Ray Walker is a financial advisor at Signal Securities, Inc. in Fort Worth, TX, holding a Series 63 designation with 49 years of industry experience. He has been with Signal Securities since 1991. Signal Securities provides fee-based asset management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk management through diversification and a consultative process, offering model-based portfolios and separately managed accounts primarily on a non-discretionary basis.

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.

Jarod Sweetland is a financial advisor with Signal Securities, Inc. in Fort Worth, TX, holding the PFS™ designation and one year of industry experience. His prior work includes roles at Cetera, Avantax Advisory Services, and Ernst & Young. Outside of advisory work, Sweetland is a tennis professional at Rivercrest Country Club, where he conducts lessons and organizes tennis events. He is also involved in private equity investment through his roles at First Serve Capital LLC and Jarsco Investments LLC, and provides CPA and tax services through his own practices. Signal Securities, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and consultative financial planning, offering both non-discretionary and discretionary portfolio management across various account types.

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 CFP® and holds a Series 66 license with 23 years of industry experience. He has been with SWMG, LLC since 2012 and previously worked at LPL Financial and Ameriprise. Outside of his advisory role, Strittmatter is a continuing education instructor at local colleges and owns retail businesses focused on chemical-free products and supplements. SWMG, LLC serves individual clients, trusts, estates, retirement accounts, and business entities with financial planning, investment management, tax-overlay services, and estate-document facilitation. The firm uses third-party asset managers and model portfolios, emphasizes technology integration, and offers tax-aware strategies and educational seminars.

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.

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.

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.

Candace Scholz is a CFP® professional with eight 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 and holds a 14% ownership stake in the firm. Outside of her advisory role, she serves on the Glen Rose, Texas City Council in a compensated position. 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.

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.

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 financial advisor at Aspen Wealth Management, LLC in Fort Worth, TX, holding CFP® and CFA® designations with 11 years of industry experience. He has been with Aspen Wealth Management since 2016 and previously worked at Park Ave Securities. Davis serves on the boards of trustees for the Virginia Tech Alumni Association and The Women's Center of Tarrant County. Aspen Wealth Management serves individual clients, including high-net-worth households, and sponsors advisory relationships with employer-sponsored retirement plans. The firm offers customized portfolio management and financial planning through its Wealth Management Program, managing accounts primarily on a discretionary basis using mutual funds and ETFs, and operates its own wrap fee program.

Ronnie Huskey is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Lee Johnson Capital Management, Triad Advisors, and Waddell & Reed, and has also been involved with various insurance carriers since 2015. OverRidge Wealth Advisors serves individual and high-net-worth clients as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and tactical management of variable annuity sub-accounts, employing a range of investment strategies across multiple asset types.

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.

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.