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.”

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.

Oscar Mondragon is a CFP® professional with 13 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked for over a decade, and has also held roles with Cetera Investment Services LLC since 2026. Outside of his advisory duties, Mondragon is a licensed insurance agent and operates a consulting firm focused on coaching individuals and businesses in revenue growth, profitability, and organizational development. Centric Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long- and short-term trading strategies while tailoring financial plans to clients’ individual circumstances.

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 firms including Guardian Life Insurance Company, Park Avenue Securities, Eqis, and Transamerica Capital, Inc. In addition to his advisory role, Graves provides employee benefits consulting, works as an independent insurance agent, and assists a tax attorney by gathering and organizing tax-related documents. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement and pension consulting, and portfolio management services. The firm uses a range of investment approaches and model portfolios, offering tailored financial plans and access to third-party managers and insurance products.

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.

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.

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.