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.

Michael Joseph is a CFA® charterholder with nine years of industry experience. He currently serves at Meristead Wealth, LLC and previously worked at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs an opportunistic, value-oriented investment approach combining macro analysis with fundamental research, and manages private credit funds designed for accredited investors and certain retirement accounts.

Kevin Moss is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Optivise since 2019 and has concurrent roles at PanthRex Asset Management and his own entities, Moss Agency and Mossom, spanning over two decades. Outside of advisory work, he dedicates a significant portion of his time to selling fixed insurance products, including life, health, annuity, and disability income insurance. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and compliance consulting for other advisers.

Bryan Mcclune is a financial advisor at WPWealth LLP with 19 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining WPWealth in 2026, he worked for 20 years at Dimensional Fund Advisors LP. WPWealth 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 risk management, offering both discretionary and non-discretionary portfolio management and financial planning.

Randall Hall is a financial advisor with Xenith Financial Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. He has served as a part-time worship pastor at First Baptist Church Duncanville since 2019, where his duties include leading the choir and organizing worship services. Xenith Financial Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's objectives.

Keith Barfield is a financial advisor at Signal Securities, Inc. in Dallas, TX, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Signal Securities since 2014. In addition to his advisory role, Barfield operates a CPA practice providing accounting, tax, and consultation services. Signal Securities, Inc. offers fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, utilizing model portfolios and separately managed accounts primarily on a non-discretionary basis.

Ajoke Esomo is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Mills Wealth Advisors, LLC since 2023 and previously was with Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm offers wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring private pooled investment vehicles and utilizing evidence-based, tax-aware portfolio strategies.

Jonathan Lawton is a CFP® with 20 years of industry experience and is affiliated with OpenAir Financial, LLC, where he has worked since 2019. His prior experience includes roles at GF Investment Services, LLC, and Lake Point Advisory Group. In addition to his advisory duties, he is also licensed as an insurance agent and dedicates part of his time to selling insurance through an affiliated business. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis in its discretionary investment programs and offers services such as ongoing portfolio management, written financial plans, and public workshops at no charge.

Sebastian Carrillo is a financial advisor at GDS Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Moss Adams LLP and GoFundMe.org. He has also been involved with educational institutions such as Baylor University and Saint Francis High School. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research.

David Ortiz is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Stansberry Asset Management, InsuranceHub Leavitt Agency, and Mark Forgas State Farm Agency. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm also manages private credit funds with a value-oriented, opportunistic investment approach that integrates top-down macro analysis and bottom-up research across global equities and credit.

Jordan Riewe is a financial advisor with CFO4Life in Coppell, TX, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining CFO4Life and Ausdal Financial Partners in 2025, he worked at Frost Bank from 2023 to 2025. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities with comprehensive financial planning and discretionary investment management. The firm’s approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, supported by portfolio monitoring tools and client education programs.

Morgan Webb is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC where he has worked since 2016. He also operates Estrada Webb And Associates, providing tax preparation and business consulting services. Additionally, Webb is a licensed insurance agent offering life, health, and disability insurance solutions. 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 quantifying downside risk and uses a probability-based approach to investing, incorporating fundamental, technical, cyclical, and charting analyses.

Kevin Varrichio is a financial advisor at Rhodes Investment Advisors, Inc. with 12 years of industry experience. He has been with Rhodes Securities, Inc. since 2016. Outside of his advisory role, he is a member of Fetch Capital LLC, a company that trades options. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing a mix of discretionary and non-discretionary strategies that incorporate fundamental, technical, and charting analysis.

Brian Keller is a CFA® charterholder with 12 years of industry experience. He is currently with SWMG, LLC, where he has worked since 2026. His prior experience includes roles at Victor Strategies, LLC and Edward Jones, spanning a combined 18 years before joining SWMG. SWMG serves individual clients, high-net-worth households, trusts, estates, retirement accounts, and business entities with comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, offers quarterly portfolio reviews, and incorporates technology such as video conferencing and transcription tools in client interactions.

Ross Mortensen is a financial advisor with GDS Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Investments and First Command Financial Planning. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual clients and high-net-worth households, managing approximately $1.8 billion in assets through discretionary portfolio management and retirement-rollover guidance. The firm uses model portfolios based on research from Raymond James, with adjustments tailored to client-specific needs.

Michael Moynihan is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified model portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Maureen Maidlow is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Lee Johnson Capital Management since 2015. Maidlow also reviews insurance needs for clients and prospects as a licensed insurance representative. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as standalone financial planning and consulting. The firm customizes allocations across various asset classes and employs both long-term and trading strategies while providing consolidated reporting that can include held-away assets.

William Taylor is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at Dean, Jacobson Financial Services since 2014 and has been affiliated with LPL Financial LLC since 2011. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a Strategic Asset Allocation approach through LPL Financial’s platform, supplemented by tactical overlays and offers integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Joel Galloway is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities, providing comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and incorporates technology into client interactions.