Quan Luu

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.

Charles Kooken is a financial advisor with OFG Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with OFG Financial Services since 2009. Outside of advisory work, he spends a small portion of his time selling term and universal life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios that typically include no-load mutual funds and a mix of listed securities, managing accounts on a non-discretionary basis.

Christopher Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Mutual/United of Omaha since 2004. Outside of his advisory role, Davis is an insurance agent specializing in various insurance lines and is involved in a seasonal hay and cattle farming operation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of financial planning and managed account programs. The firm utilizes platforms such as Envestnet and Pershing and offers both discretionary and non-discretionary investment solutions, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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. in Huntsville, TX. He holds a Series 66 designation and has 13 years of industry experience, including 13 years at Edward Jones prior to 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. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.