Jared Skinner is a financial advisor with Meristead Wealth, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Stansberry Asset Management and BancWest Investment Services, among others. 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 bottom-up fundamental research. The firm manages private credit funds and employs opportunistic, value-oriented strategies across global equities and credit.

Annette Hamil is a financial advisor with Trinity Portfolio Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Trinity Portfolio Advisors since 2010. Outside of her advisory role, she is also licensed as an insurance agent, involved in the sales and service of life, fixed annuities, and health insurance. 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, utilizing a risk-focused, probability-based investment approach that combines fundamental and technical analyses along with proprietary model portfolios.

Christopher Robinson is a financial advisor at RFG Wealth Advisory with over 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and Veravest Investment Advisors. Outside of his advisory duties, he is involved in several business ventures, including ownership in real estate and related entities. RFG Wealth Advisory serves individual and high-net-worth clients with wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts, employing a variety of investment methods including derivatives and options strategies within separately managed accounts.

Christopher Delaura is a CFP® with 24 years of industry experience, currently serving at Meristead Wealth, LLC. His prior work includes roles at Stansberry Asset Management LLC and Fieldpoint Private Securities LLC. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research and manages private credit funds for accredited or qualified investors.

Ty Trosky is affiliated with Meristead Wealth, LLC and holds a Series 65 designation. His professional background includes roles at Stansberry Asset Management, Santa Clara University, Conserv Fuel, and Laguna Blanca High School, with a total of several years of diverse experience. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, specializing in separately managed accounts and third-party asset management programs. The firm employs an opportunistic, value-oriented investment approach that integrates top-down macro analysis with bottom-up research across global equities and credit, and also manages multiple private credit funds targeting accredited and qualified investors.

Landon Mc Intyre is a financial advisor at Prestige Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual. Outside of advising, he spends time as a life insurance agent representing various carriers. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach and offers discretionary investment management, financial planning, retirement plan advisory, and consulting services.

Stewart Fields is a CFP®-certified financial advisor at OpenAir Financial, LLC with 13 years of industry experience. He has worked at OpenAir Financial since 2019 and previously held roles at Lake Point Wealth Management, Advisor Resource Council, United Capital Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved in an affiliated insurance business, OpenAir Advisory, 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 discretionary and founded on fundamental analysis, offering a range of strategies tailored to client goals and risk tolerance.

Michael Tull is a financial advisor at RFG Wealth Advisory with a Series 65 designation and one year of industry experience. Prior to joining RFG Wealth Advisory in 2025, he worked at Guaranty Bank & Trust and has a background in commercial real estate brokerage with Stag Commercial, where he maintains a license for referral purposes. RFG Wealth Advisory serves primarily individual and high-net-worth clients, offering wealth management, financial planning, and portfolio consulting. The firm employs a range of investment strategies, including derivatives and options within separately managed accounts, and manages over $550 million in client assets across approximately 415 households.

Elizabeth Shurtz is a CFP® professional affiliated with Keener Financial Planning in Keller, TX, with eight years of industry experience. She has worked at Keener Financial Planning since 2014, with a brief period at TD Ameritrade in 2018. Shurtz holds a Series 65 license and has been part of Keener's team since 2022. Keener Financial Planning serves individuals, including high-net-worth clients, trusts, small businesses, and organizations, providing modular financial planning and portfolio management through hourly, flat-fee, or retainer engagements. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds and ETFs, combined with selective active funds and strategic small-cap and value exposures.

William Tyler Jr. is a CFP® and ChFC® with 29 years of industry experience. He is currently with Aspen Creek Wealth Management, LLC and has previously worked at Tyler Wealth Management, LLC, Tyler Financial Network, and PRUCO Securities, LLC. Tyler also works as an independent insurance agent. Aspen Creek Wealth Management operates as an eight-advisor team serving individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, charting, and cyclical analysis while incorporating structured products and alternative investments for eligible clients.

Nicholas Noll is a Series 65-licensed advisor with RFG Wealth Advisory in Argyle, TX, where he has worked since 2021. Prior to joining the firm, he spent ten years at First Eye Care. He has no prior industry experience before his current role. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm employs a range of strategies including modern portfolio theory, fundamental and technical analysis, and derivatives and options within separately managed accounts.

Ryan Vassar is a financial advisor at Leo Wealth Americas, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at the Supreme Court of Texas and Kmr Financial Group Inc. Outside of financial advisory work, he serves as Corporate Secretary for nonprofit public policy organizations Cicero Research and Cicero Action, and is president of professional services firms Ryan M Vassar Inc. and RyAnna Corp. Leo Wealth Americas offers portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, foundations, and institutional clients such as sovereign wealth funds and state or municipal governments. The firm employs a combination of systematic and discretionary strategies, focusing on diversified, tax-efficient, and low-cost ETF implementations while conducting rigorous due diligence of third-party managers.

Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.

Jessica Papadopoulos is a financial advisor at Leo Wealth Americas, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles across multiple firms, including leadership and compliance positions at Leo Capital Corp (Hong Kong) Limited. She serves as president and compliance officer for the Hong Kong-based licensed entity. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation.

Chase Estrada is a financial advisor at Trinity Portfolio Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Trinity, he worked at firms including J.P. Morgan Securities, Charles Schwab Co., Inc., and Fidelity Investments. 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 fundamental and technical analysis, to guide investment strategies.

Emilio Gonzalez is a financial advisor at RFG Wealth Advisory with 11 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Invest Financial Corporation. Gonzalez has been affiliated with RFG Wealth Advisory since 2016 and Robinson Financial Group since 2013. RFG Wealth Advisory offers wealth management, financial planning, and portfolio consulting services primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary accounts using a range of strategies, including derivatives and options within separately managed accounts.

Kenneth Huffman is a financial advisor at Insight Folios with 13 years of industry experience. He holds the Series 66 designation and has worked at Insight Folios since 2015. Outside of advisory services, he manages Perimeter Diabetic Footwear, a diabetic footwear sales business that he owns through The Perimeter Group, Inc. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm employs a team-of-advisers approach and proprietary planning software, integrating fundamental, technical, and cyclical analysis with a long-term trading orientation.

Darrell Haynes is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC since 2025. He previously worked for 15 years at Team Financial Strategies. Outside of his advisory role, he is a 50% owner of Hayion Holdings LLC, a non-investment business based in Granbury, Texas. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm provides financial planning, consulting, and investment management services, employing a risk-focused, probability-based investment approach that incorporates multiple analytical methods and proprietary models.

Christel Walker is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Navigo Wealth Management, LLC since 2016. Ms. Walker participates in a solicitor agreement with Rex Gold Partners, through which she solicits qualified investors for private offerings. 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 a web-based discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

Matthew Harwell is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Veracity Capital since 2018, following eleven years at The Ayco Company, LP and a brief tenure at F3 Logic, LLC. He is also a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services mainly to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, along with option overlay strategies and discretionary management.