Michael Parker Jr. is a financial advisor with Lasting Mark Retirement Group LLC and holds the Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Acrylic Financial, Inc. and multiple positions within Horace Mann and MassMutual firms. Outside of his advisory work, he serves as a Support Director for Business Networking International, where he coaches business owners on accountability and networking. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisers managing approximately $109 million for nearly 500 client households across multiple offices.

Christopher Melber is a CFP® with 13 years of industry experience, currently serving at Rhame & Gorrell Wealth Management. He previously worked at Fidelity Investments in various roles from 2012 to 2019 and manages a seasonal tax preparation business, The Sum Prep, LLC. 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 allocation and employs a Tactical Asset Allocation Program supported by an in-house investment committee, also providing coordinated tax and estate-planning services.

Ashley Stewart is a CFP® and Series 66 professional with 15 years of experience in the financial services industry. She has been with Avion Wealth, formerly Efflicient Wealth Management, LLC, since 2013. Avion Wealth serves individuals, trusts, charitable organizations, and business entities, providing discretionary portfolio management alongside comprehensive financial and advanced planning services. The firm follows a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, tailoring portfolios to clients’ objectives and risk tolerance while incorporating a structured wealth management process known as the “Avion Wealth Formula.”

Noor Amirali is a CFP® professional with 28 years of industry experience, currently serving at D.H. Hill Advisors, Inc. since 2009. His prior work includes roles at Wrp Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory role, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides wealth management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, retirement-plan consulting, and access to alternative investments. The firm employs a mix of firm-managed and advisor-managed strategies, utilizing tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Matthew Stevenson is a financial advisor at AWM Financial Services Inc. in The Woodlands, TX, holding a Series 65 designation with 10 years of industry experience. He has been with AWM Financial Services since 2016, working under the Allied Wealth Management brand. 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 employs a model-based investment process that integrates quantitative, fundamental, technical, and economic analysis, managing approximately $320.6 million in discretionary assets.

William Graves III is a financial advisor at Outlook Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, Transamerica Capital, and other firms. In addition to his advisory role, he provides employee benefits consulting and supports tax planning through data gathering for a federal tax attorney and CPA. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses a variety of investment approaches including model portfolios and sub-adviser relationships, and it operates multiple offices while offering educational workshops and local media participation.

Jacob Guinn is a financial advisor at Alpha Capital Family Office, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, BBVA, and HFG Wealth Management. He is also an insurance agent. Alpha Capital Family Office, LLC serves high-net-worth individuals, families, trusts, small businesses, and certain institutional clients by providing investment management, family office, and wealth advisory services. The firm offers discretionary portfolio management and comprehensive family office services, including estate coordination and philanthropic planning.

Casey Mack is a CFP® with 15 years of industry experience, currently serving as an advisor at The Sum. Prior to joining The Sum, Casey worked at Fidelity Investments in various capacities from 2012 to 2024. Additionally, Casey has served on the Montgomery County MUD 159 board since 2026. The Sum is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and corporations. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, emphasizing passive investment through index funds and ETFs combined with ongoing monitoring and discretionary rebalancing.

Megan Beaufays is a financial advisor at Avion Wealth with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and PNC Bank. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance while incorporating a broad range of instruments and advanced planning services.

Henry Stevens is a financial advisor at IAS Wealth Management, Inc. with 15 years of industry experience. He holds a Series 65 designation and has been with Investment Advisory Services, Inc. since 2010. IAS Wealth Management provides fee-only financial planning and discretionary investment management for individuals, trusts, estates, and business owners. The firm uses a team-based investment committee to manage portfolios on an individualized basis, applying both fundamental and technical analysis across various asset classes.

Matthew Clark is a financial advisor at CHJ Wealth Management in The Woodlands, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Carlton, Hofferkamp and Jenks Wealth Management, LLC since 2023 and previously at Buckingham Strategic Wealth, LLC and Invesco. CHJ Wealth Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The five-advisor team manages approximately $540 million across about 286 client relationships, offering individualized portfolio management with a discretionary approach that combines fundamental and technical analysis.

Julio Gil Recio is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2019, previously working at Banorte Securities International since 2013. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, primarily focusing on Latin American clients, especially Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through both traditional and digital wrap-fee programs, utilizing customized portfolios that incorporate a range of asset classes and investment vehicles.

Walter Theobald is a financial advisor with Sovereign Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His previous roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Outside of his advisory work, he is involved with Theobald Property Development LLC for tax and investment purposes. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of analytical methods and offers both discretionary and non-discretionary account management, incorporating multiple sponsored programs and third-party managers.

Jessica Mccain is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently serves as an advisor at Waterway Wealth Management, L.L.C., joining the firm in 2025. Her prior experience includes roles at UBS Financial Services and Guardian Life Insurance Company. Waterway Wealth Management, L.L.C. serves individuals, pension and profit-sharing plans, trusts, and estates, offering comprehensive financial planning and discretionary investment management through a firm-sponsored wrap fee program. The firm employs tailored investment policy statements and options-based overlay strategies, managing approximately $676 million in assets.

Timothy Blanchard is a CFP® professional with 26 years of industry experience. He is currently with Rhame & Gorrell Wealth Management and previously worked at Charles Schwab Bank and Ameriprise. 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 mix of fundamental and technical analysis to manage approximately $1.44 billion in client assets through tailored portfolios and a Tactical Asset Allocation Program.

Armir Zeneli is a financial advisor with RWM Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at firms including The Vanguard Group and Wells Fargo, and was involved with Illyrian Autoworks, LLC from 2021 to 2023. RWM Capital, LLC, operating as Roberts Wealth Management, provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across multiple offices.

Ariel Jasso is a financial advisor at Waterway Wealth Management, L.L.C. in The Woodlands, TX, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., Fidelity Brokerage Services LLC, FSC Securities Corp, and Willis Johnson & Associates. Waterway Wealth Management serves individuals, pension and profit-sharing plans, trusts, and estates, offering comprehensive financial planning and discretionary investment management. The firm sponsors its own wrap fee program and utilizes options-based strategies and third-party platforms to manage defined-contribution participant accounts.

Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Equitable Advisors and involvement with martial arts organizations. 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 tailored asset allocations and a Tactical Asset Allocation Program overseen by an in-house committee, and it is affiliated with an accounting practice providing tax return preparation services to certain clients.

Tyler Miller is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Rhame & Gorrell Wealth Management since 2020 and previously gained experience at Deloitte Tax and the University of the Incarnate Word. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and employs a tactical asset allocation program overseen by an in-house investment committee.

Christopher Alden is a financial advisor at Kingwood Investment Group with six years of industry experience. He holds the Series 66 designation and has worked at Kingwood Investment Group since 2024, following five years at NEXT Financial Group. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a variety of strategies including asset allocation and technical analysis. The firm recently transitioned to SEC registration and offers managed account programs and participant account oversight for retirement plan assets.