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.

Douglas Roberts Jr. is the sole advisor at Clearwater Wealth Management in Midlothian, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for GuideStone Financial Resources for 10 years. In addition to his advisory role, Roberts serves as a project manager for Southern Brothers Roofing, where he is involved in roof repairs and replacement. Clearwater Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm manages approximately $7.7 million in assets and employs fundamental and technical analysis along with Monte Carlo planning to tailor investment strategies according to client goals and risk tolerance.

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.

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.

Yohance Harrison is a financial advisor with Money Script Wealth Management, PLLC and holds Series 65 and Series 66 credentials. He has 24 years of industry experience, including roles at Harrison Financial Services, LLC and Luminous 8 Wealth Management, LLC. Outside of financial advising, he operates a sole proprietorship providing photography services. Money Script Wealth Management offers investment advisory, financial planning, and pension consulting to individuals, corporations, and retirement plan sponsors. The firm manages approximately $96.8 million for around 310 clients and uses a combination of fundamental analysis, modern portfolio theory, and various trading strategies.

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.

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.

Marcus Snodgress is a financial advisor at Semmax Financial Advisors, Inc. with six years of industry experience. He has been associated with Elder Planning Services, Inc. since 2005, where he serves as an owner and insurance agent providing insurance recommendations. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individual clients, business entities, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis in managing portfolios across various asset classes, and incorporates tax and estate considerations into its planning and investment processes.

Bradley Mc Entee is a financial advisor with Intrua Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for five years and has been with Intrua Advisory Group and LPL Financial since 2021. Intrua Financial is an SEC-registered multi-team advisory firm managing approximately $1.75 billion in assets and serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized investment strategies implemented through direct management, model portfolios, and third-party managers.

Richard Nevins is a ChFC® credentialed advisor at Virtue Capital Management, LLC with two years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC and has owned Raima LLC, an insurance agency, since 2012. Virtue Capital Management, LLC serves individuals, trusts, estates, charities, corporations, retirement plans, and other advisers with customized portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches while offering ongoing monitoring, reporting, and client education.

Steven Shaw is a CFP® with 10 years of industry experience and is currently affiliated with Foundations Investment Advisors LLC. He has previously worked at Ae Wealth Management LLC and Strategic Estate Planning Services. Outside of his advisory role, Shaw owns and operates S & S Insurance Group, Inc., where he conducts educational seminars on Medicare and insurance products, and he serves as a member and instructor for the nonprofit Council of Financial Educators, teaching free public classes on personal finance. He also manages Lifebeyond60.com, a platform for public speaking and financial education. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes model portfolios with asymmetric rebalancing.

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.

David Martinez is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Facet. His prior experience includes roles at Edward Jones, Charles Schwab, USAA, TIAA-CREF, Fidelity, and Valic Financial Advisors. Facet Wealth provides subscription-based financial planning and discretionary investment management services to individual clients across the wealth spectrum, utilizing technology-driven processes and a flat subscription fee model rather than traditional asset-based fees. The firm’s approach includes model-based asset allocations with ETFs and a range of tax-optimized and income strategies for qualified investors.

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.