William Tyler Jr. is a CFP® and ChFC® with 29 years of industry experience. He is currently with Aspen Creek Wealth Management, LLC and has previously worked at Tyler Wealth Management, LLC, Tyler Financial Network, and PRUCO Securities, LLC. Tyler also works as an independent insurance agent. Aspen Creek Wealth Management operates as an eight-advisor team serving individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, charting, and cyclical analysis while incorporating structured products and alternative investments for eligible clients.

Nicholas Noll is a Series 65-licensed advisor with RFG Wealth Advisory in Argyle, TX, where he has worked since 2021. Prior to joining the firm, he spent ten years at First Eye Care. He has no prior industry experience before his current role. RFG Wealth Advisory provides wealth management, financial planning, and portfolio consulting primarily to individual and high-net-worth clients. The firm employs a range of strategies including modern portfolio theory, fundamental and technical analysis, and derivatives and options within separately managed accounts.

Jordan Kast is a financial advisor at GDS Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., and Raymond James Financial. Kast has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to high-net-worth individuals. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, focusing on discretionary portfolio management and retirement-rollover guidance using model portfolios developed with research support from Raymond James.

Chase Estrada is a financial advisor at Trinity Portfolio Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Trinity, he worked at firms including J.P. Morgan Securities, Charles Schwab Co., Inc., and Fidelity Investments. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes risk management through probability-based decision making and employs a variety of analytical methods, including fundamental and technical analysis, to guide investment strategies.

Emilio Gonzalez is a financial advisor at RFG Wealth Advisory with 11 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Invest Financial Corporation. Gonzalez has been affiliated with RFG Wealth Advisory since 2016 and Robinson Financial Group since 2013. RFG Wealth Advisory offers wealth management, financial planning, and portfolio consulting services primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary accounts using a range of strategies, including derivatives and options within separately managed accounts.

Darrell Haynes is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC since 2025. He previously worked for 15 years at Team Financial Strategies. Outside of his advisory role, he is a 50% owner of Hayion Holdings LLC, a non-investment business based in Granbury, Texas. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm provides financial planning, consulting, and investment management services, employing a risk-focused, probability-based investment approach that incorporates multiple analytical methods and proprietary models.

Bethany Ahlquist is a financial advisor with Meristead Wealth, LLC and holds a Series 65 designation. She has three years of industry experience, including time at Stansberry Asset Management and Goldman Sachs. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, with a focus on opportunistic, value-oriented investment strategies across global equities and credit. The firm also manages private credit funds tailored for accredited investors and certain retirement accounts.

Aaron Estrada is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Estrada Webb And Associates and Trinity Portfolio Advisors for the past 10 years. Outside of advisory work, he is involved in youth football coaching and provides tax preparation and business consulting services. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes downside risk quantification and probability-based decision making, employing a variety of analytical methods and proprietary strategies alongside independent manager allocations.

Michael Lemich is a CFP® professional with 11 years of experience in financial advisory. He currently works at RFG Wealth Advisory and has prior experience at LPL Financial, SagePoint Financial, and Boda Financial Group. RFG Wealth Advisory serves individual and high-net-worth clients by providing wealth management, financial planning, and portfolio consulting. The firm manages discretionary and non-discretionary accounts and applies a range of investment strategies including derivatives and options within separately managed accounts.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 19 years of industry experience. She has been with CFO4Life since 2013 and also works with Ausdal Financial Partners. Outside of advisory roles, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. CFO4Life serves affluent individuals, executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm employs diversified asset-allocation strategies with a range of investment vehicles and typically manages client accounts on a discretionary basis.

Samuel Pond is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Keener Financial Planning. He previously worked at Raymond James Financial Services and other firms. He is also a member of GPN Alliance, Inc., the organization owning the Garrett Planning Network. Keener Financial Planning advises individuals, trusts, small businesses, and organizations using a primarily passive investment approach with low-cost index funds and ETFs. The firm offers modular financial planning and portfolio management through hourly, flat-fee, or retainer arrangements and manages approximately $479 million in SEC assets under management.

Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

Randall White is a financial advisor with ACP Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with ACP Capital Management since 2015 and is also registered with ACP Securities, LLC. Mr. White is registered with ACP Capital Management to service personal and family accounts. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm employs both in-house and third-party model portfolios, managing investments primarily through ETFs, mutual funds, and UCITS, and offers wrap-fee and non-wrap account options.

Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.

Stephen Nelson is a CFP® and holds Series 63, AIF®, and CEPA® designations, with 11 years of industry experience. He has worked at Mills Wealth Advisors, LLC since 2018 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives and business owners and their families. The firm provides wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring and managing private pooled investment vehicles with a fiduciary, goal-driven planning process.

Matthew Rincon is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining GDS Wealth Management, he worked at KCC Capital Partners and Icon Construction. GDS Wealth Management serves individual clients, including high-net-worth households, with financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, primarily using model portfolios developed with guidance from Raymond James.

Erica Dore is a financial advisor at GDS Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Raymond James Financial Services. Erica has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, primarily implementing client portfolios using model allocations developed with Raymond James research.

Michael Demings is a financial advisor at GDS Wealth Management with one year of industry experience and holds a Series 65 designation. Prior to joining GDS Wealth Management, he worked at TFR Capital, Cadence Bank, and First Citizens Bank, among other positions. Outside of his advisory role, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management provides financial planning, consulting, and investment management services to individuals, including high-net-worth households. The firm manages approximately $1.8 billion in client assets and implements portfolios primarily through model-based asset allocation using research from Raymond James.

Zachary Butler is a financial advisor at Signal Securities, Inc. in Keller, TX, holding Series 65 and Series 63 licenses with 20 years of industry experience. He has been with Signal Securities since 2007. Outside of his advisory role, he owns Butler Investment Group, which offers insurance products to clients. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative approach, delivering advice primarily on a non-discretionary basis across various portfolio and financial planning programs.