John Vann Jr. is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated Rhodes Securities since 2002. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection using a combination of discretionary and non-discretionary strategies, and employs charting, fundamental, and technical analysis in its investment approach.

Cody Mason is a CFP® with 19 years of industry experience. He is currently with Worth Asset Management and has previously worked at Fidelity Investments in various roles from 2006 to 2025. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering tailored portfolios through a combination of security analysis methods and utilization of outside managers and sub-advisors. The firm also delivers financial planning, cash management, distribution planning, and insurance-related advice.

Jared Skinner is a financial advisor at Meristead Wealth, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Stansberry Asset Management, BancWest Investment Services, Bank of the West, Merrill, Bank of America, and Northwestern Mutual. Meristead Wealth 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 focused on accredited investors and employs a value-oriented approach combining top-down macro analysis with fundamental bottom-up research.

Carolyn Lingle is a ChFC® credentialed advisor with Brownlee Wealth Management in Fort Worth, TX, bringing two years of industry experience. Prior to joining Brownlee Wealth Management, she worked for seven years at Navy Mutual Aid Association. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, particularly employees of large energy companies. The firm employs a passive, buy-and-hold investment strategy guided by Modern Portfolio Theory and uses tax-aware techniques, offering both ongoing financial planning and referrals to third-party managers.

Virginia Baker is a CFP® professional with 10 years of experience in financial advising, currently with Beaird Harris Wealth Management, LLC since 2015. She serves on the OneFPA Advisory Council Executive Committee, focusing on financial planning advocacy. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a diversified, Modern Portfolio Theory-based approach, utilizing low-cost mutual funds and ETFs, and offers expanded access to alternative investments.

Douglas White is a CFP® with 25 years of industry experience, currently serving as an advisor at Guidestone Advisors since 2009. He has been affiliated with Guidestone Financial Resources since 2001. 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 manages approximately $1.59 billion in discretionary assets and typically implements client strategies through model portfolios and discretionary management, applying a faith-based investing policy.

Kelly Francis is a financial advisor at Thirteen Twenty-Two Advisors with 20 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Thirteen Twenty-Two Advisors, she worked at LPL Financial for over a decade. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses a variety of investment methods, including fundamental and technical analysis and modern portfolio theory, and may utilize active strategies such as options and margin trading.

Heather Bridges is a financial advisor at Thirteen Twenty-Two Advisors with nine years of industry experience. She holds a Series 66 designation and has been associated with Thirteen Twenty-Two Advisors in various capacities since 2012. In addition to her advisory role, she operates the H.R. Bridges Agency, an insurance agency. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with modern portfolio theory to manage accounts, and offers access to multiple advisory programs through LPL Financial.

James Gonzales II is a CFP®-certified financial advisor with eight years of industry experience. He currently works at WPWealth LLP and previously held roles at Optimus Capital Advisors, Charles Schwab & Co., Inc., US Trust, and Heartland IT Consulting. WPWealth LLP provides investment advisory and consulting services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations, managing approximately $1.17 billion in client assets. The firm employs an asset-class based allocation strategy tailored to clients’ objectives and risk tolerance, offering ongoing monitoring, periodic reviews, and access to a client portal.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Castleview Partners, LLC and ORG Partners, LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, Unified Management Account (UMA) programs, and third-party platforms. The firm focuses on constructing model portfolios using a combination of charting, fundamental, quantitative, and technical analysis, primarily advising on mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities.

Jacob King is a CFP® professional with 17 years of experience at Beaird Harris Wealth Management, where he has worked since 2004. He is based in Dallas, TX. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, primarily using low-cost mutual funds and ETFs, with recent expansions into alternative investments and tax-managed strategies.

Annette Hamil is a financial advisor with Trinity Portfolio Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Trinity Portfolio Advisors since 2010. Outside of her advisory role, she is also licensed as an insurance agent, involved in the sales and service of life, fixed annuities, and health insurance. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services, utilizing a risk-focused, probability-based investment approach that combines fundamental and technical analyses along with proprietary model portfolios.

Alisha Reilly is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She currently works with ORG Wealth Partners and ORG Partners LLC and has previously held roles at Lane Gorman Trubitt, LGT Financial Advisors, and other firms. In addition to her advisory work, she provides pro bono financial planning services through Financial Planner for 3rd Decade in Tucson, Arizona. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities. The firm offers financial planning, investment management, retirement plan consulting, and related services, employing both in-house and third-party strategies tailored through documented investment policy statements.

Jackson Suss is a financial advisor at WPWealth LLP in Fort Worth, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at First Financial Bank and LAM Technology, as well as an eight-year tenure at Abilene Christian University. WPWealth LLP provides investment advisory and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset-class based investment approach with tailored allocations, emphasizing global diversification and fixed-income risk management, and supports approximately $1.03 billion in assets under management.

Steven Lugar is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Beaird Harris Wealth Management, LLC since 2000. He holds Series 63 and Series 65 licenses and is based in Dallas, TX. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension and participant-directed retirement plans, and business entities. The firm applies Modern Portfolio Theory with diversified asset-class exposure mainly through low-cost mutual funds and ETFs, and offers discretionary portfolio management along with financial planning and retirement-plan consulting.

Gabriel Neuenschwander is a financial advisor with Murphy & Sylvest in Dallas, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. He has worked at Sylvest Advisors, J.P. Morgan Securities, Equitable Advisors, and Paramount Residential Mortgage Group. Murphy & Sylvest provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined, long-term investment process combining strategic asset allocation with fundamental and quantitative analysis.

Craig Rogers is a financial advisor at Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 23 years of industry experience. He has been associated with Rogers Capital Management, Inc. since 1995. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with a focus on small-capitalization and high book-to-market equities, and serves unique client types including banking and thrift institutions.

Elizabeth Sullivan is a financial advisor at Murphy & Sylvest with CFP®, Series 66, and Series 65 credentials and five years of industry experience. She previously worked at Ameriprise and Enterprise Holdings. Sullivan serves as President of the nonprofit For the Love of the Lake and is active in the Plano Chamber of Commerce Women's Division. Murphy & Sylvest, a seven-advisor team, provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment process that combines strategic asset allocation with fundamental and quantitative analysis, typically following a long-term, buy-and-hold strategy.

Michael Shisler is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Signal Securities in 2018, he has been Vice President of Operations at LWS Transportation LLC since 2006, where he manages freight brokerage operations. He also provides tax preparation and bookkeeping services at an accounting firm. Signal Securities, Inc. offers fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations, focusing on risk management through diversified, model-based portfolios tailored to client needs.

Buddy Butler is a financial advisor with Signal Securities, Inc. in Keller, TX, holding a Series 63 license and 40 years of industry experience. He has been with Signal Securities since 2006. Outside of his advisory role, he owns a tax preparation business, Butler Investment Group. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach emphasizes risk management through diversification and a consultative process to tailor model portfolios or customized investment mixes.