John Hickey is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at GuideStone Financial Resources since 2021 and previously held roles at Stonemark, Inc Premium Finance, Dallas Baptist University, Liberty University, and Collin College. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and high-net-worth clients. The firm employs model portfolios and discretionary management, applying a faith-based investing policy and offering services such as GuideStone Wealth Management and GPS guided planning.

Brian Dusek is a financial advisor with Guidestone Advisors in Dallas, TX, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at GuideStone Financial Resources since 2019 and previously was affiliated with The Village Church from 2014 to 2019. Guidestone Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and other entities, including high-net-worth clients and plan participants. The firm uses model portfolios and discretionary management, applying a faith-based investing policy and offering various packaged programs such as GuideStone Wealth Management and GuideStone Managed Accounts.

David Ortiz is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Stansberry Asset Management, InsuranceHub Leavitt Agency, and Mark Forgas State Farm Agency. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm also manages private credit funds with a value-oriented, opportunistic investment approach that integrates top-down macro analysis and bottom-up research across global equities and credit.

Jordan Riewe is a financial advisor with CFO4Life in Coppell, TX, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining CFO4Life and Ausdal Financial Partners in 2025, he worked at Frost Bank from 2023 to 2025. CFO4Life serves affluent individuals, business executives, retirement plans, corporations, trusts, and other entities with comprehensive financial planning and discretionary investment management. The firm’s approach emphasizes diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments, supported by portfolio monitoring tools and client education programs.

Morgan Webb is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC where he has worked since 2016. He also operates Estrada Webb And Associates, providing tax preparation and business consulting services. Additionally, Webb is a licensed insurance agent offering life, health, and disability insurance solutions. 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 quantifying downside risk and uses a probability-based approach to investing, incorporating fundamental, technical, cyclical, and charting analyses.

Kevin Varrichio is a financial advisor at Rhodes Investment Advisors, Inc. with 12 years of industry experience. He has been with Rhodes Securities, Inc. since 2016. Outside of his advisory role, he is a member of Fetch Capital LLC, a company that trades options. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing a mix of discretionary and non-discretionary strategies that incorporate fundamental, technical, and charting analysis.

Brian Keller is a CFA® charterholder with 12 years of industry experience. He is currently with SWMG, LLC, where he has worked since 2026. His prior experience includes roles at Victor Strategies, LLC and Edward Jones, spanning a combined 18 years before joining SWMG. SWMG serves individual clients, high-net-worth households, trusts, estates, retirement accounts, and business entities with comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, offers quarterly portfolio reviews, and incorporates technology such as video conferencing and transcription tools in client interactions.

Susan Bryant is a Series 65-licensed financial advisor at Arrowroot Family Office, LLC with one year of industry experience. She previously worked at The MB Group, LLC for 17 years and currently serves as CEO of Unboxed Advisors, LLC, a firm providing accounting, tax, and business advisory services. Arrowroot Family Office offers wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm emphasizes customized asset-allocation strategies supported by advanced analytics and manages both discretionary portfolios and private funds.

Ross Mortensen is a financial advisor with GDS Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Investments and First Command Financial Planning. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual clients and high-net-worth households, managing approximately $1.8 billion in assets through discretionary portfolio management and retirement-rollover guidance. The firm uses model portfolios based on research from Raymond James, with adjustments tailored to client-specific needs.

Kelly Snider is a financial advisor at Beaird Harris with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Beaird Harris since 2021, following previous roles at Fidelity Investments from 2016 to 2021. Beaird Harris Wealth Management, LLC is an SEC-registered, fee-only advisory firm that manages approximately $2.27 billion across 800 client relationships. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a Modern Portfolio Theory-based approach with diversified, low-cost funds and alternative strategies managed primarily on a discretionary, long-term basis.

Michael Moynihan is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Signal Securities since 2005. Outside of his advisory role, he is involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversified model portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

William Taylor is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at Dean, Jacobson Financial Services since 2014 and has been affiliated with LPL Financial LLC since 2011. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a Strategic Asset Allocation approach through LPL Financial’s platform, supplemented by tactical overlays and offers integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Wesley Mc Millan is a financial advisor at Murphy & Sylvest with one year of industry experience. He holds a Series 65 designation and has previously worked at Pinnacle Elite and Financial Service Transition. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process combining strategic asset allocation with fundamental and quantitative analysis, typically using a long-term, buy-and-hold approach.

Joel Galloway is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Fisher Investments and TD Ameritrade. SWMG serves individual clients, trusts, estates, retirement accounts, and business entities, providing comprehensive financial planning, investment management, tax-overlay services, and estate-document preparation through a third-party platform. The firm utilizes third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and incorporates technology into client interactions.

Logan Cox is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Arete Wealth Advisor LLC and Guardian Life Insurance. Outside of advising, he partners in Eric and Logans Sports Card Adventure LLP, a business focused on buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and sub-advisory services, employing a comprehensive investment approach that includes fundamental, technical, and cyclical analysis.

Kevin Bonn is a financial advisor at Martinsen Wealth Management with over two decades of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Sanford Advisors, Inc. and Benchmark Innovative Solutions. Martinsen Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers financial planning, portfolio management, and estate-planning coordination, employing a range of investment strategies including direct and strategic indexing, options overlays, and tactical allocations.

Robert Maxwell is a financial advisor at Collective Wealth Advisors LLC with 20 years of industry experience. He holds a Series 65 designation and has held roles at several homebuilding companies including D. R. Horton, Toll Brothers, Olivia Clarke Homes, Mattamy Homes, and Lennar. Outside of his advisory work, he is also active as a real estate agent with Toll Brothers. Collective Wealth Advisors LLC offers fee-based investment management and financial planning services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm combines independent account administration, access to multiple sub-advisors, and educational seminars to support client goals and provide plan-level fiduciary services.

Ethan Mayo is a financial advisor at Fluent Financial, LLC in Dallas, TX, holding a Series 65 credential. He has one year of industry experience, including prior roles at Private Client Services and Fidelity Investments. Mayo’s background includes diverse work experience outside finance, such as roles in property management, fitness, and hospitality. Fluent Financial serves individuals, trusts, pension plans, and business entities, managing approximately $330 million on a discretionary basis. The firm offers asset management through wrap-fee accounts and provides financial planning and pension consulting, employing a range of investment strategies guided by fundamental, technical, and cyclical analysis.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

Levi McMellian is a financial advisor at CFO4Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CFO4Life Group, LLC since 2017, Ausdal Financial Partners since 2012, and CFO4LIFE, Inc. from 2007 to 2017. Outside of his advisory role, he owns MGMT4Life, LLC, which provides management and oversight services to CFO4Life, and is involved in several other business activities including insurance sales, tax preparation, business consulting, and fitness center ownership. CFO4Life offers comprehensive financial planning and discretionary investment management services to affluent individuals, business executives, retirement plans, corporations, and other entities. The firm employs diversified asset allocation models across various asset classes and utilizes institutional research and technology tools to tailor portfolios according to each client’s objectives, risk tolerance, and time horizon.