Russell Dean Marsh

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.

William Gosch is a CFP® and PFS™ credentialed advisor and principal of Gosch Wealth Advisory in Magnolia, TX. He has over 28 years of experience as a CPA and previously worked with Dalton Education, LLC for five years. His current advisory practice began in 2025. Gosch Wealth Advisory provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm employs a goals-based investment approach that combines passive and active strategies, utilizing mutual funds, ETFs, individual securities, and external managers to align portfolios with clients’ future liabilities. The firm is affiliated with Gosch’s public accounting practice, with reciprocal referrals disclosed to clients.

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 two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Berlin Wealth Group Advisors, he worked at Kpitalia Asset Management, Finamex International, and several other firms in Mexico. Berlin Wealth Group Advisors provides fee-based investment advisory, discretionary portfolio management, and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension plans, and corporate entities. The firm employs a tactical allocation approach using fundamental and technical analysis and offers performance-based fee arrangements for qualified clients.

Matthew Vorst is a financial advisor with Sirius Wealth Management Strategies, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Sirius Wealth Management Strategies since 2008. Sirius Wealth Management Strategies is an independent, solo advisory firm that provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, and business entities. The firm focuses on customized, long-term portfolios primarily composed of low-cost, no-load mutual funds and ETFs, integrates tax and legal advisors into client planning, and offers specialized advice on employee equity compensation and alternative investments for 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.