Miriam Angel is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Mutual Advisors, LLC since 2019 and previously held roles at Securities America Advisors Inc. and Williams Financial Group of Kingwood. Outside of her advisory work, she is an owner-partner of Wise Capital Partners, LLC, a non-investment-related business. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individual and institutional clients with a range of services including asset management, financial consulting, and ERISA plan advisory. The firm employs a diverse investment approach combining passive and active strategies tailored to client objectives.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He has worked with several firms, including Baker Tilly Capital and Erben Associates, and is a co-founder and partner at Bellwether Advisory Group. Jared also served in the United States Army Reserve for eight years. Sowell Management is a multi-branch registered investment adviser that supports over 100 independent contractors, providing investment management, financial planning, and retirement-plan advisory services to individuals, retirement plans, corporations, and institutions. The firm employs a range of investment styles and utilizes third-party sub-advisors and platforms to manage portfolios on both discretionary and non-discretionary bases.

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 designation and over 13 years of industry experience. His prior roles include positions at Fidelity Financial Group and Simplicity Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering both discretionary and non-discretionary portfolio management alongside 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.

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 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and has operated under his own practice, Patrick S Purcell, since 2004. Outside of his advisory work, he is the president and owner of Protos Wealth Management and is involved in annuity and insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and serves approximately 3,220 clients with a platform totaling about $990.7 million in assets.

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.