Lance Lipoufski is a financial advisor with Noble Advisory Group LLC in Waco, Texas, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Noble Advisory Group since 2016 and has concurrently operated Family Financial Services since 1993, 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. The firm acts mainly as a solicitor, referring client assets to third-party investment managers while offering administrative support and ongoing liaison services.

Thomas Flowers is a CFP® professional with 35 years of industry experience, serving as the sole advisor at eCapital Advisors, Inc. since 2000. He is also a track official, a role he has held since 1979. eCapital Advisors, Inc. provides investment management and financial planning services to individuals, institutions, and various entities. The firm emphasizes a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and conservative fixed-income securities.

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.

Jonathan Pantelas Hemmers is a financial advisor with Hemmers Financial in Waco, TX. He holds a Series 65 credential and operates within a newly registered investment advisory firm. Hemmers Financial is a state-registered investment adviser that plans to serve individual retail investors, families, small business owners, and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management along with hourly financial planning, focusing on diversified, long-term portfolios using fundamental and technical analysis, modern portfolio theory, and macroeconomic research.

Raymond Bennett is a financial advisor with Adam Doty Company in Waco, TX, holding a Series 65 credential and four years of industry experience. Prior to joining Adam Doty Company, he worked at Home Depot for nine years. He also owns and operates Retirement Plan Market Adaptive Portfolios, an educational resource aimed at helping retirement plan participants understand financial market dynamics. Adam Doty Company is a solo-registered advisory practice providing discretionary asset management and portfolio supervision primarily for individual clients. The firm employs a technical analysis and income-oriented investment approach, using a proprietary Retirement Plan M.A.P. framework to tailor allocations based on market conditions and client guidelines.

Jeremy Mccurdy is a CFP® professional with 16 years of experience, serving as the sole advisor at 3T Advisors LLC since 2009. He is also a licensed CPA who provides tax preparation services and outsourced CFO consulting to nonprofit organizations. 3T Advisors LLC offers customized financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and private business entities. The firm employs a long-term, risk-adjusted investment approach tailored to each client’s cash flow, risk tolerance, and objectives, with additional services including insurance, retirement, education, tax planning, and coordinated estate planning.

Lorenz Wessler is a financial advisor at John Wessler & Associates with 19 years of industry experience. He holds a Series 65 designation and has worked with several firms including Zimmerman, Cotner, Ressetar, Bennett & Lane, P.C. and Cherry Johnson Siegmund James. In addition to his advisory role, he is president of The Wessler Insurance Agency Group, a life and health insurance sales business he has operated since 1987, and works as a paralegal at an elder-law firm focused on Medicaid long-term care benefits. John Wessler & Associates provides personalized financial planning and consulting services specializing in Medicaid and veterans benefits, long-term care funding, retirement, tax, and estate planning. The firm serves individual clients and law firms through consultations and written plans, focusing on analyses and implementation recommendations without managing client assets or accepting discretionary trading authority.

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.

William Heiser is the sole advisor at Heiser Investment Advisers in Robinson, Texas, holding a Series 65 designation with 12 years of industry experience. He has led his independent firm since 2013. Outside of his advisory work, Heiser is involved in the hospitality industry as a bartender at a pub in Waco, Texas. Heiser Investment Advisers provides customized investment management to individual clients, focusing on domestic and international stocks, bonds, mutual funds, and ETFs. The firm manages accounts on a discretionary basis, employing a research-driven approach tailored to client objectives and risk tolerance, and occasionally uses derivatives in separately managed accounts.

Clode Moradi is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Brilliant Financial Strategies LLC. His prior experience includes roles at Eagle Strategies LLC, NYLife Securities Inc., and New York Life Insurance Company. He is also a member of ISMART, LLC, a consulting role related to life, disability, and long-term care insurance. Brilliant Financial Strategies LLC provides portfolio management, financial planning, and pension consulting services to individuals and business clients. The firm employs a modern portfolio theory approach with a long-term horizon, emphasizes documented risk tolerances, and offers specialized tax-oriented and pension consulting services alongside standard portfolio management.

Amy Fields is a financial advisor at Investments Plus LLC in Waco, TX, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Disciplined Investors, L.L.C. and Beene Wealth Management. Outside of her advisory role, she manages a rental property business. Investments Plus LLC provides discretionary portfolio management and pension consulting to individuals and employer-sponsored retirement plans, focusing on asset allocation and regular portfolio monitoring across various asset classes. The firm combines fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach.

Rishi Sriram is the sole advisor at Broken Investing, LLC in Waco, Texas. He holds a Series 65 designation and has experience from Beane Wealth Management Group. He is also an associate professor at Baylor University, where he has taught and conducted research in the school of education since 2001. Broken Investing, LLC provides discretionary portfolio management focused on actively traded equities, ETFs, and exchange-traded options for individual and high-net-worth clients in Texas. The firm employs a technical-analysis driven approach based on the Chartered Market Technician curriculum, emphasizing frequent trading and options strategies.

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.

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.

Thomas Stevenson is a CFP® professional with 11 years of industry experience. He has been with Avant Financial Advisors since 2022 and previously worked at Austin Asset from 2014 to 2022. Avant Financial Advisors serves individual and high-net-worth clients with discretionary wealth management and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on long-term, diversified asset allocation using primarily low-cost mutual funds and ETFs, with accounts managed on a discretionary basis and reviewed at least annually.

Kale Hanson is a financial advisor at Open Range Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with Open Range Financial Group since 2015. Outside of his advisory role, he is the managing member and owner of V-5 Holdings LLC, a legal entity established to manage his investment advisory practice and related business activities. Open Range Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and held-away asset management services. The firm manages approximately $77 million and employs a discretionary investment approach using ETFs, mutual funds, and third-party sub-advisors.

Garret Hanson is a financial advisor at Open Range Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Open Range Financial Group since 2016. Outside of his advisory role, Hanson is also involved with Open Range Insurance Group, LLC as an insurance agent. Open Range Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and held-away asset management. The firm manages approximately $77 million and uses a combination of discretionary portfolio management, third-party platforms, and an affiliated insurance business as part of its service offerings.

Nicolas Sudderth is a CFP® with five years of industry experience, currently serving as a financial advisor at Open Range Financial Group, LLC since 2021. Prior to joining Open Range, he worked at Edward Jones for one year and was employed at Clear Creek Golf Club for six years. In addition to his advisory role, he is involved in insurance product sales through an affiliated insurance agency. Open Range Financial Group provides comprehensive portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers discretionary portfolio management with tailored Investment Policy Statements and utilizes third-party platforms and sub-advisors to manage held-away retirement plan assets.

Terra Penner is a financial advisor at Disciplined Investors, L.L.C. with one year of industry experience. She holds a Series 65 credential and has prior work experience in roles including homemaking and positions with organizations such as Discover Durham and Visit Anchorage. Disciplined Investors, L.L.C. serves individuals, retirement plans, trusts, estates, and corporations with customized portfolio management and advisory services, employing a long-term, buy-and-hold investment approach. The firm manages approximately $702 million in assets as a seven-advisor team and offers a comprehensive range of services including 401(k) plan advisory and financial planning inputs.

Kyle Lewie is a financial advisor with Optivise Advisory Services LLC in Waco, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Blue Duck Wealth Management and Cambridge Investment Research Advisors. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and other advisers. The firm offers both discretionary and non-discretionary services, utilizes internally developed model portfolios and third-party sub-advisors, and integrates technology tools such as LifeArcPlan® in its client solutions.