Dale Rogers is the CEO and sole owner of Rogers & Associates-Pension Consultants and a principal at Rogers Wealth Group, Inc., with 29 years of industry experience. He has managed Rogers Capital Management, Inc. since 1995 and performs consulting, recordkeeping, and administrative services for qualified retirement plan sponsors through his pension consulting firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm constructs diversified portfolios using institutional asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities, and serves banking and thrift institution clients, a relatively uncommon focus for similarly sized teams.

Patrick Thuemmel is a CFP® with 20 years of industry experience, currently serving at Samalin Wealth since 2020. His prior roles include positions at Northwest Asset Management and Sigma Planning Corporation. He is also a licensed insurance agent, dedicating less than 10% of his time to this activity. Samalin Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis with a diversified investment approach, managing approximately $490 million in client assets across eight advisors.

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.

Stephen Ropes is a financial advisor at Keener Financial Planning in Keller, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Keener Financial Planning, he held various roles in education and service industries. He has experience running a small repair business, Ropes Repairs. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and occasional pension plans, offering modular financial planning and portfolio management through hourly, flat-fee, or ongoing retainer arrangements. The firm follows a long-term, predominantly passive investment approach using low-cost index funds and ETFs, with selective active funds and an intentional overweight to small-cap and value exposures.

Bryce Chastain is a CFP® professional with 12 years of industry experience, currently serving at CFO4Life. He has worked with CFO4Life Group, LLC since 2017 and Ausdal Financial Partners since 2013. Outside of his advisory role, he provides tax preparation and business consulting services through LMBC II. CFO4Life offers comprehensive financial planning and discretionary investment management to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models and ongoing portfolio monitoring, utilizing institutional research and technology to tailor solutions to client objectives.

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors 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 mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.

Jeremy Knight is a financial advisor with Leo Wealth Americas, LLC and holds Series 63 and Series 65 licenses, bringing nine years of industry experience. He has served in various roles including managing director of Knight Time Holdings, a vending machine company, and owner of Barklee Financial Group, a tax and accounting services firm. He also has experience in veterinary services through Knight Animal Wellness, although he is not currently active in that business. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.

Jimmy Curtis is a ChFC® professional with over 42 years of industry experience. He is currently with Leo Wealth Americas, LLC, where he has worked since 2025, and has a long tenure at BFT Financial Group, LLC dating back to 2005. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base that includes individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm uses a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementations.

Zachary Laws is a financial advisor at Meristead Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill. 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 bottom-up research, offering separately managed accounts, third-party asset management programs, and privately managed credit funds.

Chad Mcmillan is a CFP® with 23 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been affiliated with GRB Financial, LLC and Baker Financial Services since 2002 and 2003, respectively. Gerald Baker Financial Group, dba Baker Financial Services, is a five-advisor team managing approximately $833.2 million in assets for about 374 clients. The firm provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using a long-term, asset-allocation investment approach that incorporates active managers, indexes, ETFs, and fixed-income instruments.

Chad Morris is a financial advisor at Purus Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Purus Wealth Management since 2020, with a break before returning in 2025. Outside of his advisory role, Morris serves as a firefighter with the Fort Worth Fire Department and is co-owner and light technician for The Brigade Brothers, a holiday lighting service. Purus Wealth Management provides investment management, financial planning, and pension consulting services to individuals, high net worth clients, trusts, pension, and corporate clients. The firm employs a broad range of investment strategies tailored to clients’ objectives and risk tolerances and runs a client education program alongside its portfolio management offerings.

Christopher Peters is a financial advisor with WPWealth LLP in Fort Worth, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Before joining WPWealth, he worked at Fidelity Investments and has involvement in the restaurant industry through Shinsei Restaurant. WPWealth LLP provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans. The firm employs an asset class-based investment approach focusing on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management.

Melissa Childs is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation and 11 years of industry experience. She has been with Rogers Wealth Group since 1998, contributing to the firm’s advisory services. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans and charitable organizations. The firm constructs globally diversified portfolios using primarily institutional asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities while avoiding market timing and individual stock selection.

Jacob Ayres is a CFP® and Series 63-registered financial advisor with eight years of industry experience. He is currently with WPWealth LLP in Fort Worth, TX and has prior experience at Northwestern Mutual Wealth Management Company and several other firms. His background also includes a long tenure at the University of Texas at Arlington. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach focused on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management along with estate-planning referrals.

Jeffrey Sargent is a financial advisor with Meristead Wealth, LLC, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Stansberry Asset Management, Brite Advisors LLC, Northstar Wealth Partners LLC, and LPL Financial. 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, managing private credit funds and utilizing strategies such as special situations, distressed investments, and income-oriented positions.

John Morrison is a financial advisor with Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He previously worked at LPL Financial and Trust Land Office and is the owner of The Morrison Firm, a real estate brokerage. He also has ownership interests in several entities including J2 Asset Management and Confluence Exchange LLC and serves as a trustee of a family trust. Thirteen Twenty-Two Advisors offers portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm uses a variety of investment strategies, including fundamental and technical analysis and modern portfolio theory, and provides access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.

Aaron Christopherson is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the CFP® designation and Series 65 license. Christopherson has worked at IMS Capital Management LLC and Security First Advisors, Inc., and currently serves as President of ZJC, Inc., a tax-related pass-through entity associated with his role at Pinnacle Wealth Advisors. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios using a variety of investment vehicles, employs independent third-party managers, and incorporates tax considerations in its strategies.

James Palmer is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated Rhodes Securities since 2002. Palmer also works as an insurance agent representing several companies. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, using both discretionary and non-discretionary approaches with investment analysis that incorporates charting, fundamental, and technical methods.

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.