Paul Rahn Jr. is a CFP® with 17 years of industry experience, currently serving at The Sum, a firm he has been with since 2018. Prior to this, he worked at Fidelity Brokerage Services from 2009 to 2018. He also manages The Sum Prep, LLC, a tax preparation business, providing tax return services during the tax season. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm offers discretionary portfolio management combined with comprehensive financial planning, using an asset-allocation approach based on modern portfolio theory with a focus on passive investment strategies, ongoing monitoring, and discretionary rebalancing.

Clayton Hostetter is a CFP® with four years of industry experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management. His background includes roles at Cook, Johnston & Co. CPA's and Deloitte Tax, LLP. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, using in-house Tactical Asset Allocation models and a range of investment strategies tailored to client objectives.

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® and holds a Series 65 license, with seven years of experience in the financial services industry. He currently serves as an advisor at Rhame & Gorrell Wealth Management and previously worked at Granite Harbor Advisors, Inc. and Avion Wealth. His background also includes roles outside finance, such as positions at Memorial Hermann The Woodlands Medical Center and the University of Houston. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm offers financial planning, consulting, and discretionary portfolio management, using Tactical Asset Allocation models and a range of investment strategies tailored to client objectives.

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 9 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Woodstock Wealth Management since 2023, following prior roles at Allied Wealth Management and Axa Advisors. Troutner operates a sole proprietorship offering non-securities insurance outside regular business hours. Woodstock Wealth Management 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 strategies, including a performance-fee program linked to the S&P 500 ETF benchmark and employs both in-house and third-party management.

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.

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 with Waterway Wealth Management, L.L.C. in The Woodlands, TX. He holds Series 65 and Series 66 licenses and has two years of industry experience. Prior to joining Waterway Wealth Management, he worked at Invesco for four years and has held positions with several other firms including Haven Wealth Group and USAA Investment Management Co. Waterway Wealth Management provides comprehensive financial planning and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages a substantial asset base with a team of five advisors and offers specialized ERISA plan advisory services along with a tiered wrap fee program that covers transaction expenses.

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 designation and one year of experience. His prior work includes roles at Generations Wealth & Tax LLC, FPTW Investment Firm, Haynie & Company CPA Firm, and Valaris PLC. Rhame & Gorrell Wealth Management is a registered investment adviser team managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing tactical asset allocation models and a range of investment strategies tailored to client objectives.

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 28 years of industry experience, currently serving as an advisor at Compass Financial Management LLC. He previously worked at Purshe Kaplan Sterling Investments and has operated his own firm, Zoda Financial, LLC, since 2013. Outside of his advisory role, he is a general partner in a family limited partnership focused on real estate investments. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting through a multi-team staff of 27 advisors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

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 and Capital Analysts since 2012 and has been associated with Outlook Financial Group, LLC since 2008. Additionally, he is licensed as a fixed insurance agent, providing insurance-related services alongside his advisory role. 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, third-party manager access, and retirement plan advice through a nationwide network of advisors and firm-managed programs.

Donica Masterson Ruano is a financial advisor with RFG Advisory, LLC in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at Merrill, Waterway Wealth Management, and Brinker Capital Securities. Outside of advisory work, she is a partner at Orion Security Logistics Group, a security services consulting firm. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.

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 with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining B. Riley, Mayne worked at National Securities Corp and Ameriprise Financial Services, Inc. Outside of advisory work, Mayne is a licensed insurance agent involved in insurance product sales and provides notary public services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions implemented through various program structures and both proprietary and third-party asset allocation models.