Kimberley Threadgill is a CFP® professional with 10 years of industry experience, currently serving at Meristead Wealth, LLC. Her prior roles include positions at Morgan Stanley and JPMorgan Chase, where she has worked since 2016 and 2019, respectively. Outside of her advisory work, she is a partner in Bull Run LLC, a real estate venture. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, utilizing a combination of top-down macro analysis and fundamental bottom-up research to pursue value-oriented investment strategies. The firm is notable for managing multiple private credit funds and integrating advisory, publishing, and private-fund activities within its operations.

Michael Joseph is a CFA® charterholder with nine years of industry experience. He currently serves at Meristead Wealth, LLC and previously worked at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs an opportunistic, value-oriented investment approach combining macro analysis with fundamental research, and manages private credit funds designed for accredited investors and certain retirement accounts.

Ajoke Esomo is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Mills Wealth Advisors, LLC since 2023 and previously was with Bailey Anne Consulting and ASO Savings & Loans, PLC. Mills Wealth Advisors serves individuals and high-net-worth clients, focusing on executives, business owners, and their families. The firm offers wealth management services including financial planning, business planning, retirement-plan advisory, portfolio management, and consulting, and is notable for sponsoring private pooled investment vehicles and utilizing evidence-based, tax-aware portfolio strategies.

Jonathan Lawton is a CFP® with 20 years of industry experience and is affiliated with OpenAir Financial, LLC, where he has worked since 2019. His prior experience includes roles at GF Investment Services, LLC, and Lake Point Advisory Group. In addition to his advisory duties, he is also licensed as an insurance agent and dedicates part of his time to selling insurance through an affiliated business. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis in its discretionary investment programs and offers services such as ongoing portfolio management, written financial plans, and public workshops at no charge.

Sebastian Carrillo is a financial advisor at GDS Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Moss Adams LLP and GoFundMe.org. He has also been involved with educational institutions such as Baylor University and Saint Francis High School. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research.

David Ortiz is a financial advisor at Meristead Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Stansberry Asset Management, InsuranceHub Leavitt Agency, and Mark Forgas State Farm Agency. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm also manages private credit funds with a value-oriented, opportunistic investment approach that integrates top-down macro analysis and bottom-up research across global equities and credit.

Morgan Webb is a CFP® with 18 years of industry experience, currently serving at Trinity Portfolio Advisors, LLC where he has worked since 2016. He also operates Estrada Webb And Associates, providing tax preparation and business consulting services. Additionally, Webb is a licensed insurance agent offering life, health, and disability insurance solutions. Trinity Portfolio Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes quantifying downside risk and uses a probability-based approach to investing, incorporating fundamental, technical, cyclical, and charting analyses.

Ross Mortensen is a financial advisor with GDS Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Investments and First Command Financial Planning. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual clients and high-net-worth households, managing approximately $1.8 billion in assets through discretionary portfolio management and retirement-rollover guidance. The firm uses model portfolios based on research from Raymond James, with adjustments tailored to client-specific needs.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

Jeffrey Starr is a financial advisor at Meristead Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stansberry Asset Management, NYLIFE Securities LLC, Tarella Financial Group, and Citizens Bank. He is also a commissioned notary public. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm combines macroeconomic and fundamental research in a value-oriented investment approach, managing private credit funds and utilizing strategies including special situations and distressed investments.

Steven Myers is a financial advisor at Keener Financial Planning with four years of industry experience. He holds the Series 65 credential and has worked at Keener Financial Planning since 2021. Prior to his financial advising career, Myers held various positions across multiple industries, including insurance and education. Keener Financial Planning serves individuals, trusts, small businesses, and organizations with modular financial planning and portfolio management, emphasizing a long-term, largely passive investment approach using low-cost index funds and ETFs complemented by selective active funds. The firm operates on a fee-only basis, offering hourly, flat-fee, and retainer engagements, and manages approximately $479 million in SEC-registered assets while advising on about $1.48 billion in total client assets.

Michael Dotti is a financial advisor at Aspen Creek Wealth Management, LLC with three years of industry experience. Prior to his advisory career, he worked for nearly three decades at North Country Family Practice PA. He is also involved in private investment partnerships and serves as a life insurance agent. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of analytical methods and offers access to third-party managers while maintaining responsibility for client portfolios.

Max Tiraboschi is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Before joining GDS Wealth Management in 2025, he worked at Northwestern Mutual Investment Services LLC and held positions in automotive sales and marketing. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, using model portfolios based on Raymond James research that range from balanced to fully equity-focused allocations.

Jason Freeby is a financial advisor at GDS Wealth Management with the designations ChFC® and Series 66. He has one year of experience in the financial industry, having previously served in the United States Marine Corps for 31 years. He is also involved in managing a rental real estate property outside of his advisory role. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors and uses model portfolios supported by research from Raymond James, focusing on asset allocation rather than individual security analysis.

Jace Darrow is a CFP® with four years of experience in the financial industry. He is currently with GDS Wealth Management and serves on the Board of Directors for Ranger Springs, assisting the president and CEO with management decisions. His prior roles include positions at L2 Wealth Management, Mark Lupton, and Yellowstone Club. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets and primarily utilizes model portfolios developed with guidance from Raymond James.

Benjamin Schmuhl is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at Ryan Everet Insurance and Charles Schwab & Co., Inc. Outside of finance, he was involved with Juicy Pig Barbecue for five years. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, using model portfolios supported by research from Raymond James.

Samuel Pokluda is a CFP® credentialed financial advisor with four years of industry experience. He is currently with GDS Wealth Management and previously worked at Merrill Lynch and Fidelity Investments. GDS Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and investment management. The firm employs model portfolios developed with research from Raymond James, focusing primarily on asset allocation across various securities.

Jeffery Butler is a financial advisor with OpenAir Financial, LLC in Southlake, TX, holding a Series 65 credential and six years of industry experience. He has worked at OpenAir Financial since 2021 and previously at Atrium Capital Management. Butler is also the owner and attorney of Butler Law Office, PLLC dba Atrium Legal Group, where he practices law alongside his advisory role. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analysis-based investment approach and offers ongoing portfolio management, written financial plans, and public seminars at no charge.

Anthony Rizzo is a financial advisor with Provision Asset, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked with Provision Asset since 2016 and is also an instructor for the Council of Financial Educators. Outside of his advisory role, Rizzo maintains an active insurance practice as a licensed agent. Provision Asset, LLC is a fee-based financial planning and discretionary investment management firm serving individual and high-net-worth clients, charitable organizations, and investment companies, with a team of six advisors managing a diverse range of portfolios using fundamental, technical, and cyclical analysis.

Andrew Schmuhl is a financial advisor at GDS Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms including SWMG, LLC and Strittmatter Wealth Management. Prior to his advisory career, he was involved with Juicy Pig BBQ and the University of North Texas. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research and employing a range of equity and fixed income allocations.