Roman Marquez is a financial advisor with Leo Wealth Americas, LLC, holding Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at GDS Wealth Management, Cetera Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds for 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.

Adyson Irvin is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Strata, Irvin was associated with Captrust and McPherson Cellars, as well as holding roles in educational institutions including Texas Tech University and the University of Oklahoma. Strata Wealth Advisors provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, and pension plans. The firm employs a fiduciary, tailored approach using a range of securities and integrates technology and AI tools in portfolio management and client reporting.

Jacob Friedland is a Series 65-licensed financial advisor at Leo Wealth Americas, LLC with one year of industry experience. He has previously been associated with Leo Brokerage, LLC and has experience in academic environments, including Santa Clara University and Boston College. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, trusts, foundations, institutional clients, and unique entities such as sovereign wealth funds and municipal governments. The firm employs systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, supported by thorough due diligence and ongoing monitoring of third-party managers.

Hope Robinson is a CFP® at Penn Davis McFarland Inc. in Dallas, TX, with four years of industry experience. Prior to joining her current firm, she worked at RGT Wealth Advisors for three years and EY for two years. Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans, offering separately managed accounts and financial planning. The firm applies a fundamental, long-term investment approach focused on publicly traded equities, bonds, and cash equivalents, with portfolios typically concentrated and supplemented by occasional use of alternative instruments.

Elias Dragon is a CFP® and ChFC® credentialed advisor with 23 years of industry experience. He is currently with Main Street Retirement Planning, LLC, where he has worked since 2022. Prior to this, he was associated with MMWKM Advisors, LLC and Retirement Planners of America from 2011 to 2022, and he has maintained Dragon Financial Group since 2001. Dragon is also a licensed insurance agent. Main Street Retirement Planning, LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, and institutional investors. The firm employs a tactical, trend-based investment approach using technical analysis and primarily manages client assets through SEI mutual funds, money market funds, and sweep accounts.

Emily Lopez is a CFP® professional with three years of industry experience. She works at Mills Wealth Advisors, LLC and previously held roles at Cain Watters & Associates and KPMG. In addition to her financial advisory work, Lopez is a Certified Public Accountant. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining broadly diversified, low-cost core holdings with selective satellite positions and emphasizes tax-aware trading and ongoing portfolio monitoring.

Lane Moore is a financial advisor at Sanders Morris LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanders Morris Harris since 2016, following a prior role at J.P. Morgan Securities. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement, utilizing both discretionary and non-discretionary strategies across a range of asset classes.

William Moore is a CFP® professional at Versant Capital Management, Inc. in Dallas, TX, with one year of industry experience. Prior to joining Versant, he held positions at Tolleson Wealth Management, Simmons Bank, and several other firms. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and family office services. The firm builds diversified portfolios tailored to client-specific investment policies and incorporates a range of investment vehicles, including third-party mutual funds and alternative investments.

Stephen Ropes is a financial advisor at Keener Financial Planning with one year of industry experience. He holds a Series 65 designation and previously worked in various roles including at the University of North Texas and North Central Texas College. Outside of financial services, he has been involved with Ropes Repairs. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and occasional pension plans. The firm provides modular financial planning and portfolio management through hourly, flat-fee, or ongoing retainer arrangements, focusing on a long-term, largely passive investment approach using low-cost index funds and ETFs combined with selective active management.

Alan Haworth is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Clare Market in 2018, he worked at Oppenheimer & Co. from 2011 to 2018. Outside of his advisory role, he owns a vinyl record store, Declassified Records LLC, and manages the development of a financial data application called Stalking Butler App. Clare Market Investments provides discretionary investment management, financial planning, and sub-advisor oversight for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $556 million in assets across about 206 client relationships.

Debra Keitzer Outlaw is a CFP® with 29 years of industry experience. She has worked at Perryman Financial Advisory, Inc. since 2000 and Perryman Securities, Inc. since 2002. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser managing over $1 billion for approximately 510 clients with a team of eight advisors. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans, using both fundamental and technical analysis to build diversified portfolios.

Griffin Eberly is a financial advisor at Mills Wealth Advisors, LLC in Southlake, TX, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Mills Wealth Advisors, he worked at Mary Ellens Tux Shop, Marshalls, and Christ Episcopal School. Mills Wealth Advisors provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified mutual funds and ETFs with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client goals.

Jamie Alworden is a financial advisor at M Financial Asset Management, Inc. with 11 years of industry experience. He holds Series 65, Series 63, and Series 66 designations and has worked with firms including Charles Schwab, TD Ameritrade, and Geneos Wealth Management. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm emphasizes diversified, risk-based asset allocation using mutual funds, ETFs, selected individual securities, and third-party managers, supported by regular rebalancing and ongoing model monitoring.

Jeremy Knight is a financial advisor at Leo Wealth Americas, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Knight manages a tax and accounting firm, Barklee Financial Group, LLC, and oversees operations at Knight Time Holdings, LLC, a vending machine business. He previously offered veterinary services through Knight Animal Wellness, PLLC. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, while maintaining oversight of third-party managers through multi-stage due diligence.

Brannon Albritton is a financial advisor with Requisite Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 14 years of industry experience. He previously worked at J.P. Morgan Securities from 2011 to 2024 before joining Requisite Capital Management. Requisite Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a blend of fundamental and technical analysis with a generally long-term orientation, offering a broad range of investment options including ETFs, equities, fixed income, options, private equity, and private credit funds.

Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.

Jimmy Curtis is a financial advisor at Leo Wealth Americas, LLC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Curtis previously worked at Macro Wealth Advisors, Inc. and Omega Securities, Inc., and has been affiliated with BFT Financial Group, LLC for over two decades. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services for individuals, trusts, retirement plans, foundations, and institutional clients, including sovereign wealth funds and government entities. The firm uses a combination of systematic and discretionary investment strategies with an emphasis on diversification, tax efficiency, and low-cost ETFs.

Steven Adams is the sole advisor at Adams Asset Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his firm since its founding in 2005. Adams Asset Advisors provides discretionary investment management and supervisory services primarily to very high net worth individuals and institutional clients. The firm utilizes both fundamental and quantitative analysis, including proprietary models, to tailor investment decisions to each client’s objectives.

Chad Mcmillan is a CFP® with 23 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been affiliated with GRB Financial, LLC and Baker Financial Services since 2002 and 2003, respectively. Gerald Baker Financial Group, dba Baker Financial Services, is a five-advisor team managing approximately $833.2 million in assets for about 374 clients. The firm provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, using a long-term, asset-allocation investment approach that incorporates active managers, indexes, ETFs, and fixed-income instruments.

Nancy Phillips is a CFP® with 23 years of experience at Perryman Financial Advisory, Inc. and over 40 years running her own CPA practice, Nancy K. Phillips, PC. She has been associated with Perryman Securities, Inc. since 2004. Outside of financial advising, she operates a sole proprietorship selling bead necklaces and earrings. Perryman Financial Advisory, Inc. is a six-advisor SEC-registered firm managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, combining fundamental and technical analysis with regular portfolio monitoring and rebalancing.