Jimmy Curtis is a financial advisor at Leo Wealth Americas, LLC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Curtis previously worked at Macro Wealth Advisors, Inc. and Omega Securities, Inc., and has been affiliated with BFT Financial Group, LLC for over two decades. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services for individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETFs.

Chad Mcmillan is a CFP® with 23 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been affiliated with GRB Financial, LLC and Baker Financial Services since 2002 and 2003, respectively. Gerald Baker Financial Group, dba Baker Financial Services, is a five-advisor team managing approximately $833.2 million in assets for about 374 clients. The firm provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using a long-term, asset-allocation investment approach that incorporates active managers, indexes, ETFs, and fixed-income instruments.

Chad Morris is a financial advisor at Purus Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Purus Wealth Management since 2020, with a break before returning in 2025. Outside of his advisory role, Morris serves as a firefighter with the Fort Worth Fire Department and is co-owner and light technician for The Brigade Brothers, a holiday lighting service. Purus Wealth Management provides investment management, financial planning, and pension consulting services to individuals, high net worth clients, trusts, pension, and corporate clients. The firm employs a broad range of investment strategies tailored to clients’ objectives and risk tolerances and runs a client education program alongside its portfolio management offerings.

Christopher Peters is a financial advisor at WPWealth LLP in Fort Worth, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining WPWealth, he worked at Fidelity Investments for one year and has held various roles including at Shinsei Restaurant and the University of Miami. WPWealth LLP provides investment advisory and consulting services to a broad range of clients including individuals, trusts, estates, and charitable organizations. The firm employs an asset class–based investment approach emphasizing global diversification and selective fixed-income positioning, and it offers services on both discretionary and non-discretionary bases.

Melissa Childs is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation and 11 years of industry experience. She has been with Rogers Wealth Group since 1998, contributing to the firm’s advisory services. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans and charitable organizations. The firm constructs globally diversified portfolios using primarily institutional asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities while avoiding market timing and individual stock selection.

Jacob Ayres is a CFP® and Series 63-registered financial advisor with eight years of industry experience. He is currently with WPWealth LLP in Fort Worth, TX and has prior experience at Northwestern Mutual Wealth Management Company and several other firms. His background also includes a long tenure at the University of Texas at Arlington. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach focused on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management along with estate-planning referrals.

John Morrison is a financial advisor at Thirteen Twenty-Two Advisors with three years of industry experience. He holds a Series 65 designation and has worked at LPL Financial LLC and the Trust Land Office. Outside of his advisory role, he owns The Morrison Firm, a real estate brokerage, and has ownership interests in several entities, including J2 Asset Management and Confluence Exchange LLC, and serves as a trustee of a family trust. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental and technical analysis and modern portfolio theory, and offers access to LPL Financial-sponsored advisory programs and third-party managers.

Aaron Christopherson is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the CFP® designation and Series 65 license. Christopherson has worked at IMS Capital Management LLC and Security First Advisors, Inc., and currently serves as President of ZJC, Inc., a tax-related pass-through entity associated with his role at Pinnacle Wealth Advisors. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios using a variety of investment vehicles, employs independent third-party managers, and incorporates tax considerations in its strategies.

Peter Paddock is a CFA® charterholder and Series 63 registered advisor with 18 years of industry experience. He has been with View Capital RIA, LP since 2011 and also has a longstanding association with VCA Securities, LP since 2007. In addition to his advisory roles, Mr. Paddock serves as a manager and board member of Wildcat Fund, LLC in Dallas. View Capital RIA, LP provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios primarily by selecting and monitoring independent asset managers and manages a significant portion of client assets in non-discretionary accounts while also overseeing pooled investment vehicles that offer access to private equity, direct debt, and energy investments.

