Matthew Vorst

David Charlaff is the sole advisor and managing member of Core Capital Management, LLC, an independent firm based in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. In addition to his advisory role, Charlaff manages CorePortfolio, LLC, which publishes an investment-related newsletter that he may recommend to clients. Core Capital Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes portfolios primarily using individual equities and fixed-income securities, employing a proprietary research process and typically operating on a non-discretionary basis.

Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.

Diego Luna Y Parra Diaz is a financial advisor at Berlin Wealth Group Advisors with Series 65 and Series 66 licenses and two years of industry experience. His prior roles include positions at Kpitalia Asset Management, Finamex International, and Casa de Bolsa Finamex. He serves as an investment advisor representative for a Mexico-based asset management firm. Berlin Wealth Group Advisors serves individual investors and retirement plan sponsors with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical allocation approach using a broad range of instruments tailored to client objectives and offers performance-based fee arrangements to qualified clients.

Lorri Jefferson is a financial advisor at Vision Tech Financial Advisors with five years of industry experience. She holds a Series 65 designation and previously worked for 25 years at HP Inc. before founding her independent advisory firm. Vision Tech Financial Advisors serves individual clients with discretionary asset management and financial planning services, managing approximately $27.8 million across 78 client relationships. The firm uses client profiles and a mix of fundamental, technical, and charting analysis to guide investment decisions, employing various strategies including options and derivatives.

Daniel Ure is a financial advisor with Honor Wealth Management, LLC in Tomball, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at multiple firms including Centaurus Financial, USA Financial Securities, and National Planning Corporation. Outside of his advisory role, Ure is a licensed attorney in Texas and works as a laborer on an organic farm. Honor Wealth Management provides discretionary asset and portfolio management services to individual and high-net-worth clients, managing approximately $37.6 million in assets. The firm constructs portfolios based on clients’ goals, time horizons, and risk tolerances, using fundamental, technical, and cyclical investment analysis, and conducts regular reviews and rebalancing.

Eric Bartee is the sole advisor at Bartee Capital Management, LLC in Montgomery, TX, holding a Series 65 designation with nine years of industry experience. He has managed Bartee Capital Management since 2016 and also operates PEB, LLC, a consulting services business unrelated to investment management. Bartee Capital Management provides investment advisory and financial planning services primarily to individual investors, trusts, estates, charitable organizations, and business entities. The firm uses customized investment policy statements and a blend of fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management along with a third-party manager referral program.