Christopher Lloyd is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Lloyds Intrepid LLC since 2020 and previously spent five years at Bank of America Merrill Lynch. Lloyd is based in The Woodlands, TX, and is one of two advisors at Lloyds Intrepid Wealth Management. Lloyds Intrepid Wealth Management provides fee-only wealth management and financial planning to individual and high-net-worth clients. The firm employs a primarily passive investment approach supplemented by macroeconomic, fundamental, and technical analysis, and may use short-term hedging with unlevered inverse ETFs.

Robert Bond is a financial advisor at Bright Vision Wealth with 13 years of industry experience. He holds a Series 65 designation and is also the owner of The Bond Law Firm, where he serves as a board-certified estate planning and probate attorney. Bond’s career includes overseeing family asset management and running several management firms unrelated to investment advisory. Bright Vision Wealth serves individual and high-net-worth clients, managing about $26.7 million for roughly 25 households through a two-advisor team. The firm primarily offers non-discretionary financial planning and investment advice, complemented by affiliated legal and tax-preparation services.

Stephen Jimenez is a financial advisor at Peerless Wealth with Series 63 and Series 66 credentials and 23 years of industry experience. He has held roles at multiple firms, including Thornburg Investment Management and Calamar Financial Group. In addition to his advisory work, he serves as a wholesaler for Peerless ETFs and works as a sales consultant for Gore Range Capital. Peerless Wealth serves individuals, families, trusts, business entities, and qualified retirement plans, offering financial planning, investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both customized and model portfolios, and acts as a sub-adviser to an exchange-traded fund employing options strategies.

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Aaron Keys & Associates, Inc. and Wealth Design Group. In addition to her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts portfolio reviews, and offers private fund investment options while serving in various fiduciary roles.

Benjamin Childs is a financial advisor at Wealth Management Investment Advisors, LLC with 14 years of industry experience. He holds a Series 65 credential and has held roles at Sonnet, LLC and Onyx Wealth Advisors, Inc. He is also involved in managing insurance-related activities through several agencies and serves as a managing member of multiple entities including Sonnet, LLC and Green Phoenix, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing financial planning, wealth-management consulting, and advisory services that primarily utilize third-party money managers for portfolio implementation. The firm emphasizes negotiated or fixed advisory arrangements and coordinates with affiliated advisers and accounting practices.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

Xavier Ibarrola is a financial advisor at Avanzza Investments LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Banorte-Ixe Securities International. His career also includes a role at XC Innovative Ventures LLC. Avanzza Investments provides wealth advisory and discretionary portfolio management to affluent individuals, families, trusts, and organizations such as corporations and financial institutions. The firm employs a top-down and bottoms-up investment approach focusing on liquidity, risk management, and cost efficiency, offering long-term strategies with occasional tactical reallocations.

James Bailes Jr. is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates a majority of his time. He has also worked at Regal Investment Advisors LLC and currently serves as an advisor at Wealth Management Investment Advisors, LLC since 2014. Additionally, Bailes is a licensed independent insurance agent involved in life, health, disability, long-term care, and group benefits insurance. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, focusing on comprehensive financial planning and wealth management consulting. The firm advises on asset allocation and refers clients to third-party money managers, utilizing fundamental analysis, modern portfolio theory, and technical analysis without charging traditional percentage-of-AUM fees.

Arturo Cardenas Chagoya is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Abendstern Wealth Management since 2015. He also has a longstanding role at Aipt S.A. de C.V. since 2004. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach to U.S.-listed equities with tailored portfolio construction and risk management.

Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.

Mary Hicks is a financial advisor at Bright Vision Wealth with nine years of industry experience. She holds a Series 65 designation and has worked at Hicks Management & Financial Services, LLC, Bond Wealth Planning & Investments, PLLC, and RightWay Investments, PLLC. In addition to her advisory role, she serves as Marketing Director for The Bond Law Firm, where she organizes seminars and marketing activities. Bright Vision Wealth serves individual and high-net-worth clients, providing primarily non-discretionary financial planning and investment advice. The firm integrates legal and tax services through affiliated practices and supports clients with wealth, tax, and legal matters, while maintaining policies to address related conflicts of interest.

Richard Blair is a financial advisor at Wealth Solutions, Inc. in The Woodlands, TX, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crownbridge Wealth LLC since 2012 while maintaining his role at Wealth Solutions, Inc. since 1994. Outside of his advisory work, he is involved in several non-investment business activities, including serving as managing partner of an automotive resale company and a real estate holding company. Wealth Solutions, Inc. provides investment advisory and financial planning services to individual investors and business entities, managing discretionary accounts through a combination of fundamental and technical analysis. The firm primarily uses mutual funds and ETFs, offers both discretionary and non-discretionary advice, and operates with a single registered principal overseeing approximately $75 million in client assets.

David Wanja Jr. is a CFP® and Series 65 credentialed advisor at Clientfirst Wealth Management, LLC with five years of industry experience. His prior roles include positions at Legacy Financial Designs, FreeWill, and Financial Synergies Wealth Advisors. He has been affiliated with Houston Country Club since 2015. Clientfirst Wealth Management serves individual and high-net-worth clients with fee-only discretionary asset management and subscription-style financial planning. The firm emphasizes tailored portfolios based on client goals, various analysis techniques, and ongoing monitoring.

Jennifer Esch is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. She has worked at Bailes Bates & Associates LLP since 2015 and is a partner at Bailes Bates & Associates, LP, where she focuses on accounting and income tax planning. Outside of advising, she is involved in managing a family-owned farm and a development solutions firm. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning and wealth management consulting. The firm advises on goals and asset allocation while utilizing third-party money managers who implement strategies based on fundamental analysis, modern portfolio theory, and technical analysis.

Carlos Alvarez is a financial advisor at Abendstern Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Abendstern since 2014. In addition to his advisory role, Mr. Alvarez works part-time as a realtor with Texas Ally Real Estate. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that utilizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.

Manuel Malvaez is a financial advisor with Camden Wealth Advisors LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Camden Wealth Advisors since 2014 and is also involved in business consulting through Accesum Global Services and Accesum Consulting Services, focusing on market and business development in Mexico and Latin America. Additionally, he consults for several real estate companies. Camden Wealth Advisors provides investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals and institutions. The firm offers customized portfolio strategies, including discretionary and non-discretionary management, and coordinates advanced planning services through affiliated entities.

Timothy Fleming is a financial advisor at Endurance Financial Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Endurance Financial Planning since 2019. Concurrently, he has been involved with the College Park Church of Christ since 2010. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm employs a primarily passive investment strategy using index mutual funds and ETFs to build tax-efficient portfolios tailored to each client's financial situation and risk tolerance.

Brian Koepp is a financial advisor at Sonnet, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sonnet since 2016. Koepp also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, with a focus on business and retirement planning. The firm offers a range of model portfolios that include both passive and actively managed strategies, many based on proprietary quantitative models, and manages most client accounts on a discretionary basis.

Daryl Lazauskas is a financial advisor with John-Luke Financial, LLC and holds Series 63 and Series 66 credentials. He has 29 years of industry experience, including roles at Proequities, Inc. and MLDL Holdings LLC. He is engaged in insurance sales and investment advisory activities through his firm. John-Luke Financial, operating under MLDL Holdings, manages approximately $89.6 million for around 280 clients, providing portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm uses a goal-driven, customized planning approach and manages accounts on both discretionary and non-discretionary bases with Charles Schwab as custodian.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.