Matthew Berti is a CFP® and holds a Series 65 license with nine years of experience in the financial services industry. He has worked at RHP Wealth Management since 2023 and previously was with Tanglewood Legacy Advisors, LLC and Speight Asset Management, LLC. Based in Houston, TX, he is part of a five-advisor team at RHP. RHP Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and business entities with discretionary investment management and a range of financial planning services. The firm manages approximately $345 million in discretionary assets and emphasizes diversified, tax-aware portfolio construction aligned with clients’ risk tolerance and time horizons.

Colton Cockerell is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at NEXT Financial Group for nine years. Outside of advising, he is involved with the Sharer McKinley Group, where he handles insurance-related sales including life insurance and long-term care. LVZ, Inc. serves over 2,400 client relationships through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, and consulting services, utilizing a range of portfolio styles that incorporate ETFs, mutual funds, and direct indexing, and applies a combination of fundamental and technical analysis within a top-down framework.

Timothy Sharer is a financial advisor at LVZ, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at NEXT Financial Group, Inc., Advanced Planning, Inc., and Independent Advisers Group Corp. Outside of advising, he is an author and owner of a business involved in life insurance and annuity sales. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across over 2,400 client relationships and offers a range of portfolio styles that combine fundamental and technical analysis within a top-down framework.

Michele Jones is a financial advisor at RHP Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill Lynch, and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a silent owner of a communications company, Votel Communications. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management services such as discretionary investment management, financial planning, and retirement plan consulting with a focus on diversified, tax-aware asset allocation.

Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.

Roy Piske is a financial advisor at WSA Affiliates, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. In addition to his financial advisory role, he has worked in ground operations for Southwest Airlines since 1981. WSA Affiliates, LLC provides advisory referral and financial planning services to individual and high-net-worth clients. The firm focuses on coordinating client needs with affiliated and unaffiliated advisors and offers financial plans on an hourly basis, without managing client assets directly.

Vivekananda Kini is an advisor with Aegis Wealth Management, Inc. holding a Series 65 designation and no prior industry experience before joining. His work history includes roles at Gradient Advisors, LLC and a long-standing entrepreneurial venture with Vic2retirehappy.com. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans by offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily manages portfolios via third-party sub-advisers and incorporates AI-based tools and direct indexing strategies in its offerings.

Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.

Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.

Steven Neustaedter is a CFP® professional with 30 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2013. His career includes roles at multiple financial firms such as Independent Financial Partners and LPL Financial. He is also involved in independent insurance sales outside of his primary advisory role. Creative Financial Designs serves a diverse range of clients including individual households, corporations, institutions, and employer retirement plans. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers both discretionary and non-discretionary investment management alongside financial planning and modular consulting services.

Nelson Negron Jr. is a financial advisor with OneAscent Financial Services LLC in Houston, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Morgan Stanley. He volunteers at Foundations Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, using both advisor-managed and model-based investment approaches.

Coby Culpepper is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Alan Olson is a financial advisor at Royal Fund Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Royal Fund Management since 2014 and has also been self-employed since 1998, primarily working as an insurance agent outside of investment-related activities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance using a variety of strategies and offers both discretionary and held-away advice through multiple platforms.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.

Paul Brown is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at AE Wealth Management, Fidelity Investments, Purshe Kaplan Sterling Investments, and 49 Financial. He is also associated with Impact Partners Financial, where he engages in insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority assigned to its representatives.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and having nine years of industry experience. Prior to his current role, he worked at AE Wealth Management, LLC, Carlin Financial Group, Altamarea Group, and other firms. He is also involved in insurance sales through Carlin Financial Group. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, utilizing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory arrangements.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.