David Wilkins is a financial advisor with Gerald Baker Financial Group, L.L.C. dba Baker Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Baker Financial Group since 2005 and is also associated with GRB Financial, LLC. In addition to his advisory role, Wilkins specializes in life, health, disability, and long-term care insurance. Gerald Baker Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $833.2 million in discretionary assets. The firm focuses on capital preservation and employs a long-term, asset-allocation investment strategy utilizing active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Ray Walker is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 63 designation with 49 years of industry experience. He has been with Signal Securities since 1991. Signal Securities provides fee-based asset management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

Andrew Gold is a financial advisor at Prestige Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked previously at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and Edward Jones. Outside of advising, he is licensed to offer life insurance as an additional product option to clients. 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, often utilizing sub-advisors and third-party tools.

Jarod Sweetland is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding the PFS™ designation and one year of industry experience. His prior work includes roles at Cetera, Avantax Advisory Services, and Ernst & Young. Outside of advisory work, Sweetland is a tennis professional at Rivercrest Country Club, where he conducts lessons and organizes tennis events. He is also involved in private equity investment through his roles at First Serve Capital LLC and Jarsco Investments LLC, and provides CPA and tax services through his own practices. Signal Securities, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and consultative financial planning, offering both non-discretionary and discretionary portfolio management across various account types.

Thomas Marshburn Jr. is a financial advisor with Capital Markets IQ, LLC in Arlington, TX. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Marshburn has been with Capital Markets IQ since 2016. Outside of advisory work, he owns Red Rock Mortgage Management LLC, which manages his personal mortgage-backed securities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension plans. The firm employs a multi-branch operating model with centralized supervision and offers a broad range of portfolio management, financial planning, and consulting services across various asset classes.

Stephen Tally is a financial advisor at Leo Wealth Americas, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler Freeman Tally Financial Group, LLC since 1998 and Leogroup Wealth Solutions, LLC since 2021. He is also registered as an agent for D. Larsen Management in a non-compensated capacity. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies and emphasizes diversification, tax efficiency, and low-cost ETF implementation.

Cynthia Ng is a CFA® charterholder with one year of experience at Leo Wealth Americas, LLC. She previously worked at Three Capital Partners for one year and spent eight years at Goldman Sachs Asia L.L.C. 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 a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Robin Austin is a financial advisor at Mills Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. In addition to his advisory role, he has been an insurance agent since 1997. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm provides comprehensive wealth management services, including financial and business planning, retirement-plan advisory, and portfolio management, employing a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and tax-aware implementation strategies.

Daniel Amador is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with GDS Wealth Management and has prior experience at Schwab Private Client Advisory, Charles Schwab & Co., Inc., and other firms. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Ji Seon is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining GDS, Ji worked at Republic Services, The Boston Consulting Group, and Ford Motor Company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research that include a range of equity and fixed income allocations.

Chase Mcmellian is a financial advisor at CFO4Life in Coppell, TX, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at PwC and Reagor Dykes, and he has been affiliated with Ausdal Financial Partners since 2018. Outside of advising, he is also involved in insurance sales on a limited basis. CFO4Life provides 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 using mutual funds, ETFs, direct indexing, and third-party managers, with ongoing portfolio monitoring and analysis tailored to client objectives.

Joshua Strittmatter is a CFP® professional with 23 years of experience in the financial services industry. He has been with SWMG, LLC since 2012 and has also worked with LPL Financial, LLC since 2007. In addition to his advisory role, he teaches continuing education courses at local colleges including the University of Texas at Arlington, Tarrant County College, and Weatherford College. He is the owner of Mother Nature's Best, LLC, a retail business selling chemical-free products and supplements. SWMG serves individual clients, estates, trusts, and business entities by providing comprehensive financial planning, investment management, tax-overlay services, and estate-document facilitation through a third-party platform. The firm employs third-party model portfolios and unified managed account managers, conducts quarterly portfolio reviews, and integrates technology such as video conferencing and held-away account management into client services.

James Palmersheim is a financial advisor with Signal Securities, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Signal Securities since 2005 and concurrently works at American Airlines as a captain and director of veterans initiatives. He also serves as Co-chair and Vice President of the Tribute to Valor Foundation, a military and education nonprofit. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios tailored to client financial data, time horizon, and risk tolerance, typically implementing recommendations with client consent.

Rebecca Sierp is a financial advisor at WPWealth LLP in Fort Worth, TX, holding the Series 65 designation with 15 years of industry experience. She has been with WPWealth LLP since 2008, totaling 18 years at the firm. WPWealth provides investment advisory and consulting services to individuals and various entities, offering portfolio management and financial planning across multiple asset classes. The firm employs an asset class-based investment approach tailored to clients’ risk tolerance, emphasizing global diversification and fixed-income strategies.

Thomas Payne is a financial advisor at Encompass Advisory Services, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Prosperitas Wealth Management, Infinity Financial Services, and Trinity Fiduciary Partners. In addition to advisory work, Payne serves as Managing Member and Chief Compliance Officer at Prosperitas Wealth Management, LLC and has experience as an independent insurance agent selling life, disability, and long-term care insurance. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation using a variety of portfolio strategies, including discretionary and non-discretionary management, with access to insurance products through licensed agents.

Miles Savitz is a financial advisor with Leo Wealth Americas, LLC, holding a Series 65 credential and two years of industry experience. His prior work includes a position at Simpson, Thacher & Bartlett and roles connected to Columbia University and United Way of New York City. 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 such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Christopher Wood is a financial advisor with Cabin Advisors, LLC in Grapevine, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Arete Wealth Management and Medtronic. He is also a partner at Arno Wealth, LLC, an investment-related tax and financial planning service. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and sub-advisory services, employing a range of analytical approaches and due diligence on alternative investments.

Brandon Russ is a CFP® professional with five years of industry experience. He is currently with WPWealth LLP, where he has worked since 2019. Prior to joining WPWealth, he spent one year at Goldstein Group Financial Advisors and nine years at Purdue University. WPWealth LLP provides investment advisory and consulting services to a range of clients including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class-based investment approach focused on global diversification and risk management, and offers services on both discretionary and non-discretionary bases.

Cliff Mead is a CFP® professional with 26 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been with the firm and its affiliate GRB Financial, LLC since 2003. Gerald Baker Financial Group is a five-advisor team managing approximately $833 million in assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on capital preservation through a long-term, asset-allocation strategy that incorporates active managers, broad market indexes, ETFs, individual securities, and fixed-income instruments.

Mattison Craig is a financial advisor at Dean, Jacobson Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Carson Group. His earlier career includes roles in educational programs at Texas Tech University and Mount Vernon and Mount Pleasant High Schools. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charities, and corporations, offering comprehensive financial planning and discretionary asset management primarily through LPL Financial–sponsored platforms. The firm employs strategic asset allocation with multiple model portfolios and provides specialized services such as estate, tax, and exit planning for larger clients.