Clayton Hostetter is a CFP® with four years of industry experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management. His background includes roles at Cook, Johnston & Co. CPA's and Deloitte Tax, LLP. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, using in-house Tactical Asset Allocation models and a range of investment strategies tailored to client objectives.

Cameron Judy is a financial advisor at Outlook Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services LLC and New Stone Americas. Outside of his advisory role, he serves as treasurer for The Woodlands College Park High School Golf Booster Club. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses a combination of investment approaches and model portfolios, offers third-party money manager recommendations, and conducts educational workshops while managing approximately $593.7 million in assets.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Austin Manning is a CFP® with six years of industry experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management. His prior experience includes roles at Granite Harbor Advisors, Avion Wealth (formerly Efficient Wealth Management), and positions outside the financial sector at Memorial Hermann The Woodlands Medical Center and The Italian Joint. Rhame & Gorrell Wealth Management is a 15-advisor team 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 customized asset allocation strategies overseen by an investment committee, incorporating both in-house models and independent managers.

Michael Smith is a financial advisor at CHJ Wealth Management in The Woodlands, TX, holding a Series 65 designation with one year of industry experience. Before joining CHJ Wealth Management in 2025, he worked at Kinder Morgan for seven years and Vinmar International for one year. CHJ Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, and corporations. The firm manages approximately $600 million in discretionary assets and customizes portfolios based on clients’ age, goals, and risk tolerance using both fundamental and technical analysis.

Jared Brennen is a CFP® and holds a Series 63 license with two years of industry experience. He is currently an advisor at Endeavor Advisors, LLC and previously worked at Northern Trust for nine years. Endeavor Advisors, LLC provides wealth management and investment advisory services to families, businesses, and institutions, employing an allocation-driven, buy-and-hold investment approach using ETFs, no-load mutual funds, and separately managed accounts. The firm manages approximately $177 million across about 129 clients and offers comprehensive financial planning, discretionary portfolio management, and multi-family office reporting.

Parker Troutner is a financial advisor with Woodstock Wealth Management, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He previously worked at AWM Financial Services Inc. and Axa Advisors, LLC. Troutner operates a sole proprietorship offering non-securities insurance services outside of his advisory role. Woodstock Wealth Management, Inc. provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a range of investment strategies and offers performance-fee programs alongside standard asset-based arrangements.

Brian Cheatham is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms, including Vanderbilt Financial Group and Peak Brokerage Services, and serves as COO at Diamond Client Group and Good Bull Capital, managing operations and administrative functions. Outside of his advisory role, he is involved with Turkey Lane, LLC, where he manages property and short-term rental customer service. Diamond Client Group provides advisory services to individual and high-net-worth investors as well as business clients, offering discretionary portfolio management, financial planning, and assistance with privately offered and alternative investments. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to tailor portfolios, and it also publishes a subscription newsletter with market commentary and timing-oriented recommendations.

Justin Napoleon is a financial advisor at AWM Financial Services Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Allied Wealth and AWM Financial Services, as well as in roles outside the industry with Napoleon Motorsports and Turnkey Industries. 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 combines quantitative, fundamental, technical, and economic analysis to guide its model-based portfolio decisions and manages approximately $320.6 million in discretionary assets.

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.

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.

Philip Armes is a financial advisor at Endeavor Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. He also worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. His spouse operates a home-based photography business, Sydney Armes Photography. Endeavor Advisors, LLC provides discretionary investment management, family office and wealth management, financial planning, and consulting services to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm manages approximately $559.5 million in discretionary assets and uses a long-term portfolio approach incorporating equities, ETFs, mutual funds, bonds, and third-party managers.

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 Series 65-licensed financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX. He has one year of experience at his current firm and has previously worked at Generations Wealth & Tax LLC, FPTW Investment Firm, Haynie & Company CPA Firm, Pipeline Machinery, and Valaris PLC. Rhame & Gorrell Wealth Management is a team-based registered investment adviser managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides discretionary portfolio management alongside financial, retirement, and estate planning, using tactical asset allocation models overseen by an investment committee.

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® with four years of industry experience, currently serving as the sole advisor at Bellatore Financial, Inc. He previously worked at Buckingham Strategic Wealth, LLC and held various roles at HFG Wealth Management, LLC. Bellatore Financial provides asset management, model portfolio, and sub-advisory services to independent registered investment advisers and their clients. The firm applies principles of modern portfolio theory and behavioral finance through its Scientific Portfolio Theory approach, managing over $600 million primarily on a non-discretionary basis.

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 with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.H. Hill Advisors since 2016 and has operated his own advisory practice since 2008. Outside of his advisory work, Kern is also an insurance agent. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both tactical asset allocation and active and passive strategies across multiple platforms.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He has previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC, and is the CEO and founder of Golden Rule Wealth Preservation, where he has been involved in insurance product sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms, utilizing a mix of proprietary models and third-party managers to manage primarily discretionary accounts.

Donica Masterson Ruano is a financial advisor with RFG Advisory, LLC in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at Merrill, Waterway Wealth Management, and Brinker Capital Securities. Outside of advisory work, she is a partner at Orion Security Logistics Group, a security services consulting firm. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.