Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Kenneth Huffman is a financial advisor at Insight Folios with 13 years of industry experience. He holds the Series 66 designation and has worked at Insight Folios since 2015. Outside of advisory services, he manages Perimeter Diabetic Footwear, a diabetic footwear sales business that he owns through The Perimeter Group, Inc. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm employs a team-of-advisers approach and proprietary planning software, integrating fundamental, technical, and cyclical analysis with a long-term trading orientation.

Christa Bass is a CFP® with 12 years of experience in the financial industry, currently serving at Cottonwood Capital Advisors. Her prior experience includes roles at JPMorgan Chase bank NA and Commonwealth Financial Network. She spends a small portion of her time on fixed insurance sales conducted at her branch location. Cottonwood Capital Advisors provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, corporations, other advisers, and private funds. The firm combines advisor-led portfolio construction with model portfolios and asset-allocation approaches and acts as a fund sponsor and private-fund adviser managing pooled investment vehicles.

Christel Walker is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Navigo Wealth Management, LLC since 2016. Ms. Walker participates in a solicitor agreement with Rex Gold Partners, through which she solicits qualified investors for private offerings. Navigo Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and a web-based discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

Tian Hu is a CFP® professional with three years of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to joining Leo Wealth Americas, he held positions at Leo Brokerage, Pictet Cie & SA, First Republic Investment Management, and New York Private Bank and Trust. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including 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.

Kaya Diebes is a Series 65-licensed financial advisor with Cahill Financial Advisors, Inc., based in Crowley, TX. Kaya has been with Cahill Financial Advisors since 2024 and has prior experience at Charles Schwab and Cordis Financial, as well as a background at Texas Tech University. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting to individuals, trusts, businesses, foundations, and charitable organizations. The firm tailors investment policies based on client objectives and risk tolerance, using a combination of mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

Ted Miller is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms including Envoy Advisory Inc. and Simplicity, and is a managing member of Kingdom Oaks LLC, a business involved in buying and selling homes. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning with a focus on customized and model-based strategies.

Abigail Hasling is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Aspen Wealth Management, LLC and previously served at The Mather Group, HC Financial Advisors Inc, Howard Financial Services, and Texas Tech University. Aspen Wealth Management is an SEC-registered team advisory firm serving individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm uses a model-based, customized approach to portfolio construction, emphasizing a buy-and-hold strategy with periodic rebalancing, and offers both comprehensive financial planning and discretionary asset management services.

Robert Holt, Jr. Jr. is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Holt Capital Partners, L.P. since 2001. The firm provides discretionary investment management and Chief Investment Officer services to high-net-worth families, retirement plans, charitable organizations, and individual clients, managing approximately $1.00 billion in assets. Holt Capital Advisors employs multiple investment strategies, including Active Equity, Active Indexing, and an Inflation Hedge, and serves as both a private fund adviser and fund sponsor, offering a combination of fundamental research, quantitative screening, and low-cost ETF implementation.

Anand Rajagopalan is a Series 65-registered advisor with Xenith Financial Advisory Services, LLC, based in Fort Worth, TX, and has three years of industry experience. He has worked at several firms including Citi and BMO Harris. In addition to his advisory role, Anand operates a registered tax advisory firm offering tax preparation and bookkeeping services. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, utilizing a blend of fundamental, quantitative, technical, and modern-portfolio-theory analysis. The firm manages both individual accounts and pooled investment vehicles, including private funds, and customizes investment policies for clients.

Scott Reasor is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Diesslin & Associates, Inc. since 2004. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, corporations, charitable organizations, and pension plans. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager for several closed-end investment funds.

Clark Wamre is a financial advisor with Signal Securities, Inc. in Fort Worth, TX. He holds Series 63 and Series 65 registrations and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as five years with the Oklahoma City Thunder. Signal Securities provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified portfolios and a consultative process, delivering primarily non-discretionary advice across various programs while also operating discretionary model portfolios and affiliated broker-dealer and insurance businesses.

Richard Fengler Jr. is a financial advisor at Signal Securities, Inc. in Irving, TX, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Signal Securities since 1993. Outside of his advisory role, he serves as president of Harbor Grove Water Supply, a local water provider. Signal Securities, Inc. offers 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 diversification and a consultative process to recommend model portfolios or customized investments, primarily on a non-discretionary basis.

William Schultz is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at BFT Financial Group, LLC since 2002 and joined Leo Wealth Americas in 2025 after five years at Leo Wealth, LLC. His other business activities include fixed health and life insurance sales, accounting for about 1% of his time. 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 systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, and maintains a network of affiliated entities alongside multiple independent local offices.

David Brounley is a financial advisor with Valley Wealth Strategies, LLC, holding the CFP® and ChFC® designations and bringing 41 years of industry experience. His prior roles include positions at Merit Financial Advisors, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, and LPL Financial. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion on a non-discretionary basis.

Jonathan Bridges is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Thirteen Twenty-Two Advisors and has held roles at the firm since 2012. Bridges is co-owner of an insurance agency and managing member of a tax preparation and accounting firm. He also engages in public speaking on non-investment topics. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and businesses. The firm employs a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers.

William Driscoll is a financial advisor at Signal Securities, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Signal Securities since 1999. In addition to his advisory role, Driscoll has operated his own CPA practice since 1988 and is involved in insurance sales and management accounting for medical and office buildings. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios and a consultative approach tailored to clients' financial goals and risk tolerance.

Stephen Stull is a Series 65 licensed financial advisor with Storehouse Financial LLC in Fort Worth, TX, where he has worked since 2005. He has 20 years of industry experience. In addition to his advisory role, Stull owns and operates a public accounting firm, Stull, CPA, LLC, providing tax preparation and accounting services. Storehouse Financial serves individual and high-net-worth clients, trusts, estates, pension plans, and other entities with discretionary asset management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis in managing diversified portfolios, typically on a discretionary basis, and maintains a high client-to-advisor ratio supported by standardized processes and custodial platforms.

Robert Johnson is a financial advisor with Xenith Financial Advisory Services, LLC in Fort Worth, TX. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role since 2021, he has worked at McManus & Johnson Consulting Engineers, LLC since 2013. 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 multifaceted investment approach that integrates fundamental, quantitative, technical, and modern-portfolio-theory analysis, offering both discretionary and non-discretionary management.

Landon Freeman is a financial advisor with Thirteen Twenty-Two Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and AIG. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis alongside modern portfolio theory and offers access to multiple LPL Financial–sponsored advisory programs and third-party investment managers.