Erling Brakke is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Gravity Family Office Services, LLC. His prior roles include positions at Kingswood Capital Partners LLC and Forta Financial Group, Inc. Outside of advisory work, he is president of several non-investment related companies, including a CPA firm providing tax preparation and accounting services. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse investment approach using fundamental, technical, and cyclical analysis, often working with sub-advisors and model portfolios while maintaining ongoing client oversight.

Todd Luft is a financial advisor at International Assets Investment Management, LLC with 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and held roles at B. Riley Wealth Advisors and B. Riley Wealth Management. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers using a range of investment vehicles tailored to client objectives.

Phillip Kennemer is a financial advisor with B. Riley Wealth Advisors, Inc. in The Woodlands, TX, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at National Securities Corp and Ameriprise Financial Services, Inc. prior to joining B. Riley Wealth Advisors. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Angela Sanders is a financial advisor at United Capital Financial Advisors with 22 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and previous tenure at United Capital. Outside of her advisory work, she is co-owner and bookkeeper of Sanders Electrical Services, a residential and commercial electrical business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based options, and supports its advisors with proprietary technology and research.

Morris Monroe is a financial advisor at Avior Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Navigator Securities Ltd and Woodlands Asset Management Inc. Monroe also serves as a director at Woodlands Financial Services and is a co-member of Timberloch Capital LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing fundamental analysis with both long- and short-term investment strategies and offering a range of services including comprehensive financial planning and business consulting.

Dina Tupper is a financial advisor at Madison Partners with 15 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior roles include positions at Charles Schwab & Co., Provident Wealth Advisors, Platinum Tax & Wealth Management, and Merrill. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Joseph Anderson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at SHP Wealth Management, LLC and SHP Financial, LLC, and also operates as an independent insurance agent providing annuity and insurance solutions. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, utilizing a mix of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers.

Alexis Roberts is a financial advisor with Independent Solutions Wealth Management, LLC in Montgomery, TX. She holds the ChFC® designation and a Series 65 license and has five years of industry experience. Her prior roles include work at Sowell Management and Alexis Investment Partners. Outside of advisory work, she is an insurance agent specializing in life insurance, long-term care insurance, and annuities. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, employing a strategic asset allocation and manager selection process with tactical strategies and diverse portfolio models.

Trent Birdsong is a financial advisor with Oppenheimer who holds the CFP® designation and has 31 years of industry experience. His career includes positions at Merrill, UBS Financial Services, Wells Fargo Clearing, and currently Oppenheimer since 2021. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Jaymie Wendt is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2014 to 2023. Wendt has been with Sanctuary Advisors and Sanctuary Securities since 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering a range of portfolio management and consulting services.

Cynthia Kelley is a financial advisor with Oppenheimer in The Woodlands, TX, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her career includes tenures at major firms such as Merrill, Morgan Stanley, and JPMorgan Chase Bank. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, corporations, and charitable organizations. The firm offers diverse investment programs and advisory services that encompass equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management approaches.

James Shock is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Trilogy Wealth Management and Trilogy University, and has operated his own practice, Shock Financial Group, since 1989. He is also involved in non-variable insurance ownership in Shenandoah, TX. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial planning and portfolio management services through a network of 477 independent advisors.

Joseph Zachary is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with United Planners since 2011. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

William Rassman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Carson Wealth. His career includes roles at firms such as RWM Capital, Prosper Point LLC, and Deutsche Bank Securities. In addition to advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC operates an enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and tailored investment solutions overseen by an Investment Committee.

Jeffrey Baker is a financial advisor with Money Concepts Capital Corp in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Money Concepts Capital Corp since 1999. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis within a framework of modern portfolio theory.

Christophor Rowell is a financial advisor at Creative Planning with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab and Westwood Management Corp. before joining Creative Planning in 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Anthony Favela is a financial advisor with Creative Planning, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at Citigroup Global Markets and Waddell & Reed before joining Creative Planning in 2013. In addition to his advisory role, he serves in the U.S. Army National Guard in an Information Operations capacity. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

Grace Jones is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including GWFS Equities, Inc. and Grace Wealth Advisory. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Ryan Mathes is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. Prior to joining Osaic, he worked at Arbor Point Advisors and Ameriprise Financial Services, Inc. Mathes is involved in his community as a past president of the Rotary Club of The Woodlands and volunteers with Habitat for Humanity. He also serves as vice president of communications for the Executive Women's Alliance, mentoring young women. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and annuity sub-account management.

Marla Sherrod is a CFP® and ChFC® with 22 years of experience in the financial industry. She joined &Partners, LLC in 2024 after spending 20 years with Edward Jones. Outside of her advisory role, she is a co-owner of Tandem S Ranch, a family farm in Huntsville, TX. &Partners serves a diverse client base, including individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement consulting services. The firm utilizes a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.