Jeremy Mc Carty is a financial advisor with SyntheticFi LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at Altruist Financial LLC, Charles Schwab & Co., Inc, and TD Ameritrade. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Nicholas Netzer is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at New York Life Insurance Co, NYLIFE Securities LLC, Modern Wealth Solutions, Eagle Strategies LLC, and Cross Border Wealth, LLC. Outside of his advisory work, he owns Von Neumann Holdings LLC, a holding company for his business interests. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs both systematic and discretionary strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation, maintaining thorough due diligence and monitoring of third-party managers.

Brian Mueller is a CFP® with 20 years of industry experience, currently serving at Rogers Wealth Group, Inc. since 2017. He previously worked at Mills Wealth Advisors, LLC and has provided financial counseling to military personnel through Zeiders since 2014, dedicating a portion of his time to this activity. Rogers Wealth Group offers wealth management consulting to high-net-worth individuals and institutional clients, utilizing globally diversified portfolios with an emphasis on institutional asset-class mutual funds and ETFs. The firm serves a unique client base including banking institutions and acts as a sub-advisor to collective investment funds.

John Gesek Jr. is a financial advisor with WPWealth LLP in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Optimus Capital Advisors, LLC, McKeel Capital Management, and McKeelgeseK Financial Advisory Services. He is also a licensed independent insurance agent and offers insurance products to clients, dedicating approximately 10% of his time to this activity. WPWealth provides investment advisory and consulting services to a range of clients, including individuals, trusts, and charitable organizations, with a focus on asset class–based investment strategies aligned to client risk tolerance and global diversification. The firm offers portfolio management, financial planning, and estate-planning referrals, supported by third-party technology and an affiliation with accounting firm Whitley Penn, LLP.

Dewayne Nelson Jr. is a financial advisor with Collective Wealth Advisors LLC in Coppell, TX, holding Series 63 and 66 designations and bringing 32 years of industry experience. He previously worked at GENEOS Wealth Management Inc. and has operated as a sole proprietor. Outside of finance, Mr. Nelson serves as an interim pastor for St. Peter Lutheran Church, contributing to worship and religious education. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans. The firm employs a client-centered approach, utilizing third-party account administration and multiple sub-advisors to manage diversified portfolios, and is notable for offering educational seminars alongside its fiduciary services.

Russell Jacobson is a CFP® professional with 13 years of industry experience, currently serving at Astoria Strategic Wealth, Inc. since 2022. His prior roles include positions at Charles Schwab & Co., Inc. and TD Ameritrade. Astoria Strategic Wealth provides financial planning and both discretionary and non-discretionary investment management primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy, tailoring portfolio construction to client-specific investment policy statements and offering tiered service levels that include tax-aware planning and estate-document review.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

James Davis is a CFP® with 10 years of industry experience, currently serving as a managing member and advisor at Aspen Wealth Management, LLC in Fort Worth, TX. His prior experience includes roles at Mills Wealth Advisors, Tolleson Wealth Management, and Fidelity. He holds Series 63 and Series 66 licenses. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual, family, and employer-sponsored retirement plan clients. The firm employs a model-based, customized portfolio approach with a buy-and-hold strategy and offers a proprietary wrap-fee program that integrates advisory, execution, custody, and reporting services.

Jacob Squires is a financial advisor at Aspen Wealth Management, LLC in Fort Worth, TX, holding a Series 65 credential with one year of industry experience. Before joining Aspen Wealth Management in 2025, he worked for nine years at North Texas Marine. 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 a model allocation approach customized to client risk profiles and favoring a buy-and-hold strategy with periodic rebalancing.

Joseph Dena is a financial advisor at Signal Securities, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Owings Financial Group. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified model portfolios and a consultative process that incorporates client financial data, time horizon, and risk tolerance.

Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade from 2013 to 2017. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified low-cost core holdings with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client objectives.

Roman Marquez is a financial advisor with Leo Wealth Americas, LLC, holding Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at GDS Wealth Management, Cetera Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. 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 utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Christopher Manross is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Rogers Wealth Group, Inc., where he has worked since 2014, except for a brief period in 2022 at WP Wealth LLP. The firm provides wealth management consulting to high-net-worth individuals and institutional clients, specializing in globally diversified portfolios using institutional asset-class mutual funds and ETFs. Rogers Wealth Group also serves banking and thrift institutions and acts as a sub-advisor to collective investment funds.

Jacob Friedland is a Series 65-licensed financial advisor at Leo Wealth Americas, LLC with one year of industry experience. He has previously been associated with Leo Brokerage, LLC and has experience in academic environments, including Santa Clara University and Boston College. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, trusts, foundations, institutional clients, and unique entities such as sovereign wealth funds and municipal governments. The firm employs systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, supported by thorough due diligence and ongoing monitoring of third-party managers.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Emily Lopez is a CFP® professional with three years of industry experience. She works at Mills Wealth Advisors, LLC and previously held roles at Cain Watters & Associates and KPMG. In addition to her financial advisory work, Lopez is a Certified Public Accountant. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining broadly diversified, low-cost core holdings with selective satellite positions and emphasizes tax-aware trading and ongoing portfolio monitoring.

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Dale Rogers is the CEO and sole owner of Rogers & Associates-Pension Consultants and has over 30 years of experience in the financial industry. He has been involved with Rogers Capital Management, Inc. since 1995 and with Rogers & Associates-Pension Consultants since 1972, where he performs consulting, recordkeeping, and administrative services for sponsors of qualified retirement plans. Rogers Wealth Group, Inc. is a team of eight advisors that manages approximately $1.04 billion in assets, serving high-net-worth individuals and various institutional clients. The firm emphasizes global diversification, cost control, and a disciplined investment approach using institutional-share mutual funds and ETFs while offering portfolio management and retirement plan services.

Jacob Glasman is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX. He holds a Series 65 credential and has been with the firm since 2025. Prior to joining Diesslin Group, he was not employed in the financial industry. Diesslin Group, Inc. offers comprehensive, fee-only financial planning and discretionary portfolio management to a range of clients including individuals and institutions, managing approximately $696 million in assets. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-efficient portfolio construction, and is distinctive for sponsoring and managing pooled private funds and alternative investment vehicles.