William Joseph Paladino Jr.

Kyle Cronan is a financial advisor at Stirlingshire Investments with 25 years of industry experience. He holds a Series 66 designation and has previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he is involved with 4:19 Custom Rods and Gear, a mission-based outdoor company focused on sales of fishing rods and outdoor gear. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through both direct management and model strategies available on the Advyzon marketplace.

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.

Joel Gooch is the sole advisor at Gemini Estate Plan LLC in Conroe, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with Gemini Sales since 1996 and devotes a significant portion of his time to retirement and tax planning as well as fixed insurance products through his role as a managing general agent. Gemini Estate Plan provides financial planning and investment advisory services primarily to individual clients, offering comprehensive plans covering tax, insurance, retirement, and estate planning. The firm employs a long-term, fundamental investment approach and delegates portfolio management to selected third-party managers, including AssetMark, with regular reviews of managed accounts and financial plans.

Bradley Livingston is a financial advisor at Livingston Wealth Advisory in Conroe, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at OSAIC, Harman Wealth Management, Sagepoint Financial Inc, Wells Fargo Clearing, and Citigroup Global Markets. Livingston Wealth Advisory provides portfolio management and investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm employs a smart-beta approach focused on factor-based and sector ETFs combined with fundamental and technical analysis, and it operates without minimum account sizes or proxy voting on clients’ behalf.

Donnie Carpenter is a CFP® and holds a Series 66 license with 12 years of industry experience. He is the principal advisor at First Move Financial, LLC, an independent firm based in The Woodlands, TX. His prior work includes roles at HFG Wealth Management, LLC and Back Office Solutions. He also has a teaching role at Texas A&M University. First Move Financial serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, covering areas such as retirement, tax, estate, college funding, and business-owner planning. The firm combines passive portfolio construction with selective fundamental analysis and offers bespoke advisory pricing alongside various planning engagement options.