Stewart Fields is a CFP®-certified financial advisor at OpenAir Financial, LLC with 13 years of industry experience. He has worked at OpenAir Financial since 2019 and previously held roles at Lake Point Wealth Management, Advisor Resource Council, United Capital Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved in an affiliated insurance business, OpenAir Advisory, LLC. 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 discretionary and founded on fundamental analysis, offering a range of strategies tailored to client goals and risk tolerance.

Elizabeth Shurtz is a CFP® professional affiliated with Keener Financial Planning in Keller, TX, with eight years of industry experience. She has worked at Keener Financial Planning since 2014, with a brief period at TD Ameritrade in 2018. Shurtz holds a Series 65 license and has been part of Keener's team since 2022. Keener Financial Planning serves individuals, including high-net-worth clients, trusts, small businesses, and organizations, providing modular financial planning and portfolio management through hourly, flat-fee, or retainer engagements. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds and ETFs, combined with selective active funds and strategic small-cap and value exposures.

Mark Krehel is a CFP® and Series 65-licensed advisor with six years of industry experience. He has worked at Main Street Retirement Planning, LLC since 2022 and previously worked at Retirement Planners of America and Equinor. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Retirement Planning, LLC manages discretionary portfolios and provides financial planning to individuals, high net worth clients, and institutions. The firm employs a tactical, trend-based investment approach focused on SEI mutual funds and maintains a high client-to-advisor ratio.

William Tyler Jr. is a CFP® and ChFC® with 29 years of industry experience. He is currently with Aspen Creek Wealth Management, LLC and has previously worked at Tyler Wealth Management, LLC, Tyler Financial Network, and PRUCO Securities, LLC. Tyler also works as an independent insurance agent. Aspen Creek Wealth Management operates as an eight-advisor team serving individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, charting, and cyclical analysis while incorporating structured products and alternative investments for eligible clients.

Jordan Kast is a financial advisor at GDS Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., and Raymond James Financial. Kast has been with GDS Wealth Management since 2019. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to high-net-worth individuals. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors, focusing on discretionary portfolio management and retirement-rollover guidance using model portfolios developed with research support from Raymond James.

Christopher Adkins is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at LPL Financial, Liberty Wealth Management, and Southern Illinois University - Carbondale. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm utilizes Strategic Asset Allocation through LPL Financial’s platform, supplemented by tactical overlays and provides integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Ryan Vassar is a financial advisor at Leo Wealth Americas, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at the Supreme Court of Texas and Kmr Financial Group Inc. Outside of financial advisory work, he serves as Corporate Secretary for nonprofit public policy organizations Cicero Research and Cicero Action, and is president of professional services firms Ryan M Vassar Inc. and RyAnna Corp. Leo Wealth Americas offers 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 state or municipal governments. The firm employs a combination of systematic and discretionary strategies, focusing on diversified, tax-efficient, and low-cost ETF implementations while conducting rigorous due diligence of third-party managers.

Timothy Lowry is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 63 designation and 26 years of industry experience. He has worked with Dean, Jacobson Financial Services since 2002 and LPL Financial since 2003. Outside of his advisory work, he serves as a deacon at Christ Chapel Bible Church, a four-year commitment involving organizational and service responsibilities. Dean, Jacobson Financial Services serves individuals, pension plans, charities, and corporations, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm uses strategic asset allocation through multiple model portfolios and LPL-sponsored platforms, incorporating tactical overlays for certain clients and providing specialized services for larger estates and exit planning.

James Bortolussi is a CFP® professional with 18 years of experience in financial advising. He is affiliated with Vantage Point Wealth Management and has operated his sole proprietorship since 2009, providing insurance services alongside his advisory roles. He has been involved with Vantage Point Wealth Management and related entities since 2014. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies, utilizing LPL Financial’s platform and programs to support client objectives and portfolio oversight.

Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.

Jessica Papadopoulos is a financial advisor at Leo Wealth Americas, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles across multiple firms, including leadership and compliance positions at Leo Capital Corp (Hong Kong) Limited. She serves as president and compliance officer for the Hong Kong-based licensed entity. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary investment strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation.

Chase Estrada is a financial advisor at Trinity Portfolio Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Trinity, he worked at firms including J.P. Morgan Securities, Charles Schwab Co., Inc., and Fidelity Investments. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes risk management through probability-based decision making and employs a variety of analytical methods, including fundamental and technical analysis, to guide investment strategies.

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Kenneth Huffman is a financial advisor at Insight Folios with 13 years of industry experience. He holds the Series 66 designation and has worked at Insight Folios since 2015. Outside of advisory services, he manages Perimeter Diabetic Footwear, a diabetic footwear sales business that he owns through The Perimeter Group, Inc. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm employs a team-of-advisers approach and proprietary planning software, integrating fundamental, technical, and cyclical analysis with a long-term trading orientation.

Darrell Haynes is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC since 2025. He previously worked for 15 years at Team Financial Strategies. Outside of his advisory role, he is a 50% owner of Hayion Holdings LLC, a non-investment business based in Granbury, Texas. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm provides financial planning, consulting, and investment management services, employing a risk-focused, probability-based investment approach that incorporates multiple analytical methods and proprietary models.

Christel Walker is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Navigo Wealth Management, LLC since 2016. Ms. Walker participates in a solicitor agreement with Rex Gold Partners, through which she solicits qualified investors for private offerings. Navigo Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and a web-based discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

Matthew Harwell is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Veracity Capital since 2018, following eleven years at The Ayco Company, LP and a brief tenure at F3 Logic, LLC. He is also a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services mainly to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, along with option overlay strategies and discretionary management.

Bethany Ahlquist is a financial advisor with Meristead Wealth, LLC and holds a Series 65 designation. She has three years of industry experience, including time at Stansberry Asset Management and Goldman Sachs. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, with a focus on opportunistic, value-oriented investment strategies across global equities and credit. The firm also manages private credit funds tailored for accredited investors and certain retirement accounts.

Aaron Estrada is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Estrada Webb And Associates and Trinity Portfolio Advisors for the past 10 years. Outside of advisory work, he is involved in youth football coaching and provides tax preparation and business consulting services. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes downside risk quantification and probability-based decision making, employing a variety of analytical methods and proprietary strategies alongside independent manager allocations.

Tian Hu is a CFP® professional with three years of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to joining Leo Wealth Americas, he held positions at Leo Brokerage, Pictet Cie & SA, First Republic Investment Management, and New York Private Bank and Trust. 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. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.