Clayton Hostetter is a CFP® professional at Rhame & Gorrell Wealth Management with four years of industry experience. Prior to joining Rhame & Gorrell in 2022, he worked at Cook, Johnston & Co. CPA's and Deloitte Tax, LLP. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm emphasizes tailored asset allocations and employs a Tactical Asset Allocation Program overseen by an investment committee, integrating a range of analytical methods and occasionally using options strategies for hedging.

Cameron Judy is a financial advisor at Outlook Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services LLC and New Stone Americas. Outside of his advisory role, he serves as treasurer for The Woodlands College Park High School Golf Booster Club. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses a combination of investment approaches and model portfolios, offers third-party money manager recommendations, and conducts educational workshops while managing approximately $593.7 million in assets.

Austin Manning is a CFP® with seven years of industry experience. He is currently affiliated with Rhame & Gorrell Wealth Management and previously worked at Granite Harbor Advisors, Avion Wealth, and Memorial Hermann The Woodlands Medical Center. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor asset allocations and manages approximately $1.44 billion in client assets.

Michael Smith is a financial advisor at CHJ Wealth Management in The Woodlands, TX, holding a Series 65 designation with one year of industry experience. Before joining CHJ Wealth Management in 2025, he worked at Kinder Morgan for seven years and Vinmar International for one year. CHJ Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, and corporations. The firm manages approximately $600 million in discretionary assets and customizes portfolios based on clients’ age, goals, and risk tolerance using both fundamental and technical analysis.

Parker Troutner is a financial advisor at Woodstock Wealth Management, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AWM Financial Services Inc. and Axa Advisors, LLC. Troutner operates a sole proprietorship offering non-securities insurance outside of his advisory work. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment vehicles and strategies, including a performance-fee program alongside standard asset-based arrangements.

Brian Cheatham is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Vanderbilt Financial Group and Peak Brokerage Services, and serves as COO at Diamond Client Group and Good Bull Capital, managing operations and administrative functions. Outside of his advisory role, he is involved with Turkey Lane, LLC, where he manages property and short-term rental customer service. Diamond Client Group provides advisory services to individual and high-net-worth investors as well as business clients, offering discretionary portfolio management, financial planning, and assistance with privately offered and alternative investments. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to tailor portfolios, and it also publishes a subscription newsletter with market commentary and timing-oriented recommendations.

Dean Scott is a financial advisor at Asset One Wealth Management, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and in the energy sector with ConocoPhillips and Concho Resources. Asset One Wealth Management is an SEC-registered advisory firm that serves individuals, trusts, business entities, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized strategic asset allocation with a long-term buy-and-hold investment approach and offers family-office style coordination for clients with at least $2 million in assets.

Reynaldo Batista Jr. is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Edward Jones and Dominion Investor Services. In addition to his advisory work, Batista is an independent insurance agent providing financial portfolio reviews and estate planning services. Dominion Portfolio Management, Inc. offers fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, and economic analyses to guide long-term trading and periodic rebalancing. The firm provides both discretionary and non-discretionary management and incorporates household account aggregation and third-party money managers as part of its service model.

Justin Napoleon is a financial advisor at AWM Financial Services Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Allied Wealth and AWM Financial Services, as well as in roles outside the industry with Napoleon Motorsports and Turnkey Industries. AWM Financial Services provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm combines quantitative, fundamental, technical, and economic analysis to guide its model-based portfolio decisions and manages approximately $320.6 million in discretionary assets.

Maria Bernaldo De Quiros is a financial advisor with Summa Corp. in The Woodlands, TX, holding a Series 63 license and bringing 37 years of industry experience. She has worked at Summa Corp. and Summa Holdings, Inc. since 2001 and was previously with InSight Securities, Inc. from 2014 to 2019. Outside of her advisory role, she acts as a sub-advisor for a Panamanian investment advisory firm, providing recommendations and asset allocation advice. Summa Corp. offers investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other advisers, including a notable non-U.S. client base. The firm’s investment approach emphasizes long-term capital preservation and positive absolute returns through fundamental analysis, diversification, and a broad range of instruments, with tailored portfolios monitored regularly.

Nicholas Oldham is a financial advisor at Waterway Wealth Management, L.L.C. He holds Series 65 and Series 66 credentials and has two years of industry experience. His previous roles include positions at Invesco, Haven Wealth Group, and USAA Investment Management Co. Waterway Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers comprehensive financial planning and discretionary investment management, utilizing tailored investment policy statements and options-based strategies within managed accounts.

Benjamin Fuentez is a financial advisor at Park Avenue Investment Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Park Avenue Investment Advisory, Park Avenue Securities, and Guardian Life Insurance Company. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party investment managers through technology platforms, and it offers various supplemental planning and consulting services.

Darrin Moe is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and several years of professional experience spanning financial services and accounting roles. His prior work includes positions at Generations Wealth & Tax LLC, FPTW Investment Firm, and Haynie & Company CPA Firm. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm employs a range of portfolio management strategies including fundamental and technical analysis, tactical asset allocation, and options for hedging, supported by an affiliated accounting practice and law-firm relationships for integrated tax and estate planning services.

Matthew Harvey is a CFP® and Series 65 licensed advisor at Bellatore Financial, Inc. with five years of industry experience. He has worked previously at Buckingham Strategic Wealth, LLC, and HFG Wealth Management, LLC. Bellatore Financial provides turn-key asset management, model portfolio, and sub-advisory services to independent registered investment advisers and their clients. The firm uses an investment approach called “Scientific Portfolio Theory,” combining modern portfolio theory and behavioral finance principles to construct open-architecture portfolios.

Mark Heider is a CFP® and holds a Series 65 license, serving as a financial advisor at Peirce Capital Management, LLC in The Woodlands, TX. He has 12 years of industry experience and has been with Peirce Capital Management since 2012. Peirce Capital Management, LLC provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm manages approximately $456.8 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, emphasizing asset allocation and utilizing primarily passively managed mutual funds.

Robert Zoda is a CFP® with 29 years of industry experience and is currently an advisor at Compass Financial Management LLC. His previous roles include positions at Zoda Financial, LLC, Purshe Kaplan Sterling Investments, Momentum Independent Network Inc., Cetera Investment Services LLC, and VOYA Financial Advisors, Inc. Outside of his advisory work, he serves as a general partner of a family limited partnership involved in real estate investments. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers both third-party and internally managed model portfolios.

Ray Stanley is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Lincoln Investment, Capital Analysts, and Outlook Financial Group, LLC since 2008. In addition to his advisory roles, he is licensed as a fixed insurance agent, handling client needs assessment and underwriting processes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management utilizing proprietary mutual fund screening.

Donica Masterson Ruano is a financial advisor at RFG Advisory, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Merrill and Brinker Capital Securities. Outside of financial advising, she is a partner in Orion Security Logistics Group, a firm specializing in executive protection and security services. RFG Advisory serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, and acts as a sub-adviser to multiple ETFs while supporting a variety of model strategies and third-party platforms.

Ryan Mcdonald is a financial advisor with United Capital Financial Advisors and holds a Series 65 credential. He has two years of industry experience and previously worked at Willis Johnson & Associates, Inc. He has also held positions outside of financial services. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, offering a platform that supports customized strategies and access to alternative investments.

Kasey Mayne is a financial advisor at B. Riley Wealth Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at B. Riley Wealth Management, National Securities Corp, and Ameriprise Financial Services. Mayne is also a licensed notary public. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.