Jennifer Richards is a financial advisor at Avantax Planning Partners, Inc. with 14 years of industry experience. She holds the ChFC® designation and Series 66 and Series 63 licenses. Her prior roles include work at Cetera Wealth Services, Avantax Advisory Services, and John W. Rood, CPA, where she assists with tax-related questions for investment clients. Richards is also an insurance agent with Genworth Financial. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets, and offers tax-intelligent strategies and discretionary management using firm-designed allocation models.

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.

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.

Pardis Ferdosi is a CFP® with three years of industry experience, currently affiliated with Avantax Planning Partners, Inc. She has worked with Cetera Wealth Services, United Healthcare, and several Avantax-related entities. Ferdosi also serves as an independent health insurance agent, writing policies for a CPA firm. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisors. The firm manages approximately $7.57 billion in assets across various client segments using firm-designed allocation models and tax-intelligent strategies.

Christopher Wise is a CFP®-credentialed financial advisor with Mutual Advisors, LLC, based in Kingwood, TX, and has 10 years of industry experience. His prior work includes roles at Mutual Securities, Inc., and Colony NorthStar. Outside of advisory work, he owns and manages several business ventures, including a music production and entertainment company and an SBA loan assistance firm. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a mix of active and passive strategies and supports a broad range of platforms and servicing arrangements.

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.

Morris Monroe is a financial advisor at Avior Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Navigator Securities Ltd and Woodlands Asset Management Inc. Monroe also serves as a director at Woodlands Financial Services and is a co-member of Timberloch Capital LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing fundamental analysis with both long- and short-term investment strategies and offering a range of services including comprehensive financial planning and business consulting.

John Ramirez is a Series 66 licensed advisor with 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and PKS Advisory Services, LLC since 2011. Outside of his advisory roles, he is involved with Woodlands Portfolio Management. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of fundamental and technical analysis.

Joseph Anderson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at SHP Wealth Management, LLC and SHP Financial, LLC, and also operates as an independent insurance agent providing annuity and insurance solutions. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, utilizing a mix of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers.

Kimberly Rehmeyer is a financial advisor at Integrated Wealth Concepts LLC with no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and has 18 years of experience at W&B Tax Firm PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing a combination of internal management and third-party asset managers with a long-term investment approach.

Trent Birdsong is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Oppenheimer. His career includes prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection, mutual funds, ETFs, and fixed-income and equity strategies.