Patrick Combs is a financial advisor with Combs Capital Partners in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include leadership positions at Archetype Wealth Partners and ongoing consulting work as Senior VP at Teamalytics, focusing on leadership coaching for business executives. He is also involved in managing alternative investment vehicles and serves as managing director for hedge fund and private equity firms with focuses on blockchain and small to mid-sized company investments. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, trusts, and estates, offering active asset management, tailored portfolio construction, financial planning, and pension consulting. The firm employs a long-term investment approach utilizing fundamental, technical, and cyclical analysis, primarily implementing strategies through mutual funds and ETFs within discretionary model portfolios.

Scott Miller is a financial advisor at Linch Financial, LLC in Plano, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Linch Financial since 2018. Prior to his current role, he worked at Integrity Publishing Solutions and RightNow Ministries. Linch Financial provides discretionary and non-discretionary portfolio management and limited financial planning to individuals and business entities, including high-net-worth clients. The firm employs a range of strategies, including options and short sales, to manage customized portfolios.

Brad Little is a CFP® with 16 years of experience in financial advising. He is currently affiliated with TL Private Wealth and has previously worked at HPC Wealth Advisors L.L.C., USAA Financial Planning Services, and Cetera Wealth Services, LLC. He is also a licensed insurance agent. TL Private Wealth provides investment supervisory services and financial planning to individuals and high-net-worth clients, focusing on strategic asset allocation with periodic rebalancing and integrating tax and retirement considerations into its advisory services. The firm manages accounts on a discretionary basis and uses Fidelity Institutional as its exclusive custodian.

Cory Procter is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Pro Capital Wealth Management. His career includes roles at OSAIC and Woodbury Financial, and he maintains activities outside finance as a public speaker and coach focusing on leadership and teamwork, as well as board memberships for nonprofits supporting fatherless children and children’s ministry and athletics. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, and various entities. The firm typically manages discretionary client accounts using model portfolios and a combination of tactical and strategic asset allocation, while pension consulting services are provided on a non-discretionary basis.

Yuan Fang is a financial advisor at Leo Wealth Americas, LLC with a Series 65 designation and seven years of industry experience. Prior to joining Leo Wealth Americas in 2019, Yuan worked at Cistri for one year and Waters Economics for four years. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds 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 while conducting thorough due diligence of third-party managers.

Shabana Nathoo is a financial advisor with Navigo Wealth Management, LLC, holding Series 66 and Series 65 credentials and bringing 16 years of industry experience. Her work history includes roles at Wells Fargo Investments, Ameriprise, and a period as a traveling expatriate. She also serves as a teaching assistant at Rice University. Navigo Wealth Management provides advisory services to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm offers portfolio management, financial planning, sub-advisory services, and an automated discretionary portfolio management platform, using written Investment Policy Statements and model portfolios to structure client relationships.

Chase Cawyer is a financial advisor with Navigo Wealth Management, LLC, holding a Series 65 credential and 12 years of industry experience. He has been with Navigo Wealth Management since 2014 and concurrently works as a practicing physician completing his OB/GYN residency. Additionally, Mr. Cawyer participates in a solicitor arrangement with Rex Gold Partners involving private offering solicitations. Navigo Wealth Management provides advisory services primarily to individual and high-net-worth clients, as well as business entities, offering portfolio management, financial planning, and automated discretionary portfolio management. The firm uses written Investment Policy Statements and model portfolios, employing strategies that include derivatives and private placements, and operates from multiple offices.

Jean Keener is a Certified Financial Planner (CFP®) with 17 years of experience, currently serving at Keener Financial Planning since 2008. She holds the Series 65 designation and acts as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on retirement planning through modular financial planning and investment management. The firm employs a long-term, cost-aware investment approach, primarily using low-cost index mutual funds and ETFs, and offers fee-only services via hourly, flat-fee, or retainer arrangements.

Jeffrey Mccain is a financial advisor with Trinity Portfolio Advisors, LLC in Southlake, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and also maintains a role with MassMutual Life Insurance Company since 2006. Outside of advising, Mccain serves on the boards of Teen Life, Inc. and Wise County Christian Counseling, both nonprofit organizations. Trinity Portfolio Advisors operates as a team of eight advisors providing financial planning, consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a risk-aware, probability-based investment approach that integrates multiple analytical techniques and leverages technology and independent managers to implement its strategies.

Dan Klein is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with First Western Securities since 1995. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation approach using a variety of investment instruments and custom-manages accounts to clients’ objectives and risk tolerances.

Landon Mc Bride is a financial advisor with Openair Financial, LLC in Southlake, TX, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at AssetBuilder, Inc., Hedgeserv, Cobra Trading, Inc., TD AMERITRADE, Refinitiv US LLC, and Redi Global Technologies LLC. Openair Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis and includes a range of strategies with ongoing portfolio reviews for suitability, rebalancing, and tax-loss harvesting.

Kenneth Calhoun is a financial advisor at OpenAir Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC, Goldman Sachs Personal Financial Management, United Capital Financial Advisers LLC, and T. Rowe Price Investment Services, Inc. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis with strategies ranging from long-term holdings to short-term trading, offering tailored portfolio management and comprehensive financial plans.

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

Holden Ziels is a CFP® and Series 66-registered advisor at Prestige Wealth Management with four years of industry experience. Prior to joining Prestige Wealth Management, he worked at Goldman Sachs for four years. Outside of his advisory role, he works part time at the Dallas Country Club and provides tax preparation services through an affiliated entity of his firm. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation investment approach and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax services.

Nicholas Netzer is a financial advisor with Leo Wealth Americas, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at New York Life Insurance Co, NYLIFE Securities LLC, Modern Wealth Solutions, Eagle Strategies LLC, and Cross Border Wealth, LLC. Outside of his advisory work, he owns Von Neumann Holdings LLC, a holding company for his business interests. 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 both systematic and discretionary strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation, maintaining thorough due diligence and monitoring of third-party managers.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. 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 to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade from 2013 to 2017. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management, financial planning, business planning, retirement-plan advisory, and portfolio management services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified low-cost core holdings with selective satellite positions, emphasizing tax-aware trading and ongoing monitoring aligned with client objectives.

Roman Marquez is a financial advisor with Leo Wealth Americas, LLC, holding Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at GDS Wealth Management, Cetera Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. Leo Wealth Americas provides portfolio management, financial planning, retirement-plan consulting, and access to alternative funds for individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Jacob Friedland is a Series 65-licensed financial advisor at Leo Wealth Americas, LLC with one year of industry experience. He has previously been associated with Leo Brokerage, LLC and has experience in academic environments, including Santa Clara University and Boston College. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, trusts, foundations, institutional clients, and unique entities such as sovereign wealth funds and municipal governments. The firm employs systematic and discretionary strategies with an emphasis on diversification, tax efficiency, and low-cost ETF implementation, supported by thorough due diligence and ongoing monitoring of third-party managers.