Yuan Fang is a financial advisor at Leo Wealth Americas, LLC with Series 65 registration. Fang has seven years of industry experience, having worked at Leo Wealth Americas since 2019 and previously at Cistri and Waters Economics. 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 combination of systematic and discretionary strategies with a focus on diversification, tax efficiency, and low-cost ETF implementation.

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.

Shabana Nathoo is a financial advisor at Navigo Wealth Management, LLC with 16 years of industry experience. She holds the Series 65 and Series 66 credentials and has worked at Navigo Wealth Management since 2017. Ms. Nathoo also serves as a Teaching Assistant at Rice University and has spent time as an expatriate traveling abroad. Navigo Wealth Management serves individual and corporate clients, including high-net-worth individuals, providing portfolio management, financial planning, sub-advisory services, and an automated discretionary portfolio management platform. The firm uses model portfolios, written Investment Policy Statements, and offers both discretionary and non-discretionary account management, incorporating strategies such as options writing and private placements.

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.

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.

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.

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.

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.

Christopher Snow is a financial advisor with Signal Securities, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Signal Securities since 1996. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversification and a consultative process to recommend model portfolios or tailored investment mixes, emphasizing long-term, asset-allocation-driven strategies and periodic rebalancing.

J. Rhodes is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 66 designation and 22 years of industry experience. He has held leadership roles at Rhodes Securities, Inc. and FRIE Financial Group Inc., serving as CEO and president respectively. Outside of advisory work, he is involved as an officer in an internet company, Scruddle, and participates in several financial and trading businesses. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, offering both discretionary and non-discretionary management that incorporates fundamental and technical investment analysis.

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.

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.

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.

John Gesek Jr. is a financial advisor at WPWealth LLP in Fort Worth, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked at Optimus Capital Advisors, LLC since 2008. Gesek is also a licensed independent insurance agent and offers insurance products to advisory clients. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and charitable organizations. The firm employs an asset class–based investment approach focused on global diversification and fixed-income risk management, offering both discretionary and non-discretionary portfolio management.

Russell Jacobson is a CFP® professional with 13 years of industry experience, currently serving at Astoria Strategic Wealth, Inc. since 2022. His prior roles include positions at Charles Schwab & Co., Inc. and TD Ameritrade. Astoria Strategic Wealth provides financial planning and both discretionary and non-discretionary investment management primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy, tailoring portfolio construction to client-specific investment policy statements and offering tiered service levels that include tax-aware planning and estate-document review.