Sebastian Carrillo is a financial advisor at GDS Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Moss Adams LLP and GoFundMe.org. He has also been involved with educational institutions such as Baylor University and Saint Francis High School. 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 of 15 and employs model portfolios informed by Raymond James research.

David Ortiz is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Stansberry Asset Management, InsuranceHub Leavitt Agency, and Mark Forgas State Farm Agency. 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 also manages private credit funds with a value-oriented, opportunistic investment approach that integrates top-down macro analysis and bottom-up research across global equities and credit.

Jordan Riewe is a financial advisor with CFO4Life in Coppell, TX, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining CFO4Life and Ausdal Financial Partners in 2025, he worked at Frost Bank from 2023 to 2025. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities with comprehensive financial planning and discretionary investment management. The firm’s approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, supported by portfolio monitoring tools and client education programs.

Morgan Webb is a CFP® with 19 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC. He also provides tax preparation and business consulting services through Estrada Webb and Associates and is a licensed insurance agent offering life, health, and disability insurance solutions. His prior experience includes roles at Avantax Advisory Services and Cfo4 Life, L.P. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes risk management through probability-based decision making and employs a variety of analytical methods, including proprietary strategies and allocations to independent managers.

Ross Mortensen is a financial advisor with GDS Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Investments and First Command Financial Planning. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual clients and high-net-worth households, managing approximately $1.8 billion in assets through discretionary portfolio management and retirement-rollover guidance. The firm uses model portfolios based on research from Raymond James, with adjustments tailored to client-specific needs.

Spencer Jones is a CFP® and Series 66 registered financial advisor with three years of industry experience. He is currently with Trinity Portfolio Advisors, LLC and previously worked at Ameriprise Financial Services, LLC. Prior to his financial career, he held roles at Texas Tech University and Marcus High School. Trinity Portfolio Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a risk-focused investment philosophy using fundamental, technical, cyclical, and charting analysis, and offers both discretionary and non-discretionary management across various account types.

Logan Cox is a financial advisor at Cabin Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Arete Wealth Advisor LLC and Park Avenue Securities. Outside of his advisory work, Cox is a partner in Eric and Logans Sports Card Adventure LLP, a business involved in buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and unified managed accounts using a range of investment analyses and due diligence on alternative investments.

Robert Maxwell is a financial advisor at Collective Wealth Advisors LLC with 20 years of industry experience. He holds a Series 65 designation and has held roles at several homebuilding companies including D. R. Horton, Toll Brothers, Olivia Clarke Homes, Mattamy Homes, and Lennar. Outside of his advisory work, he is also active as a real estate agent with Toll Brothers. Collective Wealth Advisors LLC offers fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines independent account administration, access to multiple sub-advisors, and educational seminars to support client goals and provide plan-level fiduciary services.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

Levi McMellian is a financial advisor at CFO4Life with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CFO4Life and its related entities since 2007. Beyond his advisory role, he owns a fitness center and an Anytime Fitness franchise in Coppell, Texas. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate investment education, and cash-management solutions. The firm emphasizes diversified asset-allocation models and utilizes technology platforms like Morningstar, BlackRock’s Aladdin, and Orion to monitor portfolios.

Jeffrey Starr is a financial advisor at Meristead Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stansberry Asset Management, NYLIFE Securities LLC, Tarella Financial Group, and Citizens Bank. He is also a commissioned notary public. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm combines macroeconomic and fundamental research in a value-oriented investment approach, managing private credit funds and utilizing strategies including special situations and distressed investments.

Robert St Claire is a financial advisor at CFO4Life in Coppell, TX, holding Series 63 and Series 65 licenses with one year of industry experience. He has previously worked at Charles Schwab & Co., Inc. and Ausdal Financial Partners, INC. He has diverse prior experience including roles outside finance such as at Grand Lake Kitchen and CVS. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm uses diversified asset-allocation models combining mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with regular reviews and education offerings.

Rodney Kee is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Edward Jones and National Life Group. Outside of his advisory work, he is also involved in life insurance and fixed annuity sales through activities with National Life Group and Kee Financial Services. 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 strategy with customized portfolio management using a broad range of investment instruments.

Steven Myers is a financial advisor at Keener Financial Planning with four years of industry experience. He holds the Series 65 credential and has worked at Keener Financial Planning since 2021. Prior to his financial advising career, Myers held various positions across multiple industries, including insurance and education. Keener Financial Planning serves individuals, trusts, small businesses, and organizations with modular financial planning and portfolio management, emphasizing a long-term, largely passive investment approach using low-cost index funds and ETFs complemented by selective active funds. The firm operates on a fee-only basis, offering hourly, flat-fee, and retainer engagements, and manages approximately $479 million in SEC-registered assets while advising on about $1.48 billion in total client assets.

Michael Dotti is a Series 65-licensed financial advisor with Aspen Creek Wealth Management, LLC, bringing four years of industry experience. Prior to his advisory career, he spent 28 years at North Country Family Practice PA and has been involved in life insurance sales and private investment management through partnerships and general partner roles. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm manages approximately $38.5 million for about 109 clients and offers access to structured products and alternative investments through a disciplined, multi-method investment approach.

Max Tiraboschi is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Before joining GDS Wealth Management in 2025, he worked at Northwestern Mutual Investment Services LLC and held positions in automotive sales and marketing. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, using model portfolios based on Raymond James research that range from balanced to fully equity-focused allocations.

David Lim is a financial advisor at Leo Wealth Americas, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Expatriate Financial Strategies LLC. Outside of his advisory role, he owns TIETAX, LLC, where he prepares US tax returns for clients. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative and model portfolios for individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Jason Freeby is a financial advisor at GDS Wealth Management with a ChFC® designation and a Series 66 license. He has one year of industry experience and previously served 31 years in the United States Marine Corps. Outside of his advisory role, he is the owner and manager of a rental property in Virginia. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors, focusing on discretionary portfolio management and retirement-rollover guidance using model portfolios supported by Raymond James research.

Daniel Savard is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at BFT Financial Group, LLC, Main Street Advisors, LLC, and Cincinnati Analysts, Inc. Outside of his advisory work, Savard is involved in insurance and pension-related businesses, including ownership and consulting roles dating back to the late 1970s. 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 such as sovereign wealth funds and government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

Mark Cawyer is a financial advisor at Navigo Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Navigo Wealth Management since 2008. In addition to his advisory role, Mr. Cawyer is involved in soliciting qualified clients for private offerings through Rex Gold Partners under a solicitor agreement. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and uses both traditional management and web-based platforms to implement client Investment Policy Statements.