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. Nash also has experience outside finance, including a role at International Laboratory Supply. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives.

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 Certified Financial Planner® with 18 years of industry experience. He has worked at Bogart Wealth since 2020 and previously held roles at Cetera Advisor Networks, United Capital Financial Advisers, and Fidelity Brokerage Services. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of bottom-up fundamental equity analysis and top-down asset allocation, utilizing model portfolios and specialized investment options such as direct indexing, structured notes, and private-market alternatives.

Emile Dufrene III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at LifePro Asset Management, Nationwide Securities, and Simplicity Wealth, in addition to 15 years as a self-employed professional. Outside of advising, he consults with Stryde Solutions, LLC, a referral network for professional services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base ranging from individuals to employer-sponsored retirement plans and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and incorporates third-party sub-advisers and custodians to deliver tailored investment advice.

Brian Gremminger is a financial advisor at Kingsview Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies and offers access to a wide range of investment instruments and third-party managers.

Raymond Key is a financial advisor with United Capital Financial Advisors who holds Series 63, 65, and 66 licenses and has 27 years of industry experience. His prior roles include positions at Annuitysense, Ceros Financial Services, Flexible Plan Investments, and VALIC Financial Advisors. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a wide range of services, including sub-advisory and consulting, and supports customization through its platform FinLife Partners.

Sydney Rutledge is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. Prior to joining Bogart Wealth, Rutledge worked at Silverstar Wealth Management and spent four years at Texas A&M University. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management, employing a combination of discretionary portfolio management, model portfolios, and specialized investment options such as direct indexing SMAs and private-market alternatives.

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.

Antonio Reyna is a financial advisor at Rossby Financial, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Osaic Wealth, Inc. and Securities America Advisors. Outside of his advisory role, Reyna serves as Lead Security Supervisor at The Cynthia Woods Mitchell Pavilion, overseeing venue security and guest relations during performances. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm manages approximately $358.6 million across about 800 client relationships, employing diverse analytical methods and customized strategies to align with clients’ risk tolerance and investment horizons.

Austin Hilscher is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. His prior roles include positions at Willis Johnson & Associates, Inc., Avion Wealth, Stone Wealth Management, Avidian Wealth Solutions, and Chisholm Trail Financial Group. Bogart Wealth provides comprehensive financial planning and wealth management services to individuals, trusts, estates, and charitable organizations, utilizing model portfolios and specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis with top-down asset allocation and employs AI tools and third-party managers as part of its discretionary investment approach.

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.

Guy Jones is a CFP® with 27 years of industry experience. He has been with Advisory Services Network since 2015 and has operated Guy P. Jones & Associates since 1999. He is also involved in selling insurance products, including fixed and fixed index annuities and life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, overseeing approximately $8.6 billion in client assets.

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 Series 63 and Series 65 credentials and four years of industry experience. His work history includes positions at Fisher Investments and Charles Schwab & Co., Inc., among others. 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’s platform supports customized investment strategies and offers affiliated services such as law, trust, lending, and sub-advisory solutions.

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 65 and Series 66 licenses and has worked at firms including Baron Financial Advisors and his own Harberson Financial. Outside of advisory services, he is an independent licensed insurance agent specializing in general health and life insurance. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using diversified portfolios with access to alternatives and private placements.

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.