Maureen Maidlow is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 10 years of industry experience. She holds a Series 65 credential and has worked at Lee Johnson Capital Management since 2015. In addition to her advisory role, she reviews insurance needs for clients and prospects through various insurance companies. OverRidge Wealth Advisors serves individual and high-net-worth clients as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, employing a range of strategies across multiple asset classes with continuous monitoring.

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 with SWMG, LLC in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities, providing comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and incorporates technology into client interactions.

Logan Cox is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Arete Wealth Advisor LLC and Guardian Life Insurance. Outside of advising, he partners in Eric and Logans Sports Card Adventure LLP, a business focused on buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and sub-advisory services, employing a comprehensive investment approach that includes fundamental, technical, and cyclical analysis.

Kevin Bonn is a financial advisor at Martinsen Wealth Management with over two decades of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Sanford Advisors, Inc. and Benchmark Innovative Solutions. Martinsen Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers financial planning, portfolio management, and estate-planning coordination, employing a range of investment strategies including direct and strategic indexing, options overlays, and tactical allocations.

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 is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Signal Securities since 2010. Signal Securities, Inc. provides 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 diversified, model-based asset allocation programs tailored to client financial data, time horizons, and risk tolerance.

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.

Neil Vanzandt is a financial advisor at OverRidge Wealth Advisors with 33 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors and his own Law Offices of Neil L. Vanzandt. Vanzandt has also operated Vanzandt Financial since 1985. OverRidge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and tactical management of variable annuities, employing a mix of fundamental, technical, and charting analysis across various asset classes.

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.

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 credential and has worked at several firms, including IC Advisory Services, Inc. and The Investment Center Inc. In addition to his advisory role, he owns TIETAX, LLC, a business focused on preparing U.S. tax returns for clients. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and various 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 and sub-advisors.

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 at Leo Wealth Americas, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leo Wealth Americas and its predecessor firms since 2021. Savard is also involved in life insurance consulting and pension-related businesses that he has owned since the late 1970s and 1980s. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm combines systematic and discretionary strategies, offering diversified, tax-efficient, and low-cost ETF portfolios along with specialized investment models, and conducts thorough due diligence on its third-party managers.

James Braxton is a financial advisor with SWMG, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at Thrivent Financial and First Command Financial Services. He serves as a board member of his local homeowners association. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities by providing modular financial planning, investment management, tax-overlay services, and facilitated estate-document preparation. The firm employs third-party asset managers and model portfolios, incorporates technology for client interactions, and offers financial education seminars and workshops.

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.

Adam Stone is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at THRIVENT Financial, Thrivent Investment Management, Cabin Securities Inc, and is currently involved with StullCPA as a business development and bookkeeping manager. Stone also serves as a Public Affairs NCO in the US Army and volunteers with the Benbrook Memorial Post 10429 VFW. Storehouse Financial serves individual and high-net-worth clients as well as trusts, estates, pension plans, and other entities through discretionary asset management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis in its investment process, managing accounts on a discretionary basis and maintaining a high client-to-advisor ratio supported by standardized processes and custodial platform services.