Tanner Fedell is a financial advisor at One Wealth Planning LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including North Star Consultants, Inc and Cetera Investment Advisers LLC. Outside of advising, he owns and operates a farm where animals are raised. One Wealth Planning LLC provides investment management and comprehensive financial planning primarily for individual clients, managing about $40.4 million in discretionary assets. The firm uses an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing diversified, buy-and-hold strategies with passive funds and ETFs, supplemented by third-party sub-advisers for portfolio management and planning.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with seven years of industry experience. He has been with Legacy Wealth Advisors since 2016. Outside of his advisory role, he operates a seasonal business installing Christmas lights. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental and technical analysis to implement a range of investment strategies tailored to client objectives.

John Landrum is a financial advisor with Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a PFS™ designation and Series 63 license, and has 26 years of industry experience. His career includes roles at Landrum and Evans, P.C. and extensive experience as a CPA. Legacy Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing comprehensive financial planning and discretionary asset management. The firm employs fundamental and technical analysis and offers a range of investment strategies tailored to client objectives.

Cory Falade is a financial advisor at Wealth More Enterprise, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Freeman Capital. Outside of his advisory role, he serves as an Accounting Manager at Stream Realty, a commercial real estate firm. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm uses proprietary software and algorithms to manage discretionary, ETF- and mutual fund-based portfolios and offers clients tiered plans with in-app access to human advisors.

John Hale is a financial advisor at Worth Asset Management with 14 years of industry experience. He holds Series 65 and Series 66 designations and has been with Worth Asset Management for 12 years. In addition to his advisory role, Hale is an attorney and owner of The Hale Law Firm, P.C., where he manages legal practice responsibilities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis, uses outside managers and turnkey asset management solutions, and offers tailored portfolios with regular account reviews.

Marcus Snodgress is a financial advisor with Semmax Financial Advisors, Inc. in Waxahachie, TX, holding five years of industry experience. He has been involved with Elder Planning Services, Inc. since 2005, where he is an owner and insurance agent providing insurance recommendations. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of strategies including long-term investing, trading, and option writing.

Richard Nevins is a ChFC® credentialed advisor with two years of industry experience. He is currently with Virtue Capital Management, LLC and previously worked at Brookstone Wealth Advisors, LLC. Nevins also owns Raima LLC, an insurance agency he has operated since 2012. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm uses a combination of active tactical, strategic, and dynamic investment strategies supported by quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

Steven Shaw is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Foundations Investment Advisors LLC and has previous experience at Ae Wealth Management LLC and S&S Financial Advisors, LLC. Outside of advising, he is president and owner of an insurance agency, teaches personal finance classes through a nonprofit organization, and operates a financial education website focused on individuals over 60. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a blend of fundamental, technical, and cyclical analysis, offers tailored advice through discretionary and non-discretionary authority, and employs model portfolios with an asymmetric rebalancing approach.

Dan Sklar is a financial advisor at FourStar Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for eight years and Cetera Investment Advisers and Cetera Advisor Networks. Outside of his advisory work, he is the owner and inventor of ICLEANME, a hand sanitizer product developed during the COVID pandemic that has resulted in two patents. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis according to clients’ risk tolerance and time horizon.

Jesus Torres is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Fisher Investments, Visionpoint Advisory Group, and Scotiabank. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to tactical approaches and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

Omar Rojas is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Efficient Plan, YRC Inc., and Legacy Financial Services. Outside of advising, Mr. Rojas works as a driver for Modern Transportation. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches.

Nicholl Aldridge is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He has been with Icma Retirement Corporation since 2015. Outside of his advisory role, Aldridge is a landlord managing a rental property in Glenn Heights, Texas. MissionSquare Retirement serves state and local government employers, employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Cynthia Luna is a financial advisor with Kestra Advisory in Waxahachie, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 10 years before joining Kestra Advisory and Kestra Investment Services in 2024. Luna serves on the boards of the Exit Planning Institute Dallas Chapter and Hope Health, where she participates in finance committee leadership and strategic planning. She also owns Moonshot Value Advising, a consulting practice focused on value growth analysis for business owners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Kiante Mc Fail is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at MWA Financial Services Inc and Modern Woodmen of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers integrated services through proprietary and third-party planning methodologies, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Shawn Holbrook is a financial advisor with PNC Wealth Management in Waxahachie, TX, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, Compass Bank, and BBVA Securities from 2016 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees, which uses algorithmic risk assessments and portfolios managed by PNC or third-party strategists.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.

Matthew West is a financial advisor at Edward Jones in Waxahachie, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the education sector at Midlothian ISD and Mansfield ISD for a combined total of ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of roughly 23,701 financial advisors.

Jillian Mc Clary is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Don Carro and has a background as a driver for Uber in Crandall, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Angela Wood is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has worked at Cetera and its affiliated entities since 2021 and previously with Voya Financial Advisors. Outside of her advisory role, she is the owner and artist at Cat's Eye Studio, where she designs and creates various works of art. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes affiliated and third-party managers, with programs designed to accommodate diverse client needs.

Ronald Newlin is a financial advisor with LPL Financial based in Lancaster, TX, holding the Series 66 designation and bringing 12 years of industry experience. His prior work includes roles at Edward Jones from 2014 to 2017 and Neighborhood Credit Union since 2017. He also serves as a relationship manager and trust officer at Members Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management.