Robert Zoda is a CFP® with 29 years of industry experience and is currently an advisor at Compass Financial Management LLC. His previous roles include positions at Zoda Financial, LLC, Purshe Kaplan Sterling Investments, Momentum Independent Network Inc., Cetera Investment Services LLC, and VOYA Financial Advisors, Inc. Outside of his advisory work, he serves as a general partner of a family limited partnership involved in real estate investments. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers both third-party and internally managed model portfolios.

Ray Stanley is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Lincoln Investment, Capital Analysts, and Outlook Financial Group, LLC since 2008. In addition to his advisory roles, he is licensed as a fixed insurance agent, handling client needs assessment and underwriting processes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management utilizing proprietary mutual fund screening.

Donica Masterson Ruano is a financial advisor at RFG Advisory, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Merrill and Brinker Capital Securities. Outside of financial advising, she is a partner in Orion Security Logistics Group, a firm specializing in executive protection and security services. RFG Advisory serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, and acts as a sub-adviser to multiple ETFs while supporting a variety of model strategies and third-party platforms.

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.

Kasey Mayne is a financial advisor at B. Riley Wealth Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at B. Riley Wealth Management, National Securities Corp, and Ameriprise Financial Services. Mayne is also a licensed notary public. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Scott Hefty is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Foundations Investment Advisors LLC and previously worked at Retirement Financial Group, AE Wealth Management, and Networth Advisors. He also operates as an independent insurance agent through SERAE Financial Group, providing annuity and insurance solutions. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of investment analyses and incorporates both discretionary and non-discretionary authority models in its management approach.

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. Outside of her advisory role, she is licensed in life and health insurance and HMO products. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction, utilizing a mix of ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

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.

Emile Dufrene III is a financial advisor at Foundations Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including LifePro Asset Management and Nationwide Securities. Outside of advisory roles, he serves as a consultant for Stryde Solutions, LLC, a referral network connecting clients with consultants, engineers, and attorneys. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios and third-party sub-advisers to tailor investment solutions.

Brian Gremminger is a financial advisor at Kingsview Wealth Management, LLC, holding a Series 66 designation with 17 years of industry experience. He worked at Edward Jones from 2009 to 2026 before joining Kingsview. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

Raymond Key is a financial advisor at United Capital Financial Advisors with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Merrill, Valic Financial Advisors, and several firms focused on annuities and investment planning. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth clients, retirement plans, and institutional accounts. The firm offers a range of customizable investment options and operates an affiliated network that includes legal and trust services, lending relationships, and a technology platform supporting independent advisors.

Sean Perez is a financial advisor with Gradient Securities, LLC, holding a Series 66 license and 20 years of industry experience. He has been with Gradient Securities since 2016. In addition to his advisory role, he is also licensed as an insurance agent and sells fixed insurance products. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Michael Ritchie is a financial advisor with Sequent Planning, LLC holding a Series 65 designation and two years of industry experience. He previously worked at Brookstone Capital Management and has additional professional experience as a licensed mortgage loan originator, real estate agent, and professional engineer. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

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.

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.

Caleb Christian is a financial advisor with Prosperity Capital Advisors in Montgomery, TX. He holds the CFP® and ChFC® designations and has 10 years of industry experience. Caleb previously worked at Northwestern Mutual and Granite Harbor Advisors. Outside of his advisory role, he serves as a life group leader at Restoration Church Woodforest. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm focuses on model-based, asset-allocation strategies with ongoing portfolio supervision and offers services including separately managed accounts and retirement plan solutions.

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.

Austin Hilscher is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Bogart Wealth, LLC. His prior experience includes roles at Willis Johnson & Associates, Avion Wealth, Stone Wealth Management, Avidian Wealth Solutions, and Chisholm Trail Financial Group. He is based in The Woodlands, TX. Bogart Wealth, LLC provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm employs a combination of passive and active investment strategies guided by an Investment Portfolio Committee, managing approximately $3.19 billion in client assets.