Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade for four years. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified, low-cost core holdings with selective satellite positions, and supports its clients with tax-aware trading, business planning, and retirement-plan advisory services.

Roman Marquez is a financial advisor with Leo Wealth Americas, LLC and holds Series 65 and Series 63 designations. He has four years of industry experience, with prior roles at GDS Wealth Management, CETERA Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Christopher Manross is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Rogers Wealth Group, Inc., where he has worked since 2014, except for a brief period in 2022 at WP Wealth LLP. The firm provides wealth management consulting to high-net-worth individuals and institutional clients, specializing in globally diversified portfolios using institutional asset-class mutual funds and ETFs. Rogers Wealth Group also serves banking and thrift institutions and acts as a sub-advisor to collective investment funds.

Jacob Friedland is a Series 65-licensed financial advisor at Leo Wealth Americas, LLC with one year of industry experience. He has previously been associated with Leo Brokerage, LLC and has experience in academic environments, including Santa Clara University and Boston College. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, trusts, foundations, institutional clients, and unique entities such as sovereign wealth funds and municipal governments. The firm employs systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, supported by thorough due diligence and ongoing monitoring of third-party managers.

Emily Lopez is a CFP® professional with three years of industry experience. She works at Mills Wealth Advisors, LLC and previously held roles at Cain Watters & Associates and KPMG. In addition to her financial advisory work, Lopez is a Certified Public Accountant. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining broadly diversified, low-cost core holdings with selective satellite positions and emphasizes tax-aware trading and ongoing portfolio monitoring.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Dale Rogers is the CEO and sole owner of Rogers & Associates-Pension Consultants and a principal at Rogers Wealth Group, Inc., with 29 years of industry experience. He has managed Rogers Capital Management, Inc. since 1995 and performs consulting, recordkeeping, and administrative services for qualified retirement plan sponsors through his pension consulting firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm constructs diversified portfolios using institutional asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities, and serves banking and thrift institution clients, a relatively uncommon focus for similarly sized teams.

Jacob Glasman is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX. He holds a Series 65 credential and has been with the firm since 2025. Prior to joining Diesslin Group, he was not employed in the financial industry. Diesslin Group, Inc. offers comprehensive, fee-only financial planning and discretionary portfolio management to a range of clients including individuals and institutions, managing approximately $696 million in assets. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-efficient portfolio construction, and is distinctive for sponsoring and managing pooled private funds and alternative investment vehicles.

Stephen Ropes is a financial advisor at Keener Financial Planning in Keller, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Keener Financial Planning, he held various roles in education and service industries. He has experience running a small repair business, Ropes Repairs. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and occasional pension plans, offering modular financial planning and portfolio management through hourly, flat-fee, or ongoing retainer arrangements. The firm follows a long-term, predominantly passive investment approach using low-cost index funds and ETFs, with selective active funds and an intentional overweight to small-cap and value exposures.

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.

Jeremy Knight is a financial advisor with Leo Wealth Americas, LLC and holds Series 63 and Series 65 licenses, bringing nine years of industry experience. He has served in various roles including managing director of Knight Time Holdings, a vending machine company, and owner of Barklee Financial Group, a tax and accounting services firm. He also has experience in veterinary services through Knight Animal Wellness, although he is not currently active in that business. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.

Jimmy Curtis is a ChFC® professional with over 42 years of industry experience. He is currently with Leo Wealth Americas, LLC, where he has worked since 2025, and has a long tenure at BFT Financial Group, LLC dating back to 2005. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base that includes individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm uses a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementations.

Zachary Laws is a financial advisor at Meristead Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill. 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 bottom-up research, offering separately managed accounts, third-party asset management programs, and privately managed credit funds.

Chad Mcmillan is a CFP® with 23 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been affiliated with GRB Financial, LLC and Baker Financial Services since 2002 and 2003, respectively. Gerald Baker Financial Group, dba Baker Financial Services, is a five-advisor team managing approximately $833.2 million in assets for about 374 clients. The firm provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using a long-term, asset-allocation investment approach that incorporates active managers, indexes, ETFs, and fixed-income instruments.

Chad Morris is a financial advisor at Purus Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Purus Wealth Management since 2020, with a break before returning in 2025. Outside of his advisory role, Morris serves as a firefighter with the Fort Worth Fire Department and is co-owner and light technician for The Brigade Brothers, a holiday lighting service. Purus Wealth Management provides investment management, financial planning, and pension consulting services to individuals, high net worth clients, trusts, pension, and corporate clients. The firm employs a broad range of investment strategies tailored to clients’ objectives and risk tolerances and runs a client education program alongside its portfolio management offerings.

Christopher Peters is a financial advisor with WPWealth LLP in Fort Worth, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Before joining WPWealth, he worked at Fidelity Investments and has involvement in the restaurant industry through Shinsei Restaurant. WPWealth LLP provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans. The firm employs an asset class-based investment approach focusing on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management.

Melissa Childs is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation and 11 years of industry experience. She has been with Rogers Wealth Group since 1998, contributing to the firm’s advisory services. 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 asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities while avoiding market timing and individual stock selection.

Jacob Ayres is a CFP® and Series 63-registered financial advisor with eight years of industry experience. He is currently with WPWealth LLP in Fort Worth, TX and has prior experience at Northwestern Mutual Wealth Management Company and several other firms. His background also includes a long tenure at the University of Texas at Arlington. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach focused on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management along with estate-planning referrals.

Jeffrey Sargent is a financial advisor with Meristead Wealth, LLC, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Stansberry Asset Management, Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial. 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, managing private credit funds and utilizing strategies such as special situations, distressed investments, and income-oriented positions.