Aaron Christopherson is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the CFP® designation and Series 65 license. Christopherson has worked at IMS Capital Management LLC and Security First Advisors, Inc., and currently serves as President of ZJC, Inc., a tax-related pass-through entity associated with his role at Pinnacle Wealth Advisors. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios using a variety of investment vehicles, employs independent third-party managers, and incorporates tax considerations in its strategies.

James Palmer is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated Rhodes Securities since 2002. Palmer also works as an insurance agent representing several companies. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, using both discretionary and non-discretionary approaches with investment analysis that incorporates charting, fundamental, and technical methods.

Ray Walker is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 63 designation with 49 years of industry experience. He has been with Signal Securities since 1991. Signal Securities provides fee-based asset management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

Jarod Sweetland is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding the PFS™ designation and one year of industry experience. His prior work includes roles at Cetera, Avantax Advisory Services, and Ernst & Young. Outside of advisory work, Sweetland is a tennis professional at Rivercrest Country Club, where he conducts lessons and organizes tennis events. He is also involved in private equity investment through his roles at First Serve Capital LLC and Jarsco Investments LLC, and provides CPA and tax services through his own practices. Signal Securities, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and consultative financial planning, offering both non-discretionary and discretionary portfolio management across various account types.

Stephen Tally is a financial advisor at Leo Wealth Americas, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler Freeman Tally Financial Group, LLC since 1998 and Leogroup Wealth Solutions, LLC since 2021. He is also registered as an agent for D. Larsen Management in a non-compensated capacity. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies and emphasizes diversification, tax efficiency, and low-cost ETF implementation.

Cynthia Ng is a CFA® charterholder with one year of experience at Leo Wealth Americas, LLC. She previously worked at Three Capital Partners for one year and spent eight years at Goldman Sachs Asia L.L.C. 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 combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Robin Austin is a financial advisor at Mills Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. In addition to his advisory role, he has been an insurance agent since 1997. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm provides comprehensive wealth management services, including financial and business planning, retirement-plan advisory, and portfolio management, employing a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and tax-aware implementation strategies.

Joshua Strittmatter is a CFP® professional with 23 years of experience in the financial services industry. He has been with SWMG, LLC since 2012 and has also worked with LPL Financial, LLC since 2007. In addition to his advisory role, he teaches continuing education courses at local colleges including the University of Texas at Arlington, Tarrant County College, and Weatherford College. He is the owner of Mother Nature's Best, LLC, a retail business selling chemical-free products and supplements. SWMG serves individual clients, estates, trusts, and business entities by providing comprehensive financial planning, investment management, tax-overlay services, and estate-document facilitation through a third-party platform. The firm employs third-party model portfolios and unified managed account managers, conducts quarterly portfolio reviews, and integrates technology such as video conferencing and held-away account management into client services.

Rebecca Sierp is a financial advisor at WPWealth LLP in Fort Worth, TX, holding the Series 65 designation with 15 years of industry experience. She has been with WPWealth LLP since 2008, totaling 18 years at the firm. WPWealth provides investment advisory and consulting services to individuals and various entities, offering portfolio management and financial planning across multiple asset classes. The firm employs an asset class-based investment approach tailored to clients’ risk tolerance, emphasizing global diversification and fixed-income strategies.

Thomas Payne is a financial advisor at Encompass Advisory Services, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Prosperitas Wealth Management, Infinity Financial Services, and Trinity Fiduciary Partners. In addition to advisory work, Payne serves as Managing Member and Chief Compliance Officer at Prosperitas Wealth Management, LLC and has experience as an independent insurance agent selling life, disability, and long-term care insurance. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation using a variety of portfolio strategies, including discretionary and non-discretionary management, with access to insurance products through licensed agents.

Miles Savitz is a financial advisor with Leo Wealth Americas, LLC, holding a Series 65 credential and two years of industry experience. His prior work includes a position at Simpson, Thacher & Bartlett and roles connected to Columbia University and United Way of New York City. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Brandon Russ is a CFP® professional with five years of industry experience. He is currently with WPWealth LLP, where he has worked since 2019. Prior to joining WPWealth, he spent one year at Goldstein Group Financial Advisors and nine years at Purdue University. 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 risk management, and offers services on both discretionary and non-discretionary bases.

Mattison Craig is a financial advisor at Dean, Jacobson Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Carson Group. His earlier career includes roles in educational programs at Texas Tech University and Mount Vernon and Mount Pleasant High Schools. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charities, and corporations, offering comprehensive financial planning and discretionary asset management primarily through LPL Financial–sponsored platforms. The firm employs strategic asset allocation with multiple model portfolios and provides specialized services such as estate, tax, and exit planning for larger clients.

William Weston is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. He has worked at WPWealth LLP since 2018, following brief tenures at Whitley Penn Financial and ADP-related firms. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach tailored to clients' risk tolerance, emphasizing global diversification and selective fixed-income positioning.

Kyle Cavin is a financial advisor with Xenith Financial Advisory Services, LLC in Fort Worth, TX. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role since 2021, Cavin has been affiliated with the Scottish Rite Hospital for Children since 2006. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and manages both individual accounts and pooled investment vehicles, including a private fund.

Rory Robertson is a financial advisor with Navigo Wealth Management, LLC, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Navigo Wealth since 2011. Outside of his advisory role, Robertson serves on the Katy, Texas City Council and works as a temporary substitute teacher for the Katy Independent School District. He also participates in soliciting qualified investors for private offerings through Rex Gold Partners. Navigo Wealth Management advises individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and supports clients through both traditional and web-based platforms with ongoing portfolio rebalancing.

Candace Scholz is a CFP® professional with eight years of industry experience, currently serving as a managing member at Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2015 and holds a 14% ownership stake in the firm. Outside of her advisory role, she serves on the Glen Rose, Texas City Council in a compensated position. 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 manages accounts primarily on a discretionary basis using mutual funds and ETFs.

Zachary Van Kirk is a CFP® and holds a Series 65 license, currently serving as a financial advisor at WPWealth LLP with four years of industry experience. His prior experience includes roles at Northwestern Mutual and various positions related to Texas Tech University. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income risk management, offering services on both discretionary and non-discretionary bases supported by third-party technology platforms.

Jelmer Kattevilder is a CFA® charterholder with one year of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to this, he worked for six years at Schroders Wealth Management in Hong Kong and three years at ABN AMRO Bank NV. Outside of his advisory role, he operates an online business focused on wine subscriptions and hosting wine tasting events. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and uncommon institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementations.

Randal Ferguson is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He has worked at First Western Securities since 1987 and was previously with Smith Barney Harris Upham starting in 1983. Additionally, he has long-standing affiliations with Collegiate Products and the University of Tulsa dating back to 1975. 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 assets across about 32 accounts. The firm employs a tactical asset allocation approach, customizing portfolios to client objectives and risk tolerances using a broad range of investment instruments.