Evan Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. in Grand Prairie, TX. He holds a Series 66 designation and has over a decade of experience, including ten years managing Mitchell's Furniture and Mattress City before joining Bankers Life and its affiliates in 2024. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

Anthony Nagle is a financial advisor with Lowercase Capital, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Lowercase Capital since 2018 and concurrently holds a technical and management role at IBA Proton Therapy, Inc. outside the investment field. Lowercase Capital serves individual, high-net-worth, and business clients in Texas, providing investment advisory services and financial-literacy training. The firm employs a combination of fundamental and technical analysis within a macroeconomic context, offering equity income and equity value strategies benchmarked to public ETFs, with regular performance reporting and client statements.

Corey Callaway is the sole advisor at Callaway Financial Services with 42 years of industry experience. He holds a Series 63 designation and has led various entities related to his firm since 2000. Outside of his advisory and insurance work, he holds a 15% ownership stake in Arlington Today Magazine. Callaway Financial Services offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and solicitor services to individuals, families, trusts, businesses, and institutional clients. The firm employs an active, momentum-based investment approach incorporating charting, fundamental and technical analysis, and provides both model and custom portfolio management options.

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Shawn Peach is the sole advisor at Peach Wealth Management in Arlington, TX, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked in education for over eight years, including roles at Life Schools of Dallas and multiple independent school districts. Peach Wealth Management provides financial planning and discretionary investment management to individuals and families, employing a combination of fundamental and technical analysis to construct portfolios primarily from ETFs, mutual funds, equities, and fixed income. The firm generally requires no minimum account size and manages client accounts according to individual objectives and risk tolerance.

Douglas Roberts Jr. is a financial advisor with Clearwater Wealth Management in Midlothian, TX, holding Series 65 and Series 63 licenses and 19 years of industry experience. He spent 10 years at GuideStone Financial Resources prior to founding Clearwater Wealth Management. Outside of wealth management, he works as a project manager for Southern Brothers Roofing. Clearwater Wealth Management serves individuals, high-net-worth clients, trusts, small businesses, and estates by providing discretionary asset management and financial planning. The firm manages approximately $7.7 million in client assets, using a mix of fundamental and technical analysis along with Monte Carlo planning to tailor investment programs to individual goals, time horizons, and risk tolerances.

Clayton Kohl is the sole advisor at Sunsage Capital Management in Grapevine, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Sunsage Capital, LLC since 2001. Sunsage Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and institutional clients. The firm employs a proprietary combination of fundamental, technical, and cyclical analysis to construct portfolios emphasizing growth and dividend-growth equities and substantial foreign exposure, with a notable focus on direct foreign and private-market securities.

Richard Bolgiano is a financial advisor at Bolgiano Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at Bolgiano Capital Management since 2010. In addition to his advisory role, he is involved with ARS Manager SMLLC and operates Bolgiano Tax & Business Services, a tax and accounting business. Bolgiano Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored Investment Policy Statements and a combination of fundamental, technical, and cyclical analysis, incorporating a core/satellite investment framework and options strategies, to manage client portfolios.

Troy Ferguson is the sole advisor at Ferguson Financial Planning in Duncanville, TX, holding CFP® and Series 65 credentials with 22 years at his firm and 11 years of industry experience. Ferguson Financial Planning is a fee-only independent advisory firm managing approximately $74 million in assets across 169 client relationships. The firm provides discretionary portfolio management and supplemental financial planning services to individuals, high-net-worth clients, small businesses, and trusts. It employs a fundamental, long-term investment approach through five model folios on a Goldman Sachs platform and offers clients 24-hour access to account performance reporting.

Jamie Grant is a financial advisor with LPL Financial based in Arlington, TX, holding a Series 66 designation and 25 years of industry experience. He has been with JDG Wealth Management Group, LLC and LPL Financial since 2009. Grant also serves as an adjunct professor at Paul Quinn College and operates a family farm in Streetman, TX. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Davis is a financial advisor at Reg Davis Investments, LLC in Grand Prairie, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously operated as a registered investment advisor under his own name from 2008 to 2017 before founding his current firm in 2018. Davis is also registered with United Healthcare to offer Medicare Supplement and Medicare Advantage plans. Reg Davis Investments, LLC provides investment supervisory services primarily to individual clients, managing portfolios that include individual equities, exchange-traded funds, and mutual funds. The firm employs technical, fundamental, and economic analysis with strategic and tactical asset allocation, managing accounts on a discretionary basis and reviewing them quarterly.

