Andrew Hansel is a CFA® charterholder based in Fort Worth, TX, with four years of experience at freeGulliver, LLC. He serves as president of Aegean Property Group, a real estate investment entity, and is a member of the Board of Trustees for Cathedral Montessori School in New Orleans. His prior experience includes nearly two decades at Eclectic Investment Management. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages both discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and acts as sponsor and administrator for multiple private funds.

Jeffrey Schmeltekopf is a financial advisor at Dean, Jacobson Financial Services with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial alongside his role at Dean, Jacobson Financial Services since the late 1980s. Outside of his advisory work, he serves as a notary public. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charities, and corporations by providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and participation in wrap-fee programs. The firm employs a strategic asset allocation approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by tactical overlays and LPL-sponsored platforms for execution.

David Thurber is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 65 credential and one year of industry experience. Prior to joining SWMG, he worked in mortgage lending with firms including Cross Country Mortgage and Encompass Lending Group. Thurber is also a Senior Loan Officer at Cross Country Mortgage, focusing on mortgage origination. SWMG serves individual clients, trusts, estates, retirement accounts, and businesses with financial planning, investment management, tax-overlay services, and estate-document facilitation using third-party platforms. The firm employs third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and integrates technology to support client interactions and account management.

Kevin Moss is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Optivise since 2019 and has concurrent roles at PanthRex Asset Management and his own entities, Moss Agency and Mossom, spanning over two decades. Outside of advisory work, he dedicates a significant portion of his time to selling fixed insurance products, including life, health, annuity, and disability income insurance. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and compliance consulting for other advisers.

Bryan Mcclune is a financial advisor at WPWealth LLP with 19 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining WPWealth in 2026, he worked for 20 years at Dimensional Fund Advisors LP. WPWealth provides investment advisory and consulting services to a range of clients including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and risk management, offering both discretionary and non-discretionary portfolio management and financial planning.

Randall Hall is a financial advisor with Xenith Financial Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. He has served as a part-time worship pastor at First Baptist Church Duncanville since 2019, where his duties include leading the choir and organizing worship services. Xenith Financial Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's objectives.

Ajoke Esomo is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Mills Wealth Advisors, LLC since 2023 and previously was with Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm offers wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring private pooled investment vehicles and utilizing evidence-based, tax-aware portfolio strategies.

Kevin Varrichio is a financial advisor at Rhodes Investment Advisors, Inc. with 12 years of industry experience. He has been with Rhodes Securities, Inc. since 2016. Outside of his advisory role, he is a member of Fetch Capital LLC, a company that trades options. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing a mix of discretionary and non-discretionary strategies that incorporate fundamental, technical, and charting analysis.

Brian Keller is a CFA® charterholder with 12 years of industry experience. He is currently with SWMG, LLC, where he has worked since 2026. His prior experience includes roles at Victor Strategies, LLC and Edward Jones, spanning a combined 18 years before joining SWMG. SWMG serves individual clients, high-net-worth households, trusts, estates, retirement accounts, and business entities with comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, offers quarterly portfolio reviews, and incorporates technology such as video conferencing and transcription tools in client interactions.

Michael Moynihan is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified model portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Maureen Maidlow is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Lee Johnson Capital Management since 2015. Maidlow also reviews insurance needs for clients and prospects as a licensed insurance representative. 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 allocations across various asset classes and employs both long-term and trading strategies while providing consolidated reporting that can include held-away assets.

William Taylor is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at Dean, Jacobson Financial Services since 2014 and has been affiliated with LPL Financial LLC since 2011. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a Strategic Asset Allocation approach through LPL Financial’s platform, supplemented by tactical overlays and offers integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Joel Galloway is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities, providing comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and incorporates technology into client interactions.

Logan Cox is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Arete Wealth Advisor LLC and Guardian Life Insurance. Outside of advising, he partners in Eric and Logans Sports Card Adventure LLP, a business focused on buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and sub-advisory services, employing a comprehensive investment approach that includes fundamental, technical, and cyclical analysis.

Gabrielle Phenix is a financial advisor with Willis Towers Watson Securities, LLC in Fort Worth, TX. She holds a Series 66 designation and has 10 years of industry experience. Her prior roles include positions at Edward Jones, First Command, and JPMorgan Securities LLC. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which combines a web-based financial planning tool with discretionary model portfolios. The firm’s investment approach centers on diversified portfolios and asset-allocation modeling supported by an affiliated sub-adviser.

James Dougherty is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Signal Securities since 2010. Signal Securities, Inc. provides 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 diversified, model-based asset allocation programs tailored to client financial data, time horizons, and risk tolerance.

Timothy Walsh is a financial advisor with Xenith Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Xenith Financial Advisory Services since 2018 and previously at Fortune Financial Services, Inc. and XF Investments, LLC. In addition to his advisory role, Walsh owns and operates an insurance agency offering property and casualty, life and health insurance, prepaid legal services, credit and debt repair, and trust services. He is also involved with Xenith Financial Ministries, a nonprofit organization focused on supporting church-planting efforts. Xenith Financial Advisory Services, LLC serves individual clients, charitable organizations, corporations, and governmental entities, providing discretionary and non-discretionary portfolio management aligned with personalized Investment Policy Statements. The firm employs a diverse investment approach incorporating fundamental, technical, and quantitative analysis, and manages private funds and pooled investment vehicles, a service uncommon among similar team firms.

Neil Vanzandt is a financial advisor at OverRidge Wealth Advisors with 33 years of industry experience. He holds a Series 63 designation and has a background that includes operating his own law practice and financial firm, as well as nearly a decade at Securities America Advisors and Securities America Inc. OverRidge Wealth Advisors serves individual and high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and charting analysis across various investment vehicles.

Jonathan Jennings is a financial advisor at WPWealth LLP with 17 years of industry experience. He holds a Series 65 designation and is based in Fort Worth, TX. WPWealth provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income management, offering both discretionary and non-discretionary portfolio services along with financial planning and estate-planning referrals.

Steven Myers is a financial advisor at Keener Financial Planning with four years of industry experience. He holds the Series 65 credential and has worked at Keener Financial Planning since 2021. Prior to his financial advising career, Myers held various positions across multiple industries, including insurance and education. Keener Financial Planning serves individuals, trusts, small businesses, and organizations with modular financial planning and portfolio management, emphasizing a long-term, largely passive investment approach using low-cost index funds and ETFs complemented by selective active funds. The firm operates on a fee-only basis, offering hourly, flat-fee, and retainer engagements, and manages approximately $479 million in SEC-registered assets while advising on about $1.48 billion in total client assets.