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.

Kiran Patel is a financial advisor at WESTPARK WEALTH Advisors, Inc. in Arlington, TX, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WESTPARK WEALTH Advisors since 2016. Outside of his advisory role, he is involved in Medicare health insurance sales. WESTPARK WEALTH Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and works closely with clients to establish objectives and risk tolerance, with many portfolios managed on a non-discretionary basis.

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.

Dezann Korbuly is a financial advisor at Providence Capital with 11 years of industry experience. He holds a Series 65 designation and has worked previously at Open Range Investment and Family Business Office, Inc. In addition to his advisory role, Korbuly owns and operates an accounting business serving individuals and small businesses. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, utilizing model portfolios, third-party platforms, and AI-assisted tools to support portfolio management.

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.

Michael Mills is a Certified Financial Planner® with 26 years of industry experience and has been with Mills Wealth Advisors, LLC since 2003. He holds additional designations including Certified Fund Specialist (CFS), Chartered Life Underwriter (CLU), and Certified Exit Planning Advisor (CEPA®). Outside of his advisory role, Mills is involved in real estate investment through ownership interests in several entities unrelated to his firm’s business. Mills Wealth Advisors serves individuals and high-net-worth clients, particularly executives and business owners, offering wealth management, financial and business planning, retirement-plan advisory, and portfolio management services. The firm employs a fiduciary, goal-driven process with evidence-based CORE+ model portfolios and is notable for sponsoring private pooled investment vehicles and using performance-based fee arrangements with certain clients.

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.

Matthew Brown is a CFP® with 12 years of industry experience, currently serving as an advisor at Mills Wealth Advisors, LLC since 2017. Prior to this, he worked at TD Ameritrade for four years. He holds Series 65 and Series 63 licenses. Mills Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, executives, and business owners. The firm employs an evidence-based CORE+ investment framework combining diversified, low-cost core holdings with selective satellite positions, and supports its clients with tax-aware trading, business planning, and retirement-plan advisory services.

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.