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.

Richard Breedlove is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 credential. He has one year of experience in the industry and has held roles at multiple firms prior to joining Pinkerton Wealth Partners. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis to implement active, passive, and tactical strategies.

Lucas Cheatham is a financial advisor at Diamond Client Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Peak Brokerage Services, Good Bull Capital GP Holdings LLC, Mass Mutual Life Insurance Company, and MML Investors Services LLC. Outside of his advisory work, he is involved in retail business activities, attending board meetings several times a year. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide its investment approach.

Thomas Dunaway III is a CFP® with 16 years of industry experience. He is currently with The Sum, where he has worked since 2025, following several roles at Fidelity Investments and its affiliates from 2009 to 2025. 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 emphasizes an asset-allocation approach grounded in modern portfolio theory, using primarily passive index funds and ETFs combined with ongoing monitoring and rebalancing.

Steven Resnick is a financial advisor at The Sum with a Series 65 credential and no prior industry experience. His work history includes roles at AEGIS Hedging Solutions, DXC Technology, Information Services Group, and Alight Solutions. 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 emphasizes an asset-allocation approach grounded in modern portfolio theory, focusing on passive implementation through index mutual funds and ETFs, ongoing monitoring, and discretionary rebalancing.

Andre Baldanza is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as a 25-year career in the United States Army. Diamond Client Group serves individual, high-net-worth, and business clients by offering discretionary portfolio management, financial planning, sub-adviser selection, and alternative investment services. The firm employs fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach and also publishes a subscription newsletter with market commentary and timing recommendations.

Cynthia Elaine Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at SAGEPOINT FINANCIAL, Harman Wealth Management, and Save Advisers LLC. She also operates Schlanger Consulting LLC, providing business development and compliance consulting outside of investment services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Michael Neuenschwander is a CFP® with 25 years of industry experience, currently serving as an advisor at Outlook Wealth Advisors, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and GF Investment Services, LLC. He is also involved as an insurance agent with Outlook Wealth Insurance Services, LLC. 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 asset allocation process and portfolio construction techniques, including options strategies and third-party sub-adviser oversight, serving a broad client base with over $543 million in assets under management.

Dudley Lehmer is a financial advisor at Pinkerton Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Game Plan Advisors, Inc. and Eagle Mountain Advisors LLC. Outside of his advisory role, he is the owner and CEO of Total Seminars, a company that provides computer repair training services. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients by offering discretionary and non-discretionary asset management alongside financial planning and fiduciary services. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Curt Beck is a financial advisor at IAS Wealth Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked for Falcon Seaboard for 28 years. Outside of advising, he serves as a member of the Board of Managers and Tax Matters Partner for Axiom Energy, LLC, an oil reservoir development company. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm employs a team-based investment committee that uses both fundamental and technical analysis to manage portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Sarah Mc Ivor is a financial advisor at Avion Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Avion Wealth (formerly Efficient Wealth Management, LLC) since 2014. Avion Wealth serves individuals—including high-net-worth clients—trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm utilizes a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers a structured wealth management process known as the "Avion Wealth Formula."

Abigail Demirovic is a financial advisor at Avion Wealth with six years of industry experience. She holds the Series 65 designation and previously worked at BBVA and Massage Envy before joining Avion Wealth in 2020. Avion Wealth serves individuals, trusts, charitable organizations, and business entities, offering discretionary portfolio management alongside comprehensive financial and advanced planning services. The firm employs a structured wealth management approach combining investment consulting, advanced planning, and relationship management, with an investment process focused on long-term, buy-and-hold asset allocation tailored to client objectives and risk tolerance.