Erick Manuel Miron

Milton Doremus is a financial advisor at FWM Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and CoreCap Investments. Doremus is also a licensed insurance agent involved in the sale of life and related insurance products. FWM Partners provides discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm uses fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers services as both a limited-scope 3(21) fiduciary and a full 3(38) investment manager for qualified retirement plans.

Edith Moreno is a financial advisor at M.C. Byrd Wealth Management, LLC in Bellville, TX, holding a Series 65 designation with seven years of industry experience. She has been with M.C. Byrd Wealth Management since 2016 and previously worked at Rainbow Litho from 2010 to 2016. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party managers, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.

Monte Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Byrd also operates as an independent insurance agent and is involved in estate planning through the M.C. Byrd Company. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party manager solutions, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

Caleb Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with M.C. Byrd Wealth Management since 2016. M.C. Byrd Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm employs model-based portfolios across a range of risk profiles and actively monitors holdings to replace underperforming managers, serving several hundred client accounts with a multi-hundred million dollar asset base.

Jeffery Musgrove is a financial advisor with Simplicity Wealth who holds a Series 65 designation and has 10 years of industry experience. His prior work includes roles at AE Wealth Management, Gradient Advisors, and Bayou City Financial Advisors. Outside of his advisory work, he manages a marketing business through Tactical Marketing and Management Associates, LLC. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and a managed account platform primarily utilizing a fund-of-funds investment approach with ETFs, mutual funds, and individual securities.