Clinton Spradley is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. He has previously worked at Fidelity Financial Group for eight years and has been associated with Simplicity Group since 2020. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios that are actively monitored and rebalanced, along with technology and operational services for advisers.

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.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

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.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

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.

Sandler Weinberg is a Series 66-credentialed financial advisor with five years of industry experience, currently practicing at Howard Capital Management, LLC. His prior roles include positions at Merrill Lynch and McNair Interests. Outside of advisory work, he serves as CFO for Lucky Number Eight Productions, a movie production firm, and the Cafe Texan History Museum and Library, a restaurant, in addition to bookkeeping for 1836 Steakhouse. Howard Capital Management serves a diverse client base ranging from individuals to institutions and offers discretionary portfolio management and private wealth services utilizing proprietary tactical indicators and model portfolios, often implemented through the firm’s own mutual funds and ETFs.

Juan Fortoul Solorzano is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA in various capacities over the past decade. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction and incorporates third-party macroeconomic research to align investments with client objectives and risk tolerances.

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.

Bradley Morris is a financial advisor with IP Financial Advisory Services LLC based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Innovation Partners LLC, LifeMark Securities Corp., Foresters Equity Services, and Prudential-affiliated firms. In addition to his advisory work, he serves as president of B.A. Morris & Company Inc., a beverage importing and wholesaling business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm uses a range of analytical approaches and provides specialized advisory services including actuarial and benefits consulting, focusing mainly on non-high-net-worth investors and retirement plan participants.

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 with one year of industry experience. He holds a Series 65 designation and has managed an IT consulting and data analytics business, Quantitative Language LLC, since 2017. His work there involves data collation, analysis, interpretation, and quality assurance, separate from his investment advisory role. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses model portfolios and automated rebalancing tools while tailoring investment strategies to client objectives and risk tolerances.

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.

James Mohr is a financial advisor with Bolton Securities Corporation, holding a Series 66 credential and six years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2026, and previously held roles at OSAIC, SagePoint Financial, and Principal Life Insurance Company. Outside of his advisory work, Mohr serves as a sports referee for high school and junior high school games and is a board member of his local homeowners association. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through a network of independent advisers, offering portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term investment approach.

Keith Beggs is a financial advisor with OneSeven in Cypress, TX, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at MDRN Capital, Athlegacy, MGO One Seven, Baron Financial Advisers, and Steadfast Financial Planning. He is also the founder of Steadfast Insurance Solutions and co-founder of Athlegacy, both involving insurance sales and client services. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with internal due diligence and accesses diversified portfolios that may include alternatives and private placements.

Michael Burke is a financial advisor at Bolton Securities Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2020, following five years at Tudor, Pickering, Holt & Co. Securities, Inc. Outside of his advisory role, Burke serves as President and co-owner of Champions Golf Club, a private golf club in Houston, and is a regional board member for First Financial Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and nonprofit clients. The firm offers customized wealth management through independent advisers, utilizing a range of investment vehicles and strategies with a focus on long-term portfolio construction.

Christopher Wise is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Mutual Advisors, LLC. His prior roles include positions at Mutual Securities, Inc., Colony Northstar, and Jackson National Life. Outside of his advisory work, he is involved in several entrepreneurial ventures including ownership of a music production and entertainment company and serving as Chief Marketing Officer for SBA Loan Guy, a firm assisting small businesses with SBA loan applications. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion through 154 advisors. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale, breadth of institutional work—including sovereign wealth funds—and operational features such as an Outsource Insurance Desk and relationships with third-party managers.

Stephen Mayor is a financial advisor with Bolton Securities Corporation and Bolton Global Capital, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior experience includes roles at UBS Financial Services and Merrill. He is the owner and CEO of Delta Global Investment Services, LLC, where he manages investment advisory and securities operations alongside his advisory duties. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers customized wealth management using a combination of internal management, third-party asset managers, and model portfolios, focusing primarily on mutual funds, ETFs, equities, and fixed income with a generally long-term investment approach.

Jackson Smith is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. His prior roles include positions at Bolton Global Capital, Rover, Bank of America, Merrill, Raymond James & Associates, and UBS. He has also worked with the Houston Astros. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a network of independent advisors, utilizing mutual funds, ETFs, equities, and fixed-income securities with a focus on both long-term and shorter-term investment strategies.