Andrew Heinz is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been with Lee Johnson Capital Management LLC for over 30 years. Heinz also serves as Vice President and CIO for various insurance providers, focusing on fixed annuities and life insurance. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting services. The firm customizes investment allocations across multiple asset classes and employs both long-term and trading strategies, offering consolidated reporting that can include held-away assets.

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 17 years of industry experience and leads Aspen Wealth Management, LLC in Fort Worth, TX. She has managed her own advisory group since 2011. Stephens is also a partial owner of a commercial real estate investment entity. Aspen Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering customized financial planning and discretionary asset management through a multi-model portfolio approach. The firm operates its own wrap fee program and integrates technology for planning and reporting while maintaining human oversight of investment decisions.

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, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining OverRidge, he worked in various roles including at Uber and Texas Tech University. He is also licensed in insurance and engages in commission-based insurance sales and consulting. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with portfolio management and financial planning. The firm customizes investment allocations across multiple asset types using a range of strategies and offers consolidated reporting that can include held-away assets.

Kiran Patel is a financial advisor at WESTPARK WEALTH Advisors, Inc. in Arlington, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WESTPARK WEALTH Advisors since 2016. Outside of his advisory role, he 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 establish objectives and risk tolerance, with many portfolios managed on a non-discretionary basis.

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.

Landon Mc Bride is a financial advisor at OpenAir Financial, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including AssetBuilder, Inc., Hedgeserv, and TD Ameritrade. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to manage portfolios with a range of strategies, offers comprehensive written financial plans, and conducts regular account reviews.

Daniel Watkins is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His career includes roles at LPL Financial, Edward Jones, and other firms. He is also involved with Bridge & Brownback Tax dba Thirteen Twenty-Two Tax Consultants, a tax preparation and bookkeeping services firm. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a variety of investment strategies and typically manages client accounts on a discretionary basis.

Annie Adkison is a financial advisor at GDS Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at USAA Investment Management Company and Raymond James Financial Services. GDS Wealth Management serves individual and high-net-worth clients through financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios informed by Raymond James research, managing approximately $1.28 billion in assets across diverse investment strategies.

Jim Wagner is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 23 years of industry experience. He holds the Series 66 designation and has been with Signal Securities since 2013. Wagner is the founder of Navicors Wealth Management, a financial planning business. Signal Securities provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

Christopher Snow is a financial advisor with Signal Securities, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Signal Securities since 1996. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversification and a consultative process to recommend model portfolios or tailored investment mixes, emphasizing long-term, asset-allocation-driven strategies and periodic rebalancing.

Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, T. Rowe Price Investment Services, and Fidelity Investments Institutional Services. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach includes fundamental analysis with strategies spanning long-term holdings and short-term trading, and client accounts are reviewed regularly for suitability, rebalancing, and tax-loss harvesting.

Jennifer Dragon is a CFP®, PFS™, and Series 65 licensed financial advisor with eight years of industry experience. She has worked at Main Street Retirement Planning since 2022 and previously held positions at MMWKM, Personal Consulting, and Deloitte. Jennifer is also licensed to sell insurance products. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions, managing over $716 million in assets. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client portfolios.

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

J. Rhodes is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. He has held leadership roles at Rhodes Securities, Inc. and FRIE Financial Group Inc., serving as CEO and president respectively. Outside of advisory work, he is involved as an officer in an internet company, Scruddle, and participates in several financial and trading businesses. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, offering both discretionary and non-discretionary management that incorporates fundamental and technical investment analysis.