Derek Hoggett is a financial advisor at Investa Asset Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, he is involved in education as a substitute teacher for several school districts in Texas and owns two software companies focused on investment software development and web design. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis, along with active risk management and derivative strategies, to manage discretionary accounts.

Mike Pore is a Series 65 licensed advisor at Investa Asset Management LLC in Marlin, TX, with 13 years of industry experience. He has been with Investa Asset Management since 2011. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to both individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis within a top-down asset-allocation framework and emphasizes active risk management and sell discipline, often utilizing option-writing and derivative strategies.

Eric Jones is a Series 66-licensed financial advisor with six years of industry experience, currently with Cambridge Investment Research Advisors since 2021. His prior work history includes roles at Tdecu and ownership of the SIG/Jones Insurance Agency. He serves as a volunteer committee member for the City of Bremond, TX. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platform arrangements and a mix of proprietary and third-party strategies.

Bart Reider is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Cetera, and Regions Bank. Outside of his advisory role, he is a partner in a real estate development venture. Fidelity, through Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and provides model portfolios to intermediary platforms.