Zaphrey Williams is a financial advisor at Leo Wealth Americas, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at BFT Financial Group, LLC since 2004. In addition to his advisory work, he operates a tax preparation and bookkeeping service. Leo Wealth Americas offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, institutions, and other clients. The firm employs a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Bobby Burns is a financial advisor at CPR Investments Inc with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with CPR Financial Group LLC since 2018. Prior to that, he held roles at Hd Vest Advisory Services, Inc. and Hd Vest Investment Services. Outside of advising, Burns serves as president of Transtax Associates and INV Logistics Inc., providing tax and accounting services. CPR Investments Inc. offers discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm combines in-house tactical models with third-party sub-advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing account monitoring.

Todd Williams is a CFP® professional with 14 years of industry experience. He is currently with WPWealth LLP and has previously worked at firms including PNC, OSAIC, Charles R. Green & Associates, Sagepoint Financial, and Waterway Wealth Management. He is a member of the Fort Worth Stock Show Syndicate, a nonprofit group that raises funds for scholarships for children who show steers. WPWealth LLP provides investment advisory and consulting services to a range of clients including individuals, trusts, and charitable organizations, focusing on portfolio management and financial planning. The firm employs an asset class–based investment approach with global diversification and offers both discretionary and non-discretionary services.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Troy Fore III is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Aspen Wealth Management, LLC and previously worked at AXA Advisors, LLC and Vision Point Advisory Group. He serves as a volunteer board member for the Coastal Conservation Association. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers customized financial planning and discretionary asset management, utilizing model portfolios and a wrap fee program that consolidates advisory, execution, custody, and reporting services.

William Schwennsen is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in financial planning and insurance sales through Schwennsen Financial Services. 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 diversification and a consultative process, offering model-based asset allocation programs and separately managed accounts primarily on a non-discretionary basis.

Brian Drolet is a CFP® with 17 years of industry experience, currently serving at Prestige Wealth Management since 2025. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, Kestra Financial, and SagePoint Financial. He also works as an insurance agent outside of his advisory practice. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation approach using various investment vehicles and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax preparation through an affiliated entity.

Maurice Whittaker is a financial advisor with Meristead Wealth, LLC, holding Series 63, Series 66, and Series 65 designations and 17 years of industry experience. His prior roles include positions at Stansberry Asset Management and E*TRADE Capital Management. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented global equity and credit strategies. The firm manages multiple private credit funds and engages in specialized investment approaches including distressed and income-oriented positions.

Norman Farr is a CFP® with 25 years of industry experience and has been with Diesslin & Associates, Inc. since 1992. He is based in Fort Worth, TX, and is part of the Diesslin Group, Inc. team. Diesslin Group, Inc. provides comprehensive, fee-only financial planning and asset management services to individuals, businesses, and organizations, managing approximately $621 million in assets. The firm emphasizes strategic asset allocation, global diversification, and tax-sensitive implementation, and is notable for its role as a private fund sponsor and manager of several closed-end investment funds.

Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Martin Rasmussen is a CFP® professional with 18 years of industry experience, currently affiliated with Foundations Investment Advisors LLC and Clearfork Financial Planning. His prior experience includes roles at AE Wealth Management, LLC, Global Financial Advisory, and Global Financial Private Capital, LLC. Rasmussen also serves as an insurance agent with Advisors Excel, writing life insurance, annuities, and Medicare supplements. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, and offers a range of services through a large network of affiliated offices and representatives.

Matthew Kline is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Northern Trust Securities, Inc. in Fort Worth, TX, and has prior experience at Bank of America and Merrill. Northern Trust Securities, Inc. is a multi-team firm providing discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm integrates advisory, brokerage, and custody services, offering portfolios that combine proprietary and third-party products with periodic reviews for suitability and performance.

Brittany Hiett is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Northern Lights Distributors, Sierra Investment Management, and The Preiss Company. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

James Turco is a financial advisor at Thurston Springer Advisors with six years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating eight years there before joining his current firm. Turco holds Series 63, Series 65, and Series 66 credentials. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, and trusts. The firm offers financial planning, estate-planning facilitation, portfolio management, and fiduciary services, using a range of discretionary and non-discretionary investment strategies that include both traditional and tactical approaches.

Christopher Cottrell is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior firms include LPL Financial LLC, Hi-Fidelity, AXA/Equitable Advisors, and Parkhill, Smith, and Cooper. He is also involved with Stewardship Wealth Management LLC. Arkadios Wealth Advisors is a multi-team SEC-registered advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans based on client risk profiles and a combination of fundamental, technical, and cyclical analysis.

Justin Davis is a CFP® professional with 17 years of experience in the financial industry. He has worked at Grimes & Company since 2019, following roles at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems and supports a range of institutional-type services such as sub-advisory engagements and specialized allocation strategies.

Philip Wetzel, Jr. is a financial advisor with Strategic Financial Concepts, LLC in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He previously worked at WWK Wealth Advisors and Whitney Wetzel & Kuether, L.L.C., and has maintained a long-standing association with LPL Financial. Outside of his advisory role, he serves as a director of Wetzel Financial Strategies, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and consulting, employing both fundamental and technical analysis as well as third-party manager solutions, with ongoing supervision and rebalancing.

Margaret Thompson is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. She has been with Prospera since 2004 and holds a Series 66 designation. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Charles Kelsey is a financial advisor at Mutual Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mutual Advisors since 2019. In addition to his advisory role, Kelsey serves as an Intelligence Officer in the US Army Reserve. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, providing asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutional investors, trusts, and retirement plans. The firm employs a combination of passive and active investment strategies tailored to client objectives and serves a diverse client base that includes sovereign wealth funds.

Mark Connell is a financial advisor at Regal Investment Advisors LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Aion Retirement, ProVision, PAGA, LLC, and Gateway Church. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages a range of proprietary and third-party strategies through a sub-advisory platform with roughly $2.88 billion in assets under management.