Brandon Russ is a CFP® professional with five years of industry experience. He is currently with WPWealth LLP, where he has worked since 2019. Prior to joining WPWealth, he spent one year at Goldstein Group Financial Advisors and nine years at Purdue University. WPWealth LLP provides investment advisory and consulting services to a range of clients including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class-based investment approach focused on global diversification and risk management, and offers services on both discretionary and non-discretionary bases.

Cliff Mead is a CFP® professional with 26 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been with the firm and its affiliate GRB Financial, LLC since 2003. Gerald Baker Financial Group is a five-advisor team managing approximately $833 million in assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on capital preservation through a long-term, asset-allocation strategy that incorporates active managers, broad market indexes, ETFs, individual securities, and fixed-income instruments.

Mattison Craig is a CFP® certificant and holds a Series 66 license, with one year of industry experience. He currently serves as an advisor at Dean, Jacobson Financial Services and has prior experience with LPL Financial, the Carson Group, and Texas Tech University’s financial planning programs. Dean, Jacobson Financial Services provides comprehensive financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm uses strategic asset allocation through model portfolios primarily composed of mutual funds and ETFs, with additional options such as individual stocks and bonds, and integrates tactical overlays for suitable clients.

William Weston is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. He has worked at WPWealth LLP since 2018, following brief tenures at Whitley Penn Financial and ADP-related firms. 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 tailored to clients' risk tolerance, emphasizing global diversification and selective fixed-income positioning.

Kyle Cavin is a financial advisor with Xenith Financial Advisory Services, LLC in Fort Worth, TX. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role since 2021, Cavin has been affiliated with the Scottish Rite Hospital for Children since 2006. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and manages both individual accounts and pooled investment vehicles, including a private fund.

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.

Candace Scholz is a CFP® professional with nine years of industry experience, currently serving as a managing member at Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2015. Outside of her advisory role, Scholz holds a compensated position as a city council member in Glen Rose, Texas. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individuals, families, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, utilizing a buy-and-hold investment approach with model portfolio allocations tailored to client risk profiles.

Zachary Van Kirk is a CFP® and holds a Series 65 license, currently serving as a financial advisor at WPWealth LLP with four years of industry experience. His prior experience includes roles at Northwestern Mutual and various positions related to Texas Tech University. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income risk management, offering services on both discretionary and non-discretionary bases supported by third-party technology platforms.

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.

Stephen Shipley is a financial advisor with Cottonwood Capital Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Commonwealth Financial Network before joining Cottonwood Capital in 2023. Shipley is a co-owner and managing partner of Cottonwood Ventures, LLC, which operates securities, advisory, and insurance businesses. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a broad range of investment products and sponsors special purpose vehicles to facilitate client investments in pooled vehicles, blending advisor-led portfolio construction with model portfolios and asset-allocation strategies.

Matthew Rabinowitz is a financial advisor at Capital Markets IQ, LLC with one year of industry experience. He holds a Series 65 designation and has a background spanning 20 years as a self-employed professional. Outside of his advisory role, he is the owner and managing director of several oil and gas companies and management services firms. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers a range of portfolio management and financial planning services, employing a multi-branch operating model with centralized supervision and collaboration with external professionals.

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® professional with eight years of industry experience. He currently works at Leo Wealth Americas, LLC and has held roles at Leogroup Wealth Solutions, BFT Financial Group, and Bufford Advisors. He also has experience in an academic setting at Texas Tech University. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for individuals, trusts, retirement plans, foundations, and institutional clients. The firm offers systematic and discretionary investment strategies, with a focus on diversification, tax efficiency, and low-cost ETF implementation, and serves a diverse client base including sovereign wealth funds and municipal governments.

Gerald Baker is a Chartered Financial Consultant (ChFC®) with 56 years of industry experience. He is president and a stockholder of Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, and has been associated with GRB Financial, LLC since 2003. In addition to his advisory role, he serves as trustee and advisor to numerous client trusts and holds the Chartered Life Underwriter designation. Gerald Baker Financial Group is a five-advisor team that provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833 million in assets, employing a long-term, asset-allocation approach that combines active managers, indexes, ETFs, individual securities, and fixed-income instruments.

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.

Nathan Davis is a CFP® and CFA® with 12 years of experience in the financial industry. He is a managing member of Aspen Wealth Management, LLC, where he has worked since 2016. Davis serves on the boards of trustees for the Virginia Tech Alumni Association in Dallas/Fort Worth as Treasurer and for The Women's Center of Tarrant County. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual and family clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs a model-based, customized portfolio construction approach and offers comprehensive financial planning and discretionary asset management through its Wealth Management Program.

Ronnie Huskey is an advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lee Johnson Capital Management, Triad Advisors, and Waddell & Reed. He also performs survivor benefit analyses through various insurance companies. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages diversified portfolios using multiple analysis methods and may recommend private investments and structured products for qualified clients.

Chad Holmes is a CFP® with 10 years of industry experience, currently serving as an advisor at WPWealth LLP. He was previously affiliated with Formula Wealth and Whitley Penn Financial. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach tailored to clients’ risk tolerance, with a focus on global diversification and fixed-income risk management.

Kenneth Wiseman II is a financial advisor at Intercarolina Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Birchwood Securities Corporation and Capital Markets IQ LLC. He is also chief technical officer and analyst for Entrepreneur's Investment Office Limited, a financial services company based in Dubai. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients and qualified retirement plans. The firm develops individualized investment policies using fundamental, technical, and cyclical analysis and manages accounts on both discretionary and non-discretionary bases.

Rebecca Gadus is a financial advisor with Xcelsior Advisor Partners LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at Robert W. Baird & Co., UBS Financial Services, and Wells Fargo Clearing. She is also a partner and investment advisor at BV Private Wealth. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes both bespoke and model portfolios, employing third-party technology and risk-assessment tools to support portfolio construction and monitoring.