Ronnie Huskey is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Lee Johnson Capital Management, Triad Advisors, and Waddell & Reed, and has also been involved with various insurance carriers since 2015. OverRidge Wealth Advisors serves individual and high-net-worth clients as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and tactical management of variable annuity sub-accounts, employing a range of investment strategies across multiple asset types.

Chad Holmes is a CFP® with 10 years of industry experience, currently serving as an advisor at WPWealth LLP. He was previously affiliated with Formula Wealth and Whitley Penn Financial. 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 tailored to clients’ risk tolerance, with a focus on global diversification and fixed-income risk management.

Brian Chastain is a CFP® professional with 35 years of industry experience. He is currently affiliated with CFO4Life Group, LLC since 2017 and has been associated with Ausdal Financial Partners since 2012. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and supervisory services to his firm, and he also operates an aircraft through Fly4Life, LLC. CFO4Life offers 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 across various asset classes and utilizes institutional research and technology to tailor portfolios to clients’ objectives and risk tolerance.

Kenneth Wiseman II is a financial advisor at Intercarolina Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Birchwood Securities Corporation and Capital Markets IQ LLC. He is also chief technical officer and analyst for Entrepreneur's Investment Office Limited, a financial services company based in Dubai. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients and qualified retirement plans. The firm develops individualized investment policies using fundamental, technical, and cyclical analysis and manages accounts on both discretionary and non-discretionary bases.

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Rebecca Gadus is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Robert W. Baird & Co., UBS Financial Services, and Wells Fargo Clearing. She is also a partner and investment advisor at BV Private Wealth in Fort Worth, Texas. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm composed of a team of approximately 18 advisors managing about $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to third-party money managers and alternative/private investments, employing both fundamental analysis and modern portfolio theory.

Kyle Moore is a CFP® with 10 years of industry experience, currently serving at SmartPath Advisors. His prior roles include positions at Origin Financial, Charles Schwab, Fidelity Investments, and Facet Wealth. In addition to his advisory work, he is involved with Cru Tax, a tax preparation business. SmartPath Advisors offers limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements and high-net-worth clients. The firm emphasizes a passive investment approach and does not manage client assets or charge fees based on assets under management.

Dane Petty is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been an independent insurance agent since 2006. He serves as an elder at Travis Avenue Baptist Church, participating in the church’s vision and financial budget decisions. OverRidge Wealth Advisors serves individual, high-net-worth clients and various entities, offering portfolio management, financial planning, and consulting. The firm employs diverse investment strategies across multiple asset classes and uses tools like eMoney and Orion for account aggregation and reporting.

Ray Pinson is a CFP® with 13 years of industry experience, currently serving at Leo Wealth Americas, LLC as part of a team of 10 advisors. His prior experience includes roles at Leo Wealth LLC and BFT Financial Group, LLC. Outside of advising, he provides accounting consulting focused on business accounting and HR-related matters. Leo Wealth Americas offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary investment strategies emphasizing diversification and tax efficiency, while also providing access to alternative funds and third-party money managers.

Jerry Killion is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with First Western Securities since 2010 and has operated as a self-employed advisor since 1997. In addition to his advisory work, Killion also serves as an independent insurance agent for Employee Benefits Associates. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation strategy with a customizable approach to portfolio management and offers services on a discretionary or non-discretionary basis.

Max May is a financial advisor at Trinity Portfolio Advisors, LLC, holding a Series 65 designation with two years of industry experience. He has been with Trinity Portfolio Advisors since 2022 and previously attended Clemson University from 2018 to 2022. 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 to a diverse client base, using a combination of fundamental, technical, cyclical, and charting analyses alongside proprietary model portfolios.

Jonathan Dumas is a CFP® professional with 16 years of industry experience, currently serving at Dean, Jacobson Financial Services in Fort Worth, TX. He has been with the firm since 2012 and holds a Series 66 designation. Outside of his advisory role, he is a commissioned notary for the State of Texas and a part-owner of an insurance agency. Dean, Jacobson Financial Services provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset allocation approach using LPL Financial’s platform, offering discretionary asset management, retirement plan consulting, and specialized services such as exit planning and business succession support.

David Stull is a CFP® professional with 19 years of industry experience, currently serving at Storehouse Financial LLC since 2006. He is also the owner, president, and director of Granbury Anesthesia, P.C., a medical office outside the investment industry. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, using a mix of fundamental, technical, and cyclical analysis to guide portfolio management. The firm supports a large client base with a standardized, platform-driven model and offers performance-based fee arrangements for qualified clients.

Douglas Burnette Jr. is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Collective Wealth Advisors LLC, where he has worked since 2024, and previously operated Burnette Financial Planning, LLC for nine years. Burnette maintains his registration with Burnette Financial Planning during the transition of clients to his current firm. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as an ERISA 3(21) fiduciary. The firm combines third-party account administration with access to multiple sub-advisors and emphasizes client education through free seminars and workshops.

Jack Luna is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently affiliated with WPWealth LLP and has worked at Optimus Capital Advisors, LLC for the past 12 years. In addition to his advisory role, he is licensed as an independent insurance agent and spends approximately 10% of his time offering insurance products to clients on a commission basis. 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, offering both discretionary and non-discretionary portfolio management.

Kimberley Threadgill is a CFP® professional with 10 years of industry experience, currently serving at Meristead Wealth, LLC. Her prior roles include positions at Morgan Stanley and JPMorgan Chase, where she has worked since 2016 and 2019, respectively. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. 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. The firm is notable for managing multiple private credit funds and integrating advisory, publishing, and private-fund activities within its operations.

Robert Knapp is a financial advisor at Overridge Wealth Advisors in Fort Worth, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lee Johnson Capital Management, LLC for nine years. Overridge Wealth Advisors serves individual and high-net-worth clients, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies across multiple asset classes and provides ongoing portfolio monitoring.

Andrew Hansel is a CFA® charterholder based in Fort Worth, TX, with four years of experience at freeGulliver, LLC. He serves as president of Aegean Property Group, a real estate investment entity, and is a member of the Board of Trustees for Cathedral Montessori School in New Orleans. His prior experience includes nearly two decades at Eclectic Investment Management. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages both discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and acts as sponsor and administrator for multiple private funds.

Jeffrey Schmeltekopf is a financial advisor at Dean, Jacobson Financial Services with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial alongside his role at Dean, Jacobson Financial Services since the late 1980s. Outside of his advisory work, he serves as a notary public. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charities, and corporations by providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and participation in wrap-fee programs. The firm employs a strategic asset allocation approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by tactical overlays and LPL-sponsored platforms for execution.

David Thurber is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 65 credential and one year of industry experience. Prior to joining SWMG, he worked in mortgage lending with firms including Cross Country Mortgage and Encompass Lending Group. Thurber is also a Senior Loan Officer at Cross Country Mortgage, focusing on mortgage origination. SWMG serves individual clients, trusts, estates, retirement accounts, and businesses with financial planning, investment management, tax-overlay services, and estate-document facilitation using third-party platforms. The firm employs third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and integrates technology to support client interactions and account management.