Claire Snider is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and three years of industry experience. She previously worked at Stansberry Asset Management and Moneta. Meristead Wealth, LLC offers discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a value-oriented investment approach that combines macro analysis and fundamental research across global equities and credit. The firm also manages private credit funds for accredited investors and retirement accounts.

Scott Reasor is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Diesslin & Associates, Inc. since 2004. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, corporations, charitable organizations, and pension plans. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager for several closed-end investment funds.

Clark Wamre is an advisor with Signal Securities, Inc. based in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as a position with the Oklahoma City Thunder. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversification and a consultative approach, offering both non-discretionary and discretionary portfolio management across various programs.

Richard Fengler Jr. is a financial advisor at Signal Securities, Inc. in Irving, TX, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Signal Securities since 1993. Outside of his advisory role, he serves as president of Harbor Grove Water Supply, a local water provider. Signal Securities, Inc. offers 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 diversification and a consultative process to recommend model portfolios or customized investments, primarily on a non-discretionary basis.

William Schultz is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Leo Wealth Americas since 2025 and has also worked at BFT Financial Group, LLC since 2002. His other business activities include fixed health and life insurance sales, which occupy about one percent of his time. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base, including individuals, trusts, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm employs both systematic and discretionary investment strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation, and conducts multi-stage due diligence on third-party managers and sub-advisors.

David Brounley is a financial advisor with Valley Wealth Strategies, LLC, holding the CFP® and ChFC® designations and bringing 41 years of industry experience. His prior roles include positions at Merit Financial Advisors, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, and LPL Financial. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion on a non-discretionary basis.

Jonathan Bridges is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Thirteen Twenty-Two Advisors and has held roles at the firm since 2012. Bridges is co-owner of an insurance agency and managing member of a tax preparation and accounting firm. He also engages in public speaking on non-investment topics. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and businesses. The firm employs a range of investment strategies and offers access to LPL Financial–sponsored advisory programs and third-party managers.

Stephen Stull is a financial advisor at Storehouse Financial LLC in Fort Worth, TX, holding a Series 65 credential with 19 years of industry experience. He has been with Storehouse Financial since 2005. Outside of his advisory role, Stull owns and operates a public accounting firm, Stull, CPA, LLC, which provides tax preparation and accounting services. Storehouse Financial LLC provides discretionary asset management and financial planning for a diverse client base, including individuals, high-net-worth clients, 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.

Julian Di Bona is a financial advisor at GDS Wealth Management with a Series 65 designation and two years of industry experience. His prior roles include positions at RubinBrown and Target, as well as an academic tenure at Southern Methodist University. GDS Wealth Management offers financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, emphasizing asset allocation using model portfolios developed with guidance from Raymond James.

Stephen Nelson is a CFP® and holds Series 63, AIF®, and CEPA® designations, with 11 years of industry experience. He has worked at Mills Wealth Advisors, LLC since 2018 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives and business owners and their families. The firm provides wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring and managing private pooled investment vehicles with a fiduciary, goal-driven planning process.

Erica Dore is a financial advisor with GDS Wealth Management, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and Merrill. 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 through a multi-advisor team of 15, using model portfolios informed by Raymond James research across a range of equity and fixed-income allocations.

Michael Demings is a financial advisor at GDS Wealth Management with one year of industry experience and holds a Series 65 designation. Prior to joining GDS Wealth Management, he worked at TFR Capital, Cadence Bank, and First Citizens Bank, among other positions. Outside of his advisory role, he is a licensed real estate agent with Heart & Home Realtors. GDS Wealth Management provides financial planning, consulting, and investment management services to individuals, including high-net-worth households. The firm manages approximately $1.8 billion in client assets and implements portfolios primarily through model-based asset allocation using research from Raymond James.

Troy Willcox is a financial advisor at Forthright Capital with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Forthright Capital, he worked at Brushfire Technology for eight years and Gateway Church for four years. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using its model portfolios and incorporates outside managers as appropriate, with regular portfolio reviews conducted on a quarterly basis.

Robert Johnson is a financial advisor at Xenith Financial Advisory Services, LLC in Fort Worth, TX, holding a Series 65 designation with four years of industry experience. He has been with Xenith since 2021 and concurrently works at McManus & Johnson Consulting Engineers, LLC. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, charitable organizations, and municipal entities. The firm utilizes multiple analytical methods and offers both discretionary and non-discretionary services, preparing tailored investment policy statements and conducting regular account reviews.

Zachary Butler is a financial advisor at Signal Securities, Inc. with 20 years of industry experience. He has been with Signal Securities since 2007 and holds the Series 65 and Series 63 licenses. Butler is also the owner of Butler Investment Group, which offers insurance products to clients. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, delivering advice primarily on a non-discretionary basis using model portfolios and customized allocations.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Landon Freeman is a financial advisor with Thirteen Twenty-Two Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and AIG. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis alongside modern portfolio theory and offers access to multiple LPL Financial–sponsored advisory programs and third-party investment managers.

Craig Wade is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Rhodes Investment Advisors since 1997 and associated with Rhodes Securities, Inc. since 1988. Outside of advisory services, he is also a registered insurance agent. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing both discretionary and non-discretionary approaches using fundamental, technical, and charting analysis methods.

Thye Soon Foo is a financial advisor at Leo Wealth Americas, LLC with a Series 65 designation and one year of industry experience. Prior to joining Leo Wealth Americas, he worked at Jachin Capital PTE, Ltd. for seven years. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Mark Michel is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Diesslin Group, Inc. since 2021 and previously spent five years at American Beacon Advisors. Diesslin Group, Inc. provides fee-only financial planning and asset management services to individuals, businesses, and institutional clients. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and also serves as a private fund sponsor and manager with several closed investment funds.