Anthony Rizzo is a financial advisor with Provision Asset, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked with Provision Asset since 2016 and is also an instructor for the Council of Financial Educators. Outside of his advisory role, Rizzo maintains an active insurance practice as a licensed agent. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies, with a team of six advisors managing a diverse range of portfolios using fundamental, technical, and cyclical analysis.

Andrew Schmuhl is a financial advisor at GDS Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms including SWMG, LLC and Strittmatter Wealth Management. Prior to his advisory career, he was involved with Juicy Pig BBQ and the University of North Texas. 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 through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research and employing a range of equity and fixed income allocations.

Jared Skinner is a financial advisor at Meristead Wealth, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Stansberry Asset Management, BancWest Investment Services, Bank of the West, Merrill, Bank of America, and Northwestern Mutual. Meristead Wealth 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 focused on accredited investors and employs a value-oriented approach combining top-down macro analysis with fundamental bottom-up research.

Annette Hamil is a financial advisor with Trinity Portfolio Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Trinity Portfolio Advisors since 2010. Outside of her advisory role, she is also licensed as an insurance agent, involved in the sales and service of life, fixed annuities, and health insurance. 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, utilizing a risk-focused, probability-based investment approach that combines fundamental and technical analyses along with proprietary model portfolios.

Christopher Robinson is a financial advisor at RFG Wealth Advisory with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining RFG Wealth Advisory, he worked at INVEST Financial Corporation and LPL Financial LLC. Outside of advisory work, he is involved in real estate through ownership of related businesses. RFG Wealth Advisory serves individual and high-net-worth clients, providing wealth management, financial planning, and portfolio consulting. The firm uses a combination of fundamental and technical analysis along with modern portfolio theory to manage diversified portfolios, including the use of derivatives and option-writing strategies within separately managed accounts.

Glen Smith is a CFP® with 21 years of industry experience, currently serving at GDS Wealth Management. His prior experience includes roles at Raymond James Financial Services and Bank of America. He is also the proprietor of GGTLS and has passive investments in a cleaning product company. 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 through a multi-advisor team, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Leslie King is a financial advisor at CFO4Life with four years of industry experience. She holds the Series 66 designation and has worked at Ausdal Financial Partners Inc since 2021 while also being affiliated with CFO4Life since 2013. CFO4Life provides comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm constructs diversified asset allocation models across various investment types and uses institutional research and technology to tailor portfolios to client objectives, risk tolerance, and time horizons.

Christopher Delaura is a CFP® with 24 years of industry experience, currently serving at Meristead Wealth, LLC. His prior work includes roles at Stansberry Asset Management LLC and Fieldpoint Private Securities LLC. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis with fundamental bottom-up research and manages private credit funds for accredited or qualified investors.

Ty Trosky is affiliated with Meristead Wealth, LLC and holds a Series 65 designation. His professional background includes roles at Stansberry Asset Management, Santa Clara University, Conserv Fuel, and Laguna Blanca High School, with a total of several years of diverse experience. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, specializing in separately managed accounts and third-party asset management programs. The firm employs an opportunistic, value-oriented investment approach that integrates top-down macro analysis with bottom-up research across global equities and credit, and also manages multiple private credit funds targeting accredited and qualified investors.

Landon Mc Intyre is a financial advisor at Prestige Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual. Outside of advising, he spends time as a life insurance agent representing various carriers. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach and offers discretionary investment management, financial planning, retirement plan advisory, and consulting services.

Cheree Burnette is a financial advisor with Collective Wealth Advisors LLC, holding a ChFC® designation and Series 63 and 65 licenses. She has 28 years of industry experience, including nine years running Burnette Financial Planning, LLC, which she continues to operate during the transition of clients to Collective Wealth Advisors. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans, combining institutional support with client education through portfolio management, fiduciary services, and educational workshops.

Stewart Fields is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at OpenAir Financial, LLC since 2019. He previously worked at Lake Point Wealth Management, LLC from 2016 to 2019. Fields is also an owner and insurance agent with OpenAir Advisory, LLC, where he dedicates part of his time to insurance sales. OpenAir Financial offers discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charities, and business entities. The firm’s investment approach emphasizes fundamental analysis with portfolio strategies ranging from long-term holdings to trading, and conducts regular reviews to ensure suitability and tax efficiency.

Michael Tull is a financial advisor with RFG Wealth Advisory in Argyle, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining RFG Wealth Advisory, he worked at Guaranty Bank & Trust and held several roles in commercial real estate, including maintaining a real estate brokerage license for referral purposes. RFG Wealth Advisory serves individual and high-net-worth clients through wealth management, discretionary portfolio management, financial planning, and retirement consulting. The firm builds customized portfolios based on client objectives and risk tolerances and incorporates option strategies and AI tools in its advisory process.

Elizabeth Shurtz is a CFP® with seven years of industry experience and currently serves as a financial advisor at Keener Financial Planning. She has worked at Keener Financial Planning since 2014, with a brief tenure at TD Ameritrade in 2018 and a four-year period out of the industry. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services focused on retirement planning. The firm employs a long-term, cost-aware approach using primarily low-cost index funds and ETFs, and offers fee-only services through hourly, flat-fee, and retainer engagements rather than percentage-of-assets fees.

Mark Krehel is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as a financial advisor at Main Street Retirement Planning, LLC and previously worked at Retirement Planners of America, Equinor, and Apache Corporation. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, plan participants, and institutions. The firm employs a tactical, trend-based investment approach using SEI mutual funds and emphasizes regular monitoring and rebalancing of client accounts.

William Tyler Jr. is a CFP® and ChFC® with 29 years of experience in financial advising. He is currently with Aspen Creek Wealth Management, LLC and previously led Tyler Wealth Management, LLC and Tyler Financial Network. In addition to his advisory work, he is an independent insurance agent. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and collaborates with third-party managers while maintaining final responsibility for client accounts.

Nicholas Noll is a financial advisor at RFG Wealth Advisory holding a Series 65 designation with six years at the firm in various roles. Prior to joining RFG, he worked for First Eye Care for ten years. RFG Wealth Advisory serves individual and high-net-worth clients with wealth management, discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes customized portfolios, uses options and derivative strategies, and employs AI tools to support client interactions.

Jordan Kast is a financial advisor at GDS Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Raymond James Financial. 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 of 15, using model portfolios informed by Raymond James research and employing a mix of equity and fixed income strategies.

Ryan Vassar is a financial advisor with Leo Wealth Americas, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles with the Supreme Court of Texas and multiple financial groups, including Kmr Financial Group Inc. and BFT Financial Group, LLC. Outside of his advisory work, he serves as corporate secretary for two nonprofit public policy organizations and presides over professional services companies. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, trusts, foundations, and various institutional clients. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementations through rigorous due diligence and ongoing monitoring.

Jessica Papadopoulos is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at several firms, including The Protection Company Hong Kong Limited and BFT Financial Group, LLC, and currently serves as President and compliance officer of Leo Capital Corp (Hong Kong) Limited. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a range of clients, including individuals, trusts, institutional clients, and sovereign wealth funds. The firm employs both systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.