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 with Leo Wealth Americas, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles with the Supreme Court of Texas and multiple financial groups, including Kmr Financial Group Inc. and BFT Financial Group, LLC. Outside of his advisory work, he serves as corporate secretary for two nonprofit public policy organizations and presides over professional services companies. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, trusts, foundations, and various institutional clients. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementations through rigorous due diligence and ongoing monitoring.

Timothy Lowry is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 63 designation and over 25 years of industry experience. He has been affiliated with Dean, Jacobson Financial Services since 2002 and LPL Financial since 2003. Outside of his advisory role, he serves as a deacon at Christ Chapel Bible Church, a position involving organizational and service responsibilities. Dean, Jacobson Financial Services provides wealth management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs Strategic Asset Allocation through LPL Financial’s platform, offering discretionary asset management, comprehensive financial planning, and specialized services such as exit planning and business succession support.

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 with Leo Wealth Americas, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at several firms, including The Protection Company Hong Kong Limited and BFT Financial Group, LLC, and currently serves as President and compliance officer of Leo Capital Corp (Hong Kong) Limited. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a range of clients, including individuals, trusts, institutional clients, and sovereign wealth funds. The firm employs both systematic and discretionary investment strategies with an emphasis 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 at Meristead Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked 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, offering separately managed accounts and third-party asset management programs. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research and manages multiple private credit funds designed 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® with six years of industry experience, currently serving as a financial advisor at Keener Financial Planning since 2020. His prior experience includes roles at Raymond James Financial Services and Carter Advisory Services. He is a member of GPN Alliance, Inc., which owns the Garrett Planning Network, and dedicates time monthly to this professional association. Keener Financial Planning advises individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management through hourly, flat fees, or ongoing retainers. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds and ETFs, with selective active management and quarterly portfolio reviews.

Abigail Hasling is a CFP® professional with seven years of experience in financial advising. She is currently with Aspen Wealth Management, LLC and has previously worked at The Mather Group, HC Financial Advisors Inc, and Howard Financial Services. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and a Wealth Management Program that includes ERISA plan services and participant education.

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 financial advisor at Xenith Financial Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at 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 individuals, high-net-worth clients, charitable organizations, corporations, municipal entities, and pooled investment vehicles. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's goals and risk tolerance.

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.

Clark Wamre is an advisor with Signal Securities, Inc. based in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as a position with the Oklahoma City Thunder. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversification and a consultative approach, offering both non-discretionary and discretionary portfolio management across various programs.

Richard Fengler Jr. is a financial advisor at Signal Securities, Inc. in Irving, TX, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Signal Securities since 1993. Outside of his advisory role, he serves as president of Harbor Grove Water Supply, a local water provider. Signal Securities, Inc. offers 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 diversification and a consultative process to recommend model portfolios or customized investments, primarily on a non-discretionary basis.

William Schultz is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Leo Wealth Americas since 2025 and has also worked at BFT Financial Group, LLC since 2002. His other business activities include fixed health and life insurance sales, which occupy about one percent of his time. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs both systematic and discretionary investment strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation, and conducts multi-stage due diligence on third-party managers and sub-advisors.