Susan Bryant is a financial advisor at Arrowroot Family Office, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at The MB Group, LLC for 17 years. Outside of her advisory role, Bryant is the CEO of Unboxed Advisors, LLC, an accounting, tax, and business advisory firm. Arrowroot Family Office provides wealth management and comprehensive financial planning services to individuals, families, and various institutional clients. The firm focuses on asset allocation using analytical tools to construct diversified portfolios, actively managing and occasionally incorporating alternative investments and private placements.

Michael Moynihan is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified model portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Brad Parsons is a financial advisor at Thryve Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC for 13 years, followed by roles at Edge Capital Group, LLC and SCS Capital Management LLC. Thryve Wealth Management offers wealth management, financial planning, discretionary investment management, and retirement plan advisory to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment approach focused mainly on U.S. markets, combining fundamental analysis with passive direct indexing and alternative satellite allocations.

William Taylor is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at Dean, Jacobson Financial Services since 2014 and has been affiliated with LPL Financial LLC since 2011. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a Strategic Asset Allocation approach through LPL Financial’s platform, supplemented by tactical overlays and offers integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Joel Galloway is a financial advisor at SWMG, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, TD Ameritrade, and Wells Fargo Clearing. SWMG, LLC provides financial planning and investment management services to individuals, trusts, estates, and business entities. The firm utilizes third-party model portfolios and unified managed accounts, offering both discretionary and non-discretionary arrangements, and conducts regular portfolio reviews supported by technology-enabled client meeting documentation.

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.

Kevin Bonn is a financial advisor at Martinsen Wealth Management with credentials including Series 65 and Series 63 licenses. He has been in the industry since 1999, with prior experience at Sanford Advisors, Inc. and Benchmark Innovative Solutions before joining Martinsen Wealth Management. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a range of investment strategies, combining firm-managed and third-party models.

Gabrielle Phenix is a financial advisor with Willis Towers Watson Securities, LLC in Fort Worth, TX. She holds a Series 66 designation and has 10 years of industry experience. Her prior roles include positions at Edward Jones, First Command, and JPMorgan Securities LLC. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which combines a web-based financial planning tool with discretionary model portfolios. The firm’s investment approach centers on diversified portfolios and asset-allocation modeling supported by an affiliated sub-adviser.

James Dougherty III is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He has been with Signal Securities since 2010. Signal Securities serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to tailor portfolio recommendations, delivering both discretionary and non-discretionary advisory services.

Timothy Walsh is a financial advisor with Xenith Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple firms including XF Investments, LLC and Fortune Financial Services, Inc., and operates an insurance agency offering property and casualty, life and health insurance, prepaid legal services, credit and debt repair services, and trust services. Walsh is also involved in a nonprofit effort aimed at supporting church-planting initiatives. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a diversified investment approach combining fundamental, quantitative, and technical analysis and manages both individual accounts and pooled investment vehicles.

Jonathan Jennings is a financial advisor at WPWealth LLP with 17 years of industry experience. He holds a Series 65 designation and is based in Fort Worth, TX. WPWealth provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income management, offering both discretionary and non-discretionary portfolio services along with financial planning and estate-planning referrals.

Rodney Kee is a financial advisor at First Western Securities, Inc. with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, National Life Group, Equity Services, Inc., and LPL Financial. Outside of his advisory role, he is also involved as an agent in life insurance and fixed annuity sales. First Western Securities provides fee-based investment advisory services primarily to individual clients, including high net worth individuals. The firm uses a tactical asset allocation approach and manages portfolios with a variety of instruments tailored to clients’ objectives and risk tolerances.

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.

Olivia Partin is a CFP® professional with three years of industry experience, currently serving as an advisor at Diesslin Group, Inc. in Fort Worth, TX. She has worked with Diesslin Group since 2021 and previously worked at Cumbie Advisory Services, Inc. from 2014 to 2021. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and discretionary portfolio management to individuals, closely held businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-aware portfolio construction while managing approximately $696 million in client assets and sponsoring several pooled private fund vehicles.

Janet Mengis is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Signal Securities since 2009. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm’s investment approach 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.

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.

Joseph Brownback is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding CFP® and CFA® designations with 13 years of industry experience. He has worked at Fidelity Investments and LPL Financial and is a partner at Bridge & Brownback Tax, a tax preparation and bookkeeping firm. He also serves as a board member for Brownback Ministries, a nonprofit organization. Thirteen Twenty-Two Advisors is a registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm manages accounts typically on a discretionary basis, using a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.

Ian Johnson is a financial advisor at Capital Markets IQ, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Center Street Securities, Pfs Investments Inc., and Massmutual. Outside of advisory work, he is part owner and CEO of Duck Energy Management LLC, an oil and gas production company, and owns Bering Capital LLC, both non-investment related businesses. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain non-U.S. and multinational clients. The firm utilizes a combination of fundamental and technical analysis along with proprietary strategies, offering a range of wealth management, financial planning, and alternative investment services.

David Mirkin is a financial advisor at Capital Markets IQ, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He also serves as a principal and consultant at 2Co EOR US LP, providing finance and energy consulting services, and is a part owner and CFO of Duck Energy Management LLC. Through 2Co, he provides outside CFO services to Noblestone Capital LLC. Capital Markets IQ offers investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, providing wealth management, financial planning, and consulting, including support for alternative investments and 1031 exchanges.

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.