Allexander Pellicano is a CFA® charterholder currently with Granite Harbor Advisors, Inc. in Houston, TX. He has one year of experience in financial advising, having joined Granite Harbor Advisors in 2026. His prior roles include positions at Central Storage & Warehouse, Exact Sciences Corporation, Baker Tilly US, LLP, and General Electric. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, retirement plan consulting, and oversight of pooled investment vehicles. The firm is notable for sponsoring multiple private funds and providing a range of traditional and alternative investment strategies.

Jill Chandler is a financial advisor at The Sum with a Series 65 credential and nine years of industry experience. She previously worked at IMA and NSF before joining The Sum. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm’s approach emphasizes asset allocation grounded in modern portfolio theory, primarily using passive index funds and ETFs, with ongoing monitoring and discretionary rebalancing.

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 at firms including Ameriprise, LPL Financial LLC, Royal Alliance, and Strategic Wealth Advisors Group. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive and advanced financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and tailors portfolios to clients’ objectives, risk tolerance, and time horizon.

Kyle McClain is a Certified Financial Planner® with 10 years of industry experience. He has been with Rhame & Gorrell Wealth Management since 2017, following prior roles at Bank of America and Merrill. McClain holds the CFP®, Series 63, and Series 66 credentials. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages approximately $1.44 billion in client assets.

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.

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 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanderbilt Financial Group, Mass Mutual, and Metlife Securities. Diamond Client Group provides advisory services to individuals, high-net-worth clients, and business entities, offering discretionary portfolio management, alternative investment sourcing, and financial planning. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis, typically focusing on long-term strategies.

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.

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 financial advisor at Rhame & Gorrell Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Willis Johnson & Associates, Robertson Investment Management, and Bank of America. 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, combining fundamental, technical, and cyclical analysis to tailor asset allocations to clients’ needs.

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 with Lasting Mark Retirement Group LLC in The Woodlands, TX, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior experience includes roles at Acrylic Financial, Warrant Financial Services, and several positions within Horace Mann and MassMutual organizations. Outside of his advisory work, he serves as a Support Director with Business Networking International, coaching business owners on networking and referral accountability. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, focusing on those in or nearing retirement by providing ongoing portfolio management and integrated financial planning. The firm employs a team approach and uses modern portfolio theory, strategic asset allocation, and regular rebalancing to tailor client recommendations based on individual goals and risk tolerance.

Christopher Melber is a CFP® with 13 years of industry experience, currently serving at Rhame & Gorrell Wealth Management. He previously worked at Fidelity Investments in various roles from 2012 to 2019 and manages a seasonal tax preparation business, The Sum Prep, LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm emphasizes tailored asset allocation and employs a Tactical Asset Allocation Program supported by an in-house investment committee, also providing coordinated tax and estate-planning services.

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.”