Craig Rogers is a financial advisor at Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 23 years of industry experience. He has been associated with Rogers Capital Management, Inc. since 1995. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with a focus on small-capitalization and high book-to-market equities, and serves unique client types including banking and thrift institutions.

Michael Shisler is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Signal Securities in 2018, he has been Vice President of Operations at LWS Transportation LLC since 2006, where he manages freight brokerage operations. He also provides tax preparation and bookkeeping services at an accounting firm. Signal Securities, Inc. offers fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations, focusing on risk management through diversified, model-based portfolios tailored to client needs.

Buddy Butler is a financial advisor with Signal Securities, Inc. in Keller, TX, holding a Series 63 license and 40 years of industry experience. He has been with Signal Securities since 2006. Outside of his advisory role, he owns a tax preparation business, Butler Investment Group. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach emphasizes risk management through diversification and a consultative process to tailor model portfolios or customized investment mixes.

Laura Meyers is a Certified Financial Planner® at Storehouse Financial LLC in Fort Worth, TX, with 11 years of industry experience. She has been with Storehouse Financial since 2017 and previously worked at Schulz Wealth, Ltd. from 2015 to 2017. 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. 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.

Roderick Hays is a financial advisor at Avail Investment Partners, LLC with a Series 65 designation and four years of industry experience. His prior work includes roles at Intelligence Driven Advisers, Goodnight Midstream, Sabre, and Texas Capital Bank. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down, evidence-based investment approach and allocates across various strategies, including affiliated private funds, while employing artificial intelligence tools alongside human review for data aggregation and meeting notes.

Kenneth Mcafee is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation with 20 years of industry experience. He worked at Merrill from 2005 to 2017 before joining Signal Securities. Outside of his advisory role, he is involved in family businesses including a ranch operation and a retail partnership. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios tailored to client financial data, time horizon, and risk tolerance.

Michael Simms is a Series 65-licensed advisor with Capital Markets IQ, LLC, where he has worked since 2016, accumulating 16 years of industry experience. He is also the owner and president of Veracity Financial Services, a role he has held since 2012. In addition to advising, Simms is involved with Veracity Advisers LLC, which provides fixed insurance sales and business valuations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm employs a multi-branch model with centralized supervision and collaborates with external professionals, offering portfolio management across various asset classes and specialized services such as proprietary model strategies and sub-advisory support.

Jason Sayles is a financial advisor at Capital Markets IQ, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Capital Markets IQ since 2017. Outside of his advisory role, Sayles is a partner at Catapult Creative Consulting, LLC, a corporate training and consulting firm, and he is president and owner of Apex Wealth Consultants Inc., which provides business and administrative consulting services. Capital Markets IQ serves individuals, small businesses, plan sponsors, and select international clients with services including wealth and portfolio management, financial planning, and business consulting. The firm integrates fundamental and technical analysis with proprietary strategies and offers alternative and private investments primarily on a non-discretionary basis.

Christopher Adkins is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at LPL Financial, Liberty Wealth Management, and Southern Illinois University - Carbondale. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm utilizes Strategic Asset Allocation through LPL Financial’s platform, supplemented by tactical overlays and provides integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

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.

Adam Jorgensen is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Capital Markets IQ since 2016 and is also owner and vice president of Veracity Financial Services, where he serves as an investment advisor. Additionally, he is owner of Veracity Advisers LLC, which provides fixed insurance sales, business valuations, and CPA team-based consulting focused on tax planning, risk management, estate planning, and retirement needs. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension/profit-sharing plans. The firm offers a broad range of portfolio management and financial planning services, employing a multi-branch model that integrates external professionals and proprietary investment strategies.

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.

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.

Ted Miller is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms including Envoy Advisory Inc. and Simplicity, and is a managing member of Kingdom Oaks LLC, a business involved in buying and selling homes. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning with a focus on customized and model-based strategies.

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.