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 CFP® and Series 65 license holder with four years of industry experience. He has worked at Keener Financial Planning since 2023 and previously at HFG Wealth Management, LLC, Kahler Financial Group, and Texas Tech University. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services. The firm employs a long-term, cost-aware approach using primarily low-cost index funds and ETFs, offering both one-time and ongoing fee arrangements rather than percentage-of-assets fees.

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.

Han Xue is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC. Prior to joining Origin in 2022, Han worked at Gerloftin Wealth Advisors, Tembion Capital Management, and Ameriprise Financial Services. Han also served in the U.S. Army from 2014 to 2018. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace benefit programs, offering tools such as budgeting, forecasting, and automated index investing. The firm employs a rules-based, tax-aware investment approach grounded in Modern Portfolio Theory and behavioral finance, and uses a fee structure based on subscriptions rather than assets under management.

Nathan Davis is a financial advisor at Aspen Wealth Management, LLC in Fort Worth, TX, holding CFP® and CFA® designations with 11 years of industry experience. He has been with Aspen Wealth Management since 2016 and previously worked at Park Ave Securities. Davis serves on the boards of trustees for the Virginia Tech Alumni Association and The Women's Center of Tarrant County. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers customized portfolio management and financial planning through its Wealth Management Program, managing accounts primarily on a discretionary basis using mutual funds and ETFs, and operates its own wrap fee program.

Ronnie Huskey is a financial 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. Huskey also performs survivor benefit analysis for various insurance companies. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as standalone financial planning and consulting. The firm customizes investment allocations using a range of strategies and offers consolidated reporting that can include held-away assets.

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 25 years of industry experience. Her prior firms include Robert W. Baird & Co., where she worked for 10 years, and The Leaders Group Inc DBA Simplicity Investments. She is also a partner and investment advisor at BV Private Wealth. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs fundamental analysis and modern portfolio theory in its discretionary portfolio management and financial planning services and maintains a multi-office structure with affiliations to other industry firms.

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.

Dane Petty is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been an independent insurance agent since 2006. Outside of his advisory role, Petty serves as an elder at Travis Avenue Baptist Church, where he contributes to the church’s vision and financial budget. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes investment allocations across multiple asset classes and employs a range of strategies while providing consolidated reporting, including held-away assets.

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.

Ivan Singleton is a financial advisor at Signal Securities, Inc. with 41 years of industry experience. He has been with Signal Securities since 1988. In addition to his advisory role, he is also a sole proprietor involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations, focusing on risk management through diversified, model-based portfolios and a consultative investment approach.

Jonathan Dumas is a CFP® professional with 16 years of industry experience, currently serving at Dean, Jacobson Financial Services in Fort Worth, TX. He has been with the firm since 2012 and holds a Series 66 designation. Outside of his advisory role, he is a commissioned notary for the State of Texas and a part-owner of an insurance agency. Dean, Jacobson Financial Services provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset allocation approach using LPL Financial’s platform, offering discretionary asset management, retirement plan consulting, and specialized services such as exit planning and business succession support.

David Stull is a CFP® professional with 19 years of industry experience, currently serving at Storehouse Financial LLC since 2006. He is also the owner, president, and director of Granbury Anesthesia, P.C., a medical office outside the investment industry. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, using a mix of fundamental, technical, and cyclical analysis to guide portfolio management. The firm supports a large client base with a standardized, platform-driven model and offers performance-based fee arrangements for qualified clients.

Jack Luna is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently affiliated with WPWealth LLP and has worked at Optimus Capital Advisors, LLC for the past 12 years. In addition to his advisory role, he is licensed as an independent insurance agent and spends approximately 10% of his time offering insurance products to clients on a commission basis. 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, offering both discretionary and non-discretionary portfolio management.

Robert Knapp is a financial advisor at OverRidge Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lee Johnson Capital Management, LLC. He has been with OverRidge Wealth Advisors since 2019. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes allocations across various asset classes and employs a range of investment strategies while providing consolidated reporting that may include held-away assets.