Shabana Nathoo is a financial advisor at Navigo Wealth Management, LLC with 16 years of industry experience. She holds the Series 65 and Series 66 credentials and has worked at Navigo Wealth Management since 2017. Ms. Nathoo also serves as a Teaching Assistant at Rice University and has spent time as an expatriate traveling abroad. Navigo Wealth Management serves individual and corporate clients, including high-net-worth individuals, providing portfolio management, financial planning, sub-advisory services, and an automated discretionary portfolio management platform. The firm uses model portfolios, written Investment Policy Statements, and offers both discretionary and non-discretionary account management, incorporating strategies such as options writing and private placements.

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® with 17 years of industry experience and leads Aspen Wealth Management, LLC in Fort Worth, TX. She has managed her own advisory group since 2011. Stephens is also a partial owner of a commercial real estate investment entity. Aspen Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering customized financial planning and discretionary asset management through a multi-model portfolio approach. The firm operates its own wrap fee program and integrates technology for planning and reporting while maintaining human oversight of investment decisions.

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 at Westpark Wealth Advisors, Inc. in Arlington, TX, with 20 years of industry experience. He has held his current role since 2016 and holds Series 63 and Series 65 credentials. Outside of advisory services, he is also 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 often manages client 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 the Series 65 and Series 63 designations and has previously worked at firms including AssetBuilder, Inc., Hedgeserv, and TD Ameritrade. 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 approach is based on fundamental analysis and includes both long-term and short-term 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.

Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, United Capital Financial Advisers, J.P. Morgan Securities, and T. Rowe Price Investment Services. 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 employs fundamental analysis in its investment programs and offers tailored portfolio management alongside written financial plans covering estate, tax, retirement, and insurance topics.

Jennifer Dragon is a CFP®, PFS™, and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Main Street Retirement Planning since 2022 and previously held positions at MMWKM, Personal Consulting, and Deloitte. Jennifer is also licensed to sell insurance products. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions, managing over $716 million in assets. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client portfolios.

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

J. Rhodes is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. He has held leadership roles at Rhodes Securities, Inc. and FRIE Financial Group Inc., serving as CEO and president respectively. Outside of advisory work, he is involved as an officer in an internet company, Scruddle, and participates in several financial and trading businesses. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, offering both discretionary and non-discretionary management that incorporates fundamental and technical investment analysis.