Stephen Lack is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving as a Partner at Corient. He has held roles at Galapagos Partners and leads Ned S. Holmes Investments, Inc., a single family office where he acts as President and CIO providing consulting services to private partnerships and corporations. His career also includes involvement with Durable Dividend Growth Strategies, L.P. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach focused on customized, goals-based asset allocations and integrates risk management through ongoing due diligence and monitoring across traditional and alternative investments.

James Munchbach is a CFP® and ChFC® with 21 years of industry experience. He is currently a financial advisor at BayRock Financial, L.L.C., where he has worked since 2016, including a period from 2019 to present. Prior to this, he held roles at several firms including Tremont Street Advisors, Archetype Wealth Partners, and STA Wealth Management. In addition to his advisory work, Mr. Munchbach is a part-time Professor of Personal Finance at the University of Houston Bauer College of Business. BayRock Financial, L.L.C. provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm generally constructs diversified, long-term portfolios and integrates financial planning into advisory relationships, serving a client base notable for its inclusion of retirement plan clients and defined benefit pension plans.

Margaret Sucre' Vail is the founder and sole advisor at Sucre'-Vail Wealth Advisors in Houston, TX, with 22 years of industry experience. She holds Series 63 and Series 65 designations and has led her firm since its inception in 1997. Sucre'-Vail Wealth Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, estates, businesses, and retirement plans. The firm manages assets on a non-discretionary basis, constructing individualized portfolios using individual bonds, low-cost mutual funds, and ETFs, with a focus on fundamental analysis and long-term investment orientation.

Stephen Jackson is a financial advisor at ViaQuest Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arbor Point Advisors and Securities America Inc. Outside of advising, he is involved in a commercial cleaning business and serves as a licensed insurance agent, primarily servicing existing accounts. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm offers discretionary portfolio management and recently added non-discretionary pension consulting services for employee benefit plans and participants.

Robert Challenger Jr. is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Tremont Street Advisors and its affiliated entities since 2014. Outside of his advisory role, he serves as a board member of Communities in Schools Bay Area, a nonprofit organization. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, employing a blend of fundamental, technical, cyclical, and economic analysis, and integrates its advisory services closely with affiliated accounting and insurance activities.

Kenneth Cusick Jr. is a financial advisor with Texas Family Wealth, LLC and holds Series 66 and Series 65 designations. He has five years of industry experience, including four years at Fisher Investments and prior experience at Merrill and The John G. and Marie Stella Kennedy Memorial Foundation. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans, offering discretionary wealth management and financial planning services. The firm employs a primarily long-term, fiduciary-oriented investment approach that integrates fundamental and technical analysis to construct diversified portfolios.

Harris Hanson is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Texas Family Wealth, LLC and previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Hanson serves as a board member and finance committee member for the Friendswood Education Foundation, a nonprofit organization. Texas Family Wealth, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs a fiduciary, long-term focused investment approach that combines fundamental and technical analysis, offering discretionary portfolio management and a distinctive wrap fee program that includes bundled transaction costs.

Chad Taylor is a financial advisor with MDT Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 17 years. Outside of his financial career, he owns and hosts pickleball tournaments in Friendswood, TX. MDT Financial Advisors is a registered investment adviser serving individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning and consulting, and fiduciary services, utilizing a mix of active and passive strategies tailored to each client’s objectives.

Robert Barton is a financial advisor with Lifestyle Asset Management, Inc. and holds a Series 66 credential. He has nine years of industry experience, including prior roles at Hobart Wealth and Prudential Financial Planning Services. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm employs a client-specific investment approach that incorporates fundamental, technical, and cyclical analysis across a diversified range of asset classes and offers portfolio management, financial planning, pension consulting, and model portfolio services.

Larry Denson is a CFP® with 28 years of industry experience. He is currently with MDT Financial Advisors, LLC and was previously with Wells Fargo Advisors Financial Network LLC for 17 years. Denson is a part-owner of MDT Financial Advisors. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning, third-party asset manager selection, and fiduciary services, combining active and passive strategies tailored to client objectives.

