James Dougherty III is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He has been with Signal Securities since 2010. Signal Securities serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to tailor portfolio recommendations, delivering both discretionary and non-discretionary advisory services.

Timothy Walsh is a financial advisor with Xenith Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple firms including XF Investments, LLC and Fortune Financial Services, Inc., and operates an insurance agency offering property and casualty, life and health insurance, prepaid legal services, credit and debt repair services, and trust services. Walsh is also involved in a nonprofit effort aimed at supporting church-planting initiatives. 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 employs a diversified investment approach combining fundamental, quantitative, and technical analysis and manages both individual accounts and pooled investment vehicles.

Neil Vanzandt is a financial advisor at OverRidge Wealth Advisors with 33 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and his own Law Offices of Neil L. Vanzandt. Vanzandt has also operated Vanzandt Financial since 1985. OverRidge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and tactical management of variable annuities, employing a mix of fundamental, technical, and charting analysis across various asset classes.

Jonathan Jennings is a financial advisor at WPWealth LLP with 17 years of industry experience. He holds a Series 65 designation and is based in Fort Worth, TX. WPWealth provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income management, offering both discretionary and non-discretionary portfolio services along with financial planning and estate-planning referrals.

Olivia Partin is a CFP® professional with three years of industry experience, currently serving as an advisor at Diesslin Group, Inc. in Fort Worth, TX. She has worked with Diesslin Group since 2021 and previously worked at Cumbie Advisory Services, Inc. from 2014 to 2021. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and discretionary portfolio management to individuals, closely held businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-aware portfolio construction while managing approximately $696 million in client assets and sponsoring several pooled private fund vehicles.

Janet Mengis is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Signal Securities since 2009. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process to recommend model portfolios or tailored investment mixes, emphasizing long-term, asset-allocation-driven strategies.

David Lim is a financial advisor at Leo Wealth Americas, LLC with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms, including IC Advisory Services, Inc. and The Investment Center Inc. In addition to his advisory role, he owns TIETAX, LLC, a business focused on preparing U.S. tax returns for clients. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and various institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, while conducting thorough due diligence of third-party managers and sub-advisors.

Joseph Brownback is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding CFP® and CFA® designations with 13 years of industry experience. He has worked at Fidelity Investments and LPL Financial and is a partner at Bridge & Brownback Tax, a tax preparation and bookkeeping firm. He also serves as a board member for Brownback Ministries, a nonprofit organization. Thirteen Twenty-Two Advisors is a registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm manages accounts typically on a discretionary basis, using a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.

Daniel Savard is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at BFT Financial Group, LLC, Main Street Advisors, LLC, and Cincinnati Analysts, Inc. Outside of his advisory work, Savard is involved in insurance and pension-related businesses, including ownership and consulting roles dating back to the late 1970s. 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 government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

James Braxton is a financial advisor with SWMG, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at Thrivent Financial and First Command Financial Services. He serves as a board member of his local homeowners association. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities by providing modular financial planning, investment management, tax-overlay services, and facilitated estate-document preparation. The firm employs third-party asset managers and model portfolios, incorporates technology for client interactions, and offers financial education seminars and workshops.

Mark Cawyer is a financial advisor at Navigo Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navigo Wealth Management since 2008. In addition to his advisory role, Mr. Cawyer is involved in soliciting qualified clients for private offerings through Rex Gold Partners under a solicitor agreement. 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 uses both traditional management and web-based platforms to implement client Investment Policy Statements.

Adam Stone is a financial advisor with Storehouse Financial LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Cabin Securities Inc, StullCPA, THRIVENT Financial, and Thrivent Investment Management, alongside a 19-year career in the US Army as a Public Affairs NCO. Stone also manages business development and bookkeeping at StullCPA and volunteers bookkeeping services for a local VFW post. Storehouse Financial serves individual and high-net-worth clients, trusts, estates, and pension plans with discretionary asset management and financial planning. The firm’s approach integrates fundamental, technical, and cyclical analysis, managing accounts typically on a discretionary basis and supporting a large client base through standardized processes and affiliation with an accounting firm.

Aleksey Mironenko is a Series 65 licensed advisor with five years of industry experience. He is currently affiliated with Leo Wealth Americas, LLC and has held roles at related entities including Leo Wealth, LLC and BFT Financial Group, LLC, as well as Leo Capital Corp (Hong Kong) Limited where he serves as Head of Investment Solutions. His background also includes four years at Premia Partners. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds and model portfolios for 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.

Roderick Latta is a financial advisor with Hamilton-Bates Investment Research, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Hamilton-Bates since 2020 and has a long tenure with Intrusco Associates, Inc., where he also serves as president of an insurance and financial services business. Hamilton-Bates Investment Research, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing continuous asset management through individualized and model portfolio programs. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation methods, offering both long-term and shorter-term trading strategies.

Dana Williams is a Series 65 licensed advisor with 11 years of experience at Rogers Wealth Group, Inc. in Fort Worth, TX, where she has worked since 2007. She is part of a six-advisor team at the firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with specific investment tilts and a focus on client objectives through regular performance measurement and rebalancing.

Harmen Overdijk is a CFA® charterholder with four years of industry experience. He currently works at Leo Wealth Americas, LLC and has prior experience with firms including Leo Capital Corp (Hong Kong) Limited, Leo Wealth, LLC, BFT Financial Group, LLC, The Capital Company, and Caidao Capital Limited. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative/private funds for 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, while maintaining a network of affiliated entities and multiple independent local offices.

Luke Hockett is a financial advisor with Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He has worked at Diesslin Group, Inc. since 2014, with a three-year period at Iqeq from 2019 to 2022 before returning to Diesslin. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and institutions. The firm manages approximately $621 million in assets, utilizing strategic asset allocation, global diversification, and tax-sensitive implementation, and also sponsors private funds including energy, real estate, and private equity opportunities.

Macy Gonzales is a financial advisor with WPWealth LLP in Fort Worth, TX, holding a Series 65 credential. She joined WPWealth in 2025 and has prior experience working at Texas A&M University and several other organizations. WPWealth provides investment advisory and consulting services to a diverse client base, including individuals and institutions, using an asset class–based investment approach focused on global diversification and risk management. The firm integrates third-party technology platforms and maintains affiliations that support comprehensive portfolio and estate-planning services.

Joseph Jones is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with Rhodes Investment Advisors, Inc. He previously worked at Edward Jones from 2008 to 2015. Jones is also an insurance agent and registered representative associated with Rhodes Securities, Inc. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, and consulting services using both discretionary and non-discretionary approaches, employing fundamental and technical investment analysis and third-party manager selection.

Matthew Lankford is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Rogers Capital Management, Inc. since 2005. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans and charitable organizations. The firm constructs globally diversified portfolios using primarily institutional mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities, and serves a range of clients including banking institutions.