James Neuenschwander is a CFP® with 39 years of industry experience and serves as Managing Director at Outlook Wealth Advisors, LLC, where he has worked since 2011. Prior to that, he was affiliated with Global Financial Private Capital, LLC and GF Investment Services, LLC. Outside of his advisory role, he co-owns a wholesale and retail consumer products distribution business with his wife, which he has been involved with since 1975. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm employs a tailored investment approach that includes portfolio construction with various strategies and regularly offers impersonal educational workshops across its seven offices.

Patrick Wehrly is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at SageGuard in two periods totaling over a decade and was also employed at Alphastar Capital Management LLC. Outside of advisory work, he owns a charter yacht business and a self-storage facility, and he provides income tax preparation services as an enrolled agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning services. The firm manages approximately $755.7 million across a range of model portfolios and strategies, with a notable emphasis on non-discretionary asset management and varying account minimums to match client risk profiles.

David Melchor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Throughout his career, David focuses on advocating for his clients and helping them develop robust financial plans to provide peace of mind over time. David's experience spans a range of financial consulting roles, emphasizing building strong relationships with clients and supporting their long-term financial goals. Outside of his professional work, he enjoys outdoor activities and hobbies such as camping, comedy, fishing, football, hiking, and kayaking.

Daniel Wheless is a Series 65 licensed advisor with AWM Financial Services Inc. in The Woodlands, TX, where he has worked since 2000, totaling 18 years of industry experience. His prior roles include positions at Portfolio Dynamix, Retirement Wealth Advisors, Inc., and FormulaFolio Investments, LLC. He is also CEO of AWM Insurance Services Inc., where he is involved in life insurance and annuity sales. AWM Financial Services Inc. is a six-advisor team managing $233.7 million in discretionary assets for over 1,300 clients. The firm provides portfolio management, financial planning, and pension consulting services, employing a model-driven investment process that combines quantitative, fundamental, and economic analyses.

Gary Alden is a financial advisor with Kingwood Investment Group and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including positions at NEXT Financial Group, LPL Financial, and UBS Financial Services. Alden has been with Kingwood Investment Group since 2024. Kingwood Investment Group is an SEC-registered advisory team that serves individual and high-net-worth clients, managing approximately $126.5 million across about 244 relationships. The firm offers discretionary portfolio management, financial planning, and advisory oversight, using tailored investment strategies including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

James Webb is a CFP® with 37 years of industry experience, currently serving at Stirlingshire Investments since 2023. His prior roles include consulting for Plumbers Union Local 68, a board position at Woodlands Church, and membership on the Gerson Lehrman Group council. Webb’s career includes various financial advisory and consulting positions across multiple firms since 2010. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover services. The firm utilizes a blend of analytical methods to tailor portfolios across a broad range of investment instruments, managing most accounts on a discretionary basis and operating an extensive office network despite its team size.

Wesley Peirce is a financial advisor at Peirce Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Peirce Capital Management since 2007. The firm provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. Peirce Capital Management emphasizes a Modern Portfolio Theory-based investment approach, primarily using passively managed asset-class mutual funds and tools such as Monte Carlo analysis to support portfolio construction and ongoing monitoring.

Ross King is a CFP® professional with one year of industry experience, currently serving at Waterway Wealth Management, L.L.C. He previously worked at Regions Bank for five years and Northern Trust for six years. Waterway Wealth Management provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm offers ERISA plan services, operates a tiered wrap program with a substantial asset base, and utilizes institutional custodial platforms along with held-away account management technology.

Travis Verdin is a financial advisor with Sage Capital Advisors, LLC in Tomball, TX, holding a Series 65 credential and over 10 years of industry experience. He has been with Sage Capital Advisors since 2015 and also owns T1 Computer Services, a non-investment related business providing IT monitoring and maintenance. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors, participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, financial planning, and other consulting services with a value-oriented investment approach that utilizes equities, ETFs, fixed income, tactical strategies, and third-party managers tailored to client objectives.

Brooke Davis is a financial advisor with Park Avenue Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Westpac Wealth and AIG. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, 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 offers supplemental financial planning and consulting services.

Diana Blair is a financial advisor at Sage Capital Advisors, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Sage Capital Advisors since 2005. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning through a value-oriented investment process that incorporates fundamental and technical analysis and utilizes individual equities, ETFs, fixed income, tactical strategies, and outside managers.

John Cook is a financial advisor with Managed Financial Services Corp Inc in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Managed Financial Services, Inc. since 1997. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm specializes in mutual funds and annuity products, applying a committee-driven investment process that includes proprietary tools and formal monitoring to tailor portfolios to client objectives and risk tolerance.

Nicholas Drew is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Modern Capital Advisors since 2012. Outside of his advisory role, he is co-owner of Retro DJ To Go, LLC, a disc jockey service, and serves as Attorney-In-Fact for the Lakes At Cypress Hill Home Owners Association, handling accounting duties. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

Daniel Michalk is a CFP®, CFA®, and ChFC® with 31 years of industry experience. He has been with Waterway Wealth Management, L.L.C. since 2012, where he serves as one of two advisors. The firm provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. Waterway Wealth Management integrates comprehensive financial planning with investment management, operating a tiered wrap program and utilizing institutional custodial platforms to support its client services.

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hines Private Wealth Solutions LLC, Hines Securities Inc, and Eight Eleven Group dba Medasource. Stenger Family Office serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, managing approximately $735 million in assets. The firm provides customized financial planning, portfolio management, and family office services, employing a range of investment strategies and offering multiple service tiers.

Javier Guzman Ortiz is the sole advisor and owner of Erguz, LLC, based in The Woodlands, TX, holding a Series 65 credential and with 12 years of industry experience. He has been with Erguz since its founding in 2012. Erguz primarily serves high-net-worth individuals through discretionary asset management and sub-advisory services, managing approximately $889 million in discretionary assets. The firm applies a mix of fundamental, technical, and cyclical analysis across diverse instruments including ETFs, options, and emerging-market securities, conducting regular account reviews and accommodating client-imposed investment restrictions.

Mckenna Dehn is a financial advisor with The Sum in The Woodlands, TX, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining The Sum, Mckenna worked at Fidelity Investments and has held various roles including educational and family financial support positions. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations through discretionary portfolio management and comprehensive financial planning. The firm emphasizes a passive, asset-allocation-driven investment approach grounded in modern portfolio theory, integrating tax, estate, insurance, and cash-flow considerations into client plans.

Jonathan Salvato is a CFP® with 21 years of industry experience, currently serving as an advisor at Diamond Client Group, LLC. His prior roles include positions at Cerity Partners LLC, Investec Wealth Strategies, and Asset Management Advisors, LLC. He is also the owner of Financialpanthering.com, a platform providing free financial planning education through newsletters, podcasts, and videos. Diamond Client Group serves individual and high-net-worth investors as well as business clients, offering discretionary portfolio management, financial planning, and sub-adviser selection. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to tailor long-term investment strategies.

Conor Mullens is a financial advisor at Kingwood Investment Group with a Series 65 license and one year of industry experience. Prior to joining Kingwood Investment Group, he worked for Bruker Scientific LLC for ten years. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering tailored investment recommendations and managing approximately $120 million in assets under management.

Jill Chandler is a financial advisor at The Sum with a Series 65 credential and nine years of industry experience. She previously worked at IMA and NSF before joining The Sum. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm’s approach emphasizes asset allocation grounded in modern portfolio theory, primarily using passive index funds and ETFs, with ongoing monitoring and discretionary rebalancing.