George Offutt is principal of GQO Investment Advisors, Inc., an independent firm, and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of experience in the financial industry with a background that includes founding and leading multiple family partnerships and a private 501(c)(3) foundation. Offutt also provides trust and trustee services and operates a CPA practice focusing on tax compliance and reporting. GQO Investment Advisors offers discretionary investment management and financial consultation to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tailored investment process with a preference for globally diversified portfolios and combines long-term and more active strategies, conducting regular account reviews to align with client goals.

Robert Rogers is a financial advisor at Rogers Capital Advisors, LLC, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rogers Capital Advisors since 2015. Outside of his advisory role, he is a limited partner in several non-investment-related businesses, including an oil field supply company, a bio/pharma development firm, and a concrete company. Rogers Capital Advisors serves individual and high-net-worth clients, as well as a range of institutional clients such as corporate pension plans, charitable organizations, and small businesses. The firm manages assets primarily on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial planning and consulting services.

Preston Rosamond is a financial advisor with The Rosamond Financial Group Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at his current firm since 2017 and was previously with Summit Financial Group, Inc. and Summit Brokerage Services, Inc. from 2009 to 2018. In addition to advisory work, he manages operating and administrative functions for his family office and provides organizational and financial process advice to businesses through RFG Family Office, LLC. The Rosamond Financial Group serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, and coaching. The firm uses Investment Policy Statements to guide asset allocation and employs both long- and short-term trading strategies with a broad range of investment vehicles.

Will Rogers is a CFP® with 20 years of industry experience and has been with Rogers Capital Advisors, LLC since 2015. The firm is a small advisory practice based in Horseshoe Bay, TX, with two advisors and approximately $3.6 million in assets under management as of year-end 2024. Outside of his advisory role, Rogers holds a license to sell non-variable insurance. Rogers Capital Advisors provides investment management and fee-based financial planning services to individual, high-net-worth, and a range of institutional clients. The firm manages assets primarily on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios.

Randall Smith is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Dominion Portfolio Management since 2011, previously working at Dominion Investor Services, Inc. and currently involved in ranching operations at Circle R Ranch. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management through customized strategies that incorporate fundamental, technical, and economic analysis across a range of asset classes. The firm offers both discretionary and non-discretionary services and is affiliated with Calton & Associates, Inc. and other related entities.

Terry Lester is a financial advisor with MDX Wealth Management in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with MDX Wealth Management since 2012. Lester serves as a trustee for the Carol Lester Irrevocable Trust and is a board member of His Joshua House, a nonprofit organization. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services using a fundamental research process that combines top-down and bottom-up analysis across multiple asset classes.

Shannon Black is a financial advisor with Wealth Teams Alliance in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior business activities include roles at Oak Grove, LLC, Black Light Consulting, and White Sand Pool & Spa, Inc., where he has been active for over a decade. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm employs technical analysis and a combination of long- and short-term investment strategies, integrating planning, consulting, and implementation referrals into client relationships.

Jonathan Voitle is a financial advisor at Stonewater Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at First United Bank and Wyndham. Outside of his advisory role, he operates a seasonal duck hunting guide business. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to manage client portfolios.

Johana Huff is a financial advisor at Calton & Associates, Inc. with 37 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Calton & Associates since 2012. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and analytic approaches, combining registered investment adviser and broker-dealer services.

Lester Sack Jr. is a financial advisor with Calton & Associates, Inc. in Austin, TX, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Calton & Associates since 2012. Outside of his advisory role, he is a partial owner of a nail polish wholesale and retail business and owns a commercial real estate property management company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, and retirement plan consulting, offering both fee-based and commissionable products. The firm provides tailored investment strategies through various program structures and employs a range of analytic approaches, including fundamental and technical analysis as well as covered-call strategies.

Don Guess is a financial advisor with Calton & Associates, Inc. in Cedar Park, TX, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Calton & Associates since 2013. Outside of his advisory role, he serves as a director on the board of the Metropolitan Breakfast Club, a networking organization featuring weekly speakers. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options, alongside commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Benton Randle is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2020. His prior roles include positions at Blue Duck Wealth Management and Solomon Group Financial Services. Benton is also a licensed insurance agent and works part-time as an agent for Legal Shield. Wealth Watch Advisors serves a diverse client base, including individuals, pensions, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, often utilizing third-party model managers and offering alternative private placements to accredited investors.

Eric Elek is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2001 and was previously with Wealth Management Partners, LLC. He also serves as president and owner of Elek Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a broad range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

Castulo Vera is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at First Command Insurance Services and affiliated entities from 2018 to 2026. He also owns Vera Family Financial Services, LLC, which he established to support his previous work with First Command. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model offering currently available as an invitation-only employee pilot. The program uses algorithm-driven risk assessments and invests through mutual funds and ETFs with annual rebalancing.

Caleb Johnson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior work experience includes roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, Compass Bank, BBVA Securities, and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Blair Rogers is a financial advisor with Mass Mutual Investors Services in Horseshoe Bay, TX, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Rogers operates as an independent insurance agent with Summit Financial Group, focusing on life, accident, health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Terri Hunter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. She previously worked at NEXT Financial Group, Inc. for 21 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Linam is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Marble Falls, TX office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Horvath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Adam Bowen is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. He has worked at Cetera and its affiliated entities since 2019 and previously spent six years at Summit Financial Group Inc. Bowen is a senior financial advisor at Granite Wealth Management, where he focuses on tax management, investment management, retirement strategies, and estate conservation. He is also a 25% owner of HORNFROG LLC, which holds ownership in the office building that Granite Wealth Management operates from. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning solutions, offering both discretionary and non-discretionary account management across various programs and custodial relationships.