Donald Denton is a financial advisor at Roland, Criss Investment Research, LLC in Arlington, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He also serves as Vice President of Compliance and Certifications and analyst at Roland, Criss & Williams, LLC, a role he has held since 2008. Roland, Criss Investment Research provides advisory and consulting services primarily to retirement plans, plan sponsors, trustees, endowments, foundations, and other institutional or corporate clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term asset-class diversification, quantitative fund selection, and a passive tilt where appropriate, focusing on pension consulting and assets-under-advisement work rather than discretionary portfolio management.

Alicia Harrison is a financial advisor with Money Script Wealth Management, PLLC in Grand Prairie, TX. She holds a Series 65 designation and has been with Money Script since 2017. Prior to that, she worked at Palos Verdes Footwear from 2013 to 2017. Money Script Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and employs a blend of fundamental analysis and modern portfolio theory in its investment approach.

Grant Nichols is a Series 65-licensed advisor at Ross Wealth Group, LLC with one year of industry experience. He previously worked at UBS Financial Services and Clarity Financial Group among other firms. Nichols is also involved with Russ Ross Consultants, where he sells insurance products. Ross Wealth Group provides financial planning, consulting, and discretionary wealth management to individuals and trusts, with a specialized retirement consulting practice for teachers. The firm constructs portfolios using a combination of independent managers and an asset-allocation framework based on Modern Portfolio Theory.

Dilish Dudhia is a financial advisor at Aspen Financial Management, Inc. in Arlington, TX, holding a Series 63 designation with 21 years of industry experience. Dudhia has been with Aspen Financial Management since 2005. Aspen Financial Management is a two-advisor registered investment adviser serving individual clients, business entities, and nonprofit organizations with portfolio management and financial planning. The firm combines fundamental and technical analysis, beginning with portfolio risk assessments to align investments with client objectives and risk tolerance, and offers educational seminars and workshops on an invitation basis.

Cheryl Quisenberry is a financial advisor at Parkstone Wealth Management, LLC in Arlington, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Parkstone Wealth Management since 2013. Parkstone Wealth Management provides discretionary portfolio management and integrated financial planning services primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach supported by fundamental, quantitative, and technical analysis.

Gordon Cannoles is a financial advisor at Cannoles Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated his own CPA practice since 1983, providing bookkeeping and income tax services separate from his advisory role. Cannoles Asset Management offers discretionary asset management and financial planning services to individuals, families, and businesses, managing approximately $5.2 million across 14 accounts. The firm uses fundamental analysis and third-party research to implement equity, mutual fund, and bond strategies, with accounts managed on a discretionary basis and subject to client-imposed investment restrictions.

Scott Francis is a financial advisor with Parker Wealth Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Edward Jones, Ameriprise Financial Services, HFG Wealth Management, and SWMG. He serves on the boards of two non-investment-related organizations in Huntsville, TX. Parker Wealth Group, LLC offers fee-based financial planning and portfolio management for individuals, families, small businesses, trusts, estates, and private business owners. The firm employs a blended investment approach combining charting, fundamental, technical, and cyclical analysis, tailoring portfolios to client objectives while acting in a fiduciary capacity for retirement accounts.

Johnny Parker is a CFP® with 21 years of industry experience. He is currently with Parker Wealth Group, LLC, where he has worked since 2023, and has prior experience at Synergy Securities and the CPA firm Parker & Richardson, P.C. Outside of financial advising, he is president of Texas Insurance Agency, Inc., a member of Tax Resolution Specialists, LLC, and CFO of Victory Telecom, Inc. Parker Wealth Group, LLC provides fee-based financial planning and portfolio management services to individuals, families, small businesses, trusts, estates, and private business owners. The firm employs a blended investment approach using charting, fundamental, technical, and cyclical analysis, tailoring portfolios to client objectives and acting in a fiduciary capacity for retirement accounts.