Zachary Green

Nancy Dickson is a financial advisor at Dickson Financial Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Fidelity Brokerage Services, LLC for 12 years before founding her current firm in 2017. Dickson Financial Group provides investment management and comprehensive financial planning to individuals, trusts, charitable organizations, and private businesses. The firm combines Modern Portfolio Theory with a mix of passive and actively managed funds, maintaining a range of model portfolios and emphasizing client education through newsletters and public seminars.

Beau Dickson is a financial advisor with Dickson Financial Group, LLC, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Dickson Financial Group since 2017 and owns JM Travis Ltd, a print consulting business he has operated since 2006. Dickson Financial Group provides investment management and financial planning services to individuals, trusts, charitable organizations, and private businesses. The firm uses a blend of passive and actively managed funds within model portfolios based on Modern Portfolio Theory, offering personalized planning combined with institutional fund resources.

Stephen Foley is a financial advisor with HBW Advisory Services LLC in Kerrville, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with HBW Advisory Services and HBW Insurance & Financial Services since 2010. Outside of his advisory role, Foley is the sole owner of Guadalupe Investment & Advisory Services, where he handles sales and marketing. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm combines tactical asset allocation, fixed income, and multi-manager diversification using third-party money managers and sub-advisers, and it supports its operations with AI tools for efficiency.

John Stevens is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC and Investment Centers of America, Inc. Outside of his advisory work, he is also a certified coach and personal trainer. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.