Colton Lankford

Brady Lochte is the sole advisor and principal at AXON Capital Management, holding a Series 65 license with one year of industry experience. Prior to founding AXON Capital Management in 2025, he worked in various roles at Applied Materials and held teaching positions at Texas A&M University, Blinn College, and Liberty Hill High School. AXON Capital Management is a fee-only registered investment adviser that serves individuals and high-net-worth clients with wealth management and project-based financial planning. The firm employs a mix of passive and active investment strategies based on Modern Portfolio Theory and offers discretionary portfolio management with quarterly reviews.

Samantha Varacalli is a CFP® certificant affiliated with The Personal Wealth Coach in Salado, TX. She has less than one year of industry experience and has held roles at Northwestern Mutual Wealth Management Company and other firms since 2024. The Personal Wealth Coach serves individuals, families, trusts, foundations, and employer-sponsored retirement plans, providing investment portfolio design, discretionary portfolio management, and limited financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing strategic asset allocation and fund selection guided by Morningstar ratings and management criteria.

Jeffrey Mcclure is a CFP® with 34 years of industry experience, currently serving as an advisor at The Personal Wealth Coach since 2007. He holds a Series 63 license and works from Salado, TX. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design and discretionary portfolio management alongside limited personal financial and business planning. The firm’s investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and disciplined fund selection, with an emphasis on value and mid-cap exposures.

Jacob Mcclure is a financial advisor with The Personal Wealth Coach, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Personal Wealth Coach since 2007. Outside of advising, he owns a sole proprietorship involved in artwork and serves as chairman of the board for Salado Montessori Inc., a nonprofit educational institution. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design, discretionary portfolio management, and limited financial and business planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on strategic asset allocation across multiple asset classes and using Morningstar criteria for fund selection.

Sharon Consoli is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at First Heartland Capital Inc and Transamerica Financial Advisors, Inc. She serves as Treasurer on the board of the Liberty Hill Voters Association, a local political action committee. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach combining fundamental and technical analysis, offering portfolio management that includes individual equities, fixed income, mutual funds, ETFs, and alternative investments.

William Coffman is a CFP® professional with 32 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has been with Geneos since 2003 and has also operated under business names including W David Coffman CPA, CFP, and Coffman Wealth Management. Coffman provides tax accounting and bookkeeping services and serves as a trustee for a family trust. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.