Morgan Gough is a financial advisor at Stonemark Wealth Management with 21 years of industry experience. He holds a Series 63 designation and has worked at Arkenstone Financial, LLC since 2012 and Wespac Advisors Socal, LLC since 2011. Stonemark Wealth Management provides discretionary investment management, financial planning, and limited consulting services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and retirement plan participants. The firm employs a combination of fundamental and technical analysis and utilizes strategies including covered-call and put-writing option strategies, managing accounts on a discretionary basis tailored to client objectives and risk tolerance.

John Jacobson is a financial advisor at TL Private Wealth with 20 years of industry experience. He holds the Series 66 designation and has worked at TL Private Wealth since 2018, following seven years at TD Ameritrade. TL Private Wealth provides discretionary investment supervisory services and integrated financial planning primarily to high-net-worth individuals. The firm emphasizes strategic asset allocation with periodic rebalancing, uses fundamental and cyclical analysis for security selection, and generally operates under discretionary authority.

Nicholas Godfrey is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at Ameriprise and Fidelity Investments. Godfrey is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. 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 long-term portfolio construction using diversified holdings, including mutual funds, ETFs, individual securities, and alternative investments.

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.

Tyler Wacaster is a financial advisor with Solutions 4 Wealth in Southlake, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at AutoNation and New York Life. 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 offers discretionary asset management through broadly diversified, market-mirroring model portfolios, ongoing portfolio monitoring, and financial planning, and also sponsors pooled real-estate investment vehicles and single-purpose limited partnerships for accredited investors.

Joshua Moore is a financial advisor with Corps Capital Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Corps Capital Advisors, he has been the CEO of THS Home Solar since 2018, an electrical contracting business. Corps Capital Advisors serves primarily high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, managing approximately $270 million for a small client base. The firm builds customized portfolios using a range of securities and private investments, applying both fundamental and technical analysis with a generally long-term orientation.

Matthew Ward is a financial advisor with New Century Partners—The No-Load Group, Inc. in Fort Worth, TX. He holds a Series 65 designation and has seven years of industry experience, including two years at CSAA Insurance Group prior to joining his current firm in 2018. New Century Partners advises individuals and small businesses, primarily non-high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services on a fee-only basis. The firm emphasizes diversified allocations to no-load mutual funds and ETFs, tailoring asset allocation to clients’ risk tolerance while discouraging frequent trading.

Quantrel Hedrick is a CFP® with four years of industry experience, currently serving at Box Financial Advisors, LLC. Prior to joining Box Financial Advisors in 2026, he held positions at Baker Tilly Wealth Management, The Vanguard Group, and several other firms. Box Financial Advisors, LLC provides investment supervisory services and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm employs a long-term asset-allocation approach based on fundamental analysis and offers advisory services including both public securities and alternative investments.

Carolyn Pratt is a financial advisor at Guided Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at NYLIFE Securities, LPL Financial LLC, Lincoln Financial Advisors Corporation, and Strategic Wealth Partners. Guided Wealth, LLC provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a long-term, goal-aligned investment approach focused on fundamental analysis and custom portfolio construction, incorporating low-cost mutual funds, ETFs, and other investment vehicles as appropriate.

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.

Scott Geppert is a CFA® charterholder with six years of experience in the financial industry. He is currently with Stonekeep Investments, LLC, where he has worked since 2020. Prior to that, he was employed at Toyota Financial Services and Lcm Group. Stonekeep Investments provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach including fundamental, technical, and cyclical analysis, and uses technology and artificial intelligence alongside human oversight to manage approximately $169.6 million for about 110 clients.

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.

Logan Bennett is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Brexton Family Financial, LLC since 2023 and previously spent 10 years with Box Insurance Agency, Inc. and Box Financial Advisor. Brexton Family Financial provides comprehensive wealth management to individuals, non-profit organizations, and businesses, managing discretionary portfolios and integrating financial planning with tax, retirement, and estate considerations. The firm employs fundamental security analysis and Modern Portfolio Theory to build diversified portfolios tailored to clients’ investment policies and risk tolerances.

Troy Larson is a financial advisor at ClearPath Capital Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ClearPath Capital Partners since 1998. Mr. Larson is also a member of ClearPath Opportunities Fund, LLC, a pooled investment vehicle formed in 2021, in which he spends a minimal amount of time. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and sponsors private funds focused on later-stage technology and technology-enabled companies.

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.

Dustin Parker is a financial advisor at Box Financial Advisors, LLC in Grapevine, TX, holding a Series 65 license. He has been with the firm since 2026 and has 19 years of experience at Box Insurance Agency. Box Financial Advisors provides investment supervisory services and financial planning to individuals, retirement plans, and business entities. The firm employs a fundamental and long-term asset-allocation approach, managing both public and alternative investments, including private placements and private funds.

Patrick Combs is a financial advisor with Combs Capital Partners in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include leadership positions at Archetype Wealth Partners and ongoing consulting work as Senior VP at Teamalytics, focusing on leadership coaching for business executives. He is also involved in managing alternative investment vehicles and serves as managing director for hedge fund and private equity firms with focuses on blockchain and small to mid-sized company investments. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, trusts, and estates, offering active asset management, tailored portfolio construction, financial planning, and pension consulting. The firm employs a long-term investment approach utilizing fundamental, technical, and cyclical analysis, primarily implementing strategies through mutual funds and ETFs within discretionary model portfolios.

Owen Hill is a financial advisor at The Lynd Group Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Roadhouse before entering the financial industry. He is also an insurance agent affiliated with The Lynd Group, providing insurance services alongside his advisory role. The Lynd Group Advisors, LLC 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 combines annuity contract coordination with insurance carriers and uses fundamental, technical, and cyclical analysis, while also operating educational seminars and providing clients with a secure online portal.

Saragail Calloway is a financial advisor at Financial Security Services Group, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been involved with Calloway Insurance and Financial Services since 2004, where she is an owner and insurance agent. Her work history also includes roles at Calloway Financial Inc. and Financial Security Services Group, Inc. Financial Security Services Group primarily advises individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis in its investment approach and provides educational workshops to clients and prospects.

Scott Miller is a financial advisor at Linch Financial, LLC in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Linch Financial since 2018. Prior to his current role, he worked at Integrity Publishing Solutions and RightNow Ministries. Linch Financial provides discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm employs a range of strategies, including options and short sales, to manage customized portfolios.