Phillip W. Saperstein

Henry Netherland is a financial advisor at Faithful Financial LLC in Orange, TX, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones from 2016 to 2019 before founding his current firm in 2019. Faithful Financial LLC provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes biblically responsible investing and employs a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction, maintaining a small client base to deliver personalized wealth management services.

William Monroe III is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cape Investment Advisory, American Global Wealth Management, and J.W. Cole Advisors. Monroe is also a board member of Champion Oaks Ranch, a nonprofit home for at-risk children. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Darwin is a financial advisor at Tucker Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has also been involved with Darwin Select Financial and Merit Advisory Partners since 2018. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and integrates a range of investment strategies, including alternative investments and third-party manager allocations.

Ian James is a financial advisor with Global Assets Advisory, LLC and holds a Series 63 designation. He has 30 years of industry experience with previous roles at firms including Investacorp Advisory Services and Capital Financial Group, where he has maintained ongoing involvement since 2007. Outside of his advisory work, he is a contributing book author and a silent partner in a restaurant and bar business. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of eight advisors and a network of independent representatives.

Shana Burt is a financial advisor with G. A. Repple & Company in Orange, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has operated her own financial services firms since 2005 and has prior experience with Allstate Insurance Company. Burt is active in her community as a board member of the Port Neches Riverfest and the Port Neches Chamber of Commerce, and she serves as a show host and board member for Financial Issues Stewardship Ministries. G. A. Repple & Company provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers multiple management programs, including ETF-focused and Biblically-Responsible Investing models.

Timothy Romero is a financial advisor at IAMS Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with IAMS Wealth Management since 2017. In addition, he is the president and owner of Romero Retirement Strategies, a separate business focusing on life and health insurance and annuities. He also provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, applying an asset-allocation approach across various asset classes.