Leonard Hall is a financial advisor at Good Life Private Wealth, LLC in Fort Worth, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Good Life Private Wealth since 2012 and previously worked at Fast Lanes of America from 2001 to 2018. Hall serves as a board member of the Southwest Car Wash Association. Good Life Private Wealth provides fee-based, discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs an active, capital-preservation oriented investment strategy that incorporates fundamental and technical analysis, using tools such as options and derivatives, and offers public speaking and training workshops as part of its service model.

Derek Dansby is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Brazos Wealth Advisors LLC. He has previously worked at Dansby Wealth Management LLC, 360 Wealth Management, and LPL Financial. Outside of his advisory work, he serves on the board of the Boys and Girls Clubs of Wichita Falls and is involved in several family business ventures, including a cattle operation and a cookie business. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, providing wealth management, financial planning, and investment consulting. The firm utilizes both fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios, coordinating with third-party professionals to implement financial planning recommendations.

Kelly Buchfink is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at SWMG, LLC since 2018. Prior to joining SWMG, she worked at First Command Advisory Services and affiliated entities from 2009 to 2017. Outside of her financial advisory work, she is a Mary Kay cosmetics consultant, a role she has maintained since 1999 on a limited basis. SWMG, LLC serves individual clients, including high-net-worth households, as well as trusts, estates, retirement accounts, and business entities, offering comprehensive financial planning, investment management, tax-overlay services, and facilitated estate-document preparation. The firm utilizes third-party model portfolios and unified managed accounts, incorporating technology such as video conferencing and transcription tools to support client interactions.

Matthew Quezergue is a CFP® professional with five years of experience at Aspen Wealth Management, LLC and prior experience at S. Harris Financial Group. He also worked at Texas A&M University from 2018 to 2021. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and manages accounts primarily on a discretionary basis using mutual funds and ETFs.

Christopher Moore is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Rogers Wealth Group, Inc. in Fort Worth, TX, since 1999. Moore is part of a six-advisor team at the firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans, trusts, and charitable organizations. 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 a unique client base that includes banking and thrift institutions.

Andrew Heinz is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been with Lee Johnson Capital Management LLC for over 30 years. Heinz also serves as Vice President and CIO for various insurance providers, focusing on fixed annuities and life insurance. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting services. The firm customizes investment allocations across multiple asset classes and employs both long-term and trading strategies, offering consolidated reporting that can include held-away assets.

Helen Stephens is a CFP® with 17 years of industry experience and leads Aspen Wealth Management, LLC in Fort Worth, TX. She has managed her own advisory group since 2011. Stephens is also a partial owner of a commercial real estate investment entity. Aspen Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering customized financial planning and discretionary asset management through a multi-model portfolio approach. The firm operates its own wrap fee program and integrates technology for planning and reporting while maintaining human oversight of investment decisions.

William Nous is a financial advisor at Pinnacle Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. He previously worked at Merrill and Bank of America, N.A., and has experience supporting his wife's Airbnb property management business on a volunteer basis. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm employs diversified portfolios tailored to clients’ profiles using various investment vehicles and offers financial planning and retirement plan consulting services.

Hayden Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining OverRidge, he worked in various roles including at Uber and Texas Tech University. He is also licensed in insurance and engages in commission-based insurance sales and consulting. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with portfolio management and financial planning. The firm customizes investment allocations across multiple asset types using a range of strategies and offers consolidated reporting that can include held-away assets.

Orlando Molina is a financial advisor at MDX Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bournehill Investment Services, Inc. and CFS Advisors LLC. Molina is also a licensed independent agent for life and health insurance in Texas. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services, employing a fundamental research process to construct individualized portfolios across a range of asset classes.

Daniel Watkins is a financial advisor at Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His career includes roles at LPL Financial, Edward Jones, and other firms. He is also involved with Bridge & Brownback Tax dba Thirteen Twenty-Two Tax Consultants, a tax preparation and bookkeeping services firm. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a variety of investment strategies and typically manages client accounts on a discretionary basis.

