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.

Joseph Dena is a financial advisor at Signal Securities, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Owings Financial Group. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified model portfolios and a consultative process that incorporates client financial data, time horizon, and risk tolerance.

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.

Roman Marquez is a financial advisor with Leo Wealth Americas, LLC and holds Series 65 and Series 63 designations. He has four years of industry experience, with prior roles at GDS Wealth Management, CETERA Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. 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 a mix of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

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.

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.

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.

Jacob Glasman is a financial advisor at Diesslin Group, Inc. in Fort Worth, TX. He holds a Series 65 credential and has been with the firm since 2025. Prior to joining Diesslin Group, he was not employed in the financial industry. Diesslin Group, Inc. offers comprehensive, fee-only financial planning and discretionary portfolio management to a range of clients including individuals and institutions, managing approximately $696 million in assets. The firm emphasizes long-term investment horizons, diversified asset allocation, and tax-efficient portfolio construction, and is distinctive for sponsoring and managing pooled private funds and alternative investment vehicles.

Jeremy Knight is a financial advisor with Leo Wealth Americas, LLC and holds Series 63 and Series 65 licenses, bringing nine years of industry experience. He has served in various roles including managing director of Knight Time Holdings, a vending machine company, and owner of Barklee Financial Group, a tax and accounting services firm. He also has experience in veterinary services through Knight Animal Wellness, although he is not currently active in that business. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm utilizes a combination of systematic and discretionary investment strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementation.

Bryan Kilpatrick is a financial advisor at First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual and high net worth clients, managing approximately $48.6 million across about 32 accounts. The firm employs a tactical asset allocation strategy tailored to clients’ objectives and risk tolerances, using a broad range of investment instruments.

Jimmy Curtis is a ChFC® professional with over 42 years of industry experience. He is currently with Leo Wealth Americas, LLC, where he has worked since 2025, and has a long tenure at BFT Financial Group, LLC dating back to 2005. Leo Wealth Americas provides portfolio management, financial planning, and retirement-plan consulting services to a diverse client base that includes individuals, trusts, retirement plans, foundations, and institutional clients such as sovereign wealth funds and municipal governments. The firm uses a combination of systematic and discretionary strategies, emphasizing diversification, tax efficiency, and low-cost ETF implementations.

Chad Morris is a financial advisor at Purus Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Purus Wealth Management since 2020, with a break before returning in 2025. Outside of his advisory role, Morris serves as a firefighter with the Fort Worth Fire Department and is co-owner and light technician for The Brigade Brothers, a holiday lighting service. Purus Wealth Management provides investment management, financial planning, and pension consulting services to individuals, high net worth clients, trusts, pension, and corporate clients. The firm employs a broad range of investment strategies tailored to clients’ objectives and risk tolerances and runs a client education program alongside its portfolio management offerings.

Christopher Peters is a financial advisor with WPWealth LLP in Fort Worth, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Before joining WPWealth, he worked at Fidelity Investments and has involvement in the restaurant industry through Shinsei Restaurant. WPWealth LLP provides investment advisory and consulting services to individuals, partnerships, trusts, estates, corporations, charitable organizations, and retirement plans. The firm employs an asset class-based investment approach focusing on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management.

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.

Jacob Ayres is a CFP® and Series 63-registered financial advisor with eight years of industry experience. He is currently with WPWealth LLP in Fort Worth, TX and has prior experience at Northwestern Mutual Wealth Management Company and several other firms. His background also includes a long tenure at the University of Texas at Arlington. 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 focused on global diversification and selective fixed-income positioning, offering both discretionary and non-discretionary portfolio management along with estate-planning referrals.

John Morrison is a financial advisor with Thirteen Twenty-Two Advisors in Fort Worth, TX, holding a Series 65 designation and three years of industry experience. He previously worked at LPL Financial and Trust Land Office and is the owner of The Morrison Firm, a real estate brokerage. He also 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 offers portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm uses a variety of investment strategies, including fundamental and technical analysis and modern portfolio theory, and provides access to LPL Financial–sponsored advisory programs and third-party managers when appropriate.

Aaron Christopherson is a financial advisor at Pinnacle Wealth Advisors with 14 years of industry experience. He holds the CFP® designation and Series 65 license. Christopherson has worked at IMS Capital Management LLC and Security First Advisors, Inc., and currently serves as President of ZJC, Inc., a tax-related pass-through entity associated with his role at Pinnacle Wealth Advisors. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and qualified retirement plans. The firm builds diversified portfolios using a variety of investment vehicles, employs independent third-party managers, and incorporates tax considerations in its strategies.

James Palmer is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated Rhodes Securities since 2002. Palmer also works as an insurance agent representing several companies. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, using both discretionary and non-discretionary approaches with investment analysis that incorporates charting, fundamental, and technical methods.