Andrew Ramsey is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has prior work experience at PricewaterhouseCoopers. He is also associated with Outlook Financial Group, providing financial services to clients through Lincoln Investment. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a focus on model portfolios managed by an in-house investment team, and it maintains a close affiliation with Lincoln Investment.

Christopher Sewell is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at KPMG, Brownline and Braden Advisors, and Avrey Ranch Golf Club. Outside of his advisory role, he is involved in administration and operations at Wise Capital Partners, LLC. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

Juan Hernandez Ariano is a CFP® with 8 years of experience currently serving at OneSeven. His prior roles include positions with Baron Financial Advisers, 212 Advisory Group, and Top Global Financial Advisors. He is president of the Financial Planning Association of Houston and is involved in college planning and technological advisory through WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on diversified portfolios that may include mutual funds, ETFs, stocks, bonds, alternatives, and private placements. The firm employs both discretionary and non-discretionary approaches and leverages third-party platforms and managers to implement its strategies.

Daniel Baker is a financial advisor at Avior Wealth Management, LLC with a Series 65 credential and four years of industry experience. His prior roles include positions at Navigator Securities Ltd and Momentum Independent Network Inc., as well as experience in the energy sector and academia. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting with a focus on fundamental analysis and a combination of long-term and short-term strategies.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Daniel Evans is a CFP® with 12 years of industry experience. He is currently with Bogart Wealth, LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bogart Wealth, LLC serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management services, utilizing model portfolios as well as specialized investment options such as direct indexing SMAs and private-market alternatives. The firm combines fundamental equity analysis with top-down asset allocation and employs AI tools under formal policies to support investment decisions.

Peter Reilly is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at R. Cubed Capital, Anchor Capital Advisors, LLC, Nationwide Investment Services Corporation, and G.distributors, LLC. In addition to his advisory role, Reilly is also involved in insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Geraldo Olivo is a CFP® professional with seven years of industry experience, currently serving at Bogart Wealth, LLC since 2025. His previous roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James & Associates. Outside of finance, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth serves individuals, trusts, estates, and charitable organizations with comprehensive financial planning, consulting, and wealth management services. The firm employs model portfolios overseen by an Investment Portfolio Committee and incorporates a mix of fundamental equity analysis, technical factors, and top-down asset allocation, offering both traditional and alternative investment options.

Larry Prickett is a financial advisor at Global View Capital Management LLC with one year of industry experience. He holds a Series 65 credential and previously operated a trucking business before transitioning to financial services. Prickett also serves as an insurance agent with Experior Financial Group, where he markets and sells life insurance and annuity products. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs technical and quantitative investment strategies supported by its proprietary research platform and offers a variety of managed account options and third-party platform integrations.

Christopher Ramsey is a financial advisor with Capital Analysts in The Woodlands, TX, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. He has worked at Lincoln Investment and Capital Analysts Incorporated since 2012 and serves as managing member of Outlook Financial Group, LLC, which supports his practice. Ramsey also holds a fixed insurance license and engages in related activities. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through proprietary models, third-party managers, and ERISA retirement plan advisory services. The firm operates with a fiduciary standard and leverages a specialized investment research team and various portfolio options.

John Trent is a CFP® professional with 11 years of industry experience, currently serving at United Capital Financial Advisors since 2015. He is also the Head of Business Development at Emberwood Designs, LLC, a company focused on 3D printing and gaming-related projects. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable strategies, integrating both internally managed models and third-party managers, and offers client-facing technology and ongoing portfolio monitoring.

Miriam Angel is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Mutual Advisors, LLC since 2019 and previously held roles at Securities America Advisors Inc. and Williams Financial Group of Kingwood. Outside of her advisory work, she is an owner-partner of Wise Capital Partners, LLC, a non-investment-related business. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individual and institutional clients with a range of services including asset management, financial consulting, and ERISA plan advisory. The firm employs a diverse investment approach combining passive and active strategies tailored to client objectives.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Norbert Karczewski is a financial advisor at Navy Federal Investment Services, LLC with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at First Command Advisory Services and related entities from 2013 to 2024. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet, providing ongoing account monitoring and rebalancing.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 designations and has been involved with multiple firms including Provident Wealth Advisors, LLC and Goodwin Financial Reality, which he manages outside of investment activities. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers, offering discretionary portfolio management, financial planning, and a range of investment options including alternative assets. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and manages approximately $1.71 billion in regulatory assets.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Michael Brcic is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and affiliated firms since 2022, and prior to that was with National Asset Management and National Securities Corp. His other business activities include life and health insurance sales. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers various programs such as Advisor-as-Portfolio-Manager and third-party managed accounts, managing approximately $4.21 billion in client assets through a team of about 173 advisors.

Bradley Roeske is a financial advisor with Concurrent Investment Advisors, LLC in The Woodlands, TX, holding Series 65 and Series 63 licenses with one year of industry experience. He has worked at Concurrent Investment Advisors and Tailormade Wealth Counsel since 2024. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan services to individuals, families, trusts, and businesses. The firm manages approximately $15.7 billion in assets across a multi-office platform and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities.

Clinton Spradley is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. He previously worked at Fidelity Financial Group for eight years and has been with Simplicity Group since 2020. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios and a managed account platform for advisers alongside technology and operational support services.

Stephen Bauer is a CFP® with 18 years of experience in financial advising. He is currently with United Capital Financial Advisors, where he has worked since 2014, and previously worked at Cetera Advisor Networks LLC and Girard Securities. Bauer is also licensed to sell life, health, and annuities insurance products. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized solutions such as ESG and faith-based investing, supported by proprietary technology and a range of ancillary services.