Anthony Ackerman is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at North Star Wealth Management, The Broughton Investment Group, and Futurity First. He also works as an independent contractor offering insurance products. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm uses a Modern Portfolio Theory-based approach with model portfolios, regular reviews, and offers exposure to mutual funds, ETFs, and digital currency products.

John Parlapiano is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2013. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm uses a structured client intake process and applies fundamental analysis to select investments across several model allocations, managing approximately $811 million in discretionary assets.

Scott Hansen is a financial advisor at Encompass Advisory Services, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Allstate Insurance, USAA Financial Planning Services, and Equitable Advisors. Hansen also operates a small business consulting and insurance agency focusing on life insurance and long-term care products. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment and wealth management, and estate-document facilitation, utilizing a range of portfolio management approaches that include mutual funds, ETFs, individual securities, and private placements.

Nicholas McGuire is a CFP® professional with seven years of industry experience. He currently works at WJ Interests, LLC and previously held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, United Health Care, Lambright Sports and Wellness, and Louisiana Tech University. He serves as a board member for the Louisiana Tech University College of Business Student Managed Investment Fund, where he participates in annual reviews of the student-managed endowment portfolio. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm provides ongoing financial planning and discretionary investment management, developing strategic asset allocations and selecting external money managers with an emphasis on long-term relationships.

Peter Fitzgerald is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Westpark Wealth Advisors since 1995 and also worked with Calton & Associates from 2017. Outside of his advisory role, he owns Fitzgerald Financial LP, where he serves as an agent shopping for traditional life insurance, and acts as an agent for Securance Corp Group Health Plans. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs various investment strategies including long-term and short-term trading, option writing, and third-party manager arrangements, with many client assets managed on a non-discretionary basis.

Richard Rosso is a CFP® professional with 27 years of experience in the financial services industry. He is currently with RIA Advisors in Houston, TX, where he has worked since 2012. Rosso is also a member of RIA Global Research LLC dba SimpleVisor, a registered robo investment adviser, and holds a 30% ownership stake in RIA Insurance Agency LLC. RIA Advisors provides fee-based portfolio management and financial planning services to individuals, charitable organizations, small businesses, and retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Benjamin Le Boeuf is a financial advisor at Avidian Wealth Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. from 2023 to 2025, and has experience in educational and healthcare institutions. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management, financial planning, and fiduciary advisory services. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of fund, insurance, and consulting services.

Melissa Hoffman is a financial advisor with Capital Analysts in Sugar Land, TX, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at Lincoln Investment and Dearborn & Creggs since 2017 and served the City of Sugar Land for 14 years prior. Hoffman is involved in her community as a swim coach for Fort Bend Master Swimming, a board member of the Fort Bend Chamber of Commerce, and a volunteer committee captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, and businesses, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management with proprietary research and maintains notable institutional relationships through its integration with Lincoln Investment.

Courdney Williams is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Noetic Wealth Strategies, Caitlin John Private Wealth Management, and New York Life. Williams also serves as a Wealth Advisor with CPA firms Kirk, Summa & Co and Gold Standard CPA. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

William Heath is a CFP® with 41 years of experience in the financial services industry. He has been with Advisory Services Network since 2016 and operates his own businesses, including providing real estate and mortgage brokerage services as well as life, health, and long-term care insurance sales. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm’s approach includes a range of portfolio management and financial planning services utilizing various securities and third-party managers.

Jana Albus is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2006. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary and non-discretionary approaches, supported by an in-house investment research team using a proprietary screening process.

David Lee is a CFP® professional with 24 years of industry experience, currently serving at Avidian Wealth Solutions since 2020. He also operates David M. Lee, PC, where he provides tax, accounting, and financial planning services independently. Avidian Wealth Solutions is an SEC-registered advisory firm managing approximately $3.99 billion in assets for individuals, families, businesses, retirement plans, and institutional clients. The firm offers model-based portfolio management, financial planning, and fiduciary ERISA-plan advisory services, and is notable for its roles as a fund sponsor and sub-adviser, alongside affiliated insurance and consulting activities.

Michael Alexander is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with PFG Advisors in Houston, TX, and has held roles at firms including CUSO Financial Services, LP, and First Service Credit Union. His career also includes operating under his own name since 1989. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party money managers and platforms.

Nicole Nguyen is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at Meridian Financial LLC and Insurmark Inc. Outside of her advisory role, she is the author of the educational book *Fiscally Fit*. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by due diligence on third-party managers and ongoing client education.

Billy Reider Jr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Caleb Hesseltine is a financial advisor at Strategic Wealth Investment Group, LLC in Houston, TX. He holds a Series 66 designation and has under one year of industry experience. His prior roles include positions at Strategic Wealth Designers, LPL Financial LLC, and National Financial Alliance. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm combines internally developed and third-party model portfolios, using a variety of investment analysis methods, and may delegate trading while retaining overall client suitability responsibility.

Shawndra Rodriguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Her career includes roles at Liberty Mutual Insurance, Allstate Insurance, Edward Jones, and Chase Investment Services Corp. She is based in Houston, TX. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and uses Pershing as custodian, delivering managed solutions via approved model portfolios and third-party managers.

Mindy Abraham is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 credential. She has been with Avidian since 2024 and previously worked at Willis Johnson & Associates and the University of Houston. Avidian Wealth Solutions provides investment management, financial planning, and related advisory services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios, includes alternative investments in its offerings, and maintains active roles in pooled and private funds management.

Pablo Ochoa is a financial advisor with Brighton Jones LLC in Houston, holding a Series 65 designation and one year of industry experience. Prior to joining Brighton Jones, he worked at Fisher Investments for four years and has a background including roles outside finance such as at El Bosque Mexican Restaurant. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach and discretionary portfolio management, along with access to affiliated private investment funds, trust services, and legal support.

Gabriel Carbone is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Avidian Wealth Solutions in 2026, he worked at Chilton Capital Management LLC from 2024 to 2026 and was affiliated with Thomas Howell Ferguson between 2015 and 2024. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, pooled investment vehicles, corporations, trusts, and other institutional clients. The firm employs a combination of managed model solutions and customized portfolios, utilizing third-party sub-advisors and alternative investments, and maintains an active role with pooled and private funds.