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.

John Morrison is a financial advisor at Thirteen Twenty-Two Advisors with three years of industry experience. He holds a Series 65 designation and has worked at LPL Financial LLC and the Trust Land Office. Outside of his advisory role, he owns The Morrison Firm, a real estate brokerage, and has ownership interests in several entities, including J2 Asset Management and Confluence Exchange LLC, and serves as a trustee of a family trust. Thirteen Twenty-Two Advisors provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental and technical analysis and modern portfolio theory, and offers access to LPL Financial-sponsored advisory programs and third-party managers.

David Wilkins is a financial advisor with Gerald Baker Financial Group, L.L.C. dba Baker Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Baker Financial Group since 2005 and is also associated with GRB Financial, LLC. In addition to his advisory role, Wilkins specializes in life, health, disability, and long-term care insurance. Gerald Baker Financial Group serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $833.2 million in discretionary assets. The firm focuses on capital preservation and employs a long-term, asset-allocation investment strategy utilizing active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Vernon Bell is a financial advisor with American Elite Advisory holding Series 65 and Series 66 licenses and 15 years of industry experience. He has worked at Texas Elite Advisory, LLC since 2015 and concurrently provides business consulting, planning, strategy, and life and health insurance services through Vast Data Services, Inc. American Elite Advisory is a team-based firm that provides discretionary investment management and account supervision primarily for individual and high-net-worth clients. The firm combines fundamental value equity selection with active technical and quantitative strategies, managing approximately $20.1 million in discretionary assets across about 73 client relationships.

Thomas Marshburn Jr. is a financial advisor with Capital Markets IQ, LLC in Arlington, TX. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Marshburn has been with Capital Markets IQ since 2016. Outside of advisory work, he owns Red Rock Mortgage Management LLC, which manages his personal mortgage-backed securities. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including individual investors, small businesses, and pension plans. The firm employs a multi-branch operating model with centralized supervision and offers a broad range of portfolio management, financial planning, and consulting services across various asset classes.

Joshua Strittmatter is a financial advisor at SWMG, LLC in Fort Worth, TX, with 23 years of industry experience. He holds the CFP® and Series 66 designations and has worked at SWMG since 2012, following prior roles at LPL Financial and Ameriprise. Outside of advising, he teaches continuing education courses at local colleges and owns small retail businesses focused on chemical-free and supplement products. SWMG provides financial planning and investment management services to individuals, trusts, estates, and business entities. The firm offers comprehensive and modular financial planning, utilizing third-party model portfolios and unified managed accounts, and conducts regular portfolio reviews while incorporating technology for client communication and compliance.

Cliff Mead is a CFP® professional with 26 years of industry experience, currently serving at Gerald Baker Financial Group, L.L.C. dba Baker Financial Services in Arlington, TX. He has been with the firm and its affiliate GRB Financial, LLC since 2003. Gerald Baker Financial Group is a five-advisor team managing approximately $833 million in assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on capital preservation through a long-term, asset-allocation strategy that incorporates active managers, broad market indexes, ETFs, individual securities, and fixed-income instruments.

Candace Scholz is a CFP® professional with nine years of industry experience, currently serving as a managing member at Aspen Wealth Management, LLC in Fort Worth, TX. She has been with Aspen Wealth Management since 2015. Outside of her advisory role, Scholz holds a compensated position as a city council member in Glen Rose, Texas. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individuals, families, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, utilizing a buy-and-hold investment approach with model portfolio allocations tailored to client risk profiles.

Matthew Rabinowitz is a financial advisor at Capital Markets IQ, LLC with one year of industry experience. He holds a Series 65 designation and has a background spanning 20 years as a self-employed professional. Outside of his advisory role, he is the owner and managing director of several oil and gas companies and management services firms. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals, small businesses, and pension plans. The firm offers a range of portfolio management and financial planning services, employing a multi-branch operating model with centralized supervision and collaboration with external professionals.

Gerald Baker is a Chartered Financial Consultant (ChFC®) with 56 years of industry experience. He is president and a stockholder of Gerald Baker Financial Group, L.L.C., dba Baker Financial Services, and has been associated with GRB Financial, LLC since 2003. In addition to his advisory role, he serves as trustee and advisor to numerous client trusts and holds the Chartered Life Underwriter designation. Gerald Baker Financial Group is a five-advisor team that provides portfolio management, financial planning, and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $833 million in assets, employing a long-term, asset-allocation approach that combines active managers, indexes, ETFs, individual securities, and fixed-income instruments.

