Macy Gonzales is a financial advisor with WPWealth LLP in Fort Worth, TX, holding a Series 65 credential. She joined WPWealth in 2025 and has prior experience working at Texas A&M University and several other organizations. WPWealth provides investment advisory and consulting services to a diverse client base, including individuals and institutions, using an asset class–based investment approach focused on global diversification and risk management. The firm integrates third-party technology platforms and maintains affiliations that support comprehensive portfolio and estate-planning services.

Joseph Jones is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Rhodes Securities, Inc. since 2015. In addition to his advisory role, Jones is also an insurance agent. Rhodes Investment Advisors primarily serves individual clients and manages approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, utilizing both discretionary and non-discretionary approaches that incorporate fundamental, technical, and charting analysis methods.

Matthew Lankford is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Rogers Capital Management, Inc. since 2005. 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 mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities, and serves a range of clients including banking institutions.

Anthony Rizzo is a financial advisor with Provision Asset, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked with Provision Asset since 2016 and is also an instructor for the Council of Financial Educators. Outside of his advisory role, Rizzo maintains an active insurance practice as a licensed agent. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies, with a team of six advisors managing a diverse range of portfolios using fundamental, technical, and cyclical analysis.

Christopher Coffin is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes working at LPL Financial and operating as a self-employed advisor. 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 employs customized allocations across various asset classes and uses both long- and short-term strategies, with ongoing account monitoring and consolidated reporting that can include held-away assets.

John Vann Jr. is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated Rhodes Securities since 2002. 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 a combination of discretionary and non-discretionary strategies, and employs charting, fundamental, and technical analysis in its investment approach.

Jared Skinner is a financial advisor at Meristead Wealth, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Stansberry Asset Management, BancWest Investment Services, Bank of the West, Merrill, Bank of America, and Northwestern Mutual. Meristead Wealth provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm also manages private credit funds focused on accredited investors and employs a value-oriented approach combining top-down macro analysis with fundamental bottom-up research.

Carolyn Lingle is a ChFC® credentialed advisor with Brownlee Wealth Management in Fort Worth, TX, bringing two years of industry experience. Prior to joining Brownlee Wealth Management, she worked for seven years at Navy Mutual Aid Association. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, particularly employees of large energy companies. The firm employs a passive, buy-and-hold investment strategy guided by Modern Portfolio Theory and uses tax-aware techniques, offering both ongoing financial planning and referrals to third-party managers.

Kelly Francis is a financial advisor at Thirteen Twenty-Two Advisors with 20 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Thirteen Twenty-Two Advisors, she worked at LPL Financial for over a decade. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses a variety of investment methods, including fundamental and technical analysis and modern portfolio theory, and may utilize active strategies such as options and margin trading.

Heather Bridges is a financial advisor at Thirteen Twenty-Two Advisors with nine years of industry experience. She holds a Series 66 designation and has been associated with Thirteen Twenty-Two Advisors in various capacities since 2012. In addition to her advisory role, she operates the H.R. Bridges Agency, an insurance agency. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with modern portfolio theory to manage accounts, and offers access to multiple advisory programs through LPL Financial.

James Gonzales II is a CFP® with eight years of industry experience, currently serving as a financial advisor at WPWealth LLP in Fort Worth, TX. His prior experience includes seven years at Charles Schwab & Co., Inc. and time at US Trust and Heartland IT Consulting. WPWealth LLP provides investment advisory and consulting services to individuals, trusts, corporations, and other entities, offering portfolio management and financial planning with an asset class–based investment approach aligned to client risk tolerance and emphasizing global diversification and fixed-income strategies.

Jackson Suss is a financial advisor at WPWealth LLP with one year of industry experience. He holds a Series 65 designation and has prior work experience at First Financial Bank, LAM Technology, and Abilene Christian University. WPWealth provides investment advisory and consulting services to a broad range of clients, including individuals, trusts, and charitable organizations. The firm uses an asset class-based investment approach focused on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management.

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.

Christopher Delaura is a CFP® with 24 years of industry experience, currently serving at Meristead Wealth, LLC. His prior work includes roles at Stansberry Asset Management LLC and Fieldpoint Private Securities LLC. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research and manages private credit funds for accredited or qualified investors.

Ty Trosky is affiliated with Meristead Wealth, LLC and holds a Series 65 designation. His professional background includes roles at Stansberry Asset Management, Santa Clara University, Conserv Fuel, and Laguna Blanca High School, with a total of several years of diverse experience. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, specializing in separately managed accounts and third-party asset management programs. The firm employs an opportunistic, value-oriented investment approach that integrates top-down macro analysis with bottom-up research across global equities and credit, and also manages multiple private credit funds targeting accredited and qualified investors.

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.

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.

Elizabeth Shurtz is a CFP® with seven years of industry experience and currently serves as a financial advisor at Keener Financial Planning. She has worked at Keener Financial Planning since 2014, with a brief tenure at TD Ameritrade in 2018 and a four-year period out of the industry. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services focused on retirement planning. The firm employs a long-term, cost-aware approach using primarily low-cost index funds and ETFs, and offers fee-only services through hourly, flat-fee, and retainer engagements rather than percentage-of-assets fees.