Adam Threadgill is a CFP® with 11 years of industry experience. He is currently with CW Advisors, LLC and previously operated Threadgill Financial, LLC for 11 years. He is also the owner of two dormant LLCs reserved for potential future business use. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad client base including individuals, families, trusts, and institutions, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

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 at OneSeven with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including MDRN Capital, Baron Financial Advisers, and 212 Advisory Group. Beggs is also involved in insurance sales through his roles as founder of Steadfast Insurance Solutions and co-founder of Athlegacy. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with a primarily long-term investment approach and access to alternative strategies.

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.

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.

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 Garcia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Internal Revenue Service in Research, Applied Analytics and Statistics, the Texas Juvenile Justice Department, and Central Texas College. Garcia also serves as a Human Resources Officer in the U.S. Army. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms to deliver its services.

Travis Munro is a CFP® professional with 23 years of industry experience currently serving at Steward Partners Investment Advisory, LLC. His prior career includes 14 years at Lincoln Investment and two years with Momentum Independent Network Inc. Munro holds a Series 63 license and is based in Humble, TX. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account services.

Jason Neslony is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing four years of industry experience. He has worked with Private Advisor Group and LPL Financial LLC since 2022, as well as with SWS Capital Investment LLC since 2019. Neslony is also involved with Neslony Capital LLC, a non-investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using technology platforms and third-party managers to tailor investment strategies suited to client goals and risk tolerances.

Aaron Hoff is a CFP® with seven years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He has held roles at J.W. Cole Financial, Inc. and T. Jackson & Company, and previously worked in construction. Hoff also operates Core Integrated Wealth Management as an additional business activity. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Jaymie Wendt is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2014 to 2023. Wendt has been with Sanctuary Advisors and Sanctuary Securities since 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering a range of portfolio management and consulting services.

Louis Merkle III is a financial advisor with Commonwealth Financial Network in Houston, TX, holding a Series 63 license and over 31 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006, with a brief tenure at Merkle Financial Group, which he co-owns. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Quincy Goudeau Sr. is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, LPL Financial, and Morgan Stanley. Outside of his advisory work, he is the founder and managing director of Royal Players Basketball Academy, a youth athletic and academic organization in Spring, TX. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice delivered through multiple account programs.

David Dellinger is a financial advisor at Oppenheimer with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2020. Prior to that, he was with First Tryon Securities and Advanced Income Solutions, and spent a year self-employed. Outside of his advisory work, he owns and operates a HomeVestors franchise and will serve as owner and CEO of Residential Property Acquisitions LLC beginning in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Caitlin Reynolds is a financial advisor with J. W. Cole Advisors, Inc. in Houston, TX. She holds Series 63 and Series 66 credentials and has nine years of industry experience. Reynolds has been with J.W. Cole Advisors since 2020 and involved with J.W. Cole Financial, Inc. since 2017. Outside her advisory roles, she is a CPA as of 2024. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms for individual, high-net-worth, and institutional clients.

Kathleen Fechik is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers both wrap and non-wrap programs.

James Franklin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Southwest Financial Services, Cetera Advisor Networks, and Merrill. Franklin is also the owner of Southwest Financial Services and is involved in selling fixed insurance products such as life insurance, annuities, and long-term care. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party models to create customized investment strategies, combining passive and active approaches across various risk profiles.