Scott Hefty is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Foundations Investment Advisors LLC and previously worked at Retirement Financial Group, AE Wealth Management, and Networth Advisors. He also operates as an independent insurance agent through SERAE Financial Group, providing annuity and insurance solutions. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of investment analyses and incorporates both discretionary and non-discretionary authority models in its management approach.

Laura Nash is a financial advisor at Madison Partners with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Pruco Securities, LLC. Outside of her advisory role, she is licensed in life and health insurance and HMO products. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction, utilizing a mix of ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

James Tolbert is a financial advisor with B. Riley Wealth Advisors, Inc. in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes tenure at firms such as UBS Financial Services, RBC Capital Markets, and National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Michael Camara is a CFP® professional with 18 years of experience in financial advising. He currently works at Bogart Wealth, LLC and previously held roles at Cetera Advisor Networks, United Capital Financial Advisers, and Fidelity. Bogart Wealth provides comprehensive wealth management and financial planning to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm manages approximately $3.19 billion in assets and employs a combination of passive and select active strategies, using formal governance and AI tools to support its investment process.

Emile Dufrene III is a financial advisor at Foundations Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including LifePro Asset Management and Nationwide Securities. Outside of advisory roles, he serves as a consultant for Stryde Solutions, LLC, a referral network connecting clients with consultants, engineers, and attorneys. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios and third-party sub-advisers to tailor investment solutions.

Brian Gremminger is a financial advisor at Kingsview Wealth Management, LLC, holding a Series 66 designation with 17 years of industry experience. He worked at Edward Jones from 2009 to 2026 before joining Kingsview. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

Raymond Key is a financial advisor at United Capital Financial Advisors with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Merrill, Valic Financial Advisors, and several firms focused on annuities and investment planning. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of customizable investment options and operates an affiliated network that includes legal and trust services, lending relationships, and a technology platform supporting independent advisors.

Sydney Rutledge is a CFP® professional with four years of industry experience, currently serving as an advisor at Bogart Wealth, LLC in The Woodlands, TX. Prior to joining Bogart Wealth, Rutledge worked at Silverstar Wealth Management and held a position at Texas A&M University. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a disciplined investment approach combining firm model portfolios with both passive and active strategies and oversees approximately $3.19 billion in client assets.

John Walling is a financial advisor at Infinity Financial Services Advisory with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Infinity Financial Services since 2015 and its advisory division since 2020. Outside of advisory work, he is involved in insurance sales, holding full ownership in that business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting services. The firm employs a mix of analytical methods and investment strategies, including discretionary management tailored to clients’ goals and risk tolerance.

David Vaughan is a financial advisor at Avior Wealth Management, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Woodlands Asset Management Inc. for 23 years. Vaughan is also involved as a general partner in several limited partnerships related to real estate and investment activities. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting through a combination of fundamental analysis and both long-term and short-term strategies.

Caleb Christian is a financial advisor with Prosperity Capital Advisors in Montgomery, TX. He holds the CFP® and ChFC® designations and has 10 years of industry experience. Caleb previously worked at Northwestern Mutual and Granite Harbor Advisors. Outside of his advisory role, he serves as a life group leader at Restoration Church Woodforest. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm focuses on model-based, asset-allocation strategies with ongoing portfolio supervision and offers services including separately managed accounts and retirement plan solutions.

Austin Hilscher is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. His prior experience includes roles at Willis Johnson & Associates, Avion Wealth, Stone Wealth Management, Avidian Wealth Solutions, and Chisholm Trail Financial Group. He is based in The Woodlands, TX. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm employs a combination of passive and active investment strategies guided by an Investment Portfolio Committee, managing approximately $3.19 billion in client assets.

William Burton is a financial advisor at Principal Advised Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Principal Advised Services since 2022. Prior to this, he worked at Principal Securities Inc. and Principal Life Insurance Company starting in 2013. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models to deliver tailored advice and benefits from its affiliation with the Principal Financial Group family.

Jeffrey Winter is a financial advisor with Foundations Investment Advisors LLC in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Change Path, LLC and multiple advisory firms. He is also active as a licensed insurance agent specializing in life insurance and annuity sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and sub-advisory arrangements to tailor investment strategies.

Guy Jones is a CFP® professional with 28 years of experience in the financial services industry. He has been with Advisory Services Network since 2015 and has operated his own firm, Guy P. Jones & Associates, since 1999. He is also registered with Tower Square Securities, where he worked from 1998 to 2006. Outside of advisory services, he sells insurance products including fixed and fixed-index annuities and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diversified asset allocation strategies with flexible engagement types.

Jessie Jo Lucas is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and five years of industry experience. Her professional background includes roles at Lucas Wealth and Retirement, Woodforest Wealth Strategies, Amerilife, and prior experience outside the financial industry with Tesla-Solar and PVH - Tommy Hilfiger. Kinetic Investment Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using multiple analytical methods and occasionally allocates to higher-risk investments such as non-traded REITs and energy MLPs.

Alif Karowadia is a financial advisor at United Capital Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments and Charles Schwab & Co., Inc. United Capital Financial Advisors 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. The firm offers a customizable investment platform with access to third-party managers, alternative investments, and ESG or faith-based portfolio options.

David Mosberg is a financial advisor with Prosperity Capital Advisors based in The Woodlands, TX. He has 11 years of industry experience, having worked at Triumvir Financial, LLC since 2015. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers discretionary investment management, separately managed accounts, and retirement plan services.

Robert Harberson is a financial advisor at OneSeven with 12 years of industry experience. He holds Series 66 and Series 65 designations and has worked at firms including Baron Financial Advisors and Equitable Advisors. He is also a licensed insurance agent specializing in general health and life insurance. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing diversified portfolio management and financial planning with a long-term investment focus complemented by selective shorter-term trading.

Nicole Ockenden is a financial advisor at Kinetic Investment Management, Inc. She holds a Series 65 designation and has experience in financial services dating back to 2015, including ownership of ThriveRight Financial Group LLC. She is also a licensed insurance agent. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a diverse mix of analytical methods with a long-term trading focus and offers services including portfolio management, financial planning, sub-advisory, and educational seminars.