Lance Lipoufski is the principal advisor at Noble Advisory Group LLC in Waco, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and also operates Family Financial Services, where he works as an insurance agent. Noble Advisory Group primarily serves individual clients by providing financial planning, consulting, qualified plan consulting, and public educational seminars, acting mainly as a solicitor that refers client assets to third-party investment managers. The firm does not custody client assets and focuses on administrative and liaison services while selected managers handle portfolio management.

Trevor Wardlaw is the sole advisor at Wardlaw Wealth Management LLC in Waco, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. Before founding his independent firm in 2021, he worked at Securities America Advisory and Securities America, Inc. from 2007 to 2021. Outside of advising, he is an author and publisher, having created a children's book and published works on Texas history and the Civil War. Wardlaw Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, plan sponsors, institutional accounts, and charitable organizations. The firm employs a combination of fundamental analysis, technical charting, and modern portfolio theory to construct diversified portfolios managed on a discretionary basis, and it also offers pension consulting and 3(21) advisory services for employer-sponsored retirement plans.

Robert Cluck is a CFP® with 27 years of industry experience and has been the sole advisor at The Aspen Equity Group since 1992. He holds a Series 63 license and serves as a portfolio manager for an investment fund through AEG Fund Advisors, Inc. The Aspen Equity Group provides investment supervisory services, financial planning, and strategic development to individuals, institutional, and fiduciary clients. The firm employs an active “Value + Momentum” investment approach across multiple portfolio types and also sponsors a private long/short hedge fund, managing pooled investment vehicles alongside model-based discretionary portfolios.

Amy Fields is a financial advisor at Investments Plus LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Disciplined Investors, L.L.C. from 2016 to 2019. Outside of her advisory role, she manages multiple rental properties. Investments Plus LLC serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing portfolio management, financial planning, and pension consulting. The firm focuses on asset-allocation strategies and uses a range of investment vehicles, including mutual funds, ETFs, equities, fixed income, real estate funds/REITs, annuities, TIPS, and non-U.S. securities.

Phillip Castle is a financial advisor with Winnacle Wealth, LLC in Waco, TX, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, The Momentous Group, and Regal Investment Advisors. He is also a partner at Simplicity Group Inc., where he recruits and trains insurance agents. Winnacle Wealth provides discretionary investment management and financial planning services to individual and high-net-worth clients, using a long-term investment approach driven by fundamental and cyclical analysis. The firm employs a range of investment vehicles including mutual funds, ETFs, individual securities, and options, and integrates third-party tools for portfolio construction and client reporting.

Kendell Adler is a Certified Financial Planner® with 20 years of industry experience. He has worked at Capital Square, LLC since 2020 and previously held roles at Standard Retirement Services, Inc., Stancorp Investment Advisers, Inc., and StanCorp Equities, Inc. He holds Series 63 and Series 65 licenses. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and portfolio management services, managing approximately $393 million in client assets as of December 2024, with portfolios tailored through diversified asset allocation and reviewed quarterly.

Andrew Spross is a financial advisor at Academy Capital Management in Waco, TX, holding a Series 65 designation with six years of industry experience. He worked at Spross Insurance Agency from 2014 to 2019 before joining Academy Capital Management in 2019. Academy Capital Management provides discretionary investment supervisory services to a range of clients including individuals, trusts, and corporate entities. The firm manages approximately $1.16 billion in discretionary assets through a six-advisor team, utilizing an Investment Committee framework and individualized Investment Policy Statements to guide portfolio management.

Steven Fleuriet is a financial advisor at Winnow Wealth, LLC in Waco, TX. He holds a Series 65 designation and has been with Winnow Wealth since 2023. Prior to his current role, he worked at Morgan Advanced Materials plc and John Wood Group plc. Winnow Wealth is a five-advisor team managing approximately $123 million for about 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers with an investment approach that combines fundamental and cyclical analysis focused primarily on long-term outcomes.

Jessica Burch is a CFP® with 11 years of industry experience, currently serving as an advisor at Winnacle Wealth, LLC in Waco, TX. Her prior roles include positions at Winnow Wealth, The Momentous Group, and Brookstone Wealth Advisors, among others. In addition to her advisory work, she is CFO at Iron Horse Equipment Solutions LLC, an oil and gas asset management company. Winnacle Wealth provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on long-term portfolio construction with a range of investment vehicles including mutual funds, ETFs, and individual securities. The firm integrates third-party tools for portfolio monitoring and client reporting within a defined engagement framework.

