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.

Elizabeth Shurtz is a CFP® professional affiliated with Keener Financial Planning in Keller, TX, with eight years of industry experience. She has worked at Keener Financial Planning since 2014, with a brief period at TD Ameritrade in 2018. Shurtz holds a Series 65 license and has been part of Keener's team since 2022. Keener Financial Planning serves individuals, including high-net-worth clients, trusts, small businesses, and organizations, providing modular financial planning and portfolio management through hourly, flat-fee, or retainer engagements. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds and ETFs, combined with selective active funds and strategic small-cap and value exposures.

Samuel Baker is an advisor at Storehouse Financial LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with approximately three years of experience in financial services. His background includes roles at First Midwest Bank, Hy-Vee Inc., and Charles Schwab & Co., Inc. Storehouse Financial serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and other entities, providing discretionary asset management alongside financial planning and consulting. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages accounts primarily on a discretionary basis.

Christopher Adkins is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at LPL Financial, Liberty Wealth Management, and Southern Illinois University - Carbondale. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm utilizes Strategic Asset Allocation through LPL Financial’s platform, supplemented by tactical overlays and provides integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Ryan Vassar is a financial advisor at Leo Wealth Americas, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at the Supreme Court of Texas and Kmr Financial Group Inc. Outside of financial advisory work, he serves as Corporate Secretary for nonprofit public policy organizations Cicero Research and Cicero Action, and is president of professional services firms Ryan M Vassar Inc. and RyAnna Corp. Leo Wealth Americas offers portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, foundations, and institutional clients such as sovereign wealth funds and state or municipal governments. The firm employs a combination of systematic and discretionary strategies, focusing on diversified, tax-efficient, and low-cost ETF implementations while conducting rigorous due diligence of third-party managers.

Timothy Lowry is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 63 designation and 26 years of industry experience. He has worked with Dean, Jacobson Financial Services since 2002 and LPL Financial since 2003. Outside of his advisory work, he serves as a deacon at Christ Chapel Bible Church, a four-year commitment involving organizational and service responsibilities. Dean, Jacobson Financial Services serves individuals, pension plans, charities, and corporations, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm uses strategic asset allocation through multiple model portfolios and LPL-sponsored platforms, incorporating tactical overlays for certain clients and providing specialized services for larger estates and exit planning.

James Bortolussi is a CFP® professional with 18 years of experience in financial advising. He is affiliated with Vantage Point Wealth Management and has operated his sole proprietorship since 2009, providing insurance services alongside his advisory roles. He has been involved with Vantage Point Wealth Management and related entities since 2014. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platform and programs to support client objectives and portfolio oversight.

Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.

Jessica Papadopoulos is a financial advisor at Leo Wealth Americas, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles across multiple firms, including leadership and compliance positions at Leo Capital Corp (Hong Kong) Limited. She serves as president and compliance officer for the Hong Kong-based licensed entity. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation.

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Kenneth Huffman is a financial advisor at Insight Folios with 13 years of industry experience. He holds the Series 66 designation and has worked at Insight Folios since 2015. Outside of advisory services, he manages Perimeter Diabetic Footwear, a diabetic footwear sales business that he owns through The Perimeter Group, Inc. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm employs a team-of-advisers approach and proprietary planning software, integrating fundamental, technical, and cyclical analysis with a long-term trading orientation.

Christel Walker is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Navigo Wealth Management, LLC since 2016. Ms. Walker participates in a solicitor agreement with Rex Gold Partners, through which she solicits qualified investors for private offerings. Navigo Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and a web-based discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

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.

Tian Hu is a CFP® professional with three years of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to joining Leo Wealth Americas, he held positions at Leo Brokerage, Pictet Cie & SA, First Republic Investment Management, and New York Private Bank and Trust. 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. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

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.

Abigail Hasling is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Aspen Wealth Management, LLC and previously served at The Mather Group, HC Financial Advisors Inc, Howard Financial Services, and Texas Tech University. Aspen Wealth Management is an SEC-registered team advisory firm serving individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm uses a model-based, customized approach to portfolio construction, emphasizing a buy-and-hold strategy with periodic rebalancing, and offers both comprehensive financial planning and discretionary asset management services.

Robert Holt, Jr. Jr. is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Holt Capital Partners, L.P. since 2001. The firm provides discretionary investment management and Chief Investment Officer services to high-net-worth families, retirement plans, charitable organizations, and individual clients, managing approximately $1.00 billion in assets. Holt Capital Advisors employs multiple investment strategies, including Active Equity, Active Indexing, and an Inflation Hedge, and serves as both a private fund adviser and fund sponsor, offering a combination of fundamental research, quantitative screening, and low-cost ETF implementation.

Anand Rajagopalan is a Series 65-registered advisor with Xenith Financial Advisory Services, LLC, based in Fort Worth, TX, and has three years of industry experience. He has worked at several firms including Citi and BMO Harris. In addition to his advisory role, Anand operates a registered tax advisory firm offering tax preparation and bookkeeping services. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, utilizing a blend of fundamental, quantitative, technical, and modern-portfolio-theory analysis. The firm manages both individual accounts and pooled investment vehicles, including private funds, and customizes investment policies for clients.

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.

Scott Reasor is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Diesslin & Associates, Inc. since 2004. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, corporations, charitable organizations, and pension plans. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager for several closed-end investment funds.