Jeremy Knight is a financial advisor with Leo Wealth Americas, LLC and holds Series 63 and Series 65 licenses, bringing nine years of industry experience. He has served in various roles including managing director of Knight Time Holdings, a vending machine company, and owner of Barklee Financial Group, a tax and accounting services firm. He also has experience in veterinary services through Knight Animal Wellness, although he is not currently active in that business. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.

Jimmy Curtis is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Leo Wealth Americas, LLC and has previously worked at BFT Financial Group, LLC, Macro Wealth Advisors, Inc., and Omega Securities, Inc. Curtis is based in Hurst, TX. Leo Wealth Americas serves a diverse range of clients including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies, focusing on diversification, tax-efficiency, and low-cost ETF implementation, while maintaining comprehensive due diligence and monitoring of third-party managers.

Zachary Laws is a financial advisor at Meristead Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill. 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 bottom-up research, offering separately managed accounts, third-party asset management programs, and privately managed credit funds.

Jeffrey Sargent is a financial advisor with Meristead Wealth, LLC, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Stansberry Asset Management, Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial. 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, managing private credit funds and utilizing strategies such as special situations, distressed investments, and income-oriented positions.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

Andrew Gold is a financial advisor at Prestige Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked previously at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and Edward Jones. Outside of advising, he is licensed to offer life insurance as an additional product option to clients. 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, often utilizing sub-advisors and third-party tools.

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.

Daniel Amador is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with GDS Wealth Management and has prior experience at Schwab Private Client Advisory, Charles Schwab & Co., Inc., and other firms. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Ji Seon is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining GDS, Ji worked at Republic Services, The Boston Consulting Group, and Ford Motor Company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research that include a range of equity and fixed income allocations.

Chase Mcmellian is a financial advisor at CFO4Life in Coppell, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at PwC and Reagor Dykes, and he has been affiliated with Ausdal Financial Partners since 2018. Outside of advising, he is also involved in insurance sales on a limited basis. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models using mutual funds, ETFs, direct indexing, and third-party managers, with ongoing portfolio monitoring and analysis tailored to client objectives.

James Palmersheim is a financial advisor with Signal Securities, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Signal Securities since 2005 and concurrently works at American Airlines as a captain and director of veterans initiatives. He also serves as Co-chair and Vice President of the Tribute to Valor Foundation, a military and education nonprofit. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios tailored to client financial data, time horizon, and risk tolerance, typically implementing recommendations with client consent.

Ryan Schroer is a Series 65-licensed advisor at RFG Wealth Advisory in Argyle, Texas, with experience at American National Bank & Trust from 2013 to 2025. He has been with RFG Holdings, Inc. since 2025. RFG Wealth Advisory serves individual and high-net-worth clients through wealth management, discretionary portfolio management, financial planning, and portfolio consulting. The firm provides customized portfolios, employs option strategies, and uses AI tools to support client interactions.

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.

Christopher Wood is a financial advisor with Cabin Advisors, LLC in Grapevine, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Arete Wealth Management and Medtronic. He is also a partner at Arno Wealth, LLC, an investment-related tax and financial planning service. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and sub-advisory services, employing a range of analytical approaches and due diligence on alternative investments.

Peter Mahony is a financial advisor at Meristead Wealth, LLC holding a Series 65 designation with three years of industry experience. His prior work includes roles at Stansberry Asset Management and Stevens Transport. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, emphasizing separately managed accounts and third-party asset management programs. The firm integrates macroeconomic analysis with fundamental research to pursue value-oriented allocations across global equities and credit, and it manages private credit funds targeted to accredited and qualified investors.

Corey Drejas is a financial advisor at Meristead Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Stansberry Asset Management and Trustco Bank. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented, opportunistic investment approach combining top-down macro analysis with bottom-up research, offering separately managed accounts, third-party asset management programs, and private credit funds for accredited or qualified investors.

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.