Ryan Vassar is a financial advisor with Leo Wealth Americas, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles with the Supreme Court of Texas and multiple financial groups, including Kmr Financial Group Inc. and BFT Financial Group, LLC. Outside of his advisory work, he serves as corporate secretary for two nonprofit public policy organizations and presides over professional services companies. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, trusts, foundations, and various institutional clients. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementations through rigorous due diligence and ongoing monitoring.

Timothy Lowry is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 63 designation and over 25 years of industry experience. He has been affiliated with Dean, Jacobson Financial Services since 2002 and LPL Financial since 2003. Outside of his advisory role, he serves as a deacon at Christ Chapel Bible Church, a position involving organizational and service responsibilities. Dean, Jacobson Financial Services provides wealth management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs Strategic Asset Allocation through LPL Financial’s platform, offering discretionary asset management, comprehensive financial planning, and specialized services such as exit planning and business succession support.

James Bortolussi is a CFP® professional with 18 years of experience in financial advising. He is affiliated with Vantage Point Wealth Management and has operated his sole proprietorship since 2009, providing insurance services alongside his advisory roles. He has been involved with Vantage Point Wealth Management and related entities since 2014. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platform and programs to support client objectives and portfolio oversight.

Jessica Papadopoulos is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at several firms, including The Protection Company Hong Kong Limited and BFT Financial Group, LLC, and currently serves as President and compliance officer of Leo Capital Corp (Hong Kong) Limited. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a range of clients, including individuals, trusts, institutional clients, and sovereign wealth funds. The firm employs both systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

James Shores is a financial advisor at American Elite Advisory with six years of industry experience. He holds a Series 65 designation and has worked previously with Retirement Wealth Advisors and Royal Fund Management, LLC. In addition to his advisory role, Shores owns and operates JVS Wealth LLC, where he provides financial planning focused on insurance products and Medicare insurance. American Elite Advisory offers discretionary portfolio management and supervisory services to individual and high-net-worth investors, using a value-oriented investment approach combined with technical and quantitative strategies. The firm customizes portfolios through separately managed accounts and multiple indicators, serving clients across five offices with a team of seven advisors.

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Christel Walker is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Navigo Wealth Management, LLC since 2016. Ms. Walker participates in a solicitor agreement with Rex Gold Partners, through which she solicits qualified investors for private offerings. Navigo Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and a web-based discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

Tian Hu is a CFP® professional with three years of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to joining Leo Wealth Americas, he held positions at Leo Brokerage, Pictet Cie & SA, First Republic Investment Management, and New York Private Bank and Trust. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Abigail Hasling is a CFP® professional with seven years of experience in financial advising. She is currently with Aspen Wealth Management, LLC and has previously worked at The Mather Group, HC Financial Advisors Inc, and Howard Financial Services. 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 a Wealth Management Program that includes ERISA plan services and participant education.

Robert Holt, Jr. Jr. is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Holt Capital Partners, L.P. since 2001. The firm provides discretionary investment management and Chief Investment Officer services to high-net-worth families, retirement plans, charitable organizations, and individual clients, managing approximately $1.00 billion in assets. Holt Capital Advisors employs multiple investment strategies, including Active Equity, Active Indexing, and an Inflation Hedge, and serves as both a private fund adviser and fund sponsor, offering a combination of fundamental research, quantitative screening, and low-cost ETF implementation.

Anand Rajagopalan is a financial advisor at Xenith Financial Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Citi and BMO Harris. In addition to his advisory role, Anand operates a registered tax advisory firm offering tax preparation and bookkeeping services. Xenith Financial Advisory Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, municipal entities, and pooled investment vehicles. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's goals and risk tolerance.

Scott Reasor is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Diesslin & Associates, Inc. since 2004. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, corporations, charitable organizations, and pension plans. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager for several closed-end investment funds.

Clark Wamre is an advisor with Signal Securities, Inc. based in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as a position with the Oklahoma City Thunder. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversification and a consultative approach, offering both non-discretionary and discretionary portfolio management across various programs.

Richard Fengler Jr. is a financial advisor at Signal Securities, Inc. in Irving, TX, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Signal Securities since 1993. Outside of his advisory role, he serves as president of Harbor Grove Water Supply, a local water provider. Signal Securities, Inc. offers fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to recommend model portfolios or customized investments, primarily on a non-discretionary basis.

William Schultz is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Leo Wealth Americas since 2025 and has also worked at BFT Financial Group, LLC since 2002. His other business activities include fixed health and life insurance sales, which occupy about one percent of his time. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs both systematic and discretionary investment strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation, and conducts multi-stage due diligence on third-party managers and sub-advisors.

Jonathan Bridges is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Thirteen Twenty-Two Advisors and has held roles at the firm since 2012. Bridges is co-owner of an insurance agency and managing member of a tax preparation and accounting firm. He also engages in public speaking on non-investment topics. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and businesses. The firm employs a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers.

Stephen Stull is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, holding a Series 65 credential with 19 years of industry experience. He has been with Storehouse Financial since 2005. Outside of his advisory role, Stull owns and operates a public accounting firm, Stull, CPA, LLC, which provides tax preparation and accounting services. Storehouse Financial LLC provides discretionary asset management and financial planning for a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

Robert Johnson is a financial advisor at Xenith Financial Advisory Services, LLC in Fort Worth, TX, holding a Series 65 designation with four years of industry experience. He has been with Xenith since 2021 and concurrently works at McManus & Johnson Consulting Engineers, LLC. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, charitable organizations, and municipal entities. The firm utilizes multiple analytical methods and offers both discretionary and non-discretionary services, preparing tailored investment policy statements and conducting regular account reviews.

Landon Freeman is a financial advisor with Thirteen Twenty-Two Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and AIG. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis alongside modern portfolio theory and offers access to multiple LPL Financial–sponsored advisory programs and third-party investment managers.

Craig Wade is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Rhodes Investment Advisors since 1997 and associated with Rhodes Securities, Inc. since 1988. Outside of advisory services, he is also a registered insurance agent. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing both discretionary and non-discretionary approaches using fundamental, technical, and charting analysis methods.