Richard Breedlove is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 credential. He has one year of experience in the industry and has held roles at multiple firms prior to joining Pinkerton Wealth Partners. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis to implement active, passive, and tactical strategies.

Dudley Lehmer is a financial advisor at Pinkerton Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Game Plan Advisors, Inc. and Eagle Mountain Advisors LLC. Outside of his advisory role, he is the owner and CEO of Total Seminars, a company that provides computer repair training services. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients by offering discretionary and non-discretionary asset management alongside financial planning and fiduciary services. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Brian Hagen is a financial advisor with D.H. Hill Advisors, Inc. in Montgomery, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at D.H. Hill Securities, LLLP since 2016 and The Stevenson Group since 2010. Outside of his advisory role, he serves as president of Gallant Financial, an insurance business. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, discretionary and nondiscretionary investment management, and retirement-plan consulting, employing a range of strategies including tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Reynaldo Batista Jr. is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Edward Jones and Dominion Investor Services. In addition to his advisory work, Batista is an independent insurance agent providing financial portfolio reviews and estate planning services. Dominion Portfolio Management, Inc. offers fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, and economic analyses to guide long-term trading and periodic rebalancing. The firm provides both discretionary and non-discretionary management and incorporates household account aggregation and third-party money managers as part of its service model.

Robert Zoda is a CFP® with 28 years of industry experience, currently serving as an advisor at Compass Financial Management LLC. He previously worked at Purshe Kaplan Sterling Investments and has operated his own firm, Zoda Financial, LLC, since 2013. Outside of his advisory role, he is a general partner in a family limited partnership focused on real estate investments. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting through a multi-team staff of 27 advisors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

Brian Gremminger is a financial advisor at Kingsview Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies and offers access to a wide range of investment instruments and third-party managers.

John Walling is a financial advisor at Infinity Financial Services Advisory with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Infinity Financial Services since 2015 and its advisory division since 2020. Outside of advisory work, he is involved in insurance sales, holding full ownership in that business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting services. The firm employs a mix of analytical methods and investment strategies, including discretionary management tailored to clients’ goals and risk tolerance.

Caleb Christian is a financial advisor with Prosperity Capital Advisors in Montgomery, TX. He holds the CFP® and ChFC® designations and has 10 years of industry experience. Caleb previously worked at Northwestern Mutual and Granite Harbor Advisors. Outside of his advisory role, he serves as a life group leader at Restoration Church Woodforest. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm focuses on model-based, asset-allocation strategies with ongoing portfolio supervision and offers services including separately managed accounts and retirement plan solutions.

William Burton is a financial advisor at Principal Advised Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Principal Advised Services since 2022. Prior to this, he worked at Principal Securities Inc. and Principal Life Insurance Company starting in 2013. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models to deliver tailored advice and benefits from its affiliation with the Principal Financial Group family.

Guy Jones is a CFP® with 27 years of industry experience. He has been with Advisory Services Network since 2015 and has operated Guy P. Jones & Associates since 1999. He is also involved in selling insurance products, including fixed and fixed index annuities and life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, overseeing approximately $8.6 billion in client assets.

Jason Browne is a financial advisor at Independent Solutions Wealth Management, LLC with 23 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior experience includes long-term roles at FundX Investment Group and more recent positions at Alexis Investment Partners, LLC and Sowell Management Services. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, utilizing strategic asset allocation, manager selection, and a range of model portfolios across various risk profiles.

Stevin Moses is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Founders Financial Securities since 2016. Outside of his advisory role, he is involved in selling life, long-term care, and disability insurance products through a separate business activity. Founders Financial Securities provides advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm supports a range of investment platforms and advisory services, allowing advisors to use discretionary or non-discretionary management, model portfolios, and third-party sub-advisors while conducting due diligence and oversight.

Larry Prickett is a financial advisor at Global View Capital Management LLC with one year of industry experience. He holds a Series 65 credential and previously operated a trucking business before transitioning to financial services. Prickett also serves as an insurance agent with Experior Financial Group, where he markets and sells life insurance and annuity products. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs technical and quantitative investment strategies supported by its proprietary research platform and offers a variety of managed account options and third-party platform integrations.

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.

Dina Tupper is a financial advisor at Madison Partners with 15 years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Her prior experience includes roles at Provident Wealth Advisors, Charles Schwab & Co., Inc., and Platinum Tax & Wealth Management. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, 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 as appropriate.

Alexis Roberts is a financial advisor with Independent Solutions Wealth Management, LLC in Montgomery, TX. She holds the ChFC® designation and a Series 65 license, and has five years of industry experience. Alexis has previously worked at Sowell Management and Lehigh University, and has been involved with Alexis Investment Partners since 2018. Outside of advisory work, she is also an insurance agent specializing in life insurance, long-term care insurance, and annuities. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and employs a strategic asset allocation and manager selection approach, offering a range of portfolio management services including mutual funds, ETFs, tactical strategies, and third-party manager selection.

Joseph Zachary is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with United Planners since 2011. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

Jeffrey Baker is a financial advisor with Money Concepts Capital Corp in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Money Concepts Capital Corp since 1999. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis within a framework of modern portfolio theory.

Kyle Renick is a financial advisor with Eagle Strategies (NY Life) in Montgomery, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2013. In addition to advisory work, he is involved in insurance brokering with various carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Woods is a financial advisor with Empower Advisory Group in Conroe, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at Northwestern Mutual and Canto Software. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.