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.

Mark Lagrone is a CFA® charterholder and holds the Series 66 designation with 13 years of industry experience. He is currently with Bright Wealth Management, LLC and its affiliate Bright Equities, LLC, where he has held roles since 2016, including Senior Vice President and Director of Bright Equities. In that capacity, he manages deal flow and due diligence for private and public investments and assists in managing model portfolios. Bright Wealth Management, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $265 million for about 175 clients through a team of seven advisors, offering discretionary portfolio management based on tailored asset-allocation models and continuous supervision.

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 Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Black Knight Wealth Management since 2021 and previously worked at Vision Advisors, Inc. for 13 years. Corjay is also a co-owner and CFO of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a diversified investment approach, including fundamental, quantitative, and technical analysis, and maintains multiple offices and affiliated investment activities.

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.

Jonathan Mc Entire is a financial advisor with Provision Asset, LLC and holds a Series 65 credential. He has five years of industry experience and has worked with Provision Asset since 2020. Prior to this, he held roles at Hilton Hotels, Omni Hotels and Resorts, and Highland Dallas Hotel. Additionally, he is active as an insurance agent with Provision Retirement, LLC. 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. The firm provides ongoing portfolio management, comprehensive financial planning, and qualified plan consulting, utilizing fundamental, technical, and cyclical analysis to construct and monitor diversified portfolios.

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.

Malcolm Walton is a financial advisor with Gannett Wealth Advisors in Frisco, TX. He holds the Series 66 designation and has six years of industry experience. His prior firms include Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors provides wealth management, comprehensive financial planning, retirement plan consulting, and tax preparation primarily for individual and high-net-worth clients, as well as charitable and corporate plan sponsors. The firm combines passive and active investment strategies with a focus on asset allocation and Modern Portfolio Theory, offering tailored client service through multiple offices and integrating specialized services such as bitcoin custody and tax preparation.

Stewart Fields is a CFP® professional with 12 years of industry experience, currently serving as an advisor at OpenAir Financial, LLC. Prior to joining OpenAir Financial in 2019, he worked at Lake Point Wealth Management, LLC for three years. Fields is also active as an owner and insurance agent at OpenAir Advisory, LLC, where he dedicates part of his time to insurance sales. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis for its investment strategies and offers ongoing portfolio management tailored to client goals, with regular account reviews and various implementation platforms.

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.

Paul Ruedi is a CFP® with 12 years of industry experience and is the principal advisor at Ruedi Wealth Management, Inc., where he has worked since 2015. He holds a Series 65 license and is based in The Colony, TX. Outside of his advisory role, he manages a short-term rental property in Galveston, TX. Ruedi Wealth Management, Inc. is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, with an emphasis on asset allocation, periodic rebalancing, and tax-sensitive trading.

Jonathan Melehan is a financial advisor at Black Knight Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and Kaplan Professional. In addition to his advisory role, he owns Black Creek Consulting LLC, where he provides sales consulting to investment firms. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services involving attorneys, tax advisors, and private bankers. The firm employs a disciplined investment process using fundamental, quantitative, and technical analysis, and manages accounts through discretionary, asset-based approaches tailored to client needs.

Elizabeth Shurtz is a CFP® professional affiliated with Keener Financial Planning in Keller, TX, with eight years of industry experience. She has worked at Keener Financial Planning since 2014, with a brief period at TD Ameritrade in 2018. Shurtz holds a Series 65 license and has been part of Keener's team since 2022. Keener Financial Planning serves individuals, including high-net-worth clients, trusts, small businesses, and organizations, providing modular financial planning and portfolio management through hourly, flat-fee, or retainer engagements. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds and ETFs, combined with selective active funds and strategic small-cap and value exposures.

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.