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.

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.

Dudley Lehmer is a financial advisor at Pinkerton Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Game Plan Advisors, Inc. and Eagle Mountain Advisors LLC. Outside of his advisory role, he is the owner and CEO of Total Seminars, a company that provides computer repair training services. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients by offering discretionary and non-discretionary asset management alongside financial planning and fiduciary services. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

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.

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.

Brecklynn Williams is a CFP® with nine years of experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management in The Woodlands, TX. She has been with the firm since 2016. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and employs a tactical asset allocation process overseen by an in-house investment committee.

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® professional at Rhame & Gorrell Wealth Management with four years of industry experience. Prior to joining Rhame & Gorrell in 2022, he worked at Cook, Johnston & Co. CPA's and Deloitte Tax, LLP. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm emphasizes tailored asset allocations and employs a Tactical Asset Allocation Program overseen by an investment committee, integrating a range of analytical methods and occasionally using options strategies for hedging.

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 seven years of industry experience. He is currently affiliated with Rhame & Gorrell Wealth Management and previously worked at Granite Harbor Advisors, Avion Wealth, and Memorial Hermann The Woodlands Medical Center. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor asset allocations and manages approximately $1.44 billion in client assets.

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.

Parker Troutner is a financial advisor at Woodstock Wealth Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AWM Financial Services Inc. and Axa Advisors, LLC. Troutner also operates a sole proprietorship offering non-securities insurance. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages over $726 million in client assets using a combination of investment vehicles and strategies while offering both standard and performance-based compensation models.

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.

Shaundra Patterson is a financial advisor at Dew Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Divine Wealth Strategies, Cetera Investments, Edward Jones, and Hyundai Capital America. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its service approach.

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.