Maria Bernaldo De Quiros is a financial advisor with Summa Corp. in The Woodlands, TX, holding a Series 63 license and bringing 37 years of industry experience. She has worked at Summa Corp. and Summa Holdings, Inc. since 2001 and was previously with InSight Securities, Inc. from 2014 to 2019. Outside of her advisory role, she acts as a sub-advisor for a Panamanian investment advisory firm, providing recommendations and asset allocation advice. Summa Corp. offers investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other advisers, including a notable non-U.S. client base. The firm’s investment approach emphasizes long-term capital preservation and positive absolute returns through fundamental analysis, diversification, and a broad range of instruments, with tailored portfolios monitored regularly.

Nicholas Oldham is a financial advisor at Waterway Wealth Management, L.L.C. He holds Series 65 and Series 66 credentials and has two years of industry experience. His previous roles include positions at Invesco, Haven Wealth Group, and USAA Investment Management Co. Waterway Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers comprehensive financial planning and discretionary investment management, utilizing tailored investment policy statements and options-based strategies within managed accounts.

Marc Sony is a financial advisor with Camden Wealth Advisors LLC in Kingwood, TX, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been affiliated with Northeast Securities, Inc. and Camden Wealth Advisors since 2009. Camden Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs customized investment strategies and provides consolidated reporting, third-party manager referrals, and both long- and short-term investment approaches.

Benjamin Fuentez is a financial advisor at Park Avenue Investment Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Park Avenue Investment Advisory, Park Avenue Securities, and Guardian Life Insurance Company. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party investment managers through technology platforms, and it offers various supplemental planning and consulting services.

Darrin Moe is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and several years of professional experience spanning financial services and accounting roles. His prior work includes positions at Generations Wealth & Tax LLC, FPTW Investment Firm, and Haynie & Company CPA Firm. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm employs a range of portfolio management strategies including fundamental and technical analysis, tactical asset allocation, and options for hedging, supported by an affiliated accounting practice and law-firm relationships for integrated tax and estate planning services.

Nicole Gale is a financial advisor with Wealth Management Investment Advisors, LLC in Spring, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her current role, she worked at Standard Of Greatness, LLC and Jackson Henry Mortgage, LLC. Outside of advising, she is the managing member of Voice Standard, LLC, a company providing voice-over services. Wealth Management Investment Advisors is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and selecting third-party money managers, typically without taking custody of client assets.

Matthew Harvey is a CFP® and Series 65 licensed advisor at Bellatore Financial, Inc. with five years of industry experience. He has worked previously at Buckingham Strategic Wealth, LLC, and HFG Wealth Management, LLC. Bellatore Financial provides turn-key asset management, model portfolio, and sub-advisory services to independent registered investment advisers and their clients. The firm uses an investment approach called “Scientific Portfolio Theory,” combining modern portfolio theory and behavioral finance principles to construct open-architecture portfolios.

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 at D.H. Hill Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Planmember Securities Corporation and his own practice, Les H Kern. Kern is also involved as an insurance agent and participates in investment services related to Deferred Sales Trusts. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a mix of internally managed strategies, advisor-managed portfolios, and unaffiliated sub-advisers, using approaches such as tactical asset allocation and tax-aware techniques.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Wehrly is also the CEO and founder of Golden Rule Wealth Preservation, an investment-related business involved in insurance product sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing various investment strategies across ETFs, mutual funds, individual equities, options, and private investments.

Donica Masterson Ruano is a financial advisor at RFG Advisory, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining RFG Advisory, she worked at several firms including OneDigital Investment Advisors LLC, Orion Portfolio Solutions, and Brinker Capital Securities. Outside of financial advising, she is a partner in Orion Security Logistics Group, a firm providing executive protection and security services. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily offers discretionary portfolio management leveraging various model strategies and third-party platforms, and it acts as sub-adviser to multiple ETFs while providing access to alternative investments and retirement technology solutions.

Ryan Mcdonald is a financial advisor with United Capital Financial Advisors and holds a Series 65 credential. He has two years of industry experience and previously worked at Willis Johnson & Associates, Inc. He has also held positions outside of financial services. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts, offering a platform that supports customized strategies and access to alternative investments.

Laura Nash is a financial advisor at Madison Partners with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Pruco Securities, LLC. Nash also has experience outside finance, including a role at International Laboratory Supply. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives.

James Tolbert is a financial advisor with B. Riley Wealth Advisors, Inc. in The Woodlands, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes tenure at firms such as UBS Financial Services, RBC Capital Markets, and National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Michael Camara is a CFP® professional with 18 years of experience in financial advising. He currently works at Bogart Wealth, LLC and previously held roles at Cetera Advisor Networks, United Capital Financial Advisers, and Fidelity. Bogart Wealth provides comprehensive wealth management and financial planning to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm manages approximately $3.19 billion in assets and employs a combination of passive and select active strategies, using formal governance and AI tools to support its investment process.

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 an advisor at United Capital Financial Advisors with 27 years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include positions at Merrill, Valic Financial Advisors, and several annuity-focused firms. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services such as sub-advisory, consulting, and a technology platform called FinLife Partners that supports other independent advisors.

Sydney Rutledge is a CFP® professional with four years of industry experience, currently serving as an advisor at Bogart Wealth, LLC in The Woodlands, TX. Prior to joining Bogart Wealth, Rutledge worked at Silverstar Wealth Management and held a position at Texas A&M University. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations, serving both non‑high-net-worth and high-net-worth clients. The firm employs a disciplined investment approach combining firm model portfolios with both passive and active strategies and oversees approximately $3.19 billion in client assets.

Maria Northam is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and over 32 years of industry experience. She has worked at Bolton Global Asset Management and Bolton Global Capital since 2011 and previously held positions at Abshier Webb Donnelly & Baker, Inc. and Stanford Group Company. Outside of her advisory role, she is the owner and managing director of Alphana Group, LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent investment adviser representatives and employs a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities.

David Vaughan is a financial advisor at Avior Wealth Management, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Woodlands Asset Management Inc. for 23 years. Vaughan is also involved as a general partner in several limited partnerships related to real estate and investment activities. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting through a combination of fundamental analysis and both long-term and short-term strategies.