Charles Hal Kooken Jr.

Ross Ohendalski is an advisor at Miller Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes seven years at Pinnacle Tax Advisors and two years at Texas A&M University. Miller Wealth Advisors provides fee-only investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced approach that integrates fundamental, technical, and cyclical analysis to align asset allocations with client objectives.

Christopher Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Mutual/United of Omaha since 2004. Outside of advisory work, he is involved in insurance services and manages a seasonal hay and cattle farm. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and offer ongoing financial planning and retirement consulting.

Ronald Howard is a financial advisor with Howard Capital Management, Inc. He holds a Series 63 designation and has 23 years of industry experience. He has been with Howard Capital Management since 1999 and also works with The Optimized RIA, Inc. Additionally, he is a partner in V.J. Trading Inc., an investment-related business, and owns AR Investments, LLC, which is non-investment related. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and supports retirement clients with web-based tools and programs.

Bailey Wakefield is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. He previously worked at First National Bank of Huntsville and Brock Construction. Bailey holds a Series 65 designation. Howard Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and supports clients with a range of tools and private wealth services.

Wilson Winn is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 13 years of industry experience, including a tenure at Edward Jones from 2012 to 2025 before joining Prospera in 2025. Outside of his advisory work, he is a partner in a short-term beach-house rental business. Prospera Financial Services, Inc. serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Kourtney Scott is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. She holds the Series 65 designation and previously worked at The Nehemiah Company and Teas State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of mutual funds and ETFs.