Nicholas McGuire is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with WJ Interests, LLC, with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. McGuire 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 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 focuses on strategic asset allocation and selecting external money managers using third-party research and manager due diligence, with an emphasis on long-term relationships and generally avoiding leveraged or short positions unless requested.

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 worked with Westpark Wealth Advisors since 1995 and has experience at Calton & Associates and IMS Securities. Outside of investment advisory, he is an agent for group health insurance and owns a traditional life insurance agency. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a range of investment strategies and works with clients to establish objectives and risk tolerance, often managing assets on a non-discretionary basis with client approval of trades.

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.

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 based in Sugar Land, TX, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. She previously worked at Lincoln Investment and Dearborn & Creggs, and served for 14 years with the City of Sugar Land. Outside of her advisory role, Hoffman coaches for a nonprofit swim club and is a member of the board of directors at the Fort Bend Chamber of Commerce; she also volunteers as a committee member and captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through a range of programs and custom solutions. The firm’s investment decisions are guided by an in-house research team employing proprietary screening tools, and it operates with unique affiliations and service arrangements that support independent advisors.

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® credentialed financial advisor with 40 years of industry experience. He has been with Advisory Services Network since 2016 and has operated under his own name and through Myco Company since 1980. Outside of his advisory work, he is an independent insurance agent and assists clients with real estate and mortgage transactions through his sole proprietorship, Myco Company. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisers, offering portfolio management, financial planning, and retirement-plan consulting across a range of investment strategies and account types.

Jana Albus is a financial advisor at Capital Analysts with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2006. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to support its investment decisions.

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 the Series 66 and Series 65 designations and has previously worked at Meridian Financial LLC and Insurmark Inc. Outside of her advisory role, Nguyen is an author of the book *Fiscally Fit* and owns an insurance-based business, Meridian Financial Group. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of tactical, strategic, and quantitative strategies to tailor portfolios to clients’ objectives and risk tolerances and offers services including portfolio management, financial planning, and 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 65, 63, and 66 licenses and bringing 13 years of industry experience. Her background includes roles at Liberty Mutual Insurance, AAA Insurance Co, and Allstate Insurance Co, as well as periods of self-employment. Mutual Of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing one-time and ongoing financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer for many accounts.

John Asta Jr. is a financial advisor at Gateway Wealth Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Elevation Advisory Partners, LLC, and Silver Oak Securities. Outside of his advisory roles, he serves as a mentor to college students through the Villanova University Mentor Program. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting services, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers while employing both fundamental and technical analysis.

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 at Brighton Jones LLC with a Series 65 credential and four years of industry experience, including prior work at Fisher Investments. His background also includes roles outside finance such as positions at Texas Tech University, El Bosque Mexican Restaurant, U-Haul International, and 24 Hour Fitness. Brighton Jones serves high-net-worth individuals, families, and various entities by providing comprehensive wealth services, including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and offers both discretionary and non-discretionary management supported by technology platforms and affiliated investment managers.

Joann North is a CFP® with 31 years of experience in financial planning and wealth management. She is currently with Brookwood Investment Group and is the owner of JNorth Financial, LLC, where she focuses on financial planning and wealth management. North also holds a license as an insurance producer, specializing in life, health, and fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management and advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies and operates a network of partner offices along with several affiliated businesses.

Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.