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 financial advisor at Dean, Jacobson Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Carson Group. His earlier career includes roles in educational programs at Texas Tech University and Mount Vernon and Mount Pleasant High Schools. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charities, and corporations, offering comprehensive financial planning and discretionary asset management primarily through LPL Financial–sponsored platforms. The firm employs strategic asset allocation with multiple model portfolios and provides specialized services such as estate, tax, and exit planning for larger 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.

Rory Robertson is a financial advisor with Navigo Wealth Management, LLC, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Navigo Wealth since 2011. Outside of his advisory role, Robertson serves on the Katy, Texas City Council and works as a temporary substitute teacher for the Katy Independent School District. He also participates in soliciting qualified investors for private offerings through Rex Gold Partners. Navigo Wealth Management advises individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies including derivatives and leverage, and supports clients through both traditional and web-based platforms with ongoing portfolio rebalancing.

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.

Douglas Reifel is a financial advisor at Navigo Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Navigo Wealth Management since 2019. Prior to that, he was employed at BP from 2016 to 2018. Outside of his advisory role, Mr. Reifel provides HR consulting focused on compensation and benefits and participates in soliciting qualified investors for private offerings with Rex Gold Partners. Navigo Wealth Management serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a range of investment strategies, including derivatives and leverage, and utilizes both traditional and web-based platforms for portfolio management.

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.

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.

Rebecca Gadus is a financial advisor with Xcelsior Advisor Partners LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Her previous 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 provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory to build customized portfolios, employing third-party technology and risk-assessment tools alongside licensed model portfolios.

Kyle Moore is a CFP® with 10 years of industry experience, currently serving at SmartPath Advisors. His prior roles include positions at Origin Financial, Charles Schwab, Fidelity Investments, and Facet Wealth. In addition to his advisory work, he is involved with Cru Tax, a tax preparation business. SmartPath Advisors offers limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements and high-net-worth clients. The firm emphasizes a passive investment approach and does not manage client assets or charge fees based on assets under management.

Dane Petty is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been an independent insurance agent since 2006. He serves as an elder at Travis Avenue Baptist Church, participating in the church’s vision and financial budget decisions. OverRidge Wealth Advisors serves individual, high-net-worth clients and various entities, offering portfolio management, financial planning, and consulting. The firm employs diverse investment strategies across multiple asset classes and uses tools like eMoney and Orion for account aggregation and reporting.

Ivan Singleton is a financial advisor at Signal Securities, Inc. with 41 years of industry experience. He has been with Signal Securities since 1988. In addition to his advisory role, he is also a sole proprietor involved in fixed insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension plans, charitable organizations, and corporations, focusing on risk management through diversified, model-based portfolios and a consultative investment approach.

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 Series 66-licensed financial advisor with 21 years of industry experience. He is currently affiliated with WPWealth LLP and has worked at Optimus Capital Advisors, LLC for the past 12 years. In addition to his advisory role, he is licensed as an independent insurance agent and spends approximately 10% of his time offering insurance products to clients on a commission basis. 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, offering both discretionary and non-discretionary portfolio management.

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 licenses and previously worked at Lee Johnson Capital Management, LLC for nine years. Overridge Wealth Advisors serves individual and high-net-worth clients, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies across multiple asset classes and provides ongoing portfolio monitoring.