Rebecca Sierp is a financial advisor at WPWealth LLP in Fort Worth, TX, holding the Series 65 designation with 15 years of industry experience. She has been with WPWealth LLP since 2008, totaling 18 years at the firm. WPWealth provides investment advisory and consulting services to individuals and various entities, offering portfolio management and financial planning across multiple asset classes. The firm employs an asset class-based investment approach tailored to clients’ risk tolerance, emphasizing global diversification and fixed-income strategies.

Thomas Payne is a financial advisor at Encompass Advisory Services, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Prosperitas Wealth Management, Infinity Financial Services, and Trinity Fiduciary Partners. In addition to advisory work, Payne serves as Managing Member and Chief Compliance Officer at Prosperitas Wealth Management, LLC and has experience as an independent insurance agent selling life, disability, and long-term care insurance. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation using a variety of portfolio strategies, including discretionary and non-discretionary management, with access to insurance products through licensed agents.

Brandon Russ is a CFP® professional with five years of industry experience. He is currently with WPWealth LLP, where he has worked since 2019. Prior to joining WPWealth, he spent one year at Goldstein Group Financial Advisors and nine years at Purdue University. 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 risk management, and offers services on both discretionary and non-discretionary bases.

Mattison Craig is a CFP® certificant and holds a Series 66 license, with one year of industry experience. He currently serves as an advisor at Dean, Jacobson Financial Services and has prior experience with LPL Financial, the Carson Group, and Texas Tech University’s financial planning programs. Dean, Jacobson Financial Services provides comprehensive financial planning and discretionary asset management to individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm uses strategic asset allocation through model portfolios primarily composed of mutual funds and ETFs, with additional options such as individual stocks and bonds, and integrates tactical overlays for suitable clients.

William Weston is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. He has worked at WPWealth LLP since 2018, following brief tenures at Whitley Penn Financial and ADP-related firms. 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 tailored to clients' risk tolerance, emphasizing global diversification and selective fixed-income positioning.

Kyle Cavin is a financial advisor with Xenith Financial Advisory Services, LLC in Fort Worth, TX. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role since 2021, Cavin has been affiliated with the Scottish Rite Hospital for Children since 2006. Xenith Financial Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm utilizes a combination of fundamental, quantitative, technical, and modern portfolio theory analyses and manages both individual accounts and pooled investment vehicles, including a private fund.

Zachary Van Kirk is a CFP® and holds a Series 65 license, currently serving as a financial advisor at WPWealth LLP with four years of industry experience. His prior experience includes roles at Northwestern Mutual and various positions related to Texas Tech University. WPWealth LLP provides investment advisory and consulting services to a range of clients, including individuals, trusts, corporations, and retirement plans. The firm employs an asset class–based investment approach focused on global diversification and fixed-income risk management, offering services on both discretionary and non-discretionary bases supported by third-party technology platforms.

Han Xue is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC. Prior to joining Origin in 2022, Han worked at Gerloftin Wealth Advisors, Tembion Capital Management, and Ameriprise Financial Services. Han also served in the U.S. Army from 2014 to 2018. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace benefit programs, offering tools such as budgeting, forecasting, and automated index investing. The firm employs a rules-based, tax-aware investment approach grounded in Modern Portfolio Theory and behavioral finance, and uses a fee structure based on subscriptions rather than assets under management.

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.

Chad Holmes is a CFP® with 10 years of industry experience, currently serving as an advisor at WPWealth LLP. He was previously affiliated with Formula Wealth and Whitley Penn Financial. 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 tailored to clients’ risk tolerance, with a focus on global diversification and fixed-income risk management.

Alan Bunn is a CFP® and holds a Series 66 license with six years of industry experience. He is currently associated with BentOak Capital and Garrett Wealth Advisory Group and has previously worked at LPL Financial and Wells Fargo Bank. Bunn serves on several nonprofit and professional boards, including the Lubbock Chamber of Commerce and the Children's Advocacy Center of the South Plains. Garrett Wealth Advisory Group, operating as BentOak Capital, provides financial planning, discretionary portfolio management, and retirement plan consulting for individuals, high-net-worth clients, trusts, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios and sponsors a wrap fee program along with offering educational seminars for retirement plan participants.

Rebecca Gadus is a financial advisor with Xcelsior Advisor Partners LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at Robert W. Baird & Co., UBS Financial Services, and Wells Fargo Clearing. She is also a partner and investment advisor at BV Private Wealth. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes both bespoke and model portfolios, employing third-party technology and risk-assessment tools to support portfolio construction and monitoring.

Michael Cochran is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with BentOak Capital and Garrett Wealth Advisory Group, having previously worked at LPL Financial, Charles Schwab, Schwab Private Client Investment Advisory, Frost Brokerage Services, and Frost Bank. Outside of his advisory role, Cochran is involved in cattle sales and serves on the Texas & Southwestern Cattle Raisers Association Property Rights & Tax Committee. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities with comprehensive financial planning and wealth-management services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and typically manages accounts on a discretionary, wrap-program basis.

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.

Jonathan Dumas is a CFP® professional with 16 years of industry experience, currently serving at Dean, Jacobson Financial Services in Fort Worth, TX. He has been with the firm since 2012 and holds a Series 66 designation. Outside of his advisory role, he is a commissioned notary for the State of Texas and a part-owner of an insurance agency. Dean, Jacobson Financial Services provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset allocation approach using LPL Financial’s platform, offering discretionary asset management, retirement plan consulting, and specialized services such as exit planning and business succession support.

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.

Jack Luna is a financial advisor at WPWealth LLP with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Optimus Capital Advisors, Morgan Stanley, Merrill, Titan Wealth Management, and WFG Investments. Luna is also a licensed insurance agent and spends part of his time offering insurance products. WPWealth provides investment advisory and consulting services to a range of clients including individuals, trusts, and corporations. The firm follows an asset class-based investment approach focused on global diversification and selective fixed-income positioning.

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.

Andrew Hansel is a CFA® charterholder based in Fort Worth, TX, with four years of experience at freeGulliver, LLC. He serves as president of Aegean Property Group, a real estate investment entity, and is a member of the Board of Trustees for Cathedral Montessori School in New Orleans. His prior experience includes nearly two decades at Eclectic Investment Management. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages both discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and acts as sponsor and administrator for multiple private funds.

Jeffrey Schmeltekopf is a financial advisor at Dean, Jacobson Financial Services with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial alongside his role at Dean, Jacobson Financial Services since the late 1980s. Outside of his advisory work, he serves as a notary public. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charities, and corporations by providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and participation in wrap-fee programs. The firm employs a strategic asset allocation approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by tactical overlays and LPL-sponsored platforms for execution.