Michael Shisler is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Signal Securities in 2018, he has been Vice President of Operations at LWS Transportation LLC since 2006, where he manages freight brokerage operations. He also provides tax preparation and bookkeeping services at an accounting firm. Signal Securities, Inc. offers fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations, focusing on risk management through diversified, model-based portfolios tailored to client needs.

Buddy Butler is a financial advisor with Signal Securities, Inc. in Keller, TX, holding a Series 63 license and 40 years of industry experience. He has been with Signal Securities since 2006. Outside of his advisory role, he owns a tax preparation business, Butler Investment Group. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach emphasizes risk management through diversification and a consultative process to tailor model portfolios or customized investment mixes.

Laura Meyers is a Certified Financial Planner® at Storehouse Financial LLC in Fort Worth, TX, with 11 years of industry experience. She has been with Storehouse Financial since 2017 and previously worked at Schulz Wealth, Ltd. from 2015 to 2017. 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. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios tailored to client risk profiles, supporting over 3,000 clients with a team of six advisors.

Cheree Burnette is a financial advisor at Collective Wealth Advisors LLC with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Collective Wealth Advisors in 2024, she operated Burnette Financial Planning, LLC for seven years and has worked at several firms including Clark & Burnette Wealth Management, Securian Financial Services, New England Securities, and Sunamerica Securities. Collective Wealth Advisors LLC provides fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines third-party account administration with model implementation and access to multiple sub-advisors, offering a blend of institutional support and educational seminars aimed at clients and the community.

Roderick Hays is a financial advisor at Avail Investment Partners, LLC with a Series 65 designation and four years of industry experience. His prior work includes roles at Intelligence Driven Advisers, Goodnight Midstream, Sabre, and Texas Capital Bank. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down, evidence-based investment approach and allocates across various strategies, including affiliated private funds, while employing artificial intelligence tools alongside human review for data aggregation and meeting notes.

Kenneth Mcafee is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation with 20 years of industry experience. He worked at Merrill from 2005 to 2017 before joining Signal Securities. Outside of his advisory role, he is involved in family businesses including a ranch operation and a retail partnership. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based portfolios tailored to client financial data, time horizon, and risk tolerance.

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.

Michael Simms is a Series 65-licensed advisor with Capital Markets IQ, LLC, where he has worked since 2016, accumulating 16 years of industry experience. He is also the owner and president of Veracity Financial Services, a role he has held since 2012. In addition to advising, Simms is involved with Veracity Advisers LLC, which provides fixed insurance sales and business valuations. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm employs a multi-branch model with centralized supervision and collaborates with external professionals, offering portfolio management across various asset classes and specialized services such as proprietary model strategies and sub-advisory support.

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.

Jason Sayles is a Series 65 licensed advisor with Capital Markets IQ, LLC in Arlington, TX, where he has worked since 2017. He has 21 years of industry experience, including prior roles at Hajek CPA PA and as a partner at Catapult Creative Consulting, LLC. Sayles is also president and owner of Apex Wealth Consultants Inc., which provides consulting and administrative services to business clients and self-directed retirement plans. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, managing portfolios across various asset classes. The firm operates a multi-branch model with centralized supervision and collaborates with a network of professionals to deliver comprehensive financial planning and consulting services.

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.

Samuel Baker is an advisor at Storehouse Financial LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with approximately three years of experience in financial services. His background includes roles at First Midwest Bank, Hy-Vee Inc., and Charles Schwab & Co., Inc. Storehouse Financial serves individual and high-net-worth clients, as well as trusts, estates, pension plans, and other entities, providing discretionary asset management alongside financial planning and consulting. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages accounts primarily on a discretionary basis.

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.

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.

Adam Jorgensen is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Capital Markets IQ since 2016 and is also owner and vice president of Veracity Financial Services, where he serves as an investment advisor. Additionally, he is owner of Veracity Advisers LLC, which provides fixed insurance sales, business valuations, and CPA team-based consulting focused on tax planning, risk management, estate planning, and retirement needs. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension/profit-sharing plans. The firm offers a broad range of portfolio management and financial planning services, employing a multi-branch model that integrates external professionals and proprietary investment strategies.

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.

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.