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.

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.

Craig Rogers is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with Rogers Capital Management, Inc. since 1995. Rogers Wealth Group, Inc. serves high-net-worth individuals and institutional clients, including retirement plans, trusts, charitable organizations, corporations, and banks. The firm manages approximately $1.04 billion in assets, focusing on portfolios built from institutional-share mutual funds and ETFs with an emphasis on global diversification, cost control, and high credit quality fixed income.

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.

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.

Roderick Hays is a financial advisor at Avail Investment Partners, LLC with a Series 65 designation and four years of industry experience. His prior work includes roles at Intelligence Driven Advisers, Goodnight Midstream, Sabre, and Texas Capital Bank. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down, evidence-based investment approach and allocates across various strategies, including affiliated private funds, while employing artificial intelligence tools alongside human review for data aggregation and meeting notes.

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.

Michael Simms is a Series 65-licensed advisor with Capital Markets IQ, LLC, where he has worked since 2016, accumulating 16 years of industry experience. He is also the owner and president of Veracity Financial Services, a role he has held since 2012. In addition to advising, Simms is involved with Veracity Advisers LLC, which provides fixed insurance sales and business valuations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm employs a multi-branch model with centralized supervision and collaborates with external professionals, offering portfolio management across various asset classes and specialized services such as proprietary model strategies and sub-advisory support.

Jason Sayles is a Series 65 licensed advisor with Capital Markets IQ, LLC in Arlington, TX, where he has worked since 2017. He has 21 years of industry experience, including prior roles at Hajek CPA PA and as a partner at Catapult Creative Consulting, LLC. Sayles is also president and owner of Apex Wealth Consultants Inc., which provides consulting and administrative services to business clients and self-directed retirement plans. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, managing portfolios across various asset classes. The firm operates a multi-branch model with centralized supervision and collaborates with a network of professionals to deliver comprehensive financial planning and consulting services.