Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

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.

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

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.

Joel Light is the sole advisor at Light Capital Management LLC in Colleyville, TX, holding a Series 65 designation with seven years of industry experience. He has managed Light Capital Management since 2018 and also operates Light Capital LLC, a personal investment entity for trading his own assets. Light Capital Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies, including the use of leverage, derivatives, and alternative investments, and offers both discretionary portfolio management and one-time financial plans tailored to clients’ risk tolerance and time horizons.

Travis Soppe is a CFP® professional with 16 years of industry experience, currently serving at Cumbie Advisory Services, Inc. in Fort Worth, TX. He has been with Cumbie Advisory Services and Rhodes Securities since 2012. Cumbie Advisory Services, Inc. provides financial planning and investment management consulting to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm operates as a non-discretionary investment consultant, focusing on diversified, low-cost portfolios and research-based approaches while assisting clients in selecting and monitoring independent money managers.

Corey Callaway is the sole advisor at Callaway Financial Services in Arlington, TX, holding a Series 63 designation with 41 years of industry experience. He has been involved with Callaway Financial Services and related entities since 2000. Outside of his advisory work, he is a 15% owner of Arlington Today Magazine. Callaway Financial Services provides portfolio management, financial planning, pension consulting, and third-party manager solicitation to a diverse client base including individuals, institutions, and charitable organizations. The firm employs an active, momentum-based investment approach using multiple analytical methods and offers both discretionary and non-discretionary supervisory services.