Frank Marrone is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He is currently with RIA Advisors in Houston, TX, where he has worked since 2018, following prior roles at Fieldstone Financial Management Group and RIA Wealth Advisors. He is also an agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework and offers additional services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

Jonathan Hoyme is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Awaken Wealth Partners LLC. His prior roles include extensive tenure at Thrivent Financial and associated subsidiaries from 2002 to 2026, as well as positions at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a co-owner of an LLC that manages budgeting and bookkeeping activities related to his business operations and is licensed to sell fixed insurance products. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, tailoring portfolios primarily through fundamental analysis and a long-term investment approach while utilizing external managers when appropriate.

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.

Tavis Parkerson Jr. is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Oak Harvest and NewEdge Advisors in various capacities since 2022 and previously was employed at Rethink Wealth and Guardian Life Insurance Company. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting services to individuals, families, and high-net-worth clients, along with retirement plan sponsor services. The firm manages both discretionary and non-discretionary accounts, serves as adviser to an open-end mutual fund, and integrates financial planning into its investment process using a range of securities and strategies.

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.

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.

Tatum Arther is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Oak Harvest, Arther held roles at MML Investors Services LLC and Mass Mutual Life Insurance Company/SFG. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm integrates financial planning into its portfolio management processes and manages an open-end mutual fund, with over $1.13 billion in regulatory assets under management.

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.

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 previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Wehrly is also the CEO and founder of Golden Rule Wealth Preservation, an investment-related business involved in insurance product sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing various investment strategies across ETFs, mutual funds, individual equities, options, and private investments.

Craig Fowlkes is a financial advisor at CORDA Investment Management, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with CORDA since 2015. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for about 1,359 clients through a team of roughly 30 advisors. The firm offers discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and access to attorney-led estate-planning services, using a range of investment strategies including long- and short-term trading, options strategies, and direct indexing.

Mark Dulworth is a financial advisor with Summit Financial, LLC in Houston, TX, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has held positions at Summit Financial since 2024, previously worked at The Leaders Group Inc and Legacy Asset Management, Inc., and has maintained Dulworth & Co, Inc. since 2004, where he serves as president. Outside of advisory work, he is involved in insurance sales through multiple companies, including affiliated entities. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, including discretionary and consultative programs, financial planning, and retirement plan advisory, with an emphasis on both advisor-led monitoring and client approval processes.

Madison Kiani is a financial advisor at CORDA Investment Management, LLC with three years of industry experience. Prior to joining CORDA in 2025, Madison worked at Dimensional Fund Advisors for three years and has a Series 66 credential. Outside of her advisory role, she has a background that includes employment at Woods Tennis Center from 2016 to 2020. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and attorney-led estate-planning services.

Tiffany Taylor is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Empower Financial Services and Trinity Portfolio Advisors, LLC. Outside of her advisory role, she serves as an ambassador for FASTer Way to Fat Loss, a weight loss program. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include Managed Accounts and Fund Advice developed by Morningstar Investment Management.

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.

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.

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 with Virtue Capital Management, LLC, holding Series 65 and Series 66 credentials and bringing eight years of industry experience. She is also the owner and principal of Meridian Financial Group, where she recommends insurance-based products. Additionally, Nicole is an author of the educational book *Fiscally Fit* and holds a real estate license primarily for market data and analysis purposes related to her rental properties. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management, financial planning, and consulting. The firm employs a multi-team model and manages assets through tactical, strategic, and dynamic approaches supported by an investment committee and due diligence on third-party managers.

Michael Miller is a financial advisor with TFO Wealth Partners in Houston, TX, holding a Series 66 credential and 16 years of industry experience. He has worked with Miller Grossbard Advisors, LLP since 2013 and TFO Wealth Partners since 2010. Outside of advising, he serves as Chief Operating Officer at Synergy Risk Management, Ltd., focusing on fixed and index life insurance and annuity products, and is Director of Operations at Miller Grossbard Advisors, LLP, where he assists with general management and reporting. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, trusts, charitable organizations, and corporate clients. The firm employs long-term, asset-allocation driven strategies based on modern portfolio theory, utilizing model portfolios with mutual funds, ETFs, and third-party managers, and offers a range of financial planning and family office services.

Javier Parada is a financial advisor at CORDA Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for 17 years before joining CORDA in 2024. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for about 1,359 clients. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, and provides pension consulting, tax preparation, and estate-planning document services.