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.

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.

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.

Richard Jacobs is a financial advisor at The Jacobs Financial Group in Montgomery, Texas, with 17 years of industry experience. He holds a Series 66 designation and has led his independent firm since 2006. Outside of his advisory role, Jacobs is a licensed insurance agent, a part of his broader financial services offering. The Jacobs Financial Group serves primarily individual clients, personal retirement plans, and small businesses, providing financial planning and portfolio management. The firm employs a conservative, low-turnover investment strategy focused on index-based ETFs and general securities, with portfolios constructed around broad market themes and reviewed monthly.

Douglas Neal is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He has been operating Neal Financial Group, L.P. since 2002 and has served with LPL Financial since 2001. Neal also hosts a radio show called The Money MakeOver Team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage service combinations to meet client needs.

Shane Bilski is a Series 65-licensed advisor at Magnolia Wealth with one year of experience at the firm. His prior roles include positions at Four Season Development and First National Bank of Bellville, as well as work at Sam Houston State University. Magnolia Wealth provides investment management and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, Investment Policy Statements, and educational seminars. The firm employs a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, managing accounts with both discretionary and non-discretionary strategies.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 designation and two years of industry experience. He previously worked at Metamorphic Capital and has held various roles across multiple industries. Magnolia Wealth provides investment management and financial planning primarily to individual and high-net-worth clients, offering portfolio management, Investment Policy Statements, and educational seminars. The firm employs a combination of fundamental, quantitative, and technical analysis as well as modern portfolio theory, managing accounts with both discretionary and non-discretionary strategies.

Nathan Powell is a financial advisor at Stability Partners Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Tesla Motors and Siemens Energy. Powell is also an associate partner and licensed insurance agent involved in insurance activities alongside his advisory role. Stability Partners Advisory Group, LLC offers fee-based financial planning and investment management services to individuals and retirement plans, often acting as a co-advisor with third-party managers to implement portfolio strategies and provide fiduciary services.

Frank Cannon is a financial advisor with Artesa Financial Group in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been involved with Artesa Financial Group since 2010 and Artesa Consulting, LLC since 2011. Outside of his advisory role, he serves as Vice President, Secretary, and Treasurer of an advertising and publishing company and is President and Treasurer of a cattle and hay operation. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, utilizing a risk-first allocation process that incorporates Morningstar Office beta scores to tailor portfolios according to client risk tolerance. The firm combines fundamental and technical analysis, conducts regular monitoring, and offers management of held-away accounts through an online platform.

Jason Mills is a Series 65-licensed financial advisor with Fondren Oaks Capital Management in Montgomery, TX, where he has worked since 2019. He has seven years of industry experience and previously spent 13 years at Retirement Horizons Inc. Fondren Oaks Capital Management serves high-net-worth individuals, trustees, and employer retirement-plan sponsors, focusing on tailored asset management and retirement-plan advisory services. The firm employs an active investment approach combining fundamental analysis, Modern Portfolio Theory, and stress-testing, and provides both 3(21) and 3(38) fiduciary options despite its small size.

Steven Ruderman is a CFP®-designated financial advisor with 42 years of industry experience. He is affiliated with Neal Financial Group, L.P. and has been with both Neal Financial Group and LPL Financial since 2009. Outside of his advisory duties, Ruderman sells fixed life insurance and annuities and serves as a FINRA arbitrator. Neal Financial Group, L.P. provides financial planning and pension-consulting services to employee benefit plans, trusts, estates, charitable organizations, and individual clients. The firm emphasizes advisory and consulting work over discretionary portfolio management, using techniques such as Modern Portfolio Theory and discounted cash flow models to support recommendations.

Andrew Huber is a financial advisor at Magnolia Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Teamwork Financial and LPL Financial. In addition to his advisory role, he is a certified accountant and enrolled agent who currently provides tax preparation services without charge. Magnolia Wealth offers investment management and financial planning primarily to individual and high-net-worth clients, incorporating a blend of fundamental, quantitative, and technical analysis alongside modern portfolio theory. The firm provides services such as portfolio management, educational seminars, and annual personal tax return preparation for qualified households, and employs both discretionary and non-discretionary strategies including active trading tools.

Jean Casagrande is a financial advisor with Stability Partners Advisory Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He is also the managing member and insurance agent at Stability Partners, LLC, dedicating approximately half of his time to insurance sales and services. Additionally, he serves as a director for HC MUD 383, an elected taxing agency responsible for local community infrastructure and services. Stability Partners Advisory Group, LLC provides fee-based financial planning and investment management services primarily through third-party money managers, focusing on individuals and retirement plans. The firm commonly acts as a co-advisor and referral agent, integrating insurance activities with its investment advisory services.

James O Neill is a financial advisor at Magnolia Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at intrua Financial and Corda Investment Management. Magnolia Wealth provides investment management and financial planning primarily to individual and high-net-worth clients, offering ongoing portfolio management, Investment Policy Statements, and impersonal educational seminars. The firm employs various analytical approaches and manages accounts using both discretionary and non-discretionary strategies, incorporating more active trading tools than many peers.

Timothy Steenwyk is the principal of Timothy Craig Steenwyk, a firm based in Montgomery, TX. He holds a Series 65 designation and has four years of industry experience, with a professional background including self-employment since 1996. The firm manages approximately $32 million for about 22 clients, primarily individual investors and related accounts. It employs a single, fundamental deep-value equity strategy focused on publicly traded securities, emphasizing low turnover, long holding periods, and alignment of the advisor’s personal investments with client holdings.

Gavin Clarkson is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 19 years of industry experience. His work history includes roles at CSSC Investment Advisory Services, Inc. and Cssc Brokerage Services, Inc. since 2012, as well as longstanding involvement with Clarkson and Sons Inc. Outside of his advisory work, he serves as a lecturer at Rice University and an associate professor at New Mexico State University, and he is president of a consulting firm, Clarkson and Sons, Inc. Trustee Empowerment & Protection, Inc. provides internet-based advisory and referral services mainly to sponsors and trustees of defined contribution retirement plans and individual investors seeking advisers. The firm uses a data-driven evaluation approach through its proprietary decision-assistance technology and offers pension consulting and other advisory services, operating primarily via a platform that facilitates non-discretionary reviews and referrals to approved registered investment advisers.