Jacob Guinn is a financial advisor with Alpha Capital Family Office, LLC, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at HFG Wealth Management, JP Morgan Chase Bank, and BBVA Wealth Solutions. He is also licensed as an insurance agent. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, small businesses, and institutional clients, offering investment management and comprehensive family office services. The firm employs discretionary portfolio management and provides consolidated reporting, estate coordination, and tax-aware strategies through a collaborative, multi-advisor team.

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.

James Engelke is a financial advisor at Awaken Wealth Partners LLC in Houston, TX, holding Series 65 and Series 63 licenses with approximately five years of industry experience. His prior roles include positions at StoneEagle and PCMI, LLC, as well as employment with Lone Star College System and COPilot Service Group Inc. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts with financial planning, discretionary investment management, and retirement plan advisory. The firm employs a long-term investment approach with fundamental analysis and may utilize external managers while administering a wrap fee program through Fidelity and Schwab.

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.

Joselyn Pfeil is a financial advisor with Skybound Wealth USA in Houston, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025 and has experience in wealth and wellness training. Skybound Wealth USA serves individuals, families, and internationally mobile clients, offering investment management, financial planning, and cross-border pension advice, with a focus on UK pension transfers and estate planning coordination. The firm utilizes a centralized investment governance framework and manages most client assets on a non-discretionary basis.

Joshua Clancey is a financial advisor at Skybound Wealth USA with a Series 65 credential and one year of industry experience. His prior work includes roles at Indigo Financial Analysis & Consultancy, Hansard Global PLC, Causeway, Praemium, and Friends Provident International. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfer services. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

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.

Emile Niyonkuru is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and financial advisory firms, alongside service in the United States Marine Corps. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm is notable for sponsoring and advising multiple private funds and utilizes a diverse range of securities and investment strategies across its portfolio offerings.

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.

Terence King is a financial advisor at Managed Financial Services Corp Inc with six years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019, following seven years at Phoenix Group Metals. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection process and proprietary tools to tailor investments to client objectives and risk tolerance.

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.

Lucas Cheatham is a financial advisor at Diamond Client Group, LLC in The Woodlands, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Peak Brokerage Services, Mass Mutual Life Insurance Company, and Guardian Life. Outside of advising, he attends board meetings for a retail business he owns. Diamond Client Group provides advisory services to individual and high-net-worth clients and business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis, supporting long-term strategies as well as margin and discretionary trading when authorized.

Alexandra Merz is a financial advisor with Skybound Wealth USA in Houston, TX, holding Series 65 and Series 63 licenses. She has one year of industry experience and previously worked at Vie International and Solara Energy Ltd. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm operates a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

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.

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.