Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.

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.

Charles Mc Kenzie is a CFP® professional with eight years of industry experience. He currently works at Leo Wealth Americas, LLC and has held roles at Leogroup Wealth Solutions, BFT Financial Group, and Bufford Advisors. He also has experience in an academic setting at Texas Tech University. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for individuals, trusts, retirement plans, foundations, and institutional clients. The firm offers systematic and discretionary investment strategies, with a focus on diversification, tax efficiency, and low-cost ETF implementation, and serves a diverse client base including sovereign wealth funds and municipal governments.

Sterling Gray is a Certified Financial Planner™ and holds a Series 65 license with five years of industry experience. He currently works at Keener Financial Planning and previously held roles at HFG Wealth Management, LLC, Kahler Financial Group, and Texas Tech University. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, providing modular financial planning and portfolio management through hourly or flat fees and ongoing retainers. The firm employs a long-term, primarily passive investment approach focusing on low-cost index funds, with selected active funds and an emphasis on small-cap and value exposures.

Douglas Reifel is a financial advisor at Navigo Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Navigo Wealth Management since 2019. Prior to that, he was employed at BP from 2016 to 2018. Outside of his advisory role, Mr. Reifel provides HR consulting focused on compensation and benefits and participates in soliciting qualified investors for private offerings with Rex Gold Partners. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies, including derivatives and leverage, and utilizes both traditional and web-based platforms for portfolio management.

Jessica Fairchild is a financial advisor at RFG Wealth Advisory with 12 years of industry experience. She holds the Series 66 designation and previously worked at Fisher Investments, J.P. Morgan Securities, and Morgan Stanley. Outside of finance, she owns and operates Empowerment Performance Coaching, a personal training business offering fitness and meal planning services. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm manages roughly 415 households and over $550 million in client assets, employing a range of investment strategies including options and derivatives within customized portfolios.

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Kyle Moore is a CFP® with 10 years of industry experience, currently serving at SmartPath Advisors. His prior roles include positions at Origin Financial, Charles Schwab, Fidelity Investments, and Facet Wealth. In addition to his advisory work, he is involved with Cru Tax, a tax preparation business. SmartPath Advisors offers limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements and high-net-worth clients. The firm emphasizes a passive investment approach and does not manage client assets or charge fees based on assets under management.

Ray Pinson is a CFP® with 13 years of industry experience, currently serving at Leo Wealth Americas, LLC. He has worked at BFT Financial Group, LLC since 2013 and was previously affiliated with Leo Wealth LLC. Outside of his advisory work, he provides accounting consulting focused on business accounting and human resources matters. Leo Wealth Americas serves a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients, offering portfolio management, financial planning, and retirement-plan consulting services. The firm employs both systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Jerry Killion is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with First Western Securities since 2010 and has operated as a self-employed advisor since 1997. In addition to his advisory work, Killion also serves as an independent insurance agent for Employee Benefits Associates. 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 strategy with a customizable approach to portfolio management and offers services on a discretionary or non-discretionary basis.

Max May is a financial advisor at Trinity Portfolio Advisors, LLC, holding a Series 65 designation with two years of industry experience. He has been with Trinity Portfolio Advisors since 2022 and previously attended Clemson University from 2018 to 2022. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, using a combination of fundamental, technical, cyclical, and charting analyses alongside proprietary model portfolios.

Kimberley Threadgill is a CFP® professional with 10 years of industry experience, currently serving at Meristead Wealth, LLC. Her prior roles include positions at Morgan Stanley and JPMorgan Chase, where she has worked since 2016 and 2019, respectively. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented investment strategies. The firm is notable for managing multiple private credit funds and integrating advisory, publishing, and private-fund activities within its operations.

Montana Vega is a financial advisor at GDS Wealth Management with a Series 65 credential and no prior industry experience. Their work history includes roles at several firms, including One Way Holdings, LLC and Farther Finance. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management services. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, utilizing model portfolios developed in partnership with Raymond James.

Michael Joseph is a CFA® charterholder with nine years of industry experience. He currently serves at Meristead Wealth, LLC and previously worked at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs an opportunistic, value-oriented investment approach combining macro analysis with fundamental research, and manages private credit funds designed for accredited investors and certain retirement accounts.

Ajoke Esomo is a CFP® professional at Mills Wealth Advisors, LLC with three years of industry experience. Prior to joining Mills Wealth Advisors, she worked at Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors provides wealth management, financial and business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm utilizes an evidence-based CORE+ investment approach that combines diversified low-cost funds with selective satellite positions and emphasizes tax-aware implementation and ongoing client monitoring.

Jonathan Lawton is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He currently works at OpenAir Financial, LLC and OpenAir Advisory, LLC, where he has been since 2019. Prior to that, he held roles at GF Investment Services, LLC and Lake Point Advisory Group. In addition to his advisory work, Lawton is also an insurance agent through OpenAir Advisory. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with a range of strategies including long-term holdings and short-term trading, and client accounts are reviewed regularly for suitability and rebalancing.

Sebastian Carrillo is a financial advisor at GDS Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Moss Adams LLP and GoFundMe.org. He has also been involved with educational institutions such as Baylor University and Saint Francis High School. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research.

David Ortiz is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Stansberry Asset Management, InsuranceHub Leavitt Agency, and Mark Forgas State Farm Agency. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm also manages private credit funds with a value-oriented, opportunistic investment approach that integrates top-down macro analysis and bottom-up research across global equities and credit.

Morgan Webb is a CFP® with 19 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC. He also provides tax preparation and business consulting services through Estrada Webb and Associates and is a licensed insurance agent offering life, health, and disability insurance solutions. His prior experience includes roles at Avantax Advisory Services and Cfo4 Life, L.P. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes risk management through probability-based decision making and employs a variety of analytical methods, including proprietary strategies and allocations to independent managers.

Ross Mortensen is a financial advisor with GDS Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Investments and First Command Financial Planning. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual clients and high-net-worth households, managing approximately $1.8 billion in assets through discretionary portfolio management and retirement-rollover guidance. The firm uses model portfolios based on research from Raymond James, with adjustments tailored to client-specific needs.