Chase Cawyer is a financial advisor with Navigo Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Navigo Wealth Management since 2014 and concurrently works as a practicing physician completing his OB/GYN residency. Additionally, Mr. Cawyer participates in a solicitor arrangement with Rex Gold Partners involving private offering solicitations. Navigo Wealth Management provides advisory services primarily to individual and high-net-worth clients, as well as business entities, offering portfolio management, financial planning, and automated discretionary portfolio management. The firm uses written Investment Policy Statements and model portfolios, employing strategies that include derivatives and private placements, and operates from multiple offices.

Kristen West is a financial advisor at Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GRB Financial LLC and in the hospitality industry. Gerald Baker Financial Group provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833.2 million in assets for about 374 clients, focusing on capital preservation and a long-term, asset-allocation investment approach.

Austin Tatum is a CFA® charterholder with three years of industry experience, currently serving as an advisor at View Capital RIA, LP since 2015. He is part of a nine-advisor team based in Dallas, TX. View Capital RIA, LP manages approximately $1.82 billion for a concentrated client base that includes individuals, ultra-high-net-worth families, institutions, and pooled investment vehicles. The firm offers advisory and consulting services through two programs, financial planning, and access to multiple asset classes, combining fundamental and technical analysis with manager selection and ongoing account reviews.

Robert Woodard is a financial advisor at First Dallas Securities Incorporated in Dallas, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at First Dallas Securities since 1990 and has been affiliated with Hodges Capital Management Inc. since 1999. First Dallas Securities serves individual investors, including high-net-worth clients, as well as institutional clients such as trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides discretionary portfolio management focused on equity securities, combining fundamental and technical analysis to create tailored portfolios that may include small- to medium-cap and special-situation investments.

Dan Klein is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with First Western Securities since 1995. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation approach using a variety of investment instruments and custom-manages accounts to clients’ objectives and risk tolerances.

Kiran Patel is a financial advisor with Westpark Wealth Advisors, Inc. in Arlington, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cetera Advisors LLC, and Chase Investment Services Corp. Outside of his advisory work, Patel is involved in Medicare health insurance sales. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and works closely with clients to define objectives and risk tolerance, often managing assets on a non-discretionary basis requiring client approval for trades.

Victor Berlizov is a financial advisor at Cottonwood Capital Advisors in Irving, TX, holding a Series 65 designation. He has worked in the industry since 2021, with prior experience at BAKC, LLP, CBIZ, Inc., Farrell & Hardeman, LLC, and B&T Advisors, LLC. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis using third-party platforms and models grounded in modern portfolio theory.

Daniel Watkins is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His career includes roles at LPL Financial, Edward Jones, and other firms. He is also involved with Bridge & Brownback Tax dba Thirteen Twenty-Two Tax Consultants, a tax preparation and bookkeeping services firm. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a variety of investment strategies and typically manages client accounts on a discretionary basis.

Rachel Niemuth is a financial advisor at Requisite Capital Management LLC in Dallas, TX, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Halcyon Wealth Advisors. She joined Requisite Capital Management in 2019, where she is part of a six-advisor team. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a flexible investment approach and manages a substantial portion of assets on a non-discretionary basis.

Christopher Snow is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Signal Securities since 1996. Signal Securities provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach emphasizes risk management through diversification and a consultative process that tailors recommendations based on client financial data, risk tolerance, and objectives.

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

J. Rhodes is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. He has held leadership roles at Rhodes Securities, Inc. and FRIE Financial Group Inc., serving as CEO and president respectively. Outside of advisory work, he is involved as an officer in an internet company, Scruddle, and participates in several financial and trading businesses. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, offering both discretionary and non-discretionary management that incorporates fundamental and technical investment analysis.

Shane Heflin is a financial advisor at WPWealth LLP in Fort Worth, TX, holding a Series 65 credential with one year of industry experience. Prior to joining WPWealth, he worked at William Madison Advisors and has held various roles in education and commercial sectors. WPWealth provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans, offering portfolio management and financial planning with an asset class–based investment approach focused on global diversification and risk alignment.

Andrew Hunt is a CFP® with 18 years of experience in the financial services industry. He is currently with McElhenny Sheffield Capital Management, LLC, where he has worked since 2024, and previously held roles at firms including Monumental, Worth Asset Management, and Fisher Investments. Outside of his advisory duties, he operates as an independent Medicare insurance agent. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans through separately managed accounts. The firm employs a rules-based investment process focused on tactical ETF strategies driven by proprietary quantitative models, and it serves as a sub-adviser to other advisers and an actively managed ETF.

Douglas John Jr. is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes 15 years at UBS Financial Services and shorter tenures at Deutsche Bank Securities Inc. and Fallline Securities LLC. Outside of his advisory role, he is involved in investment activities through sole proprietorships in the oil and gas exploration and production sector. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with a generally long-term orientation, offering a diverse investable menu including ETFs, equities, fixed income, options, private equity, and credit funds.

Kristen Holt is a financial advisor at Cottonwood Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cottonwood Capital since 2016. Holt is also a co-owner of Cottonwood Ventures, LLC, a private entity facilitating securities, advisory, and insurance business. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm blends advisor-led portfolio construction with model portfolios and manages pooled vehicles, including special purpose vehicles, for qualified clients.

Erin Menking is a CFP® professional with two years of experience in the financial advisory industry. She is currently with FCA Corp and has prior experience at Marim Wealth Planning, Aspire Planning Associates, and The Rudd Company, LLC. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm emphasizes fundamental analysis and macroeconomic factors to create customized portfolios and serves as adviser to the Commonwealth International Series Trust as well as various pooled and private entities.

Jeremy Mc Carty is a financial advisor with SyntheticFi LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Altruist Financial LLC, Charles Schwab & Co., Inc, and TD Ameritrade. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Ryan Maynard is a CFP® and CFA® with 23 years of industry experience. He is currently with Vaquero Private Wealth, Ltd., where he has worked since 2021. Prior to that, he held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Mr. Maynard provides occasional financial advice to several small businesses, including an advertising company and a television production firm. Vaquero Private Wealth is an independent advisory firm serving individuals, corporations, trusts, estates, donor-advised funds, retirement plans, and insurance company clients. The firm offers discretionary investment management and personalized financial planning, constructing customized, tax-aware portfolios that integrate public and private investments guided by fundamental, cyclical, and technical research.

Nicholas Netzer is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at New York Life Insurance Co, NYLIFE Securities LLC, Modern Wealth Solutions, Eagle Strategies LLC, and Cross Border Wealth, LLC. Outside of his advisory work, he owns Von Neumann Holdings LLC, a holding company for his business interests. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs both systematic and discretionary strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation, maintaining thorough due diligence and monitoring of third-party managers.