Logan Cox is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Arete Wealth Advisor LLC and Guardian Life Insurance. Outside of advising, he partners in Eric and Logans Sports Card Adventure LLP, a business focused on buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and sub-advisory services, employing a comprehensive investment approach that includes fundamental, technical, and cyclical analysis.

Kevin Bonn is a financial advisor at Martinsen Wealth Management with over two decades of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Sanford Advisors, Inc. and Benchmark Innovative Solutions. Martinsen Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers financial planning, portfolio management, and estate-planning coordination, employing a range of investment strategies including direct and strategic indexing, options overlays, and tactical allocations.

Robert Maxwell is a financial advisor at Collective Wealth Advisors LLC with 20 years of industry experience. He holds a Series 65 designation and has held roles at several homebuilding companies including D. R. Horton, Toll Brothers, Olivia Clarke Homes, Mattamy Homes, and Lennar. Outside of his advisory work, he is also active as a real estate agent with Toll Brothers. Collective Wealth Advisors LLC offers fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines independent account administration, access to multiple sub-advisors, and educational seminars to support client goals and provide plan-level fiduciary services.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. 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, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

Levi McMellian is a financial advisor at CFO4Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CFO4Life Group, LLC since 2017, Ausdal Financial Partners since 2012, and CFO4LIFE, Inc. from 2007 to 2017. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and oversight services to CFO4Life, and is involved in several other business activities including insurance sales, tax preparation, business consulting, and fitness center ownership. CFO4Life offers comprehensive financial planning and discretionary investment management services 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 tools to tailor portfolios according to each client’s objectives, risk tolerance, and time horizon.

Jeffrey Starr is a financial advisor at Meristead Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stansberry Asset Management, NYLIFE Securities LLC, Tarella Financial Group, and Citizens Bank. He is also a commissioned notary public. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm combines macroeconomic and fundamental research in a value-oriented investment approach, managing private credit funds and utilizing strategies including special situations and distressed investments.

Gabrielle Phenix is a financial advisor with Willis Towers Watson Securities, LLC in Fort Worth, TX. She holds a Series 66 designation and has 10 years of industry experience. Her prior roles include positions at Edward Jones, First Command, and JPMorgan Securities LLC. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which combines a web-based financial planning tool with discretionary model portfolios. The firm’s investment approach centers on diversified portfolios and asset-allocation modeling supported by an affiliated sub-adviser.

James Dougherty is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Signal Securities since 2010. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified, model-based asset allocation programs tailored to client financial data, time horizons, and risk tolerance.

Timothy Walsh is a financial advisor at Xenith Financial Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including XF Investments, LLC and Fortune Financial Services, Inc. Outside of investment advising, he owns and operates an insurance agency that offers property and casualty, life and health insurance, prepaid legal services, credit and debt repair services, and trust services. He is also president of a nonprofit organization focused on supporting church-planting efforts. Xenith Financial Advisory Services, LLC serves individuals, charitable organizations, corporations, and municipal entities, providing portfolio management and financial planning. The firm utilizes a combination of investment analysis techniques and trading strategies, often with discretionary authority, and sponsors pooled investment vehicles including a private fund.

Neil Vanzandt is a financial advisor at OverRidge Wealth Advisors with 33 years of industry experience. He holds a Series 63 designation and has a background that includes operating his own law practice and financial firm, as well as nearly a decade at Securities America Advisors and Securities America Inc. OverRidge Wealth Advisors serves individual and high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and charting analysis across various investment vehicles.

Jonathan Jennings is a financial advisor at WPWealth LLP with 17 years of industry experience. He holds a Series 65 designation and is based in Fort Worth, TX. WPWealth provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income management, offering both discretionary and non-discretionary portfolio services along with financial planning and estate-planning referrals.

Robert St Claire is a financial advisor with CFO4Life in Coppell, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Blume Capital Management. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm emphasizes diversified asset allocation and uses technology platforms like Morningstar, BlackRock’s Aladdin, and Orion to monitor portfolios.

Steven Myers is a financial advisor at Keener Financial Planning with four years of industry experience. He holds the Series 65 credential and has worked at Keener Financial Planning since 2021. Prior to his financial advising career, Myers held various positions across multiple industries, including insurance and education. Keener Financial Planning serves individuals, trusts, small businesses, and organizations with modular financial planning and portfolio management, emphasizing a long-term, largely passive investment approach using low-cost index funds and ETFs complemented by selective active funds. The firm operates on a fee-only basis, offering hourly, flat-fee, and retainer engagements, and manages approximately $479 million in SEC-registered assets while advising on about $1.48 billion in total client assets.

Olivia Partin is a CFP® professional with three years of industry experience, currently serving as an advisor at Diesslin Group, Inc. in Fort Worth, TX. She has worked with Diesslin Group since 2021 and previously worked at Cumbie Advisory Services, Inc. from 2014 to 2021. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and discretionary portfolio management to individuals, closely held businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-aware portfolio construction while managing approximately $696 million in client assets and sponsoring several pooled private fund vehicles.

Michael Dotti is a financial advisor at Aspen Creek Wealth Management, LLC with three years of industry experience. Prior to his advisory career, he worked for nearly three decades at North Country Family Practice PA. He is also involved in private investment partnerships and serves as a life insurance agent. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of analytical methods and offers access to third-party managers while maintaining responsibility for client portfolios.

Janet Mengis is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Signal Securities since 2009. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process to recommend model portfolios or tailored investment mixes, emphasizing long-term, asset-allocation-driven strategies.

Max Tiraboschi is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Before joining GDS Wealth Management in 2025, he worked at Northwestern Mutual Investment Services LLC and held positions in automotive sales and marketing. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, using model portfolios based on Raymond James research that range from balanced to fully equity-focused allocations.

David Lim is a financial advisor at Leo Wealth Americas, LLC with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms, including IC Advisory Services, Inc. and The Investment Center Inc. In addition to his advisory role, he owns TIETAX, LLC, a business focused on preparing U.S. tax returns for clients. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and various institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, while conducting thorough due diligence of third-party managers and sub-advisors.

Jason Freeby is a financial advisor at GDS Wealth Management with the designations ChFC® and Series 66. He has one year of experience in the financial industry, having previously served in the United States Marine Corps for 31 years. He is also involved in managing a rental real estate property outside of his advisory role. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors and uses model portfolios supported by research from Raymond James, focusing on asset allocation rather than individual security analysis.

Joseph Brownback is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding CFP® and CFA® designations with 13 years of industry experience. He has worked at Fidelity Investments and LPL Financial and is a partner at Bridge & Brownback Tax, a tax preparation and bookkeeping firm. He also serves as a board member for Brownback Ministries, a nonprofit organization. Thirteen Twenty-Two Advisors is a registered investment adviser providing portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm manages accounts typically on a discretionary basis, using a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.