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.

Brian Mueller is a CFP® with 20 years of industry experience, currently serving at Rogers Wealth Group, Inc. since 2017. He previously worked at Mills Wealth Advisors, LLC and has provided financial counseling to military personnel through Zeiders since 2014, dedicating a portion of his time to this activity. Rogers Wealth Group offers wealth management consulting to high-net-worth individuals and institutional clients, utilizing globally diversified portfolios with an emphasis on institutional asset-class mutual funds and ETFs. The firm serves a unique client base including banking institutions and acts as a sub-advisor to collective investment funds.

John Gesek Jr. is a financial advisor at WPWealth LLP in Fort Worth, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked at Optimus Capital Advisors, LLC since 2008. Gesek is also a licensed independent insurance agent and offers insurance products to advisory clients. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach focused on global diversification and fixed-income risk management, offering both discretionary and non-discretionary portfolio management.

Russell Jacobson is a CFP® professional with 13 years of industry experience, currently serving at Astoria Strategic Wealth, Inc. since 2022. His prior roles include positions at Charles Schwab & Co., Inc. and TD Ameritrade. Astoria Strategic Wealth provides financial planning and both discretionary and non-discretionary investment management primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy, tailoring portfolio construction to client-specific investment policy statements and offering tiered service levels that include tax-aware planning and estate-document review.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

James Davis is a CFP® with nine years of experience in the financial services industry. He is a managing member and holds a 2% ownership stake at Aspen Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Mills Wealth Advisors, Tolleson Wealth Management, Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and FIDELITY Brokerage Services LLC. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management, constructing customized portfolios from six model allocations and managing accounts primarily on a discretionary basis.

Jacob Squires is a financial advisor at Aspen Wealth Management, LLC in Fort Worth, TX. He holds a Series 65 designation and has been with Aspen Wealth Management since 2025. Prior to joining the firm, he worked at North Texas Marine for nine years. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and a wrap fee program that consolidates advisory, execution, custody, and reporting services.

Joseph Dena is a financial advisor at Signal Securities, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Owings Financial Group. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified model portfolios and a consultative process that incorporates client financial data, time horizon, and risk tolerance.

Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade for four years. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified, low-cost core holdings with selective satellite positions, and supports its clients with tax-aware trading, business planning, and retirement-plan advisory services.

David Eubanks is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Xcelsior Advisor Partners LLC and The Leaders Group Inc, and previously worked at Robert W. Baird & Co. and UBS Financial Services. Outside of his advisory role, he is the founder and managing partner of BV Private Wealth in Fort Worth, TX. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory, leveraging both custom and licensed model portfolios while facilitating access to alternative and private investments.

Roman Marquez is a financial advisor with Leo Wealth Americas, LLC and holds Series 65 and Series 63 designations. He has four years of industry experience, with prior roles at GDS Wealth Management, CETERA Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. 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 a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Christopher Manross is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Rogers Wealth Group, Inc., where he has worked since 2014, except for a brief period in 2022 at WP Wealth LLP. The firm provides wealth management consulting to high-net-worth individuals and institutional clients, specializing in globally diversified portfolios using institutional asset-class mutual funds and ETFs. Rogers Wealth Group also serves banking and thrift institutions and acts as a sub-advisor to collective investment funds.

Jacob Friedland is a Series 65-licensed financial advisor at Leo Wealth Americas, LLC with one year of industry experience. He has previously been associated with Leo Brokerage, LLC and has experience in academic environments, including Santa Clara University and Boston College. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, trusts, foundations, institutional clients, and unique entities such as sovereign wealth funds and municipal governments. The firm employs systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, supported by thorough due diligence and ongoing monitoring of third-party managers.

Emily Lopez is a CFP® professional with three years of industry experience. She works at Mills Wealth Advisors, LLC and previously held roles at Cain Watters & Associates and KPMG. In addition to her financial advisory work, Lopez is a Certified Public Accountant. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining broadly diversified, low-cost core holdings with selective satellite positions and emphasizes tax-aware trading and ongoing portfolio monitoring.

Dale Rogers is the CEO and sole owner of Rogers & Associates-Pension Consultants and has over 30 years of experience in the financial industry. He has been involved with Rogers Capital Management, Inc. since 1995 and with Rogers & Associates-Pension Consultants since 1972, where he performs consulting, recordkeeping, and administrative services for sponsors of qualified retirement plans. Rogers Wealth Group, Inc. is a team of eight advisors that manages approximately $1.04 billion in assets, serving high-net-worth individuals and various institutional clients. The firm emphasizes global diversification, cost control, and a disciplined investment approach using institutional-share mutual funds and ETFs while offering portfolio management and retirement plan services.

Jacob Glasman is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX. He holds a Series 65 credential and has been with the firm since 2025. Prior to joining Diesslin Group, he was not employed in the financial industry. Diesslin Group, Inc. offers comprehensive, fee-only financial planning and discretionary portfolio management to a range of clients including individuals and institutions, managing approximately $696 million in assets. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-efficient portfolio construction, and is distinctive for sponsoring and managing pooled private funds and alternative investment vehicles.

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.

Jeremy Knight is a financial advisor with Leo Wealth Americas, LLC and holds Series 63 and Series 65 licenses, bringing nine years of industry experience. He has served in various roles including managing director of Knight Time Holdings, a vending machine company, and owner of Barklee Financial Group, a tax and accounting services firm. He also has experience in veterinary services through Knight Animal Wellness, although he is not currently active in that business. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.

Jimmy Curtis is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Leo Wealth Americas, LLC and has previously worked at BFT Financial Group, LLC, Macro Wealth Advisors, Inc., and Omega Securities, Inc. Curtis is based in Hurst, TX. Leo Wealth Americas serves a diverse range of clients including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies, focusing on diversification, tax-efficiency, and low-cost ETF implementation, while maintaining comprehensive due diligence and monitoring of third-party managers.