Ryan Christensen is a CFP® with eight years of industry experience, currently serving at Awaken Wealth Partners LLC. Prior to joining Awaken Wealth Partners in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc for seven years and held roles at Park Avenue Securities and Guardian Life Insurance Company. He is also involved in insurance sales outside of his advisory role. Awaken Wealth Partners is an SEC-registered investment adviser that provides financial planning, discretionary investment management, and retirement plan advisory services to individuals, high net worth persons, estates, and trusts. The firm manages approximately $237.3 million in discretionary assets and employs a long-term investment approach with flexibility for shorter-term trades, offering both project-based and ongoing planning engagements.

Austin Manning is a CFP® with six years of industry experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management. His prior experience includes roles at Granite Harbor Advisors, Avion Wealth (formerly Efficient Wealth Management), and positions outside the financial sector at Memorial Hermann The Woodlands Medical Center and The Italian Joint. Rhame & Gorrell Wealth Management is a 15-advisor team managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management with customized asset allocation strategies overseen by an investment committee, incorporating both in-house models and independent managers.

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.

Jared Brennen is a CFP® and holds a Series 63 license with two years of industry experience. He is currently an advisor at Endeavor Advisors, LLC and previously worked at Northern Trust for nine years. Endeavor Advisors, LLC provides wealth management and investment advisory services to families, businesses, and institutions, employing an allocation-driven, buy-and-hold investment approach using ETFs, no-load mutual funds, and separately managed accounts. The firm manages approximately $177 million across about 129 clients and offers comprehensive financial planning, discretionary portfolio management, and multi-family office reporting.

Parker Troutner is a financial advisor with Woodstock Wealth Management, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He previously worked at AWM Financial Services Inc. and Axa Advisors, LLC. Troutner operates a sole proprietorship offering non-securities insurance services outside of his advisory role. Woodstock Wealth Management, Inc. provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a range of investment strategies and offers performance-fee programs alongside standard asset-based arrangements.

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.

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.

Philip Armes is a financial advisor at Endeavor Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. He also worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. His spouse operates a home-based photography business, Sydney Armes Photography. 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 approximately $559.5 million in discretionary assets and uses a long-term portfolio approach incorporating equities, ETFs, mutual funds, bonds, and third-party managers.

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 Series 65-licensed financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX. He has one year of experience at his current firm and has previously worked at Generations Wealth & Tax LLC, FPTW Investment Firm, Haynie & Company CPA Firm, Pipeline Machinery, and Valaris PLC. Rhame & Gorrell Wealth Management is a team-based registered investment adviser managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides discretionary portfolio management alongside financial, retirement, and estate planning, using tactical asset allocation models overseen by an investment committee.

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 having 20 years of industry experience. He has been associated with Lincoln Investment and Capital Analysts since 2012 and also with Outlook Financial Group, LLC since 2008. Outside of his advisory role, Stanley is a fixed insurance agent, involved in identifying needs, soliciting quotes, and managing applications in the fixed insurance sector. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides both discretionary and non-discretionary portfolio management through various programs and leverages an in-house Investment Management & Research team that utilizes proprietary screening methods and model portfolios.

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, Trinity Portfolio Advisors, and MassMutual Life Insurance Company. Outside of her advisory role, she is 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 retirement plans and providing plan administration, recordkeeping, education, and advisory services. The firm’s Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management, supporting over 40,000 participants through a multi-team advisory structure.

Donica Masterson Ruano is a financial advisor with RFG Advisory, LLC in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at Merrill, Waterway Wealth Management, and Brinker Capital Securities. Outside of advisory work, she is a partner at Orion Security Logistics Group, a security services consulting firm. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.