Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

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.

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.

Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.

Stephen Nelson is a CFP® and holds Series 63, AIF®, and CEPA® designations, with 11 years of industry experience. He has worked at Mills Wealth Advisors, LLC since 2018 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives and business owners and their families. The firm provides wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring and managing private pooled investment vehicles with a fiduciary, goal-driven planning process.

Matthew Rincon is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining GDS Wealth Management, he worked at KCC Capital Partners and Icon Construction. GDS Wealth Management serves individual clients, including high-net-worth households, with financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, primarily using model portfolios developed with guidance from Raymond James.

Erica Dore is a financial advisor at GDS Wealth Management with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Raymond James Financial Services. Erica has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, primarily implementing client portfolios using model allocations developed with Raymond James research.

Michael Demings is a financial advisor at GDS Wealth Management with one year of industry experience and holds a Series 65 designation. Prior to joining GDS Wealth Management, he worked at TFR Capital, Cadence Bank, and First Citizens Bank, among other positions. Outside of his advisory role, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management provides financial planning, consulting, and investment management services to individuals, including high-net-worth households. The firm manages approximately $1.8 billion in client assets and implements portfolios primarily through model-based asset allocation using research from Raymond James.

Zachary Butler is a financial advisor at Signal Securities, Inc. in Keller, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Signal Securities since 2007. Butler is also the owner of Butler Investment Group, which offers insurance products to clients as needed. Signal Securities provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, delivering much of its advice on a non-discretionary, client-consent basis across various investment programs.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Thye Soon Foo is a financial advisor at Leo Wealth Americas, LLC, holding a Series 65 designation. He has experience working at Leo Wealth Americas since 2026 and previously worked at Leo Wealth, LLC and Jachin Capital PTE, Ltd. from 2015 to 2022. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative and model portfolios for individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, and serves a variety of clients including sovereign wealth funds and municipal governments.

Zaphrey Williams is a financial advisor at Leo Wealth Americas, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Waddell & Reed and BFT Financial Group, LLC. Outside of investment advisory, he operates a tax preparation service through Z L Williams Tax and Bookkeeping Services. 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.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Russell Boaz is a CFP® and Series 63 registered advisor with 18 years of industry experience. He is currently affiliated with CFO4Life Group, LLC and Ausdal Financial Partners, where he has worked since 2013. In addition to his advisory roles, he provides tax planning services through a separate business. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm’s investment approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with ongoing portfolio monitoring and periodic reviews.

Daniel Korth is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes roles at Prosperity Financial Group, World Equity Group, and Questar Asset Management. Outside of advising, he is involved in offering cost reduction programs for businesses through Integrity Business Solutions and refers trust services for Summit Trust Company. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management along with financial planning. The firm focuses on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, and also manages a private Bitcoin fund.

Brian Drolet is a CFP® with 18 years of experience in the financial services industry. He is currently part of the team at Prestige Wealth Management and has held prior roles at firms including Arbor Point Advisors and Securities America. Outside of advisory work, he is licensed as an insurance agent with various carriers. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm uses an asset-allocation approach across multiple investment vehicles and offers services including discretionary investment management, financial planning, retirement plan advisory, and tax preparation coordination through an affiliated entity.

Maurice Whittaker is a financial advisor at Meristead Wealth, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Stansberry Asset Management, E*TRADE Capital Management, LORD, ABBETT DISTRIBUTOR, and Equitable Advisors. Meristead Wealth provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and private credit funds for accredited investors. The firm employs a value-oriented investment approach combining top-down macro analysis with bottom-up research across global equities and credit.

Christian Messemer is a CFP® professional with 12 years of industry experience. He is currently with Discipline Wealth Solutions, Inc., a team-based firm where he has worked since 2026. His prior experience includes roles at Clark Asset Management, Q3 Advisors, and Morgan Stanley, among others. Messemer is also involved with Scholarship Shepherd, a nonprofit organization he has worked with since 2018. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing a range of investment advisory services, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using various investment approaches, and it provides oversight of third-party managers and participant-level education for retirement clients.

Geoffrey Erwin is a CFP® with 28 years of industry experience, currently serving as a financial advisor at BakerAvenue Asset Management. He was previously with Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services. BakerAvenue is an SEC-registered multi-team wealth manager that serves individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive planning services, employing a range of quantitative and fundamental strategies alongside alternative investments and tax and estate planning support.

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.