John Geresi is a Series 66 licensed advisor at Rhame & Gorrell Wealth Management with seven years of industry experience. He has worked at several firms including Robertson Investment Management, Willis Johnson & Associates, Bank of America N.A., Merrill, and Edward Jones. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management with a focus on tactical asset allocation and risk-aligned investment strategies, supported by an affiliated accounting practice offering tax return preparation for select clients.

Robert Bard is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with The Sum, a firm where he has served since 2022, following a long tenure at Fidelity Investments from 2000 to 2021. In addition to his advisory role, Bard manages The Sum Prep, LLC, a tax preparation business serving select clients during tax season. The Sum is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm emphasizes an asset-allocation approach based on modern portfolio theory, primarily using passive investments with ongoing monitoring and rebalancing, integrated with tax, estate, insurance, and cash-flow considerations.

Jason Peirce is a financial advisor at Peirce Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2022. Prior to this, he was affiliated with the Mercatus Center and Texas Tech University. Peirce Capital Management, LLC provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm manages approximately $456.8 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, focusing on asset allocation and primarily using passively managed mutual funds.

Michael Parker Jr. is a financial advisor at Lasting Mark Retirement Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Acrylic Financial, Inc. and Horace Mann Investors, Inc. Outside of his advisory role, he serves as a Support Director for Business Networking International, where he coaches business owners on accountability and networking. Lasting Mark Retirement Group LLC provides portfolio management and financial planning to individual and high-net-worth clients. The firm uses a long-term investment approach based on modern portfolio theory, tailoring portfolios to clients’ goals and risk tolerances, and offers services including retirement income strategies and tax planning.

Christopher Melber is a CFP® with 13 years of industry experience, currently serving as an advisor at The Sum. He has previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. In addition to his advisory role, Melber manages The Sum Prep, LLC, a tax preparation business operating seasonally in Texas. The Sum is an SEC-registered investment adviser that serves individuals, high-net-worth clients, and corporations, offering discretionary portfolio management alongside comprehensive financial planning. The firm employs an asset-allocation driven approach focused on passive investments, ongoing monitoring, and incorporates tax, estate, insurance, and cash-flow considerations into each client’s plan.

Edward Hill is a financial advisor at Forthright Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Increase Financial and LPL Financial. He is also involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily utilizes passive investment management with model portfolios and conducts regular portfolio reviews.

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® with 27 years of industry experience, currently serving as a financial advisor at D.H. Hill Advisors, Inc. since 2009. His background includes roles at both D.H. Hill Advisors and its affiliated broker-dealer, D.H. Hill Securities. Outside of his advisory work, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of investment approaches, including tactical asset allocation and tax-management strategies, supporting independent Investment Adviser Representatives through distinct operating platforms.

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.

Christopher Wootton is a ChFC® and Series 65 credentialed advisor with 18 years of experience in the financial industry. He has worked at Pinkerton Wealth Partners since 2026 and previously spent 19 years at Game Plan Advisors. He is also the principal of WOOTTON Financial Group, Inc., established in 2002. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process called “Advance and Protect,” which combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

William Graves III is a financial advisor at Outlook Wealth Advisors, LLC with 24 years of industry experience. He holds Series 66 and Series 63 licenses 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 benefit packages as an independent contractor and supports a tax attorney by gathering and organizing documents for tax planning purposes. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses model portfolios and a variety of investment approaches, offers insurance products through an affiliated entity, and operates multiple offices with 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 the Series 65 and Series 66 designations and has previously worked at firms including JP Morgan Chase Bank and HFG Wealth Management. Outside of advising, he maintains a small role as a licensed insurance agent. Alpha Capital Family Office, LLC provides wealth management and comprehensive family office services to high-net-worth individuals, families, trusts, and related entities. The firm offers discretionary portfolio management, estate and succession planning, and coordinated financial and tax services, utilizing diversified investment strategies and technology-supported reporting.

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 with Banorte Asset Management, Inc., holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and model portfolios across various asset classes, serving a predominantly international client base, particularly Mexican citizens, and utilizes both traditional and digital investment platforms.

Walter Theobald is a financial advisor with Sovereign Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC, City National Bank, and RBC Capital Markets, LLC. Outside of advising, he manages Theobald Property Development LLC, a business entity established for tax and investment purposes. Sovereign Wealth Advisors, LLC serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis and provides access to a range of sponsored advisory programs and third-party manager platforms.

Jessica Mccain is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. She has worked at UBS Financial Services for 12 years and has held positions at Park Avenue Advisors and Guardian Life Insurance Company before joining Waterway Wealth Management, L.L.C., where she has been since 2025. Waterway Wealth Management, L.L.C. provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, and estates. The firm serves a range of clients including high-net-worth individuals and offers ERISA plan advisory services alongside a tiered wrap fee program, managing approximately $675.8 million in assets.

Jacob Lewis is a financial advisor at Endeavor Advisors, LLC with seven years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northern Trust for 17 years and MAI Capital Management for one year. Outside of his advisory role, he manages Cutbow LLC, which holds a Colorado vacation home. Endeavor Advisors, LLC provides wealth management and investment advisory services to families, businesses, and institutions, focusing on an allocation-driven, buy-and-hold approach using ETFs, no-load mutual funds, and separately managed accounts. The firm manages approximately $177 million across about 129 clients and offers services including discretionary portfolio management, financial planning, and multi-family office reporting.