Victoria Areingdale is a CFP® professional with 11 years of industry experience, currently serving as an advisor at CFO4Life. Her prior roles include positions at Ausdal Financial Partners, USAA investment and financial advisory firms, and Charles Schwab Co. She is also involved in assisting advisors with client-related planning activities through CFO4LIFE, LLC. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, and cash-management solutions. The firm emphasizes diversified asset-allocation models across a range of investment vehicles and typically manages accounts on a discretionary basis while offering participant education and corporate financial wellness programs.

Chris Massenburg is a financial advisor at OpenAir Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OpenAir Advisory, LLC since 2019. Prior to joining OpenAir Financial, he was with Lake Point Wealth Management, LLC from 2015 to 2019. Outside of investment advising, he is also active as an insurance agent through OpenAir Advisory, dedicating a portion of his time to that role. 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 a range of strategies, with regular portfolio reviews and trade aggregation where appropriate.

Jelmer Kattevilder is a CFA® charterholder with one year of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to this, he worked for six years at Schroders Wealth Management in Hong Kong and three years at ABN AMRO Bank NV. Outside of his advisory role, he operates an online business focused on wine subscriptions and hosting wine tasting events. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and uncommon institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementations.

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.

Randal Ferguson is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He has worked at First Western Securities since 1987 and was previously with Smith Barney Harris Upham starting in 1983. Additionally, he has long-standing affiliations with Collegiate Products and the University of Tulsa dating back to 1975. 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 assets across about 32 accounts. The firm employs a tactical asset allocation approach, customizing portfolios to client objectives and risk tolerances using a broad range of investment instruments.

Charles Mc Kenzie is a CFP® with eight years of industry experience, currently serving at Leo Wealth Americas, LLC. His background includes roles at Leogroup Wealth Solutions, BFT Financial Group, and Bufford Advisors, as well as a position at Texas Tech University. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm uses a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, and serves a diverse client base including sovereign wealth funds and municipal governments.

Sterling Gray is a Certified Financial Planner™ and holds a Series 65 license with five years of industry experience. He currently works at Keener Financial Planning and previously held roles at HFG Wealth Management, LLC, Kahler Financial Group, and Texas Tech University. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, providing modular financial planning and portfolio management through hourly or flat fees and ongoing retainers. The firm employs a long-term, primarily passive investment approach focusing on low-cost index funds, with selected active funds and an emphasis on small-cap and value exposures.

Douglas Reifel is a financial advisor at Navigo Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Navigo Wealth Management since 2019. Prior to that, he was employed at BP from 2016 to 2018. Outside of his advisory role, Mr. Reifel provides HR consulting focused on compensation and benefits and participates in soliciting qualified investors for private offerings with Rex Gold Partners. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies, including derivatives and leverage, and utilizes both traditional and web-based platforms for portfolio management.

Jessica Fairchild is a financial advisor at RFG Wealth Advisory with 12 years of industry experience. She previously worked at Fisher Investments and J.P. Morgan Securities. Outside of her advisory role, she owns and operates Empowerment Performance Coaching, a personal fitness training business. RFG Wealth Advisory serves individual and high-net-worth clients with wealth management, discretionary portfolio management, financial planning, and retirement consulting. The firm offers customized portfolios, may incorporate option strategies and AI tools, and provides services including direct indexing and estate planning coordination.

Brian Chastain is a CFP® professional with 35 years of industry experience. He is currently affiliated with CFO4Life Group, LLC since 2017 and has been associated with Ausdal Financial Partners since 2012. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and supervisory services to his firm, and he also operates an aircraft through Fly4Life, LLC. CFO4Life offers 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 across various asset classes and utilizes institutional research and technology to tailor portfolios to clients’ objectives and risk tolerance.

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Kyle Moore is a CFP® with 10 years of industry experience, currently serving at SmartPath Advisors. His prior roles include positions at Origin Financial, Charles Schwab, Fidelity Investments, and Facet Wealth. In addition to his advisory work, he is involved with Cru Tax, a tax preparation business. SmartPath Advisors offers limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements and high-net-worth clients. The firm emphasizes a passive investment approach and does not manage client assets or charge fees based on assets under management.

Ray Pinson is a CFP® with 13 years of industry experience, currently serving at Leo Wealth Americas, LLC as part of a team of 10 advisors. His prior experience includes roles at Leo Wealth LLC and BFT Financial Group, LLC. Outside of advising, he provides accounting consulting focused on business accounting and HR-related matters. Leo Wealth Americas offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary investment strategies emphasizing diversification and tax efficiency, while also providing access to alternative funds and third-party money managers.

Jerry Killion is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with First Western Securities since 2010 and has operated as a self-employed advisor since 1997. In addition to his advisory work, Killion also serves as an independent insurance agent for Employee Benefits Associates. 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 strategy with a customizable approach to portfolio management and offers services on a discretionary or non-discretionary basis.

Max May is a financial advisor at Trinity Portfolio Advisors, LLC, holding a Series 65 designation with two years of industry experience. He has been with Trinity Portfolio Advisors since 2022 and previously attended Clemson University from 2018 to 2022. 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 to a diverse client base, using a combination of fundamental, technical, cyclical, and charting analyses alongside proprietary model portfolios.

Douglas Burnette Jr. is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Collective Wealth Advisors LLC, where he has worked since 2024, and previously operated Burnette Financial Planning, LLC for nine years. Burnette maintains his registration with Burnette Financial Planning during the transition of clients to his current firm. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as an ERISA 3(21) fiduciary. The firm combines third-party account administration with access to multiple sub-advisors and emphasizes client education through free seminars and workshops.

Kimberley Threadgill is a CFP® professional with 10 years of industry experience, currently serving at Meristead Wealth, LLC. Her prior roles include positions at Morgan Stanley and JPMorgan Chase, where she has worked since 2016 and 2019, respectively. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. 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 fundamental bottom-up research to pursue value-oriented investment strategies. The firm is notable for managing multiple private credit funds and integrating advisory, publishing, and private-fund activities within its operations.

Michael Joseph is a CFA® charterholder with nine years of industry experience. He currently serves at Meristead Wealth, LLC and previously worked at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs an opportunistic, value-oriented investment approach combining macro analysis with fundamental research, and manages private credit funds designed for accredited investors and certain retirement accounts.

Ajoke Esomo is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Mills Wealth Advisors, LLC since 2023 and previously was with Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm offers wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring private pooled investment vehicles and utilizing evidence-based, tax-aware portfolio strategies.

Jonathan Lawton is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He currently works at OpenAir Financial, LLC and OpenAir Advisory, LLC, where he has been since 2019. Prior to that, he held roles at GF Investment Services, LLC and Lake Point Advisory Group. In addition to his advisory work, Lawton is also an insurance agent through OpenAir Advisory. 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 with a range of strategies including long-term holdings and short-term trading, and client accounts are reviewed regularly for suitability and rebalancing.