Lisa Ward

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

Ryan Ammon is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones for 12 years before joining Double Eagle Wealth Management LLC in 2024. He is also a licensed insurance agent offering fixed insurance products. Double Eagle Wealth Management provides investment advisory and financial planning services to individuals, non-profits, corporations, and other entities. The firm manages diversified portfolios using fundamental analysis and modern portfolio theory, and offers retirement plan consulting and integrated tax-preparation support.

Warren Covert is a Series 65-licensed financial advisor with Global Fiduciary Partners in Dallas, TX. He has one year of industry experience and previously worked at the U.S. Department of State. Outside of his advisory role, his background includes diverse experiences such as caregiving and international travel. Global Fiduciary Partners is a single-advisor registered investment adviser specializing in serving individuals and high-net-worth federal professionals, including U.S. Foreign Service officers and civil servants. The firm offers flat-fee financial planning, limited-scope projects, and ongoing advisory services alongside educational seminars and self-directed online programs tailored to federal employees.

Anthony Nagle is a financial advisor with Lowercase Capital, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Lowercase Capital since 2018 and concurrently holds a technical and management role at IBA Proton Therapy, Inc. outside the investment field. Lowercase Capital serves individual, high-net-worth, and business clients in Texas, providing investment advisory services and financial-literacy training. The firm employs a combination of fundamental and technical analysis within a macroeconomic context, offering equity income and equity value strategies benchmarked to public ETFs, with regular performance reporting and client statements.

Lacy Rogers is a CFP® professional with 11 years of industry experience currently serving as the sole advisor at The Dedicated Dollar in Fort Worth, TX. Her prior roles include positions at Hilltop Securities Inc. and Morgan Stanley. The Dedicated Dollar provides investment management and financial planning services to individual and high-net-worth clients, including business owners. The firm utilizes a Modern Portfolio Theory-based approach with primarily passive portfolios and automated model platforms, offering project-based, hourly, and ongoing comprehensive planning engagements.

Chad Thompson is a financial advisor at AlgoTech Financial LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. He previously worked at JP Morgan Chase & Co. for eight years and Verizon for five years. AlgoTech Financial LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory and Monte Carlo techniques to construct portfolios aligned with client goals, and it offers public educational seminars and workshops.