Cliff Mead is a CFP® professional with 26 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been with the firm and its affiliate GRB Financial, LLC since 2003. Gerald Baker Financial Group is a five-advisor team managing approximately $833 million in assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on capital preservation through a long-term, asset-allocation strategy that incorporates active managers, broad market indexes, ETFs, individual securities, and fixed-income instruments.

Mattison Craig is a financial advisor at Dean, Jacobson Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Carson Group. His earlier career includes roles in educational programs at Texas Tech University and Mount Vernon and Mount Pleasant High Schools. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charities, and corporations, offering comprehensive financial planning and discretionary asset management primarily through LPL Financial–sponsored platforms. The firm employs strategic asset allocation with multiple model portfolios and provides specialized services such as estate, tax, and exit planning for larger clients.

Peter Mahony is a financial advisor at Meristead Wealth, LLC holding a Series 65 designation with three years of industry experience. His prior work includes roles at Stansberry Asset Management and Stevens Transport. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, emphasizing separately managed accounts and third-party asset management programs. The firm integrates macroeconomic analysis with fundamental research to pursue value-oriented allocations across global equities and credit, and it manages private credit funds targeted to accredited and qualified investors.

Emma Callaway is a financial advisor at Guidestone Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at GuideStone Financial Resources and BlueSprig. Emma also has a background in education and retail, having worked at Dallas Baptist University and Chick-fil-A. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm applies a faith-based investing policy and uses model portfolios primarily composed of affiliated GuideStone Funds, with options for unaffiliated mutual funds and third-party managed accounts.

Corey Drejas is a financial advisor at Meristead Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Stansberry Asset Management and Trustco Bank. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented, opportunistic investment approach combining top-down macro analysis with bottom-up research, offering separately managed accounts, third-party asset management programs, and private credit funds for accredited or qualified investors.

William Weston is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at WPWealth LLP since 2018 and previously held roles at Whitley Penn Financial and ADP. WPWealth LLP offers investment advisory and consulting services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm employs an asset-class based allocation approach tailored to client objectives and risk tolerance, managing approximately $1.17 billion in assets with ongoing monitoring and quarterly reporting.

James Zimmerman is a CFP® with 19 years of industry experience and has been with Beaird Harris Wealth Management, Inc. since 2015. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs Modern Portfolio Theory through diversified, low-cost mutual funds and ETFs, incorporates alternative investments, and operates in affiliation with a certified public accounting firm, offering access to specialized fund offerings and tax-managed investment strategies.

Kyle Cavin is a financial advisor at Xenith Financial Advisory Services, LLC with four years of industry experience. He holds the Series 65 designation and has been with Xenith since 2021. Outside of his advisory role, he is involved with the Scottish Rite Hospital for Children, where he has been active since 2006. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and municipal entities. The firm employs a multi-method investment process and offers both discretionary and non-discretionary services tailored to each client's goals and risk tolerance.

Rory Robertson is a financial advisor with Navigo Wealth Management, LLC, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Navigo Wealth since 2011. Outside of his advisory role, Robertson serves on the Katy, Texas City Council and works as a temporary substitute teacher for the Katy Independent School District. He also participates in soliciting qualified investors for private offerings through Rex Gold Partners. Navigo Wealth Management advises individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and supports clients through both traditional and web-based platforms with ongoing portfolio rebalancing.

Dallas Killman is a CFP® professional with two years of industry experience, currently serving as an advisor at CFO4Life. His background includes roles at Ausdal Financial Partners, INC and Evensky & Katz LLC. Outside of his advisory work, he contributes as a finance advisor for the Alpha Delta Pi collegiate chapter. CFO4Life serves affluent individuals, executives, retirement plans, corporations, and trusts by providing comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm emphasizes diversified asset-allocation models and integrates tools such as Morningstar and BlackRock’s Aladdin to monitor portfolios, typically managing accounts on a discretionary basis with ongoing reviews and educational offerings.

Joshua Biggs is a CFP® professional with 15 years of industry experience, currently serving at Guidestone Advisors since 2008. He holds a Series 63 license and is based in Dallas, TX. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm employs a faith-based investing policy and offers discretionary management primarily through affiliated mutual funds and third-party separately managed accounts.

Nicole Williams is a financial advisor at Guidestone Advisors in Dallas, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Fidelity Investments, the City of Philadelphia Law Department, and Bank of America, N.A. Outside of finance, she operated Thekari Designs Custom Woodwork for eight years. Guidestone Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm employs model portfolios and discretionary management with a faith-based investing policy and offers various packaged programs such as GuideStone Wealth Management and GuideStone Personal Advisory Services.

Victoria Areingdale is a CFP® professional with 10 years of experience in the financial services industry. She is currently associated with CFO4Life and Ausdal Financial Partners. Areingdale’s career includes roles at USAA Investment Management Company and Charles Schwab Co. She is involved in assisting advisors with various client-related planning activities through her work at CFO4Life. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by providing comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm emphasizes diversified asset allocation across multiple investment vehicles and uses advanced portfolio monitoring tools, typically managing accounts on a discretionary basis and supplementing services with education and seminars.

Chris Massenburg is a financial advisor at OpenAir Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OpenAir Advisory, LLC since 2019, as well as at Lake Point Wealth Management, LLC and Lake Point Advisory Group, LLC earlier in his career. He is additionally active as an insurance agent through OpenAir Advisory, spending about 10 hours per month in that capacity. 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 approach is based on fundamental analysis and includes portfolio management tailored to client goals and risk tolerance.

Zachary Van Kirk is a CFP® and Series 65 designated advisor with WPWealth LLP in Fort Worth, TX, where he has worked since 2021. He has three years of industry experience, including prior roles at Northwestern Mutual and various positions related to Texas Tech University and other organizations. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and corporations, managing over $1 billion in assets. The firm uses an asset-class based investment approach tailored to client objectives and risk tolerance, supported by a multi-partner ownership structure and a team of 14 advisors.

Forrest Hopper is a financial advisor at Storehouse Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cabin Securities, Inc., Capital Institutional Services, Inc., Options Clearing Corp., and BBT Capital Management LLC. 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 diversified portfolios aligned with client risk profiles and serves a large client base through a platform-driven model.

Jelmer Kattevilder is a CFA® charterholder with one year of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to this, he worked for six years at Schroders Wealth Management in Hong Kong and three years at ABN AMRO Bank NV. Outside of his advisory role, he operates an online business focused on wine subscriptions and hosting wine tasting events. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and uncommon institutional clients such as sovereign wealth funds and municipal governments. The firm employs a combination of systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementations.

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.

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.