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.

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 firms including Waddell & Reed and BFT Financial Group, LLC. Outside of investment advisory, he operates a tax preparation service through Z L Williams Tax and Bookkeeping Services. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to individuals, trusts, retirement plans, foundations, and institutional 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 with CPR Investments Inc. in Arlington, TX, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked at CPR Financial Group LLC and CPR Investments Inc. since 2018, and previously gained experience at Hd Vest Advisory Services and Hd Vest Investment Services. Outside of his advisory role, Burns serves as president of two tax and accounting firms, Transtax Associates and INV Logistics Inc. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm utilizes multi-manager portfolios that combine in-house tactical models with third-party sub-advisors to pursue tactical and absolute-return strategies, emphasizing defensive positioning and ongoing model monitoring and rebalancing.

Todd Williams is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with WPWealth LLP and has held prior roles at firms including Charles R. Green & Associates, Sagepoint Financial, and J.P. Morgan Securities. Williams serves as a member of the Fort Worth Stock Show Syndicate, a nonprofit that raises funds for scholarships for children who show livestock. 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 across various asset classes. The firm employs an asset class–based investment approach aligned with client risk tolerance and emphasizes global diversification and selective fixed-income positioning.

Russell Boaz is a CFP® and Series 63 registered advisor with 18 years of industry experience. He is currently affiliated with CFO4Life Group, LLC and Ausdal Financial Partners, where he has worked since 2013. In addition to his advisory roles, he provides tax planning services through a separate business. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities by offering comprehensive financial planning, discretionary investment management, retirement plan advisory, corporate financial wellness programs, and cash-management solutions. The firm’s investment approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, managing most accounts on a discretionary basis with ongoing portfolio monitoring and periodic reviews.

Daniel Korth is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes roles at Prosperity Financial Group, World Equity Group, and Questar Asset Management. Outside of advising, he is involved in offering cost reduction programs for businesses through Integrity Business Solutions and refers trust services for Summit Trust Company. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management along with financial planning. The firm focuses on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, and also manages a private Bitcoin fund.

Troy Fore III is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Aspen Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at AXA Advisors, LLC and Vision Point Advisory Group. Outside of his advisory work, Fore serves as a volunteer board member for the Coastal Conservation Association. Aspen Wealth Management is an SEC-registered, team-based firm managing approximately $658 million for individual and family clients, including high-net-worth households, as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, using a model-based portfolio construction approach combined with a buy-and-hold strategy and periodic rebalancing.

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 18 years of experience in the financial services industry. He is currently part of the team at Prestige Wealth Management and has held prior roles at firms including Arbor Point Advisors and Securities America. Outside of advisory work, he is licensed as an insurance agent with various carriers. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm uses an asset-allocation approach across multiple investment vehicles and offers services including discretionary investment management, financial planning, retirement plan advisory, and tax preparation coordination through an affiliated entity.

Maurice Whittaker is a financial advisor at Meristead Wealth, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Stansberry Asset Management, E*TRADE Capital Management, LORD, ABBETT DISTRIBUTOR, and Equitable Advisors. Meristead Wealth provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and private credit funds for accredited investors. The firm employs a value-oriented investment approach combining top-down macro analysis with bottom-up research across global equities and credit.

Christian Messemer is a CFP® professional with 12 years of industry experience. He is currently with Discipline Wealth Solutions, Inc., a team-based firm where he has worked since 2026. His prior experience includes roles at Clark Asset Management, Q3 Advisors, and Morgan Stanley, among others. Messemer is also involved with Scholarship Shepherd, a nonprofit organization he has worked with since 2018. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing a range of investment advisory services, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using various investment approaches, and it provides oversight of third-party managers and participant-level education for retirement clients.

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® with 28 years of industry experience, currently serving as a financial advisor at BakerAvenue Asset Management. He was previously with Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services. BakerAvenue is an SEC-registered multi-team wealth manager that serves individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive planning services, employing a range of quantitative and fundamental strategies alongside alternative investments and tax and estate planning support.

James Wood is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Dynamic in Fort Worth, TX, and has worked at firms including Charles Schwab, TD Ameritrade, and Morgan Stanley. Dynamic serves a wide range of clients including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides integrated technology and outsourcing solutions for unaffiliated registered investment advisers.

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 with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Northern Lights Distributors, Sierra Investment Management, and The Preiss Company. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and additional services including tax preparation, accounting, CFO services, and advisory support for affiliated private funds.

Ryan Mc Weeney is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He joined Parallel Advisors in 2022 after working at Fidelity Investments from 2020 to 2022. Prior to his financial services career, Mc Weeney had roles in retail and corporate settings, including at Ward's Berry Farm and State Street Corporation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Robert Barton is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Since 2013, he has been associated with SWS Financial Services. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice and account management, and is notable for its integration with Hilltop affiliates in municipal bond strategies and cash management programs.

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 Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Grimes & Company since 2019 and previously worked at J.P. Morgan Securities and TD Ameritrade. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across a range of securities and investment vehicles.