Daniel Savard is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at BFT Financial Group, LLC, Main Street Advisors, LLC, and Cincinnati Analysts, Inc. Outside of his advisory work, Savard is involved in insurance and pension-related businesses, including ownership and consulting roles dating back to the late 1970s. 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 such as sovereign wealth funds and government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

James Braxton is a financial advisor at SWMG, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and First Command Advisory Services. Braxton serves as a board member for his neighborhood homeowners association. SWMG, LLC provides financial planning and investment management services to individuals, trusts, estates, and business entities. The firm typically utilizes third-party model portfolios and unified managed accounts, offering both discretionary and non-discretionary arrangements, and conducts regular portfolio reviews.

Mark Cawyer is a financial advisor at Navigo Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navigo Wealth Management since 2008. In addition to his advisory role, Mr. Cawyer is involved in soliciting qualified clients for private offerings through Rex Gold Partners under a solicitor agreement. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and uses both traditional management and web-based platforms to implement client Investment Policy Statements.

Adam Stone is a financial advisor with Storehouse Financial LLC in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior experience includes roles at Cabin Securities Inc and THRIVENT Financial. He also serves as a business development and bookkeeping manager at StullCPA and volunteers with the Benbrook Memorial Post 10429 VFW. Storehouse Financial serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities by providing discretionary asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process, managing accounts on a discretionary basis with reviews triggered by market events or client needs.

Aleksey Mironenko is a Series 65 licensed advisor with five years of industry experience. He is currently affiliated with Leo Wealth Americas, LLC and has held roles at related entities including Leo Wealth, LLC and BFT Financial Group, LLC, as well as Leo Capital Corp (Hong Kong) Limited where he serves as Head of Investment Solutions. His background also includes four years at Premia Partners. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds and model portfolios for a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Roderick Latta is a financial advisor with Hamilton-Bates Investment Research, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Hamilton-Bates since 2020 and has a long tenure with Intrusco Associates, Inc., where he also serves as president of an insurance and financial services business. Hamilton-Bates Investment Research, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing continuous asset management through individualized and model portfolio programs. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation methods, offering both long-term and shorter-term trading strategies.

Dana Williams is a Series 65 licensed advisor with 11 years of experience at Rogers Wealth Group, Inc. in Fort Worth, TX, where she has worked since 2007. She is part of a six-advisor team at the firm. 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 specific investment tilts and a focus on client objectives through regular performance measurement and rebalancing.

Harmen Overdijk is a CFA® charterholder with four years of industry experience. He currently works at Leo Wealth Americas, LLC and has prior experience with firms including Leo Capital Corp (Hong Kong) Limited, Leo Wealth, LLC, BFT Financial Group, LLC, The Capital Company, and Caidao Capital Limited. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative/private funds for individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, while maintaining a network of affiliated entities and multiple independent local offices.

Luke Hockett is a financial advisor with Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He has worked at Diesslin Group, Inc. since 2014, with a three-year period at Iqeq from 2019 to 2022 before returning to Diesslin. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and institutions. The firm manages approximately $621 million in assets, utilizing strategic asset allocation, global diversification, and tax-sensitive implementation, and also sponsors private funds including energy, real estate, and private equity opportunities.

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 Series 66-credentialed financial advisor with 18 years of industry experience, currently with Rhodes Investment Advisors, Inc. He previously worked at Edward Jones from 2008 to 2015. Jones is also an insurance agent and registered representative associated with Rhodes Securities, Inc. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, and consulting services using both discretionary and non-discretionary approaches, employing fundamental and technical investment analysis and third-party manager selection.

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 Series 63, 65, and 66 licenses and has previously worked at J.P. Morgan Securities, Good Life Advisors, LLC, and as a self-employed advisor. Overridge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services alongside financial planning and consulting. The firm employs a combination of fundamental, technical, and charting analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and specialized investment vehicles for qualified clients.

John Vann Jr. is a financial advisor with Rhodes Investment Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated Rhodes Securities, Inc. since 2002. Outside of his advisory work, he is also an insurance agent representing several companies. 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, utilizing a combination of discretionary and non-discretionary management approaches informed by charting, fundamental, and technical analysis.

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® professional with eight years of experience in the financial services industry. He has held positions at Optimus Capital Advisors, LLC, Charles Schwab & Co., Inc., US Trust, and Heartland IT Consulting. Gonzales is based in Fort Worth, TX, and holds Series 63 and Series 66 licenses. He is a member of WPWealth LLP, a firm that provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans. WPWealth employs an asset class–based investment approach with global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary services along with technology-driven client management tools.

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.