Brad Little is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with HPC Wealth Advisors L.L.C. since 2013. Little is also a licensed insurance agent. TL Private Wealth is a team-based firm serving primarily high-net-worth individuals with discretionary investment supervisory services and integrated financial planning. The firm uses a strategic asset allocation approach with periodic rebalancing and fundamental and cyclical analysis to select securities, typically operating under discretionary authority.

Cory Procter is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Pro Capital Wealth Management. His career includes roles at OSAIC and Woodbury Financial, and he maintains activities outside finance as a public speaker and coach focusing on leadership and teamwork, as well as board memberships for nonprofits supporting fatherless children and children’s ministry and athletics. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, and various entities. The firm typically manages discretionary client accounts using model portfolios and a combination of tactical and strategic asset allocation, while pension consulting services are provided on a non-discretionary basis.

John Rubottom Jr. is a CFP® with 23 years of industry experience, currently with Cottonwood Capital Advisors in Irving, TX. He previously worked at Commonwealth Financial Network for seven years before joining Cottonwood Capital. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset allocation, and serves as a fund sponsor and private-fund adviser managing pooled vehicles and special purpose vehicles for qualified clients.

Yuan Fang is a financial advisor at Leo Wealth Americas, LLC with a Series 65 designation and seven years of industry experience. Prior to joining Leo Wealth Americas in 2019, Yuan worked at Cistri for one year and Waters Economics for four years. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds for 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 while conducting thorough due diligence of third-party managers.

Kelly Buchfink is a CFP® with 23 years of experience in the financial services industry, currently serving as an advisor at SWMG, LLC since 2018. Prior to this, she worked at First Command Advisory Services and its affiliated entities from 2009 to 2017. Outside of her advisory work, she has been a Mary Kay cosmetics consultant since 1999, primarily for personal use. SWMG, LLC provides financial planning and investment management to individuals, trusts, estates, and business entities, utilizing third-party asset managers and unified managed accounts. The firm offers comprehensive and modular planning services, conducts regular portfolio reviews, and runs fee-based financial education seminars through local colleges and businesses.

Shabana Nathoo is a financial advisor at Navigo Wealth Management, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked in various roles since 2005, including positions at Wells Fargo and Ameriprise. Ms. Nathoo is also involved in teaching as a teaching assistant at Rice University. 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 an automated discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

Matthew Quezergue is a CFP® professional with three years of industry experience. He has been with Aspen Wealth Management, LLC since 2021 and previously worked at S. Harris Financial Group and Texas A&M University. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, utilizing customizable model allocations and a buy-and-hold investment approach.

Christopher Moore is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Rogers Wealth Group, Inc. in Fort Worth, TX, since 1999. Moore 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, including retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with a focus on small-capitalization and high book-to-market equities, and serves a unique client base that includes banking and thrift institutions.

Chase Cawyer is a financial advisor with Navigo Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Navigo Wealth Management since 2014 and concurrently works as a practicing physician completing his OB/GYN residency. Additionally, Mr. Cawyer participates in a solicitor arrangement with Rex Gold Partners involving private offering solicitations. Navigo Wealth Management provides advisory services primarily to individual and high-net-worth clients, as well as business entities, offering portfolio management, financial planning, and automated discretionary portfolio management. The firm uses written Investment Policy Statements and model portfolios, employing strategies that include derivatives and private placements, and operates from multiple offices.

Andrew Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 28 years of industry experience. He has worked at Triad Advisors, Inc. for 14 years and Lee Johnson Capital Management LLC for over 30 years. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services as well as standalone financial planning. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, and may recommend private investments or specialized vehicles for qualified clients.

Kristen West is a financial advisor at Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GRB Financial LLC and in the hospitality industry. Gerald Baker Financial Group provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833.2 million in assets for about 374 clients, focusing on capital preservation and a long-term, asset-allocation investment approach.

Timothy Allin is a financial advisor at GDS Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at Norman Window Fashions and Shoppa's Material Handling. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, utilizing model portfolios based on Raymond James research to allocate investments across various asset classes.

Jean Keener is a Certified Financial Planner (CFP®) with 17 years of experience, currently serving at Keener Financial Planning since 2008. She holds the Series 65 designation and acts as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on retirement planning through modular financial planning and investment management. The firm employs a long-term, cost-aware investment approach, primarily using low-cost index mutual funds and ETFs, and offers fee-only services via hourly, flat-fee, or retainer arrangements.

Helen Stephens is a CFP® with 18 years of industry experience and leads Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2011 and previously worked at Commerce Wealth Advisers, LLC and Avantax Advisory Services. Aspen Wealth Management is a team-based advisory firm managing approximately $658 million for individual, family, and employer-sponsored retirement plan clients. The firm offers comprehensive financial planning and discretionary asset management, employing a model-based, buy-and-hold investment approach tailored to client risk profiles.

Jeffrey Mccain is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and also maintains a role with MassMutual Life Insurance Company since 2006. Outside of advising, Mccain serves on the boards of Teen Life, Inc. and Wise County Christian Counseling, both nonprofit organizations. Trinity Portfolio Advisors operates as a team of eight advisors providing financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a risk-aware, probability-based investment approach that integrates multiple analytical techniques and leverages technology and independent managers to implement its strategies.

Dan Klein is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with First Western Securities since 1995. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation approach using a variety of investment instruments and custom-manages accounts to clients’ objectives and risk tolerances.

William Nous is a financial advisor at Pinnacle Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience supporting his wife's Airbnb property management business on a volunteer basis. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm employs diversified portfolios tailored to clients’ profiles using various investment vehicles and offers financial planning and retirement plan consulting services.

Hayden Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience including roles at Uber and various local businesses. He is also licensed to sell commission-based insurance products. 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 as well as standalone financial planning. The firm employs a mix of charting, fundamental, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, and offers specialized investment options for qualified clients.

Kiran Patel is a financial advisor with Westpark Wealth Advisors, Inc. in Arlington, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cetera Advisors LLC, and Chase Investment Services Corp. Outside of his advisory work, Patel is involved in Medicare health insurance sales. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and works closely with clients to define objectives and risk tolerance, often managing assets on a non-discretionary basis requiring client approval for trades.

Victor Berlizov is a financial advisor at Cottonwood Capital Advisors in Irving, TX, holding a Series 65 designation. He has worked in the industry since 2021, with prior experience at BAKC, LLP, CBIZ, Inc., Farrell & Hardeman, LLC, and B&T Advisors, LLC. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary asset management for individuals, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a mix of asset allocation, fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis using third-party platforms and models grounded in modern portfolio theory.