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.

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.

Richard Wilson is a financial advisor at Community Financial Group, Inc. in Conroe, TX, holding a Series 65 designation with 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. provides customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $92.9 million in assets on a discretionary basis and employs a variety of investment vehicles, integrating third-party managers and sub-advisors while offering retirement-account advice and insurance consulting through a relationship with DPL Financial Partners.

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.

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.

Joshua Steenwyk is a financial advisor at Timothy Craig Steenwyk with three years of industry experience. He holds a Series 65 designation and has worked under the name Joshua Ryan Steenwyk since 2005. Timothy Craig Steenwyk manages approximately $32 million for around 22 clients, primarily serving individual investors and related accounts such as trusts, retirement, and charitable accounts. The firm employs a single deep-value equity strategy focused on publicly traded securities, emphasizing low turnover and long holding periods with discretionary portfolio management.

Ronald Liston is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Cantu Tactical Wealth Management, Inc. since 2016 and previously spent 11 years with the Montgomery Independent School District. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, and consulting. The firm uses a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on ETFs and diversified exposures, and specializes in serving non-high-net-worth individuals and retirement plan clients.

William Paladino Jr. is a financial advisor at Paladino Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and concurrently works as a pilot for United Airlines. Prior to founding Aviator Financial Consulting LLC in 2020, he worked at Kms Financial Services, Inc. from 2013 to 2020. Paladino Wealth provides discretionary portfolio management to individual and high-net-worth clients, employing a multifaceted investment approach that includes fundamental, technical, and quantitative analysis. The firm is notable for its use of derivatives within separately managed accounts and manages approximately $144 million in assets across about 160 client accounts.

Christy Hayes is a financial advisor at Artesa Financial Group with 10 years of industry experience. She holds a Series 65 designation and has been with Artesa Financial Group since 2013. Outside of her advisory role, she is involved with Asset Guardian, LLC, a licensed insurance agency where she works in employee administration. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, advising on retirement plans, 529 plans, and variable life and annuity products. The firm employs a risk-first allocation process using Morningstar Office beta scores to tailor portfolios and combines fundamental and technical analysis with regular account monitoring.

Reid Pierson is a Series 65-licensed advisor with FMSA in Conroe, TX, and has two years of industry experience. He previously worked at World Financial Group, Inc. and has provided accounting and bookkeeping services on a contract basis for a nonprofit Baptist church. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Timothy Lindvall is a CFA® charterholder with four years of industry experience. He has worked at Painted Porch Advisors LLC since 2021 and previously spent eight years at Gideon Asset Management, a Millennium Platform Company. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and emphasizes diversified buy/hold and rebalancing strategies alongside active selection of individual securities and long-term financial planning.

David Denoble is a financial advisor at Stronghold Capital Partners LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Verity Asset Management, Teacher's Pension, DeNoble Financial Services, and Amada Senior Care. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses, primarily operating as a solicitor for third-party managers. The firm manages approximately $33.11 million in non-discretionary assets and serves several hundred client relationships across multiple offices.

James Webb is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stirlingshire Investments. His career includes roles at multiple firms such as Red Door Realty & Associates and Gerson Lehrman Group, where he is a council member providing consulting services unrelated to investments. Webb is also involved with the Woodlands Church board of directors and consults for Plumbers Union Local 68. Stirlingshire Investments 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 variety of investment strategies, including quantitative, fundamental, and technical analysis, and offers model strategies through the Advyzon marketplace without account minimums.

Jason Browne is a financial advisor with Independent Solutions Wealth Management, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Alexis Investment Partners, Sowell Management Services, and FundX Investment Group. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across mutual funds, ETFs, and individual securities. The firm’s investment process emphasizes strategic asset allocation, model portfolio selection, and ongoing manager due diligence, utilizing both fundamental and technical analysis.

Christopher Hassell is a financial advisor with TSFG, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial LLC/DBA GradePoint Financial, Valic Financial Advisors, and AGIA. Outside of advisory work, he owns Cafe Siena, a coffee business. TSFG, LLC provides discretionary investment management and financial planning to individuals, family members, trusts, retirement plans, and charitable organizations. The firm manages nearly $1 billion in discretionary assets and employs a fundamental analysis-based investment process tailored to client goals, offering services such as portfolio management, retirement-plan consulting, and wrap-fee program sponsorship.

Edward Hill is a financial advisor at Forthright Capital Advisory in Conroe, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Increase Financial, LPL Financial, and AXA Advisors. Outside of advisory services, Hill is involved with Forthright Capital Partners, an affiliated insurance agency that solicits individual life insurance and fixed annuity products. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and employee benefit plan services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, incorporates Modern Portfolio Theory, and provides a broad range of engagement options including subscription-based planning.

Christopher Wootton is a ChFC® and holds a Series 65 license with 18 years of industry experience. He is affiliated with Wootton Financial Group Inc and has also worked with Game Plan Advisors since 2007. The firm serves individual and high-net-worth clients by providing fee-based financial planning, investment management, and 401(k) advisory services. Wootton Financial Group combines quantitative models with economic research and technical and fundamental indicators to manage discretionary portfolios across various asset classes.

Dudley Lehmer is an investment advisory representative with Wootton Financial Group Inc in Conroe, Texas, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He is also the owner and CEO of Total Seminars, a computer repair training business he has operated since 1995. Additionally, he leads Storefront Realty, a real estate brokerage, and GAP Tracker, a real estate productivity app company. Wootton Financial Group Inc serves individual and high-net-worth clients with fee-based financial planning, investment management, and 401(k) advisory services. The firm employs a combination of computer models, economic research, and technical and fundamental analysis to manage discretionary portfolios across various asset classes.