Landon Freeman is a financial advisor with Thirteen Twenty-Two Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and AIG. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis alongside modern portfolio theory and offers access to multiple LPL Financial–sponsored advisory programs and third-party investment managers.

Craig Wade is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Rhodes Investment Advisors since 1997 and associated with Rhodes Securities, Inc. since 1988. Outside of advisory services, he is also a registered insurance agent. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing both discretionary and non-discretionary approaches using fundamental, technical, and charting analysis methods.

Mark Michel is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Diesslin Group, Inc. since 2021 and previously spent five years at American Beacon Advisors. Diesslin Group, Inc. provides fee-only financial planning and asset management services to individuals, businesses, and institutional clients. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager with several closed investment funds.

Todd Williams is a CFP® professional at WPWealth LLP with 14 years of industry experience. He has worked at several firms including Charles R. Green & Associates, Sagepoint Financial, and PNC. Outside of his advisory role, he is a member of the Fort Worth Stock Show Syndicate, a nonprofit that raises funds for scholarships for youth showing livestock. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations, using an asset class–based approach focused on global diversification and risk management. The firm offers both discretionary and non-discretionary portfolio management and utilizes third-party technology platforms for estate planning and IRA services.

Troy Fore III is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Aspen Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at AXA Advisors, LLC and Vision Point Advisory Group. Outside of his advisory work, Fore serves as a volunteer board member for the Coastal Conservation Association. Aspen Wealth Management is an SEC-registered, team-based firm managing approximately $658 million for individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, using a model-based portfolio construction approach combined with a buy-and-hold strategy and periodic rebalancing.

William Schwennsen is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in financial planning and insurance sales through Schwennsen Financial Services. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, offering model-based asset allocation programs and separately managed accounts primarily on a non-discretionary basis.

Norman Farr is a CFP® with 25 years of industry experience and has been with Diesslin & Associates, Inc. since 1992. He is based in Fort Worth, TX, and is part of the Diesslin Group, Inc. team. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and organizations, managing approximately $621 million in assets. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and is notable for its role as a private fund sponsor and manager of several closed-end investment funds.

Martin Rasmussen is a CFP® professional with 18 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Clearfork Financial Planning. His prior experience includes roles at AE Wealth Management, LLC, Global Financial Advisory, and Global Financial Private Capital, LLC. Rasmussen also serves as an insurance agent with Advisors Excel, writing life insurance, annuities, and Medicare supplements. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, and offers a range of services through a large network of affiliated offices and representatives.

Matthew Kline is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Northern Trust Securities, Inc. in Fort Worth, TX, and has prior experience at Bank of America and Merrill. Northern Trust Securities, Inc. is a multi-team firm providing discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm integrates advisory, brokerage, and custody services, offering portfolios that combine proprietary and third-party products with periodic reviews for suitability and performance.

Brittany Hiett is a financial advisor at MCF Advisors, LLC with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Northern Lights Distributors, Sierra Investment Management, and The Preiss Company. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and additional services including tax preparation, accounting, CFO services, and advisory support for affiliated private funds.

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior firms include LPL Financial LLC, Hi-Fidelity, AXA/Equitable Advisors, and Parkhill, Smith, and Cooper. He is also involved with Stewardship Wealth Management LLC. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans based on client risk profiles and a combination of fundamental, technical, and cyclical analysis.

Philip Wetzel, Jr. is a financial advisor with Strategic Financial Concepts, LLC in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He previously worked at WWK Wealth Advisors and Whitney Wetzel & Kuether, L.L.C., and has maintained a long-standing association with LPL Financial. Outside of his advisory role, he serves as a director of Wetzel Financial Strategies, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and consulting, employing both fundamental and technical analysis as well as third-party manager solutions, with ongoing supervision and rebalancing.

Charles Kelsey is a financial advisor with Mutual Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Mutual Advisors since 2019 and previously held roles at National Financial Services LLC. In addition to his advisory work, Kelsey serves as an Intelligence Officer in the U.S. Army Reserve. Mutual Advisors serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion. The firm employs a mix of active and passive investment strategies tailored to client objectives and is noted for its scale in institutional work and a broad range of advisory services.

Michael Ryan is a financial advisor with Foundations Investment Advisors LLC in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Foundations in 2025, he worked at firms including AE Wealth Management, CV Mansfield LLC, and Principal Financial Ltd Co. Ryan is also engaged as legal counsel and a member of Black Rock, LLC, providing legal advice to individuals and organizations. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, incorporating structured products and alternative investments where appropriate.

Robert Fitzgerald is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds the Series 66 designation and also maintains a law practice, the Law Office of Robert James Fitzgerald, P.C., which he has operated since 2018. Fitzgerald serves as a board member of Stewardship Wealth Management LLC, a for-profit entity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various advisory programs, including internally managed portfolios and third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis, supports discretionary account management, and offers retirement plan consulting with fiduciary oversight.

Scott Flynn is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He worked at Flynn Planning Group for 14 years before joining Regal Investment Advisors in 2017. Flynn serves as Head of Development for Diamond Leaf Energy, a non-investment-related company. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated registered advisers and their clients, managing approximately $2.88 billion through a multi-team sub-advisory platform. The firm offers proprietary and third-party investment strategies and handles trade execution, rebalancing, and overlay management on behalf of its adviser network.

Aspen Gregg is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, Gregg held various roles in the hospitality sector, including positions at several steakhouses and restaurants. Arkadios Wealth Advisors is a multi-team, SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans and offers discretionary and non-discretionary portfolio management, ERISA retirement plan consulting, and integrated reporting services.

Sady Whitley is a financial advisor at Momentum Independent Network Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Momentum, Whitley worked in various roles including at the Johnson County District Clerk and in education. Outside of finance, Whitley owns and operates businesses in equine dentistry, mobile sanitation services, and HVAC/plumbing services. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, and brokerage services. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

James Hart Du Preez is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 65 credential. He has one year of industry experience, including prior work in commercial real estate and seven years with the Sunshine Tour. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and utilizes a combination of fundamental, technical, and cyclical investment analysis to create customized client plans.

Michelle Cooley is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 credentials and 21 years of industry experience. Her prior roles include positions at LPL Financial and CUNA Mutual Group. She is also a co-host of The James Cooley Show...It’s Your Life LIVE on e360TV and radio. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm uses a tailored investment process that incorporates multiple analytical approaches and offers both direct management and access to third-party programs.