Davis Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with 16 years of industry experience. He worked at Diesslin & Associates, Inc. for 13 years before joining AKG Financial in 2021. Outside of advising, Bourland serves as Chief Operating Officer for Virtuoso Travel, a luxury leisure travel company, and is a volunteer member of the Investment Committee on the Board of Directors for the University of North Texas Foundation. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a diversified investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of traditional and alternative investment vehicles.

Eric Mc Mahan is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Integrity Financial Group in Fort Worth, TX. His prior roles include positions at OneAmerica Securities and Waddell & Reed, Inc. He also works as an independent insurance agent specializing in fixed life and fixed annuities. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, offering advisory services through the AssetMark platform.

Steven Early is a CFP® with 16 years of experience in financial advisory, currently serving at ClearPoint Wealth Management in Colleyville, TX. He founded and continues to operate the law firm Steven A. Early, P.C., where he focuses on estate planning, general legal advice, and elder law. Prior to joining ClearPoint, he spent 16 years at Steward Financial Group. ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm combines passive and active investment strategies and offers discretionary portfolio management alongside limited-scope financial planning, with additional services such as basic estate planning and tax preparation available to qualified clients through independent third parties.

Lindsey Lee is a Series 65-credentialed financial advisor with three years of industry experience, currently serving at 9I Capital Group LLC. Prior to joining 9I Capital Group, Lindsey held roles at IP Financial Advisory Services LLC and Elevate Planning. Outside of financial advising, Lindsey is the owner and creative director of Lindsey L33, LLC, a boutique creative content house, and also works as a freelance consultant and creative director for THNK1994. 9I Capital Group LLC provides advisory services to individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and pension consulting, utilizing a comprehensive investment approach that incorporates modern portfolio theory, fundamental, quantitative, and technical analysis, along with discretionary and non-discretionary management options.

Tyler Wright is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Bluegrass Legacy Planning, where he has worked since 2025. His prior experience includes roles at Triad Advisors, Charles Schwab, and Edward Jones. Wright is also involved in fixed insurance sales as a secondary business activity. Bluegrass Legacy Planning offers financial planning and subscription coaching services to individuals, high-net-worth clients, and businesses. The firm employs a multi-disciplinary analytical approach and focuses on delivering written financial plans and coaching engagements rather than managing assets directly.

Tina Hernandez is a financial advisor with Rival Capital Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior roles include positions at Norcap Investment LP, SUB Saharan Opportunity Fund, and Kenwood Advisors. Rival Capital Management, LLC provides discretionary portfolio management and project-based financial planning to individual and high-net-worth clients. The firm employs a variety of investment strategies tailored to client objectives and emphasizes maintaining long-term purchasing power while integrating tax considerations and third-party services that utilize artificial intelligence.

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 16 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2007. Schlauch is a minority partner in a family real estate business but has no active duties in that venture. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, offering discretionary portfolio management that employs a flexible, research-driven strategy including long-term positions, derivatives, short selling, and event-driven trades.

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 the sole advisor at Sundial Capital Management, L.P. in Arlington, TX, holding a Series 65 designation with 19 years of industry experience. His work history includes long-term roles at several companies, notably Sundial Capital Management since 2001 and Heritage Investment Corp since 1988. 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 investment approach with long-term positions alongside short selling, options, derivatives, and event-driven trades within defined risk parameters.

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 at Shelton Wealth Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, where he worked for a combined 10 years before joining his current firm in 2021. Shelton Wealth Management provides investment and wealth management, independent manager selection, and financial planning services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm employs a combination of active and passive investment strategies guided by tailored written investment policy statements and offers access to institutional trading and custody through programs such as Trade-PMR and Asset Match.

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 entities since 2011. Outside of his advisory role, Mr. Ward participates as a manager in venture capital funds that invest in startup companies, dedicating part-time efforts to these activities primarily outside of market hours. Course 26, LLC manages approximately $70.5 million primarily for high-net-worth individuals and also provides investment management for pooled investment vehicles. The firm applies proprietary rules to select liquid U.S. equities and other instruments, tailoring strategies to client objectives and employing techniques such as options and leverage.

Robert Shannon is a CFP® with 17 years of industry experience, currently serving as an advisor at Brazos Wealth Advisors LLC since 2022. Prior to this, he worked at SJK Financial Planning, L.L.C. for nine years and Texas American Insurers for ten years. He is also an independent insurance agent based in Iowa Park, TX. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, offering wealth management, financial planning, investment management, and retirement consulting. The firm uses fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios and emphasizes comprehensive financial planning in areas including cash flow, taxes, and legacy.