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.

Frank Dunn Jr. is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He also owns Capstone Financial Consultants and provides CPA services on a limited basis. Additionally, he is involved with Mary's Call LLC, an organization that disseminates religious information. Concorde Asset Management serves individual, corporate, and retirement-plan clients with tailored portfolio management and financial planning, utilizing model portfolios and third-party strategists to implement asset-allocation strategies and discretionary trading.

Timothy Harrison is a financial advisor with B. Riley Wealth Advisors, Inc. based in The Woodlands, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at B. Riley Wealth Management since 2018 and previously held roles at National Securities Corp and Ameriprise Financial Services, Inc. Harrison is involved in insurance product sales and services through B. Riley Wealth Insurance. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and businesses. The firm offers multiple investment programs and financial planning services, managing approximately $4.21 billion in client assets through a team of 173 advisors.

Chase Dobler is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative and technical investment approach supported by its proprietary research platform and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.

Patrick Purcell is a financial advisor with Gradient Advisors, LLC, holding a Series 65 license and nine years of industry experience. He has been with Gradient Advisors since 2017 and has been operating his own wealth management and retirement planning firm, Protos Wealth Management, since 2017. Additionally, he is involved in annuity and insurance sales as a sole proprietor and agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model with a focus on client-approved transactions.

Daniel Roeske is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Raymond James Financial Services, and The Leaders Group Inc. He is involved with several closely related entities, including serving as president of TailorMade Wealth Counsel. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm that provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a large multi-office platform.

Juan Fortoul Solorzano is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at PNC Investments and BBVA, where he held various wealth management and securities-related roles over eight years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and a dedicated Investment Committee to oversee performance.

Gary Greensage is a financial advisor with Symphony Financial, Ltd. Co. and holds a Series 63 designation. He has 30 years of industry experience, including over 22 years at LPL Financial and 12 years with Symphony Financial. Outside of his advisory work, he is a partner in Un Tiro Guides & Outfitters, a business unrelated to investment management. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers a broad multi-family office platform, including services like bill pay, private banking coordination, and liquidity-event planning.

Mary Santini is a financial advisor with United Capital Financial Advisors in The Woodlands, TX, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Cetera Advisor Networks and multiple firms under the 1st Global brand. Outside of finance, she is involved as a singer in a local music band called Vinnie and the Montage. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based options, and supports clients with technology and reporting tools.

John Smutniak is a financial advisor at Core Planning in The Woodlands, TX, holding a Series 65 designation. He joined Core Planning in 2025 and has prior experience as the managing member of Quantitative Language LLC, an IT consulting and data analytics firm he founded in 2017. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Erling Brakke is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Gravity Family Office Services, LLC. His prior roles include positions at Kingswood Capital Partners LLC and Forta Financial Group, Inc. Outside of advisory work, he is president of several non-investment related companies, including a CPA firm providing tax preparation and accounting services. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse investment approach using fundamental, technical, and cyclical analysis, often working with sub-advisors and model portfolios while maintaining ongoing client oversight.

Todd Luft is a financial advisor at International Assets Investment Management, LLC with 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and held roles at B. Riley Wealth Advisors and B. Riley Wealth Management. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers using a range of investment vehicles tailored to client objectives.

Gavin Baxter is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked in education at the University of Oklahoma and two high schools. He also serves as Divisional Vice President at TailorMade Wealth Counsel, an affiliated advisory business. Concurrent Investment Advisors is an enterprise-scale firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets using customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with a generally long-term investment approach.

Phillip Kennemer is a financial advisor with B. Riley Wealth Advisors, Inc. in The Woodlands, TX, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at National Securities Corp and Ameriprise Financial Services, Inc. prior to joining B. Riley Wealth Advisors. 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 a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Angela Sanders is a financial advisor at United Capital Financial Advisors with 22 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and previous tenure at United Capital. Outside of her advisory work, she is co-owner and bookkeeper of Sanders Electrical Services, a residential and commercial electrical business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based options, and supports its advisors with proprietary technology and research.