Ariel Jasso is a financial advisor at Waterway Wealth Management, L.L.C. with nine years of industry experience. He previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., among other firms. Waterway Wealth Management provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm offers ERISA plan services, sponsors a wrap fee investment program, and manages approximately $552.8 million in assets using institutional custodial platforms and third-party held-away technology.

Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of finance, he has experience with martial arts organizations including Global Martial Arts and Kula Karate. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm offers financial planning, consulting, and discretionary portfolio management using tactical asset allocation models and employs various investment strategies tailored to client objectives.

Tyler Miller is a CFP® registered financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX, bringing four years of industry experience. Prior to joining Rhame & Gorrell, he worked at Deloitte Tax and held positions at the University of the Incarnate Word. 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 tactical asset allocation models and a range of investment strategies tailored to client objectives.

Christopher Alden is a financial advisor with Kingwood Investment Group in Kingwood, TX, holding a Series 66 designation and six years of industry experience. He previously worked at NEXT Financial Group from 2016 to 2024. Kingwood Investment Group is a registered advisory team serving individual and high-net-worth clients, managing approximately $126.5 million across 244 client relationships. The firm offers discretionary portfolio management, financial planning, and advisory oversight, utilizing tailored investment strategies, sub-advisors, and participant account management for defined contribution plans.

Lucas Cheatham is a financial advisor at Diamond Client Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Peak Brokerage Services, Good Bull Capital GP Holdings LLC, Mass Mutual Life Insurance Company, and MML Investors Services LLC. Outside of his advisory work, he is involved in retail business activities, attending board meetings several times a year. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide its investment approach.

Thomas Dunaway III is a CFP® with 16 years of industry experience. He is currently with The Sum, where he has worked since 2025, following several roles at Fidelity Investments and its affiliates from 2009 to 2025. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm emphasizes an asset-allocation approach grounded in modern portfolio theory, using primarily passive index funds and ETFs combined with ongoing monitoring and rebalancing.

Steven Resnick is a financial advisor at The Sum with a Series 65 credential and no prior industry experience. His work history includes roles at AEGIS Hedging Solutions, DXC Technology, Information Services Group, and Alight Solutions. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm emphasizes an asset-allocation approach grounded in modern portfolio theory, focusing on passive implementation through index mutual funds and ETFs, ongoing monitoring, and discretionary rebalancing.

Alexandra Merz is a financial advisor with Skybound Wealth USA in Houston, TX. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Skybound, she worked at Vie International for nine years and Solara Energy Ltd. for four years. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and manages most client assets on a non-discretionary basis.

Andre Baldanza is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as a 25-year career in the United States Army. Diamond Client Group serves individual, high-net-worth, and business clients by offering discretionary portfolio management, financial planning, sub-adviser selection, and alternative investment services. The firm employs fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach and also publishes a subscription newsletter with market commentary and timing recommendations.

Cynthia Elaine Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at SAGEPOINT FINANCIAL, Harman Wealth Management, and Save Advisers LLC. She also operates Schlanger Consulting LLC, providing business development and compliance consulting outside of investment services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Michael Neuenschwander is a CFP® with 25 years of industry experience, currently serving as an advisor at Outlook Wealth Advisors, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and GF Investment Services, LLC. He is also involved as an insurance agent with Outlook Wealth Insurance Services, LLC. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm employs a tailored asset allocation process and portfolio construction techniques, including options strategies and third-party sub-adviser oversight, serving a broad client base with over $543 million in assets under management.

Curt Beck is a financial advisor at IAS Wealth Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked for Falcon Seaboard for 28 years. Outside of advising, he serves as a member of the Board of Managers and Tax Matters Partner for Axiom Energy, LLC, an oil reservoir development company. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm employs a team-based investment committee that uses both fundamental and technical analysis to manage portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Liam Fraboulet is a financial advisor at Skybound Wealth USA with one year of industry experience and holds a Series 66 designation. His prior experience includes a role at Edward Jones and various positions during his education at Auburn University at Montgomery, Western New Mexico University, and Coastal Carolina University. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.

Sarah Mc Ivor is a financial advisor at Avion Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Avion Wealth (formerly Efficient Wealth Management, LLC) since 2014. Avion Wealth serves individuals—including high-net-worth clients—trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm utilizes a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers a structured wealth management process known as the "Avion Wealth Formula."

Abigail Demirovic is a financial advisor at Avion Wealth with six years of industry experience. She holds the Series 65 designation and previously worked at BBVA and Massage Envy before joining Avion Wealth in 2020. Avion Wealth serves individuals, trusts, charitable organizations, and business entities, offering discretionary portfolio management alongside comprehensive financial and advanced planning services. The firm employs a structured wealth management approach combining investment consulting, advanced planning, and relationship management, with an investment process focused on long-term, buy-and-hold asset allocation tailored to client objectives and risk tolerance.

Richard La Font is a financial advisor at Endeavor Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northern Trust Company, Sentinel Trust Company LBA, and Chiara LaFont & Peden, PLLC. 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 over $559 million in discretionary assets and offers primarily long-term portfolio strategies using a mix of individual equities, ETFs, mutual funds, bonds, and unaffiliated managers.

Matthew Miller is a financial advisor at Awaken Wealth Partners LLC with 14 years of industry experience. He previously worked at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a board member for the Villaggio Homeowners Association in Houston and is a deacon at Themet Church. Awaken Wealth Partners is an SEC-registered investment adviser that provides financial planning, discretionary investment management, and retirement plan advisory to individuals, high net worth clients, estates, and trusts. The firm customizes portfolios based on client objectives, employing fundamental analysis and a primarily long-term investment approach while maintaining flexibility for shorter-term trades.

Brecklynn Williams is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. She has been with the firm since 2016. Rhame & Gorrell Wealth Management is a registered investment adviser team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation models and a range of investment strategies tailored to client objectives.

Paul Rahn Jr. is a CFP® with 17 years of industry experience, currently serving at The Sum, a firm he has been with since 2018. Prior to this, he worked at Fidelity Brokerage Services from 2009 to 2018. He also manages The Sum Prep, LLC, a tax preparation business, providing tax return services during the tax season. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm offers discretionary portfolio management combined with comprehensive financial planning, using an asset-allocation approach based on modern portfolio theory with a focus on passive investment strategies, ongoing monitoring, and discretionary rebalancing.

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.