Christopher Wootton is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a ChFC® designation and Series 65 license with 18 years of industry experience. He previously worked at Game Plan Advisors and operated WOOTTON Financial Group, Inc. for over two decades. Pinkerton Wealth serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and institutional clients, offering discretionary and non-discretionary asset management alongside comprehensive financial planning and fiduciary services. The firm employs a disciplined, formula-driven investment process called “Advance and Protect,” using a combination of technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Alicia Earnest is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 designation with one year of experience at the firm. She has been associated with Wootton Financial Group Inc. for 25 years. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary asset management alongside financial and estate-planning coordination. The firm employs a customized, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

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 29 years of industry experience and is currently an advisor at Compass Financial Management LLC. His previous roles include positions at Zoda Financial, LLC, Purshe Kaplan Sterling Investments, Momentum Independent Network Inc., Cetera Investment Services LLC, and VOYA Financial Advisors, Inc. Outside of his advisory work, he serves as a general partner of a family limited partnership involved in real estate investments. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers both third-party and internally managed model portfolios.

Kasey Mayne is a financial advisor at B. Riley Wealth Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at B. Riley Wealth Management, National Securities Corp, and Ameriprise Financial Services. Mayne is also a licensed notary public. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers a range of investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Brian Gremminger is a financial advisor at Kingsview Wealth Management, LLC, holding a Series 66 designation with 17 years of industry experience. He worked at Edward Jones from 2009 to 2026 before joining Kingsview. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

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 in Montgomery, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having previously worked at Alexis Investment Partners, Sowell Management Services, and FundX Investment Group. Independent Solutions Wealth Management is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, offering financial planning and portfolio management with an investment approach that emphasizes strategic asset allocation, manager selection, and a variety of model portfolios across broad risk profiles.

Larry Prickett is a financial advisor with Global View Capital Management LLC holding a Series 65 credential and one year of industry experience. Prior to joining Global View Capital Management, he was self-employed in the trucking industry for eight years. He also serves as an insurance agent with Experior Financial Group, marketing and selling life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach focused on technical analysis of ETFs and mutual funds, supported by proprietary research and a range of portfolio management platforms.

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 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Charles Schwab & Co., Provident Wealth Advisors, Platinum Tax & Wealth Management, and Merrill. 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, often through third-party sub-advisers and model portfolios.

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. Her prior roles include work at Sowell Management and Alexis Investment Partners. Outside of advisory work, she is an insurance agent specializing in life insurance, long-term care insurance, and annuities. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, employing a strategic asset allocation and manager selection process with tactical strategies and diverse portfolio models.

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.