Zachary Butler is a financial advisor at Signal Securities, Inc. in Keller, TX, holding Series 65 and Series 63 licenses with 20 years of industry experience. He has been with Signal Securities since 2007. Outside of his advisory role, he owns Butler Investment Group, which offers insurance products to clients. Signal Securities provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative approach, delivering advice primarily on a non-discretionary basis across various portfolio and financial planning programs.

Robert Casey is a financial advisor at GDS Wealth Management with 16 years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and Raymond James Financial Services. Outside of his advisory role, he is the owner and proprietor of Kids Castle Playcare in Spring, Texas. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios based on Raymond James research, managing approximately $1.28 billion in assets.

Landon Freeman is a financial advisor with Thirteen Twenty-Two Advisors, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services and AIG. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis alongside modern portfolio theory and offers access to multiple LPL Financial–sponsored advisory programs and third-party investment managers.

Craig Wade is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with Rhodes Investment Advisors since 1997 and associated with Rhodes Securities, Inc. since 1988. Outside of advisory services, he is also a registered insurance agent. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, employing both discretionary and non-discretionary approaches using fundamental, technical, and charting analysis methods.

Thye Soon Foo is a financial advisor at Leo Wealth Americas, LLC, holding a Series 65 designation. He has experience working at Leo Wealth Americas since 2026 and previously worked at Leo Wealth, LLC and Jachin Capital PTE, Ltd. from 2015 to 2022. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative and model portfolios for individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation, and serves a variety of clients including sovereign wealth funds and municipal governments.

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 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at CPR Financial Group LLC and CPR Investments Inc. since 2018, with prior experience at Hd Vest Advisory Services 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 utilizes multi-manager portfolios combining in-house tactical models with third-party advisors, emphasizing defensive positioning and ongoing portfolio monitoring.

Todd Williams is a CFP® professional at WPWealth LLP with 14 years of industry experience. He has worked at several firms including Charles R. Green & Associates, Sagepoint Financial, and PNC. Outside of his advisory role, he is a member of the Fort Worth Stock Show Syndicate, a nonprofit that raises funds for scholarships for youth showing livestock. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, and charitable organizations, using an asset class–based approach focused on global diversification and risk management. The firm offers both discretionary and non-discretionary portfolio management and utilizes third-party technology platforms for estate planning and IRA services.

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 with Meristead Wealth, LLC, holding Series 63, Series 65, and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Stansberry Asset Management, E*TRADE Capital Management LLC, LORD, ABBETT DISTRIBUTOR, LLC, and Equitable Advisors. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm employs a value-oriented investment approach combining macro analysis and fundamental research, managing private credit funds focused on special situations, distressed investments, and income-oriented strategies.

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.

Tarrance Anderson is a financial advisor with Ally Invest Advisors in Lewisville, TX. He holds a Series 66 license and has been with Ally Invest Advisors and Ally Invest Securities since 2026. His prior experience includes roles at Allstate, Equitable Advisors, and Truist Bank, among others. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personalized financial advice delivered via a third-party platform.

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.