Christopher Barton is a financial advisor at Point 16 Capital, LLC in Dallas, TX, with 7 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Point 16 Capital since 2015. Point 16 Capital is an independent firm with a sole advisor serving clients.

Charles King is the sole advisor at CBB Investment Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, LPL Financial LLC, White Aspen Capital, and Morgan Stanley, among others. CBB Investment Advisors is a small, state-registered firm offering portfolio management services primarily through its single licensed advisor. The firm’s client base differs from many peers, reporting no individual or high-net-worth clients, and clients retain discretion over implementing recommendations.

Mark Evers is a CFP® professional with 12 years of industry experience, currently affiliated with XYPN Sapphire. He has held positions at firms including Elation Wealth, Imperium Wealth Management, and Strategic Financial Concepts. Evers also serves as a Clinical Assistant Professor and Financial Planning Program Director at the University of North Texas. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation approach utilizing diversified portfolios and offers services through a network of affiliated advisors as part of the XY Planning Network.