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 with multiple firms, including long tenures at BFT Financial Group, LLC and The Protection Company Hong Kong Limited. She also serves as president and compliance officer of Leo Capital Corp (Hong Kong) Limited, a Hong Kong-based SFC licensed company. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative/private funds for a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary strategies with an emphasis 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.

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Kenneth Huffman is a financial advisor at Insight Folios with 13 years of industry experience. He holds the Series 66 designation and has worked at Insight Folios since 2015. Outside of advisory services, he manages Perimeter Diabetic Footwear, a diabetic footwear sales business that he owns through The Perimeter Group, Inc. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm employs a team-of-advisers approach and proprietary planning software, integrating fundamental, technical, and cyclical analysis with a long-term trading orientation.

Darrell Haynes is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC since 2025. He previously worked for 15 years at Team Financial Strategies. Outside of his advisory role, he is a 50% owner of Hayion Holdings LLC, a non-investment business based in Granbury, Texas. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm provides financial planning, consulting, and investment management services, employing a risk-focused, probability-based investment approach that incorporates multiple analytical methods and proprietary models.

Christel Walker is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Navigo Wealth Management, LLC since 2016. Ms. Walker participates in a solicitor agreement with Rex Gold Partners, through which she solicits qualified investors for private offerings. Navigo Wealth Management primarily serves individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and a web-based discretionary portfolio management platform, utilizing model portfolios and periodic rebalancing to maintain target allocations.

Matthew Harwell is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Veracity Capital since 2018, following eleven years at The Ayco Company, LP and a brief tenure at F3 Logic, LLC. He is also a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services mainly to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, along with option overlay strategies and discretionary management.

Bethany Ahlquist is a financial advisor with Meristead Wealth, LLC and holds a Series 65 designation. She has three years of industry experience, including time at Stansberry Asset Management and Goldman Sachs. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, with a focus on opportunistic, value-oriented investment strategies across global equities and credit. The firm also manages private credit funds tailored for accredited investors and certain retirement accounts.

Aaron Estrada is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Estrada Webb And Associates and Trinity Portfolio Advisors for the past 10 years. Outside of advisory work, he is involved in youth football coaching and provides tax preparation and business consulting services. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes downside risk quantification and probability-based decision making, employing a variety of analytical methods and proprietary strategies alongside independent manager allocations.

Elizabeth Allie is a financial advisor with CFO4Life, holding a Series 66 designation and 19 years of industry experience. She has been with CFO4Life since 2013 and also works with Ausdal Financial Partners. Outside of advisory roles, she provides tax preparation and business consulting services through LMBC II and serves as a notary public in Texas. CFO4Life serves affluent individuals, executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, and corporate financial wellness programs. The firm employs diversified asset-allocation strategies with a range of investment vehicles and typically manages client accounts on a discretionary basis.

Tian Hu is a CFP® professional with three years of industry experience, currently serving at Leo Wealth Americas, LLC. Prior to joining Leo Wealth Americas, he held positions at Leo Brokerage, Pictet Cie & SA, First Republic Investment Management, and New York Private Bank and Trust. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Samuel Pond is a CFP® with six years of industry experience, currently serving as a financial advisor at Keener Financial Planning since 2020. His prior experience includes roles at Raymond James Financial Services and Carter Advisory Services. He is a member of GPN Alliance, Inc., which owns the Garrett Planning Network, and dedicates time monthly to this professional association. Keener Financial Planning advises individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management through hourly, flat fees, or ongoing retainers. The firm emphasizes a long-term, largely passive investment approach using low-cost index funds and ETFs, with selective active management and quarterly portfolio reviews.

Ted Miller is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms including Envoy Advisory Inc. and Simplicity, and is a managing member of Kingdom Oaks LLC, a business involved in buying and selling homes. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning with a focus on customized and model-based strategies.

Abigail Hasling is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Aspen Wealth Management, LLC and previously served at The Mather Group, HC Financial Advisors Inc, Howard Financial Services, and Texas Tech University. Aspen Wealth Management is an SEC-registered team advisory firm serving individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm uses a model-based, customized approach to portfolio construction, emphasizing a buy-and-hold strategy with periodic rebalancing, and offers both comprehensive financial planning and discretionary asset management services.

Reem Hussein is a CFP® with six years of industry experience currently serving at Azzad Asset Management, Inc. She has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and MassMutual/Spectrum Financial Group. In addition to her advisory role, she teaches an online course on Financial Literacy and Well-Being as an adjunct professor at Shepherd University. Azzad Asset Management provides investment management and financial planning services to individuals, retirement plans, charitable institutions, foundations, endowments, registered mutual funds, trusts, and small businesses. The firm focuses on socially responsible Islamic investing, using proprietary screening tools to exclude certain industries and offering multiple asset-allocation strategies through a combination of its investment team and independent model managers.

Robert Holt, Jr. Jr. is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Holt Capital Partners, L.P. since 2001. The firm provides discretionary investment management and Chief Investment Officer services to high-net-worth families, retirement plans, charitable organizations, and individual clients, managing approximately $1.00 billion in assets. Holt Capital Advisors employs multiple investment strategies, including Active Equity, Active Indexing, and an Inflation Hedge, and serves as both a private fund adviser and fund sponsor, offering a combination of fundamental research, quantitative screening, and low-cost ETF implementation.