Stephen Fougerousse is a financial advisor at Lifestyle Asset Management, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked with firms including Cetera Advisors LLC and First Allied Advisory Services. He serves as a trustee for multiple family trusts. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm offers tailored portfolio management and financial planning using a mix of individual equities, ETFs, mutual funds, fixed income, alternatives, and third-party strategies, employing fundamental, technical, and cyclical analysis.

Paul Jackson is a CFA® charterholder with 29 years of industry experience. He has been with Lifestyle Financial Advisors since 2011 and serves on the firm's Investment Committee. Lifestyle Asset Management, Inc. advises a diverse client base including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm offers tailored portfolio management and financial planning services, using a combination of fundamental, technical, and cyclical analysis alongside proprietary and third-party models.

Kaleb Jones is a CFP® and Series 66-registered advisor with 11 years of industry experience. He is affiliated with Lifestyle Asset Management, Inc., where he has worked since 2018. Jones has prior experience with Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with tailored portfolio management and financial planning services. The firm manages approximately $571 million in discretionary assets and employs a client-specific investment approach using a variety of asset classes and proprietary and third-party models.

Daniel Thomason is a ChFC® credentialed financial advisor with 29 years of industry experience, currently associated with Lifestyle Asset Management, Inc. He has worked previously with Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory roles, Thomason is engaged as an independent contractor in the insurance field. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and pension consulting services, utilizing a combination of fundamental, technical, and cyclical analysis alongside proprietary and third-party models to meet client-specific objectives and risk profiles.

Colton Cockerell is a financial advisor with LVZ, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has worked at NEXT Financial Group since 2015 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he is involved in insurance-related activities including fixed annuities, life and health insurance, and long-term care sales. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers diversified portfolio strategies primarily using ETFs and mutual funds, incorporates Biblically Responsible Investment options, and provides investment management, financial planning, and consulting services across multiple offices.

Timothy Sharer is a financial advisor with LVZ, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at Next Financial Group, INC since 2002 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he owns the Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and is also an author. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across more than 2,400 client relationships. The firm employs a range of portfolio strategies primarily using ETFs, mutual funds, and other pooled vehicles, combining fundamental and technical analysis with oversight on AI use in its investment process.

Chanse Wegner is a financial advisor at Lifestyle Asset Management, Inc. with a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera, FlipCo Financial, and service experience at Texas A&M University. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and pension consulting services using a range of investment strategies and proprietary as well as third-party models, operating across five offices and acting as a sub-advisor and model provider to other registered investment advisers.

Kyle Johnston Sr. is a financial advisor with Lifestyle Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Financial Advisors, Inc. He is also involved with The Johnston Company outside of his advisory practice. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management and financial planning using a mix of equities, ETFs, mutual funds, fixed income, alternatives, and model strategies, employing fundamental, technical, and cyclical analysis.

Juan Medina is a financial advisor at ACP Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including REL Capital Advisors, FigTree Financial USA, Inc, Banorte-Ixe Securities International, Ltd., and Morgan Stanley. Outside of his advisory role, Medina consults for Artemis Green LLC, focusing on commercial strategies related to sustainability initiatives. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm employs a combination of proprietary and third-party model portfolios and offers consolidated wealth reporting, managing a range of investments including ETFs, UCITS, structured products, and emerging-market fixed income.

Jamie Staggs is a CFP® professional with five years of industry experience, currently affiliated with Lifestyle Asset Management, Inc. He has held roles at several firms, including Cetera Advisors LLC and First Allied Securities, Inc. Staggs also has responsibilities in financial planning within his current firm. Lifestyle Asset Management, Inc. provides advisory services to a range of clients, including individuals, retirement plans, and trusts, managing approximately $571 million in discretionary assets. The firm employs a client-specific investment approach that incorporates various asset types and analytical methods, offering both discretionary and non-discretionary portfolio management along with fiduciary services under ERISA.