Stephen Shipley is a financial advisor with Cottonwood Capital Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Commonwealth Financial Network before joining Cottonwood Capital in 2023. Shipley is a co-owner and managing partner of Cottonwood Ventures, LLC, which operates securities, advisory, and insurance businesses. 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 and charitable organizations. The firm offers a broad range of investment products and sponsors special purpose vehicles to facilitate client investments in pooled vehicles, blending advisor-led portfolio construction with model portfolios and asset-allocation strategies.

Matthew Rabinowitz is a financial advisor at Capital Markets IQ, LLC with one year of industry experience. He holds a Series 65 designation and has a background spanning 20 years as a self-employed professional. Outside of his advisory role, he is the owner and managing director of several oil and gas companies and management services firms. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers a range of portfolio management and financial planning services, employing a multi-branch operating model with centralized supervision and collaboration with external professionals.

Randal Ferguson is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He has worked at First Western Securities since 1987 and was previously with Smith Barney Harris Upham starting in 1983. Additionally, he has long-standing affiliations with Collegiate Products and the University of Tulsa dating back to 1975. 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 assets across about 32 accounts. The firm employs a tactical asset allocation approach, customizing portfolios to client objectives and risk tolerances using a broad range of investment instruments.

Charles Mc Kenzie is a CFP® professional with eight years of industry experience currently with Leo Wealth Americas, LLC. He has held roles at Leogroup Wealth Solutions, BFT Financial Group, and Bufford Advisors. Prior to his financial services career, he worked at Texas Tech University for three years. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, foundations, and institutional clients such as sovereign wealth funds and government entities. The firm employs a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Sterling Gray is a Certified Financial Planner™ and holds a Series 65 license with five years of industry experience. He currently works at Keener Financial Planning and previously held roles at HFG Wealth Management, LLC, Kahler Financial Group, and Texas Tech University. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, providing modular financial planning and portfolio management through hourly or flat fees and ongoing retainers. The firm employs a long-term, primarily passive investment approach focusing on low-cost index funds, with selected active funds and an emphasis on small-cap and value exposures.

Gerald Baker is a Chartered Financial Consultant (ChFC®) with 56 years of industry experience. He is president and a stockholder of Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, and has been associated with GRB Financial, LLC since 2003. In addition to his advisory role, he serves as trustee and advisor to numerous client trusts and holds the Chartered Life Underwriter designation. Gerald Baker Financial Group is a five-advisor team that provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833 million in assets, employing a long-term, asset-allocation approach that combines active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Douglas Reifel is a financial advisor at Navigo Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Navigo Wealth Management since 2019. Prior to that, he was employed at BP from 2016 to 2018. Outside of his advisory role, Mr. Reifel provides HR consulting focused on compensation and benefits and participates in soliciting qualified investors for private offerings with Rex Gold Partners. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies, including derivatives and leverage, and utilizes both traditional and web-based platforms for portfolio management.

Nathan Davis is a CFP® and CFA® with 12 years of experience in the financial industry. He is a managing member of Aspen Wealth Management, LLC, where he has worked since 2016. Davis serves on the boards of trustees for the Virginia Tech Alumni Association in Dallas/Fort Worth as Treasurer and for The Women's Center of Tarrant County. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual and family clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs a model-based, customized portfolio construction approach and offers comprehensive financial planning and discretionary asset management through its Wealth Management Program.

Ronnie Huskey is an advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lee Johnson Capital Management, Triad Advisors, and Waddell & Reed. He also performs survivor benefit analyses through various insurance companies. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages diversified portfolios using multiple analysis methods and may recommend private investments and structured products for qualified clients.

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 in Fort Worth, TX, holding Series 63 and Series 65 licenses and 26 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. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes both bespoke and model portfolios, employing third-party technology and risk-assessment tools to support portfolio construction and monitoring.

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, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. for 14 years. He is also an independent insurance agent and has been involved with Lee Johnson Capital Management since 2000. Outside of his advisory work, Petty serves as an elder at Travis Avenue Baptist Church, where he contributes to the church’s vision and financial budgeting. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary investment advisory services as well as financial planning and consulting. The firm uses a combination of charting, fundamental, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, and may include private and structured investments for qualified clients.

Ray Pinson is a CFP® with 13 years of industry experience, currently serving at Leo Wealth Americas, LLC. He has worked at BFT Financial Group, LLC since 2013 and was previously affiliated with Leo Wealth LLC. Outside of his advisory work, he provides accounting consulting focused on business accounting and human resources matters. Leo Wealth Americas serves a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients, offering portfolio management, financial planning, and retirement-plan consulting services. The firm employs both systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation.

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.