Nathan Davis is a CFP® and CFA® with 12 years of experience in the financial industry. He is a managing member of Aspen Wealth Management, LLC, where he has worked since 2016. Davis serves on the boards of trustees for the Virginia Tech Alumni Association in Dallas/Fort Worth as Treasurer and for The Women's Center of Tarrant County. Aspen Wealth Management is a team-based SEC-registered advisory firm managing approximately $658 million for individual and family clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs a model-based, customized portfolio construction approach and offers comprehensive financial planning and discretionary asset management through its Wealth Management Program.

Ronnie Huskey is an advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lee Johnson Capital Management, Triad Advisors, and Waddell & Reed. He also performs survivor benefit analyses through various insurance companies. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages diversified portfolios using multiple analysis methods and may recommend private investments and structured products for qualified clients.

Kenneth Wiseman II is a financial advisor at Intercarolina Financial Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Birchwood Securities Corporation and Capital Markets IQ LLC. He is also chief technical officer and analyst for Entrepreneur's Investment Office Limited, a financial services company based in Dubai. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients and qualified retirement plans. The firm develops individualized investment policies using fundamental, technical, and cyclical analysis and manages accounts on both discretionary and non-discretionary bases.

Dane Petty is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. for 14 years. He is also an independent insurance agent and has been involved with Lee Johnson Capital Management since 2000. Outside of his advisory work, Petty serves as an elder at Travis Avenue Baptist Church, where he contributes to the church’s vision and financial budgeting. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary investment advisory services as well as financial planning and consulting. The firm uses a combination of charting, fundamental, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, and may include private and structured investments for qualified clients.

David Stull is a CFP® professional with 19 years of industry experience, currently serving at Storehouse Financial LLC since 2006. He is also the owner, president, and director of Granbury Anesthesia, P.C., a medical office outside the investment industry. Storehouse Financial LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, using a mix of fundamental, technical, and cyclical analysis to guide portfolio management. The firm supports a large client base with a standardized, platform-driven model and offers performance-based fee arrangements for qualified clients.

Robert Knapp is a financial advisor at Overridge Wealth Advisors in Fort Worth, TX, with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lee Johnson Capital Management, LLC for nine years before joining Overridge Wealth Advisors in 2019. Overridge Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm manages diversified portfolios using charting, fundamental and technical analysis, and may include private investments and structured products for qualified clients.

David Thurber is a Series 65-licensed advisor at SWMG, LLC with one year of industry experience. He has worked at Strittmatter Wealth Management Group since 2025 and maintains a concurrent role as a Senior Loan Officer at Cross Country Mortgage. SWMG provides financial planning and investment management services to individuals, trusts, estates, and business entities. The firm employs third-party asset managers in unified managed accounts, offers both discretionary and non-discretionary portfolio arrangements, and conducts regular portfolio reviews.

Kevin Moss is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Optivise since 2019 and has concurrent roles at PanthRex Asset Management and his own entities, Moss Agency and Mossom, spanning over two decades. Outside of advisory work, he dedicates a significant portion of his time to selling fixed insurance products, including life, health, annuity, and disability income insurance. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans, combining in-house management with third-party sub-advisors and compliance consulting for other advisers.

Brian Keller is a CFA® charterholder with 12 years of experience in the financial industry. He is currently with SWMG, LLC, where he has worked since 2026. Prior to joining SWMG, he was with Victor Strategies, LLC for five years and Edward Jones for thirteen years. SWMG provides financial planning and investment management services to individuals, including high-net-worth clients, trusts, estates, and business entities. The firm employs third-party model portfolios and unified managed accounts, offering both discretionary and non-discretionary investment arrangements.

Maureen Maidlow is a financial advisor with Overridge Wealth Advisors in Fort Worth, TX, holding a Series 65 credential and possessing 10 years of industry experience. She has been with Lee Johnson Capital Management since 2015. Maidlow also reviews insurance needs for clients and prospects as part of her other business activities. Overridge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment advisory services, as well as standalone financial planning and consulting. The firm manages diversified portfolios and employs a mix of charting, fundamental and technical analysis, tailoring allocations to client objectives.