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 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. Huskey also performs survivor benefit analysis for various insurance companies. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as standalone financial planning and consulting. The firm customizes investment allocations using a range of strategies and offers consolidated reporting that can include held-away assets.

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 25 years of industry experience. Her prior firms include Robert W. Baird & Co., where she worked for 10 years, and The Leaders Group Inc DBA Simplicity Investments. She is also a partner and investment advisor at BV Private Wealth. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs fundamental analysis and modern portfolio theory in its discretionary portfolio management and financial planning services and maintains a multi-office structure with affiliations to other industry firms.

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 with OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been an independent insurance agent since 2006. Outside of his advisory role, Petty serves as an elder at Travis Avenue Baptist Church, where he contributes to the church’s vision and financial budget. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes investment allocations across multiple asset classes and employs a range of strategies while providing consolidated reporting, including held-away assets.

Ray Pinson is a CFP® with 13 years of industry experience, currently serving at Leo Wealth Americas, LLC as part of a team of 10 advisors. His prior experience includes roles at Leo Wealth LLC and BFT Financial Group, LLC. Outside of advising, he provides accounting consulting focused on business accounting and HR-related matters. Leo Wealth Americas offers portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, foundations, and institutional clients. The firm employs a mix of systematic and discretionary investment strategies emphasizing diversification and tax efficiency, while also providing access to alternative funds and third-party money managers.

Jerry Killion is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with First Western Securities since 2010 and has operated as a self-employed advisor since 1997. In addition to his advisory work, Killion also serves as an independent insurance agent for Employee Benefits Associates. First Western Securities, Inc. provides fee-based investment advisory services primarily to individual clients, including high net worth individuals, managing approximately $48.6 million in client assets. The firm employs a tactical asset allocation strategy with a customizable approach to portfolio management and offers services on a discretionary or non-discretionary basis.

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 with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lee Johnson Capital Management, LLC. He has been with OverRidge Wealth Advisors since 2019. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes allocations across various asset classes and employs a range of investment strategies while providing consolidated reporting that may include held-away assets.

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.

David Thurber is a financial advisor with SWMG, LLC in Fort Worth, TX, holding a Series 65 credential and one year of industry experience. Prior to joining SWMG, he worked in mortgage lending with firms including Cross Country Mortgage and Encompass Lending Group. Thurber is also a Senior Loan Officer at Cross Country Mortgage, focusing on mortgage origination. SWMG serves individual clients, trusts, estates, retirement accounts, and businesses with financial planning, investment management, tax-overlay services, and estate-document facilitation using third-party platforms. The firm employs third-party model portfolios and unified managed accounts, conducts regular portfolio reviews, and integrates technology to support client interactions and account management.

Bryan Mcclune is a financial advisor at WPWealth LLP with 19 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining WPWealth in 2026, he worked for 20 years at Dimensional Fund Advisors LP. WPWealth 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 risk management, offering both discretionary and non-discretionary portfolio management and financial planning.

Randall Hall is a financial advisor with Xenith Financial Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. He has served as a part-time worship pastor at First Baptist Church Duncanville since 2019, where his duties include leading the choir and organizing worship services. Xenith Financial Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's objectives.