Justin Napoleon is a financial advisor at AWM Financial Services Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Allied Wealth and AWM Financial Services, as well as in roles outside the industry with Napoleon Motorsports and Turnkey Industries. 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 combines quantitative, fundamental, technical, and economic analysis to guide its model-based portfolio decisions and manages approximately $320.6 million in discretionary assets.

Carla Smart is a financial advisor at Skybound Wealth USA with two years of industry experience. She holds a Series 65 designation and has been with Skybound Wealth Management entities since 2013. 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 employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Jonathan Hoyme is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Awaken Wealth Partners LLC. His prior roles include extensive tenure at Thrivent Financial and associated subsidiaries from 2002 to 2026, as well as positions at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a co-owner of an LLC that manages budgeting and bookkeeping activities related to his business operations and is licensed to sell fixed insurance products. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, tailoring portfolios primarily through fundamental analysis and a long-term investment approach while utilizing external managers when appropriate.

Anthony Sumrall is a financial advisor at Managed Financial Services Corporation, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Managed Financial Services Corporation, Inc. since 2007. 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, applying a committee-driven investment process and tailored asset allocation aligned with clients’ objectives and risk tolerance.

Philip Armes is a financial advisor at Endeavor Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. He also worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. His spouse operates a home-based photography business, Sydney Armes Photography. Endeavor Advisors, LLC provides discretionary investment management, family office and wealth management, financial planning, and consulting services to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm manages approximately $559.5 million in discretionary assets and uses a long-term portfolio approach incorporating equities, ETFs, mutual funds, bonds, and third-party managers.

Darrin Moe is a Series 65-licensed financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX. He has one year of experience at his current firm and has previously worked at Generations Wealth & Tax LLC, FPTW Investment Firm, Haynie & Company CPA Firm, Pipeline Machinery, and Valaris PLC. Rhame & Gorrell Wealth Management is a team-based registered investment adviser managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides discretionary portfolio management alongside financial, retirement, and estate planning, using tactical asset allocation models overseen by an investment committee.

Joi Murphy is a financial advisor at Managed Financial Services Corp Inc in Houston, TX, holding a Series 63 designation with 27 years of industry experience. She has been with Managed Financial Services, Inc. since 1999. 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 and monitoring process tailored to client objectives and risk tolerance.

Mark Heider is a CFP® and holds a Series 65 license, serving as a financial advisor at Peirce Capital Management, LLC in The Woodlands, TX. He has 12 years of industry experience and has been with Peirce Capital Management since 2012. 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, emphasizing asset allocation and utilizing primarily passively managed mutual funds.

Leslie Kern is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.H. Hill Advisors since 2016 and has operated his own advisory practice since 2008. Outside of his advisory work, Kern is also an insurance agent. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both tactical asset allocation and active and passive strategies across multiple platforms.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He has previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC, and is the CEO and founder of Golden Rule Wealth Preservation, where he has been involved in insurance product sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms, utilizing a mix of proprietary models and third-party managers to manage primarily discretionary accounts.

Ray Stanley is a financial advisor with Capital Analysts in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been associated with Lincoln Investment and Capital Analysts since 2012 and also with Outlook Financial Group, LLC since 2008. Outside of his advisory role, Stanley is a fixed insurance agent, involved in identifying needs, soliciting quotes, and managing applications in the fixed insurance sector. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides both discretionary and non-discretionary portfolio management through various programs and leverages an in-house Investment Management & Research team that utilizes proprietary screening methods and model portfolios.

Donica Masterson Ruano is a financial advisor with RFG Advisory, LLC in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at Merrill, Waterway Wealth Management, and Brinker Capital Securities. Outside of advisory work, she is a partner at Orion Security Logistics Group, a security services consulting firm. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.

Ryan Mcdonald is a financial advisor at United Capital Financial Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Willis Johnson & Associates, Inc. Ryan’s background also includes roles outside the financial sector, such as a position at Ace Entertainment. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts, with a platform that supports customized investment strategies and offers technology and consulting services to independent advisors.

Dennis Greensage is a financial advisor at Symphony Financial, Ltd. Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Symphony Financial since 2014 and LPL Financial since 2004. Greensage is involved with The Greensage Group, a business that handles non-variable insurance and related activities. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and coordinates with outside specialists, applying a long-term investment philosophy using a variety of investment vehicles and fiduciary services.

Kristen Shepherd is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked with 1st Global Advisors, Inc and Beacon Wealth Management, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

Cindy Day is a financial advisor with Wealthcare Advisory Partners LLC in Houston, TX, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at LPL Financial, 1ST Global Advisors, and Kenneth Day CPA. She also owns a bookkeeping business. Wealthcare Advisory Partners manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, and businesses with wealth management, financial planning, and access to alternative investments. The firm employs a goals-based planning process supported by proprietary software and an evidence-based investment framework.

Christian Smaistrla is a financial advisor with LPL Financial in Tomball, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2004 and at Symphony Financial, Ltd. Co. since 2014. In addition to his advisory work, he is involved in non-variable insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Michael Burke is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital Inc. since 2006. Outside of his advisory role, Burke is a co-owner and active director of Champions Golf Club, Inc., a private golf club in Houston, TX, where he dedicates significant time to management and decision-making. He is also the founder of the Round Up Golf Charity, a nonprofit organization for personal charitable donations. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and financial institutions. The firm’s investment approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a focus on mutual funds, ETFs, equities, and fixed-income securities, while allowing tactical trading and rebalancing.

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.