Terry Adam is a CFA® charterholder with 21 years of industry experience and has been with Academy Capital Management for 36 years. He is involved in managing a car wash business and operates farm and ranch real estate activities outside of his advisory role. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities, serving over 900 clients with about $1.16 billion in assets under management. The firm employs an Investment Committee framework and individualized Investment Policy Statements to guide portfolio management with a focus on performance, risk, and tax-related reporting.

David Nuckols is a financial advisor with Winnow Wealth, LLC in Waco, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held roles at multiple firms, including Haynie & Company and Brookstone Wealth Advisors, where he is a partner providing tax planning and accounting services. Winnow Wealth is a five-advisor team managing approximately $123 million for around 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, utilizing a long-term investment approach with fundamental and cyclical analysis, and incorporates a range of investment vehicles including mutual funds, ETFs, individual securities, and independent managers.

Scott Granowski is a CFA® charterholder with 22 years of industry experience. He has been with Academy Capital Management in Waco, TX, since 1986. Academy Capital Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm manages approximately $1.16 billion in discretionary assets and uses an Investment Committee framework alongside individualized Investment Policy Statements to guide asset allocation and portfolio construction.

Luke Thompson is a financial advisor at Academy Capital Management in Waco, TX, with one year of industry experience. He holds a Series 65 designation and has prior work history at Cypress ISD and Texas A&M University. Academy Capital Management is a six-advisor team managing approximately $1.16 billion in discretionary assets for individuals, trusts, estates, charitable organizations, foundations, retirement plans, and corporate entities. The firm uses an Investment Committee framework and individualized Investment Policy Statements to manage equity, balanced, and fixed-income portfolios on a discretionary basis.

Samuel Simpson is a CFP® with 32 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. He previously worked at Bellwether Investment Group, LLC d/b/a Wellspring Advisors, LLC from 2015 to 2017. Outside of his advisory role, he manages a personal real estate business focused on acquisition, development, leasing, and sale of properties. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and portfolio management services tailored to client objectives, managing approximately $393 million in client assets as of December 2024.

Alden Abshire is a financial advisor with Winnacle Wealth, LLC in Waco, TX, holding a Series 66 designation and two years of industry experience. His previous roles include positions at JPMorgan Chase Bank and JPMorgan Securities. Outside of finance, he has experience running a small business under the name Heart of Texas Hot Dog House. Winnacle Wealth provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm utilizes a long-term, fundamental and cyclical investment approach and employs a range of portfolio construction tools including mutual funds, ETFs, individual securities, options, and third-party model allocations.

Zane Christian is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Asset Management since 2018, with prior experience at Wells Fargo Clearing and WELLS FARGO Advisors. Christian is also a licensed insurance agent and occasionally offers insurance products to clients. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Lance Wright is a Series 65-licensed advisor at OneSeven with one year of industry experience. Prior to his current role, he worked in education at St. Paul's Episcopal School and Waco Connally ISD. Outside of advising, he manages a short-term rental property through VRBO, overseeing guest accommodations. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses diversified portfolios including mutual funds, ETFs, and individual securities, combining long-term focused strategies with shorter-term trading when appropriate.

Kenneth Ragsdale is a financial advisor with PFG Advisors, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Equitable Advisors and Axa Advisors, and he currently manages his own investment entity, K Ragsdale Investments LLC. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs and providing access to multiple third-party platforms.

George Wolfe Jr. is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with OneSeven and has held roles at Wolfe Wealth Management, LLC, Green & Wolfe Portfolio Management Group, LLC, and Raymond James Financial Services Advisors Inc. Outside of advisory work, he is the CEO of Wolfe Wealth Management, LLC, a support company assisting with administrative functions related to his financial services business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, with portfolios typically constructed using diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Neal Stanfield is a CFP® with three years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC. His background includes roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and Community Bank & Trust. In addition to his advisory work, he operates TwentyOne5 Wealth Management, providing investment advisory and insurance brokerage services in Waco, TX. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers diverse advisory platforms and services, allowing advisors to tailor investment approaches including discretionary management, model portfolios, and third-party sub-advisors.