Brad Little is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with HPC Wealth Advisors L.L.C. since 2013. Little is also a licensed insurance agent. TL Private Wealth is a team-based firm serving primarily high-net-worth individuals with discretionary investment supervisory services and integrated financial planning. The firm uses a strategic asset allocation approach with periodic rebalancing and fundamental and cyclical analysis to select securities, typically operating under discretionary authority.

Cory Procter is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Pro Capital Wealth Management, where he has worked since 2025. His prior experience includes roles at OSAIC, Woodbury Financial, and Kill Cliff. Outside of financial advising, Procter engages in public speaking and coaching related to his athletic background and serves on the boards of two nonprofits focused on children and athletics. Pro Capital Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a combination of model portfolios, tactical and strategic asset allocation, and integrates third-party technology platforms to manage and review client accounts.

Yuan Fang is a financial advisor at Leo Wealth Americas, LLC with a Series 65 designation and seven years of industry experience. Prior to joining Leo Wealth Americas in 2019, Yuan worked at Cistri for one year and Waters Economics for four years. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds for 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 while conducting thorough due diligence of third-party managers.

Kelly Buchfink is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at SWMG, LLC since 2018. Prior to joining SWMG, she worked at First Command Advisory Services and affiliated entities from 2009 to 2017. Outside of her financial advisory work, she is a Mary Kay cosmetics consultant, a role she has maintained since 1999 on a limited basis. SWMG, LLC serves individual clients, including high-net-worth households, as well as trusts, estates, retirement accounts, and business entities, offering comprehensive financial planning, investment management, tax-overlay services, and facilitated estate-document preparation. The firm utilizes third-party model portfolios and unified managed accounts, incorporating technology such as video conferencing and transcription tools to support client interactions.

Shabana Nathoo is a financial advisor at Navigo Wealth Management, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked in various roles since 2005, including positions at Wells Fargo and Ameriprise. Ms. Nathoo is also involved in teaching as a teaching assistant at Rice University. Navigo Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and an automated discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

Matthew Quezergue is a CFP® professional with five years of experience at Aspen Wealth Management, LLC and prior experience at S. Harris Financial Group. He also worked at Texas A&M University from 2018 to 2021. 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.

Christopher Moore is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Rogers Wealth Group, Inc. in Fort Worth, TX, since 1999. Moore 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, including retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with a focus on small-capitalization and high book-to-market equities, and serves a unique client base that includes banking and thrift institutions.

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.

Andrew Heinz is a financial advisor at Overridge Wealth Advisors in Fort Worth, TX, with 28 years of industry experience. He holds a Series 63 designation and has worked at Triad Advisors, Inc. for 14 years and Lee Johnson Capital Management LLC for over 30 years. In addition to his advisory role, Heinz serves as Vice President and CIO for various insurance providers, focusing on fixed annuities and life insurance. Overridge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and tactical management of variable annuity sub-accounts using a range of investment strategies across multiple asset classes.

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.

Jean Keener is a Certified Financial Planner (CFP®) with 17 years of experience, currently serving at Keener Financial Planning since 2008. She holds the Series 65 designation and acts as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on retirement planning through modular financial planning and investment management. The firm employs a long-term, cost-aware investment approach, primarily using low-cost index mutual funds and ETFs, and offers fee-only services via hourly, flat-fee, or retainer arrangements.

Helen Stephens is a CFP®-designated financial advisor with 18 years of industry experience, currently leading Aspen Wealth Management, LLC in Fort Worth, TX. She previously worked at Commerce Wealth Advisers, LLC and Avantax Advisory Services. Stephens is the sole owner of Helen Stephens Group, an RIA specializing in tax planning and advisory services. Aspen Wealth Management serves individual clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm provides financial planning and discretionary asset management through customized portfolios, and acts as sponsor and manager of its own wrap fee program consolidating advisory, execution, custody, and reporting services.

Jeffrey Mccain is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and also maintains a role with MassMutual Life Insurance Company since 2006. Outside of advising, Mccain serves on the boards of Teen Life, Inc. and Wise County Christian Counseling, both nonprofit organizations. Trinity Portfolio Advisors operates as a team of eight advisors providing financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a risk-aware, probability-based investment approach that integrates multiple analytical techniques and leverages technology and independent managers to implement its strategies.

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.

William Nous is a financial advisor at Pinnacle Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience supporting his wife's Airbnb property management business on a volunteer basis. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm employs diversified portfolios tailored to clients’ profiles using various investment vehicles and offers financial planning and retirement plan consulting services.

Hayden Heinz is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining OverRidge Wealth Advisors, he worked in a variety of roles, including at Uber and Red River Roofing. He is also licensed to sell commission-based insurance in an individual capacity. OverRidge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and tactical management of variable annuity sub-accounts. The firm employs a range of investment strategies across multiple asset classes and uses tools such as eMoney and Orion for account aggregation and reporting.

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.

Landon Mc Bride is a financial advisor at OpenAir Financial, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including AssetBuilder, Inc., Hedgeserv, Cobra Trading, TD AMERITRADE, Refinitiv US LLC, and Redi Global Technologies LLC. 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 programs are based on fundamental analysis and include various strategies, with client accounts reviewed regularly for suitability and rebalancing.

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.

Christopher Snow is a financial advisor with Signal Securities, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Signal Securities since 1996. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm 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 and periodic rebalancing.