Erin Menking is a CFP® professional with eight years of industry experience, currently serving as an advisor at FCA Corp since 2024. Prior to joining FCA, she worked at Marim Wealth Planning, Aspire Planning Associates, and The Rudd Company, LLC. FCA provides portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and investment companies. The firm emphasizes fundamental analysis with customized portfolios managed on either a discretionary or non-discretionary basis, employing mutual funds, ETFs, and select option strategies.

Brian Mueller is a CFP® with 20 years of industry experience, currently serving at Rogers Wealth Group, Inc. since 2017. He previously worked at Mills Wealth Advisors, LLC and has provided financial counseling to military personnel through Zeiders since 2014, dedicating a portion of his time to this activity. Rogers Wealth Group offers wealth management consulting to high-net-worth individuals and institutional clients, utilizing globally diversified portfolios with an emphasis on institutional asset-class mutual funds and ETFs. The firm serves a unique client base including banking institutions and acts as a sub-advisor to collective investment funds.

Orlando Luna is a financial advisor at Discipline Wealth Solutions, Inc. with 14 years of industry experience. He holds a Series 65 designation and previously worked at CPR Financial Group and CPR Investments Inc. Luna is also a substitute teacher in Arlington, Texas. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing tailored investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a range of investment approaches and offers oversight of third-party managers alongside in-house portfolio management.

James Davis is a CFP® with nine years of experience in the financial services industry. He is a managing member and holds a 2% ownership stake at Aspen Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Mills Wealth Advisors, Tolleson Wealth Management, Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and FIDELITY Brokerage Services LLC. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management, constructing customized portfolios from six model allocations and managing accounts primarily on a discretionary basis.

Jacob Squires is a financial advisor at Aspen Wealth Management, LLC in Fort Worth, TX. He holds a Series 65 designation and has been with Aspen Wealth Management since 2025. Prior to joining the firm, he worked at North Texas Marine for nine years. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers financial planning and discretionary asset management through customized portfolios and a wrap fee program that consolidates advisory, execution, custody, and reporting services.

David Eubanks is a CFP® professional with 18 years of industry experience. He is currently affiliated with Xcelsior Advisor Partners LLC and The Leaders Group Inc. Prior to that, he spent ten years at ROBERT W. BAIRD & Co. Eubanks is also the founder and managing partner of BV Private Wealth in Fort Worth, TX. Xcelsior Advisor Partners LLC is an SEC-registered team of approximately 18 advisors managing about $650.7 million for individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporations. The firm employs both fundamental analysis and modern portfolio theory to develop investment strategies, offering discretionary portfolio management, financial planning, and access to alternative investments.

Christopher Manross is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Rogers Wealth Group, Inc., where he has worked since 2014, except for a brief period in 2022 at WP Wealth LLP. The firm provides wealth management consulting to high-net-worth individuals and institutional clients, specializing in globally diversified portfolios using institutional asset-class mutual funds and ETFs. Rogers Wealth Group also serves banking and thrift institutions and acts as a sub-advisor to collective investment funds.

Dale Rogers is the CEO and sole owner of Rogers & Associates-Pension Consultants and a principal at Rogers Wealth Group, Inc., with 29 years of industry experience. He has managed Rogers Capital Management, Inc. since 1995 and performs consulting, recordkeeping, and administrative services for qualified retirement plan sponsors through his pension consulting firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm constructs diversified portfolios using institutional asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities, and serves banking and thrift institution clients, a relatively uncommon focus for similarly sized teams.

Melissa Childs is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation and 11 years of industry experience. She has been with Rogers Wealth Group since 1998, contributing to the firm’s advisory services. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans and charitable organizations. The firm constructs globally diversified portfolios using primarily institutional asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities while avoiding market timing and individual stock selection.