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.

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.

Edward Hill is a financial advisor at Forthright Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Increase Financial and LPL Financial. He is also involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily utilizes passive investment management with model portfolios and conducts regular portfolio reviews.

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.”

Noor Amirali is a CFP® with 27 years of industry experience, currently serving as a financial advisor at D.H. Hill Advisors, Inc. since 2009. His background includes roles at both D.H. Hill Advisors and its affiliated broker-dealer, D.H. Hill Securities. Outside of his advisory work, he is a member of A & K Development, LLC, a non-investment-related business. 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 institutional clients. The firm offers a range of investment approaches, including tactical asset allocation and tax-management strategies, supporting independent Investment Adviser Representatives through distinct operating platforms.

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 Guardian Life Insurance Company, Park Avenue Securities, Transamerica Capital, and other firms. In addition to his advisory role, he provides employee benefit packages as an independent contractor and supports a tax attorney by gathering and organizing documents for tax planning purposes. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses model portfolios and a variety of investment approaches, offers insurance products through an affiliated entity, and operates multiple offices with educational workshops and local media participation.

Jacob Guinn is a financial advisor at Alpha Capital Family Office, LLC with 25 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including JP Morgan Chase Bank, HFG Wealth Management, and BBVA entities. Outside of advising, he is also an insurance agent. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, and related entities by providing investment management alongside comprehensive family office and wealth advisory services. The firm offers discretionary portfolio management with regular reviews and incorporates third-party managers and alternative investments when appropriate.

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.