addition to his advisory work, Mr. Ward participates as a manager in startup venture funds alongside family and friends, focusing on private investments in early-stage companies. Course 26, LLC manages approximately $70.5 million primarily for high-net-worth individuals and provides discretionary portfolio management and investment management to pooled investment vehicles. The firm uses proprietary rules to select primarily liquid U.S. equities and other instruments, tailoring strategies to client objectives and employing various investment techniques including options and derivatives.

Robert Shannon is a CFP® with 17 years of experience in financial advising. He is currently with Brazos Wealth Advisors LLC, where he has worked since 2022, following prior roles at SJK Financial Planning, L.L.C. and Signator Financial Services, Inc. He also works as an independent insurance agent in Iowa Park, TX. Brazos Wealth Advisors LLC serves individuals, high net worth clients, trusts, and pension/profit-sharing plans, managing approximately $183 million for about 145 clients. The firm combines fundamental and quantitative analysis with modern portfolio theory to create customized portfolios, offering ongoing portfolio management, financial planning, and retirement plan consulting, with a notable ownership affiliation with a law practice.

Suzanne Fitzgerald is a financial advisor with Solutions 4 Wealth in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Solutions 4 Wealth, Advanced Planning, Inc., and Fitzgerald Wealth Strategies since 2019, and previously at Exencial Wealth Advisors from 2015 to 2019. Fitzgerald serves on the Parkland Hospital Foundation Planned Giving Council and is a board member at Plymouth State University. Solutions 4 Wealth is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, partnerships, and private fund investors. The firm emphasizes broadly diversified, market-mirroring model portfolios with a buy-and-hold approach, ongoing monitoring, and financial planning services, while also acting as an adviser and organizer of pooled real-estate investment vehicles.

Robert Gabhart is a financial advisor with Bluegrass Legacy Planning in Keller, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at Edward Jones and various Bluegrass-affiliated entities. Outside of his advisory work, he is the founder and chair of the F3 Alliance Foundation, a nonprofit focused on promoting healthy living and developing local community leaders, and is an author and speaker with several published books. Bluegrass Legacy Planning offers financial planning and subscription coaching primarily to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach with a long-term investment orientation but does not manage client accounts or accept investment discretion, instead providing fixed, hourly, or subscription fee-based advisory services.

Matthew Condit is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Strategic Wealth Management, LLC, where he has worked since 2015. His prior experience includes roles at LPL Financial and Independent Financial Partners. Strategic Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a combination of fundamental and technical analysis with a range of strategies, including margin borrowing and options, and maintains a close relationship with LPL Financial for custody and program access.

Hello! We are Flourish Financial Planning. A group of tax-focused Financial Planners with a vision to empower Christian families, small business owners, and pastors to use their finances as a tool to live a flourishing life. An eternal mindset and biblical perspective form the foundation of our financial beliefs. It is important to address the heart behind your relationship with money instead of trying to force behaviors or plans. Not only does this lead to better outcomes, it is also Biblically supported by Jesus’ teaching in the Sermon on the Mount (Matthew 5-7) when He emphasizes the motives of the heart vs. outward action. See our Biblical Stewardship and Generosity Guide to see more of what we believe and how it affects our life. In our team of financial professionals, we have the CERTIFIED FINANCIAL PLANNER TM designation (CFP®), Certified Kingdom Advisor® designation, Enrolled Agent (EA), and Masters Degrees in Financial Services. We are a Fee-Only Advisory Firm, meaning we do not get paid to recommend any financial product.

Gregory Berryhill is a financial advisor at Worth Wealth Advisors, LLC in Fort Worth, TX, holding a Series 66 designation with 17 years of industry experience. He previously worked at Edward Jones for 11 years and LPL Financial for 6 years. Outside of advising, he is involved in managing an insurance agency and works as an M&A representative. Worth Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances.

Daniel Phillips is a CFP® with 36 years of industry experience, currently serving as an advisor at Michels Family Financial, LLC since 2023. He previously worked at Edward D. Jones & Co., L.P. for 33 years and had brief tenures at Prospera Financial Services Inc. and a period of unemployment between 2021 and 2023. Outside of his advisory role, he owns a business, DHP & Associates, in Granbury, TX. 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 along with integrated financial planning. The firm employs an active, asset-allocation driven approach using diversified model portfolios and supports clients with technology-enabled portfolio oversight and reporting.