Nicholas Oldham is a financial advisor with Waterway Wealth Management, L.L.C. in The Woodlands, TX. He holds Series 65 and Series 66 licenses and has two years of industry experience. Prior to joining Waterway Wealth Management, he worked at Invesco for four years and has held positions with several other firms including Haven Wealth Group and USAA Investment Management Co. Waterway Wealth Management provides comprehensive financial planning and discretionary investment management services to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages a substantial asset base with a team of five advisors and offers specialized ERISA plan advisory services along with a tiered wrap fee program that covers transaction expenses.

Anthony Sumrall is a financial advisor at Managed Financial Services Corporation, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Managed Financial Services Corporation, Inc. since 2007. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, applying a committee-driven investment process and tailored asset allocation aligned with clients’ objectives and risk tolerance.

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 financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and several years of professional experience spanning financial services and accounting roles. His prior work includes positions at Generations Wealth & Tax LLC, FPTW Investment Firm, and Haynie & Company CPA Firm. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm employs a range of portfolio management strategies including fundamental and technical analysis, tactical asset allocation, and options for hedging, supported by an affiliated accounting practice and law-firm relationships for integrated tax and estate planning services.

Joi Murphy is a financial advisor at Managed Financial Services Corp Inc in Houston, TX, holding a Series 63 designation with 27 years of industry experience. She has been with Managed Financial Services, Inc. since 1999. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection and monitoring process tailored to client objectives and risk tolerance.

Matthew Harvey is a CFP® and Series 65 licensed advisor at Bellatore Financial, Inc. with five years of industry experience. He has worked previously at Buckingham Strategic Wealth, LLC, and HFG Wealth Management, LLC. Bellatore Financial provides turn-key asset management, model portfolio, and sub-advisory services to independent registered investment advisers and their clients. The firm uses an investment approach called “Scientific Portfolio Theory,” combining modern portfolio theory and behavioral finance principles to construct open-architecture portfolios.

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.

Ray Stanley is a financial advisor with Capital Analysts in The Woodlands, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Lincoln Investment and Outlook Financial Group, LLC, concurrently with his role at Capital Analysts since 2012. In addition to advisory work, he is licensed as a fixed insurance agent involved in policy underwriting and quoting. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organization investors, providing services such as portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm manages investments both discretionary and non-discretionary, utilizing proprietary mutual fund screening and offering tax-aware portfolio options.

Donica Masterson Ruano is a financial advisor at RFG Advisory, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining RFG Advisory, she worked at several firms including OneDigital Investment Advisors LLC, Orion Portfolio Solutions, and Brinker Capital Securities. Outside of financial advising, she is a partner in Orion Security Logistics Group, a firm providing executive protection and security services. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily offers discretionary portfolio management leveraging various model strategies and third-party platforms, and it acts as sub-adviser to multiple ETFs while providing access to alternative investments and retirement technology solutions.

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.

Dennis Greensage is a financial advisor at Symphony Financial, Ltd. Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Symphony Financial since 2014 and LPL Financial since 2004. Greensage is involved with The Greensage Group, a business that handles non-variable insurance and related activities. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and coordinates with outside specialists, applying a long-term investment philosophy using a variety of investment vehicles and fiduciary services.

Kasey Mayne is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining B. Riley, Mayne worked at National Securities Corp and Ameriprise Financial Services, Inc. Outside of advisory work, Mayne is a licensed insurance agent involved in insurance product sales and provides notary public services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions implemented through various program structures and both proprietary and third-party asset allocation models.

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. Nash also has experience outside finance, including a role at International Laboratory Supply. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives.

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.

Christian Smaistrla is a financial advisor with LPL Financial in Tomball, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2004 and at Symphony Financial, Ltd. Co. since 2014. In addition to his advisory work, he is involved in non-variable insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Raymond Key is an advisor at United Capital Financial Advisors with 27 years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include positions at Merrill, Valic Financial Advisors, and several annuity-focused firms. United Capital Financial Advisors 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. The firm offers a range of services such as sub-advisory, consulting, and a technology platform called FinLife Partners that supports other 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.