Alexander Amundson is a financial advisor at Avion Wealth with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with Ameriprise, LPL Financial LLC, Royal Alliance, Strategic Wealth Advisors Group, and Regency Investment Advisors. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management, comprehensive financial planning, and advanced planning services. The firm employs a structured wealth management approach called the “Avion Wealth Formula,” emphasizing long-term, buy-and-hold asset allocation tailored to client objectives and risk tolerances.

Kyle Mcclain is a CFP® certificant with 10 years of experience in financial advising. He has worked at Rhame & Gorrell Wealth Management since 2017, following prior roles at Bank of America and Merrill. Mcclain holds Series 63 and 66 licenses. 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, employing tactical asset allocation models and both long- and short-term strategies to tailor investment solutions to client objectives.

Philip Hamilton is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Sws Financial Services and Horter Investment Management, LLC. Outside of his advisory work, he is involved in insurance sales focused on final expense and mortgage protection. 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 other institutional clients. The firm supports independent Investment Adviser Representatives through two platforms that offer a range of investment strategies, including tactical asset allocation, active and passive approaches, and tax-management techniques.

Cody Wainscott is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Stenger Family Office, Haynie & Company, LLP, and RSM US, LLP. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions. The firm follows an allocation-driven, buy-and-hold investment approach primarily using ETFs, no-load mutual funds, and separately managed accounts.

Paul Carroll is a CFP® and holds a Series 65 license with 21 years of experience in financial advising. He has been with Avion Wealth (formerly Efficient Wealth Management LLC) since 2003 and previously worked for Continental Airlines from 1997 to 2019. Avion Wealth serves individuals, including high-net-worth clients, trusts, charitable organizations, and business entities, offering discretionary portfolio management along with comprehensive financial and advanced planning services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance, and recently added options trading and writing to its capabilities.

William Grant is a financial advisor at Diamond Client Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Metlife Securities, Inc., Mass Mutual Investors Services, and Peak Brokerage Services, LLC. Grant is also involved in insurance sales related to individual life, dental, health, and long-term care products. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning. The firm integrates fundamental analysis, modern portfolio theory, and technical analysis in its investment process and supports client participation in private placements and other alternative investments.

Taylor Condon is a Series 65-registered advisor with Skybound Wealth USA, based in Houston, TX, with one year of industry experience. He holds director roles in two consulting businesses, Altitude and TLC Private Wealth. Skybound Wealth USA serves individuals, families, and internationally mobile clients, providing investment management, financial planning, and cross-border pension advice, with a notable focus on UK pension transfers and estate planning coordination through third-party platforms. The firm operates with a centralized investment governance framework and is part of an international wealth management group with affiliated insurance, mortgage, and lending businesses.

Timothy Smith is a CFP® professional with over 30 years of experience in financial advising. He has been with Granite Harbor Advisors, INC. since 2015 and Granite Harbor Group since 2016. Outside of his advisory work, he serves as president of a homeowners association and is a board member of Ronald McDonald House Charities Greater Houston. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a broad range of public and private securities and sponsors multiple private funds alongside traditional portfolio management services.

Karla Saez is a financial advisor at Avion Wealth with a Series 65 designation and one year of industry experience. Prior to joining Avion Wealth in 2025, she worked with Assemblies of God U.S. Missions for six years and held roles at Texas A&M University and its LAUNCH Office. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and tailors portfolios to clients' objectives, risk tolerance, and time horizon.

Antonio Teruggi Pereda is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2014. 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 a range of model portfolios, serving a primarily international client base with a notable presence in Latin America.

Christopher Mcbee is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Avion Wealth. His prior roles include positions at Yorktown Management & Research Co., Inc., Foreside Fund Services, LLC, and Invesco, where he held various responsibilities between 2014 and 2023. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, with portfolios tailored and regularly monitored to meet client-specific objectives and risk tolerances.

Ryan Lewis is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Endeavor Advisors, he worked at JLL and has a background in construction and property ventures. He also attended Abilene Christian University. Endeavor Advisors, LLC is a registered investment adviser serving individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using a variety of securities and offers family office services alongside financial planning and consulting.

Christopher Gaffney is a CFP® with 19 years of industry experience. He has been with Peak Financial Management, Inc. since 2014. He holds Series 63 and Series 65 licenses and is based in Wellesley, MA. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and uses model-based investment policies across a range of asset-allocation portfolios.

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 65 and Series 63 licenses and has worked at multiple 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 networking and accountability. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

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.

Nicholas Casatelli is a financial advisor at Woodstock Wealth Management, Inc. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AWM Financial Services Inc. and AXA Advisors LLC. He also offers non-securities insurance as a sole proprietor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and a performance-based compensation model alongside standard fee arrangements.

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.”