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, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Lincoln Investment, Capital Analysts, and Outlook Financial Group, LLC since 2008. In addition to his advisory roles, he is licensed as a fixed insurance agent, handling client needs assessment and underwriting processes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management utilizing proprietary mutual fund screening.

Tiffany Taylor is a financial advisor with MissionSquare Retirement, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has previously worked at Empower Financial Services, Trinity Portfolio Advisors, MassMutual Life Insurance Company, Merrill, and Ameriprise. 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 nonprofit entities by administering retirement plans and providing plan administration, recordkeeping, education, and advisory services. Guided Pathways Advisory Services, delivered through multiple channels, offers personalized investment advice and managed accounts developed by Morningstar Investment Management.

Donica Masterson Ruano is a financial advisor at RFG Advisory, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Merrill and Brinker Capital Securities. Outside of financial advising, she is a partner in Orion Security Logistics Group, a firm specializing in executive protection and security services. RFG Advisory serves a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, and acts as a sub-adviser to multiple ETFs while supporting a variety of model strategies and third-party platforms.

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.

Scott Hefty is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with Foundations Investment Advisors LLC and previously worked at Retirement Financial Group, AE Wealth Management, and Networth Advisors. He also operates as an independent insurance agent through SERAE Financial Group, providing annuity and insurance solutions. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of investment analyses and incorporates both discretionary and non-discretionary authority models in its management approach.

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. Outside of her advisory role, she is licensed in life and health insurance and HMO products. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized fiduciary approach focused on long-term portfolio construction, utilizing a mix of ETFs, mutual funds, individual securities, alternative investments, and third-party strategies.

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.

Kristen Shepherd is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked with 1st Global Advisors, Inc and Beacon Wealth Management, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

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.

Cindy Day is a financial advisor with Wealthcare Advisory Partners LLC in Houston, TX, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at LPL Financial, 1ST Global Advisors, and Kenneth Day CPA. She also owns a bookkeeping business. Wealthcare Advisory Partners manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, and businesses with wealth management, financial planning, and access to alternative investments. The firm employs a goals-based planning process supported by proprietary software and an evidence-based investment framework.

Juan Munoz is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with The Wealth Consulting Group, having previously worked at Capital Asset Advisory Service, The Noble Group, Raymond James Financial Services Advisors, and SAGEPOINT FINANCIAL. Munoz provides investment advisory services through WCG Wealth Advisors, LLC. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, and it supports clients through multiple custodial platforms and sponsored programs.

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.

Emile Dufrene III is a financial advisor at Foundations Investment Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including LifePro Asset Management and Nationwide Securities. Outside of advisory roles, he serves as a consultant for Stryde Solutions, LLC, a referral network connecting clients with consultants, engineers, and attorneys. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios and third-party sub-advisers to tailor investment solutions.

Michael Burke is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital Inc. since 2006. Outside of his advisory role, Burke is a co-owner and active director of Champions Golf Club, Inc., a private golf club in Houston, TX, where he dedicates significant time to management and decision-making. He is also the founder of the Round Up Golf Charity, a nonprofit organization for personal charitable donations. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and financial institutions. The firm’s investment approach is IAR-driven, tailoring portfolios to client goals and risk tolerance with a focus on mutual funds, ETFs, equities, and fixed-income securities, while allowing tactical trading and rebalancing.