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 the principal of Gosch Wealth Advisory in Magnolia, TX. He holds the CFP® and PFS™ designations and has over 28 years of experience as a CPA. Prior to founding his advisory firm in 2025, he worked at Dalton Education, LLC from 2013 to 2018. In addition to his financial advisory role, he continues to operate a CPA practice. Gosch Wealth Advisory provides financial planning and investment management services to individuals and high-net-worth clients using a goals-based, asset-dedication investment approach. The firm offers comprehensive ongoing planning subscriptions and discretionary portfolio management, incorporating tax efficiency and socially conscious investment options.

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.

Daniel Ure is a financial advisor at Honor Wealth Management, LLC in Tomball, TX, with 15 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms, including Centaurus Financial, USA Financial Securities, and National Planning Corporation. Outside of his advisory work, he is a licensed attorney in Texas and participates as a laborer on an organic farm. Honor Wealth Management is an independent, state-registered advisory firm serving primarily individual and high-net-worth clients. The firm customizes portfolios based on client goals and employs a combination of fundamental, technical, and cyclical analysis across both long- and short-term strategies.

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.

Roxana Justiniano is a financial advisor at Mellig Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked concurrently at Dintec, LLC, providing IT consulting services. She also has ownership in Lotark Inc, a holding company that owns Mellig Group LLC. Mellig Group, LLC is a state-registered investment adviser serving individuals, trusts, companies, and institutional clients, including non-U.S. investors. The firm employs a multi-disciplinary investment process integrating fundamental, technical, quantitative, and macroeconomic analysis with machine-learning tools, offering a range of strategies and access to alternative investments beyond typical advisory teams.

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 financial advisor at Magnolia Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Four Season Development and First National Bank of Bellville. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of analytical techniques and incorporates tax services alongside portfolio management.

John Thompson Sr. is a financial advisor with Novodyn Advisors LLC, holding a Series 65 designation and 13 years of industry experience. He has been associated with Novodyn Advisors since 2011 and also leads C. Thompson Consulting, LLC, which he founded in 2012. Outside of advising, he serves as Vice President of Airtrol, Inc., a manufacturer of air pollution control equipment. Novodyn Advisors is a dual-registered investment adviser and Commodity Trading Advisor that offers separately managed accounts through systematic trading programs. The firm combines futures-based market replication with a rules-based overlay that incorporates machine learning models developed by an affiliated company.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 credential and three years of industry experience. He has held positions at Metamorphic Capital, Magnolia Wealth Advisors LLC, and several other firms in various roles prior to his current position. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm utilizes a blend of analytical methods and integrates tax services alongside portfolio management, and it employs AI-enabled tools and digital estate-planning platforms as part of its investment approach.

Nathan Powell is a financial advisor with Stability Partners Advisory Group, LLC in Spring, TX. He holds the CFP® designation and Series 65 license and has five years of industry experience. Prior to joining Stability Partners, he worked at Tesla Motors and Siemens Energy. Powell is also an associate partner and licensed insurance agent with Stability Partners LLC, spending a significant portion of his time in this role. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, primarily implementing client accounts through model portfolios selected based on clients’ objectives and risk tolerances.

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® with 43 years of industry experience, currently serving as an advisor at Neal Financial Group, L.P. since 2009. His career includes prior roles at LPL Financial, LLC, and Osaic FA, Inc. He also acts as a FINRA arbitrator and sells fixed life insurance and annuities alongside his advisory work. Neal Financial Group L.P. provides financial planning and pension consulting services to employee benefit plans, trusts, estates, charitable organizations, corporations, and individual clients. The firm focuses on advisory and consulting engagements supported by formal pension-consulting practices and uses investment analysis techniques such as Modern Portfolio Theory.

Johnny Nobile III is a financial advisor at NovoDyn Advisors LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Victor Asset Management, L.L.C. from 2006 to 2010. NovoDyn Advisors is a dual-registered investment adviser and Commodity Trading Advisor offering separately managed accounts through a Structural Alpha Trading Program and a Relative Values Program. The firm uses futures-based market replication combined with a rules-based, systematic overlay driven by multiple strategy engines and machine-learning models developed by an affiliated firm.

Andrew Huber is a financial advisor with Magnolia Wealth in Spring, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Teamwork Financial, Intrua Financial, LPL Financial, and First Command Advisory Services. He is also a licensed insurance agent and an enrolled agent accountant who provides tax preparation services without charge. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of analytical investment methods and incorporates tax services, insurance activities, and AI-enabled tools as part of its overall approach.