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.

Derek Hoggett is a financial advisor at Investa Asset Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, he is involved in education as a substitute teacher for several school districts in Texas and owns two software companies focused on investment software development and web design. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis, along with active risk management and derivative strategies, to manage discretionary accounts.

Mike Pore is a Series 65 licensed advisor at Investa Asset Management LLC in Marlin, TX, with 13 years of industry experience. He has been with Investa Asset Management since 2011. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to both individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis within a top-down asset-allocation framework and emphasizes active risk management and sell discipline, often utilizing option-writing and derivative strategies.

Wesley Rolan is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019, following roles at James Hardie Building Products and Maersk Drilling USA. Rolan serves as Vice President of the Falls County Emergency Services District 1, where he is responsible for arranging emergency medical services in Falls County, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.