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.

Leslie Kern is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.H. Hill Advisors since 2016 and has operated his own advisory practice since 2008. Outside of his advisory work, Kern is also an insurance agent. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both tactical asset allocation and active and passive strategies across multiple platforms.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He has previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC, and is the CEO and founder of Golden Rule Wealth Preservation, where he has been involved in insurance product sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms, utilizing a mix of proprietary models and third-party managers to manage primarily discretionary accounts.

Ray Stanley is a financial advisor with Capital Analysts in The Woodlands, TX, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been associated with Lincoln Investment and Capital Analysts since 2012 and also with Outlook Financial Group, LLC since 2008. Outside of his advisory role, Stanley is a fixed insurance agent, involved in identifying needs, soliciting quotes, and managing applications in the fixed insurance sector. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides both discretionary and non-discretionary portfolio management through various programs and leverages an in-house Investment Management & Research team that utilizes proprietary screening methods and model portfolios.

Tiffany Taylor is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Empower Financial Services and Trinity Portfolio Advisors, LLC. 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 non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include Managed Accounts and Fund Advice developed by Morningstar Investment Management.

Donica Masterson Ruano is a financial advisor with RFG Advisory, LLC in The Woodlands, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at Merrill, Waterway Wealth Management, and Brinker Capital Securities. Outside of advisory work, she is a partner at Orion Security Logistics Group, a security services consulting firm. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, employing a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches with a focus on risk management.

Ryan Mcdonald is a financial advisor at United Capital Financial Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Willis Johnson & Associates, Inc. Ryan’s background also includes roles outside the financial sector, such as a position at Ace Entertainment. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts, with a platform that supports customized investment strategies and offers technology and consulting services to independent advisors.

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.

Kasey Mayne is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to joining B. Riley, Mayne worked at National Securities Corp and Ameriprise Financial Services, Inc. Outside of advisory work, Mayne is a licensed insurance agent involved in insurance product sales and provides notary public services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions implemented through various program structures and both proprietary and third-party asset allocation models.

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. Nash also has experience outside finance, including a role at International Laboratory Supply. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives.

James Tolbert is a financial advisor at B. Riley Wealth Advisors, Inc. with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at National Asset Management and National Securities Corp. Tolbert also operates JBT Wealth Management, an investment-related business conducted through B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

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 Certified Financial Planner® with 18 years of industry experience. He has worked at Bogart Wealth since 2020 and previously held roles at Cetera Advisor Networks, United Capital Financial Advisers, and Fidelity Brokerage Services. Bogart Wealth serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, consulting, and wealth management services. The firm employs a combination of bottom-up fundamental equity analysis and top-down asset allocation, utilizing model portfolios and specialized investment options such as direct indexing, structured notes, and private-market alternatives.

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 with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at LifePro Asset Management, Nationwide Securities, and Simplicity Wealth, in addition to 15 years as a self-employed professional. Outside of advising, he consults with Stryde Solutions, LLC, a referral network for professional services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base ranging from individuals to employer-sponsored retirement plans and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and incorporates third-party sub-advisers and custodians to deliver tailored investment advice.

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.