Ross Richardson is a CFP® professional with 25 years of industry experience. He is currently with Apella Wealth and has previously worked at Pembroke Advisors, Inc. and SII Investments, Inc. Since 2021, he has served as a course instructor for Dobbs Education, LLC, providing educational support for Yale School of Management’s Certified Private Wealth Advisor Certification program. Apella Wealth serves a diverse range of clients including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach, integrating proprietary and third-party tools to manage portfolios and offers various advisory services tailored to their clients’ needs.

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.

Antonio Reyna is a financial advisor at Rossby Financial, LLC with 33 years of industry experience. He holds a Series 63 license and has worked at several firms, including Securities America Advisors, LPL Financial, and BBVA Compass Investment Solutions. Outside of his advisory role, he serves as a lead security supervisor at The Cynthia Woods Mitchell Pavilion in The Woodlands, TX. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and business entities. The firm uses a variety of analytical approaches and diversified strategies to tailor portfolios according to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets as of the end of 2024.

Colbey Gilford is a CFP® professional with three years of industry experience, currently affiliated with RWA Wealth Partners. Prior to joining RWA in 2023, he worked at Polaris Wealth Advisory Group and Merino Wealth Management, and has experience outside finance with The Nature Conservancy and in education. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform, combined with customized fixed income and cash management strategies.

Jessie Jo Lucas is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and five years of industry experience. Her professional background includes roles at Lucas Wealth and Retirement, Woodforest Wealth Strategies, Amerilife, and prior experience outside the financial industry with Tesla-Solar and PVH - Tommy Hilfiger. Kinetic Investment Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using multiple analytical methods and occasionally allocates to higher-risk investments such as non-traded REITs and energy MLPs.

Michael Fortner is a CFP® professional with 25 years of industry experience. He is currently with Secure Asset Management, L.L.C. and has prior experience at Aurora Securities Inc., SCF Investment Advisors, Inc., and SCF Securities, Inc. Outside of his advisory roles, he serves as a trustee and executor of an estate and owns a wealth services business. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a range of investment strategies guided by written policy statements and frequently utilizes third-party money managers and held-away account management.

Alif Karowadia is a financial advisor at United Capital Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments and Charles Schwab & Co., Inc. 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 customizable investment platform with access to third-party managers, alternative investments, and ESG or faith-based portfolio options.

David Mosberg is a financial advisor with Prosperity Capital Advisors based in The Woodlands, TX. He has 11 years of industry experience, having worked at Triumvir Financial, LLC since 2015. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers discretionary investment management, separately managed accounts, and retirement plan services.

Robert Harberson is a financial advisor at OneSeven with 12 years of industry experience. He holds Series 66 and Series 65 designations and has worked at firms including Baron Financial Advisors and Equitable Advisors. He is also a licensed insurance agent specializing in general health and life insurance. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing diversified portfolio management and financial planning with a long-term investment focus complemented by selective shorter-term trading.

Brian Baker is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at firms such as Invesco AIM Private Asset Management, Equinox Group Distributors, and Triton Pacific Securities. Saxony Capital Management provides portfolio management and financial planning services to individual, high-net-worth, and institutional clients, operating a multi-team model with 38 advisors. The firm offers discretionary asset management alongside hourly or flat-fee consulting and employs a range of investment strategies, including fundamental, technical, and quantitative methods.

James Barksdale is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has been with Symphony Financial since 2023 and concurrently holds a position at Boeing since 2014. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers a multi-family office service model coordinating broad family needs through outside providers.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

Michael Snasel is a financial advisor at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Horter Investment Management, and an ongoing ownership and operational role at Vantage Financial Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, alongside model portfolios and independent managers, while offering technology and operational solutions for advisers.

Stevin Moses is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Northstar Wealth Partners LLC, LPL Financial, and Ameriprise among others. He is also involved in insurance sales through Sound Choice Financial LLC. Founders Financial Securities provides advisory services to individuals, retirement plan sponsors, trusts, and corporate clients via a network of IARs managing approximately $4.1 billion in assets. The firm offers a range of investment platforms and specialized services, including retirement guidance and 1031 exchange consulting.

Andrew Ramsey is a financial advisor at Capital Analysts with six years of industry experience. He holds a Series 66 credential and has prior work experience at PricewaterhouseCoopers. Ramsey also provides financial services through Outlook Financial Group, a DBA for his work with Lincoln Investment. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management via an in-house research team and independent advisors, with a proprietary mutual-fund screening process and fiduciary oversight for retirement and tax-advantaged accounts.

Zachary Threadgill is a financial advisor at CW Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously operated Threadgill Financial, LLC for eleven years. In addition to his advisory work, he is involved in insurance sales. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a broad client base including individuals, families, trusts, estates, and institutions. The firm employs a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies across various asset classes and provides wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Christopher Sewell is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and six years of industry experience. Before joining Mutual Advisors in 2020, he worked at Brownline and Braden Advisors and KPMG. He is also involved with Wise Capital Partners, LLC, focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services using both active and passive strategies tailored to client objectives and is noted for its scale in institutional work and its use of specialized operational features.

John Cheeseman is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Tucker Asset Management LLC and HBW Advisory Services, LLC. Outside of his advisory roles, he serves as an air traffic control specialist with the Federal Aviation Administration. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, supported by a third-party services platform for trading, compliance, and administration.

Juan Hernandez Ariano is a CFP® and Series 65-licensed advisor at OneSeven with nine years of industry experience. He has held positions at MGO ONE SEVEN LLC dba Studemont Group, Baron Financial Advisers, LLC, and 212 Advisory Group, LLC. Outside of his advisory role, he serves as President and volunteer for the Financial Planning Association of Houston and is involved in college planning workshops and technology advisory through a separate entity, WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio management with access to diversified investments and alternative strategies. The firm utilizes both discretionary and non-discretionary arrangements, often implementing strategies through independent managers and third-party platforms.

Daniel Baker is a financial advisor at Avior Wealth Management, LLC with a Series 65 credential and four years of industry experience. His prior roles include positions at Navigator Securities Ltd and Momentum Independent Network Inc., as well as experience in the energy sector and academia. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through 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 with a focus on fundamental analysis and a combination of long-term and short-term strategies.