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 financial advisor at SWMG, LLC in Fort Worth, TX, with 23 years of industry experience. He holds the CFP® and Series 66 designations and has worked at SWMG since 2012, following prior roles at LPL Financial and Ameriprise. Outside of advising, he teaches continuing education courses at local colleges and owns small retail businesses focused on chemical-free and supplement products. SWMG provides financial planning and investment management services to individuals, trusts, estates, and business entities. The firm offers comprehensive and modular financial planning, utilizing third-party model portfolios and unified managed accounts, and conducts regular portfolio reviews while incorporating technology for client communication and compliance.

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.

Christopher Wood is a financial advisor with Cabin Advisors, LLC in Grapevine, TX, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Cabin Advisors, he worked at Arete Wealth Management and has a background at Medtronic and Alcon. He is also a partner at Arno Wealth, LLC, providing investment-related tax and financial planning services. Cabin Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans. The firm manages over $220 million across more than 360 client relationships, offering financial planning, portfolio management, unified managed accounts, and sub-advisory services.

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 CFP® certificant and holds a Series 66 license, with one year of industry experience. He currently serves as an advisor at Dean, Jacobson Financial Services and has prior experience with LPL Financial, the Carson Group, and Texas Tech University’s financial planning programs. Dean, Jacobson Financial Services provides comprehensive financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm uses strategic asset allocation through model portfolios primarily composed of mutual funds and ETFs, with additional options such as individual stocks and bonds, and integrates tactical overlays for suitable clients.

Peter Mahony is a financial advisor at Meristead Wealth, LLC holding a Series 65 designation with three years of industry experience. His prior work includes roles at Stansberry Asset Management and Stevens Transport. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, emphasizing separately managed accounts and third-party asset management programs. The firm integrates macroeconomic analysis with fundamental research to pursue value-oriented allocations across global equities and credit, and it manages private credit funds targeted to accredited and qualified investors.

Corey Drejas is a financial advisor with Meristead Wealth, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Stansberry Asset Management and Trustco Bank. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented investment strategies across global equities and credit.

William Weston is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. He has worked at WPWealth LLP since 2018, following brief tenures at Whitley Penn Financial and ADP-related firms. 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 tailored to clients' risk tolerance, emphasizing global diversification and selective fixed-income positioning.

Kyle Cavin 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, Cavin has been affiliated with the Scottish Rite Hospital for Children since 2006. 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 utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and manages both individual accounts and pooled investment vehicles, including a private fund.

Rory Robertson is a financial advisor with Navigo Wealth Management, LLC, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Navigo Wealth since 2011. Outside of his advisory role, Robertson serves on the Katy, Texas City Council and works as a temporary substitute teacher for the Katy Independent School District. He also participates in soliciting qualified investors for private offerings through Rex Gold Partners. Navigo Wealth Management advises individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and supports clients through both traditional and web-based platforms with ongoing portfolio rebalancing.

Candace Scholz is a CFP® professional with nine years of industry experience, currently serving as a managing member at Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2015. Outside of her advisory role, Scholz holds a compensated position as a city council member in Glen Rose, Texas. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individuals, families, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, utilizing a buy-and-hold investment approach with model portfolio allocations tailored to client risk profiles.

Victoria Areingdale is a CFP® professional with 11 years of industry experience, currently serving as an advisor at CFO4Life. Her prior roles include positions at Ausdal Financial Partners, USAA investment and financial advisory firms, and Charles Schwab Co. She is also involved in assisting advisors with client-related planning activities through CFO4LIFE, LLC. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, and cash-management solutions. The firm emphasizes diversified asset-allocation models across a range of investment vehicles and typically manages accounts on a discretionary basis while offering participant education and corporate financial wellness programs.

Chris Massenburg is a financial advisor at OpenAir Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OpenAir Advisory, LLC since 2019. Prior to joining OpenAir Financial, he was with Lake Point Wealth Management, LLC from 2015 to 2019. Outside of investment advising, he is also active as an insurance agent through OpenAir Advisory, dedicating a portion of his time to that role. 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’s investment programs are based on fundamental analysis and include a range of strategies, with regular portfolio reviews and trade aggregation where appropriate.

Zachary Van Kirk is a CFP® and holds a Series 65 license, currently serving as a financial advisor at WPWealth LLP with four years of industry experience. His prior experience includes roles at Northwestern Mutual and various positions related to Texas Tech University. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income risk management, offering services on both discretionary and non-discretionary bases supported by third-party technology platforms.

Jelmer Kattevilder is a CFA® charterholder with one year of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to this, he worked for six years at Schroders Wealth Management in Hong Kong and three years at ABN AMRO Bank NV. Outside of his advisory role, he operates an online business focused on wine subscriptions and hosting wine tasting events. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and uncommon institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementations.

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. 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 assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.