John Cheeseman is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Tucker Asset Management LLC and HBW Advisory Services, LLC. Outside of his advisory roles, he serves as an air traffic control specialist with the Federal Aviation Administration. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, supported by a third-party services platform for trading, compliance, and administration.

Juan Hernandez Ariano is a CFP® and Series 65-licensed advisor at OneSeven with nine years of industry experience. He has held positions at MGO ONE SEVEN LLC dba Studemont Group, Baron Financial Advisers, LLC, and 212 Advisory Group, LLC. Outside of his advisory role, he serves as President and volunteer for the Financial Planning Association of Houston and is involved in college planning workshops and technology advisory through a separate entity, WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio management with access to diversified investments and alternative strategies. The firm utilizes both discretionary and non-discretionary arrangements, often implementing strategies through independent managers and third-party platforms.

Daniel Baker is a financial advisor at Avior Wealth Management, LLC with a Series 65 credential and four years of industry experience. His prior roles include positions at Navigator Securities Ltd and Momentum Independent Network Inc., as well as experience in the energy sector and academia. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting with a focus on fundamental analysis and a combination of long-term and short-term strategies.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Eduardo Suarez is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018 and previously held roles at JPMorgan Securities LLC, JPMorgan Chase, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory work, Eduardo operates a woodworking business where he builds and sells home accents. Bolton Global Asset Management is a registered investment adviser serving individuals, corporate and institutional clients, and trusts. The firm offers customized portfolio management utilizing a mix of in-house management, third-party programs, and various investment vehicles, emphasizing a long-term investment approach.

Daniel Evans is a CFP® with 12 years of industry experience, currently serving as an advisor at Bogart Wealth, LLC since 2022. He previously worked at Wells Fargo Clearing for six years and Merrill for one year. Evans holds a Series 66 license and is based in The Woodlands, TX. Bogart Wealth offers financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios through a combination of passive and active strategies, employing both bottom-up and top-down investment approaches, and oversees approximately $3.19 billion in client assets.

Peter Reilly is a financial advisor at Trajan Wealth, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at R. Cubed Capital, Anchor Capital Advisors, LLC, Nationwide Investment Services Corporation, and G.distributors, LLC. In addition to his advisory role, Reilly is also involved in insurance sales. Trajan Wealth serves primarily individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process informed by fundamental, technical, and cyclical analysis.

Robert Green is a Series 65 licensed advisor with 12 years of industry experience. He is currently affiliated with Simplicity Wealth and has held roles at RightWay Investments LLC since 2013. Outside of advising, he serves on the board of the Patterns of Evidence Foundation, a nonprofit focused on faith-based documentary films, and is involved in several non-investment business ventures including digital marketing and insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational solutions to support other advisers.

Geraldo Olivo is a CFP® and Series 66-licensed advisor at Bogart Wealth, LLC with seven years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, and Raymond James & Associates. Outside of finance, he was involved with Tranquilo Way Productions, LLC from 2016 to 2019. Bogart Wealth provides financial planning, consulting, and comprehensive wealth management to individuals, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, managing approximately $3.19 billion in assets using a combination of firm model portfolios, equity selection based on fundamental and technical analysis, and various alternative strategies.

Brent Shepherd is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2019. His prior experience includes roles at 1 St Global Insurance Services and American General Securities Incorporated. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based advising approach utilizing proprietary software and quantitative metrics alongside fundamental and behavioral analysis, offering both passive and active investment strategies.

Darren Mcneely is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Level Four since 2021 and has been involved with Level Four Financial, LLC since 2007. Outside of his advisory roles, he is a partner in Pinnacle Wealth Advisors, a financial planning business, and co-owns a real estate rental company in Panama City Beach, Florida. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and approximately 13,865 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party management options.

Christopher Ramsey is a CFP®-designated financial advisor with 26 years of industry experience. He is affiliated with Capital Analysts and also serves as managing member of Outlook Financial Group, LLC. His prior work includes roles at Lincoln Investment, SMH Capital Advisors LLC, and Miller-Green Financial Services LLC. Outside of advisory services, he is an agent involved in fixed insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

John Trent is a CFP® professional with 11 years of industry experience, currently serving at United Capital Financial Advisors since 2015. He is also the Head of Business Development at Emberwood Designs, LLC, a company focused on 3D printing and gaming-related projects. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable strategies, integrating both internally managed models and third-party managers, and offers client-facing technology and ongoing portfolio monitoring.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Precious Stansberry is a financial advisor at SVB Wealth with Series 63 and Series 65 licenses and four years of industry experience. She has held roles at notable firms including First Citizens Bank, Exxon, Boeing, PwC, and Cisco. She also serves as an Affluent Wealth Advisor at First Citizens Investor Services, providing comprehensive wealth management and financial planning to high-net-worth and innovation economy clients. SVB Wealth LLC offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select third-party managers and is a wholly owned subsidiary of First Citizens Bank, integrating banking and investment services.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has a background that includes roles at Quincy Wells Capital, Great Point Capital, and Provident Wealth Advisors. Outside of investment advising, he is a managing member of Goodwin Financial Reality, a non-investment business activity. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing most accounts on a discretionary basis and incorporating alternative investments such as structured notes and private equity.

Jeffery Musgrove is a financial advisor at Simplicity Wealth with 10 years of industry experience and holds a Series 65 designation. He has worked at several firms including AE Wealth Management and Gradient Advisors. Outside of his advisory role, he manages Tactical Marketing and Management Associates LLC, a marketing business. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, and provides technology and operational support to other advisors through its managed account platform.

Sergio Sosa is a financial advisor with Bolton Securities Corporation in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Outside of his advisory work, he is co-owner and manager of Teak Accents, LLC, a business focused on building and selling home accents. 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, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term orientation with tactical trading and rebalancing.

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.