Daniel Carlton is a Series 65-licensed advisor with Vaquero Private Wealth, Ltd. in Dallas, TX, bringing three years of industry experience. He previously worked at Goldman Sachs & Company and AXA Advisors, LLC. Vaquero Private Wealth provides discretionary and non-discretionary investment management and financial planning for individuals, high-net-worth clients, and a variety of institutional and tax-advantaged accounts. The firm constructs customized, diversified portfolios across public and private markets using fundamental, cyclical, and technical research to guide asset allocation and tactical adjustments.

Bryn Talkington is a financial advisor at Requisite Capital Management LLC in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS Asset Management and Fallline Securities prior to joining Requisite Capital in 2017. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses a combination of fundamental and technical analysis with a generally long-term orientation, offering a diverse investable menu that includes ETFs, equities, fixed income, option contracts, private equity, private credit funds, and direct investments.

Jeffrey Rupp is an investment advisor with View Capital RIA, LP in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at View Capital since 2003 and previously spent 14 years at VCA Securities, LP. Rupp serves as an advisory board member for Velosis Fund II, which focuses on real estate investments. View Capital RIA provides investment advisory and consulting services to individual, high-net-worth, and institutional clients through advisory and consulting programs. The firm constructs portfolios by selecting and monitoring independent asset managers and oversees pooled investment vehicles to offer access to private equity, direct debt, and energy opportunities.

Jeffrey Bradley is a financial advisor at McElhenny Sheffield Capital Management, LLC with 20 years of industry experience. He has been with McElhenny Sheffield since 2014. Bradley holds Series 63 and Series 65 designations. McElhenny Sheffield Capital Management provides investment management and financial planning primarily to individuals, high-net-worth clients, businesses, and institutional retirement plans. The firm employs a rules-based investment process focused on tactical ETF strategies using proprietary quantitative models with risk controls and offers model portfolios to third-party platforms as well as sub-advisory services, including managing an actively managed ETF.

James Palmer is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated Rhodes Securities since 2002. Palmer also works as an insurance agent representing several companies. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, using both discretionary and non-discretionary approaches with investment analysis that incorporates charting, fundamental, and technical methods.

David Wilkins is a financial advisor with Gerald Baker Financial Group, L.L.C. dba Baker Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Baker Financial Group since 2005 and is also associated with GRB Financial, LLC. In addition to his advisory role, Wilkins specializes in life, health, disability, and long-term care insurance. Gerald Baker Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $833.2 million in discretionary assets. The firm focuses on capital preservation and employs a long-term, asset-allocation investment strategy utilizing active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Ray Walker is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 63 designation with 49 years of industry experience. He has been with Signal Securities since 1991. Signal Securities provides fee-based asset management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

Callan Hirschey is a financial advisor at First Dallas Securities Incorporated with a Series 66 designation and two years of industry experience. His prior work includes roles at Hodges Capital Management and Equitable Advisors, LLC. First Dallas Securities serves individual and institutional clients, offering discretionary portfolio management focused on equity securities. The firm combines fundamental and technical analysis to manage focused or concentrated small- to medium-cap and special-situation equity portfolios tailored to client objectives.

Jarod Sweetland is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding the PFS™ designation and one year of industry experience. His prior work includes roles at Cetera, Avantax Advisory Services, and Ernst & Young. Outside of advisory work, Sweetland is a tennis professional at Rivercrest Country Club, where he conducts lessons and organizes tennis events. He is also involved in private equity investment through his roles at First Serve Capital LLC and Jarsco Investments LLC, and provides CPA and tax services through his own practices. Signal Securities, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and consultative financial planning, offering both non-discretionary and discretionary portfolio management across various account types.

Thomas Marshburn Jr. is a financial advisor with Capital Markets IQ, LLC in Arlington, TX. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Marshburn has been with Capital Markets IQ since 2016. Outside of advisory work, he owns Red Rock Mortgage Management LLC, which manages his personal mortgage-backed securities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension plans. The firm employs a multi-branch operating model with centralized supervision and offers a broad range of portfolio management, financial planning, and consulting services across various asset classes.

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.