Sandler Weinberg is a Series 66-credentialed financial advisor with five years of industry experience, currently practicing at Howard Capital Management, LLC. His prior roles include positions at Merrill Lynch and McNair Interests. Outside of advisory work, he serves as CFO for Lucky Number Eight Productions, a movie production firm, and the Cafe Texan History Museum and Library, a restaurant, in addition to bookkeeping for 1836 Steakhouse. Howard Capital Management serves a diverse client base ranging from individuals to institutions and offers discretionary portfolio management and private wealth services utilizing proprietary tactical indicators and model portfolios, often implemented through the firm’s own mutual funds and ETFs.

Juan Fortoul Solorzano is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at PNC Investments and BBVA, where he held various wealth management and securities-related roles over eight years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and a dedicated Investment Committee to oversee performance.

Gary Greensage is a financial advisor with Symphony Financial, Ltd. Co. and holds a Series 63 designation. He has 30 years of industry experience, including over 22 years at LPL Financial and 12 years with Symphony Financial. Outside of his advisory work, he is a partner in Un Tiro Guides & Outfitters, a business unrelated to investment management. Symphony Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers a broad multi-family office platform, including services like bill pay, private banking coordination, and liquidity-event planning.

Mary Santini is a financial advisor with United Capital Financial Advisors in The Woodlands, TX, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Cetera Advisor Networks and multiple firms under the 1st Global brand. Outside of finance, she is involved as a singer in a local music band called Vinnie and the Montage. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based options, and supports clients with technology and reporting tools.

John Smutniak is a financial advisor at Core Planning in The Woodlands, TX, holding a Series 65 designation. He joined Core Planning in 2025 and has prior experience as the managing member of Quantitative Language LLC, an IT consulting and data analytics firm he founded in 2017. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Todd Luft is a financial advisor at International Assets Investment Management, LLC with 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years and held roles at B. Riley Wealth Advisors and B. Riley Wealth Management. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized portfolio management, financial planning, and access to third-party money managers using a range of investment vehicles tailored to client objectives.

James Mohr is a financial advisor with Bolton Securities Corporation, holding a Series 66 credential and six years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2026, and previously held roles at OSAIC, SagePoint Financial, and Principal Life Insurance Company. Outside of his advisory work, Mohr serves as a sports referee for high school and junior high school games and is a board member of his local homeowners association. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm provides customized wealth management through a network of independent advisers, offering portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term investment approach.

Keith Beggs is a financial advisor with OneSeven in Cypress, TX, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at MDRN Capital, Athlegacy, MGO One Seven, Baron Financial Advisers, and Steadfast Financial Planning. He is also the founder of Steadfast Insurance Solutions and co-founder of Athlegacy, both involving insurance sales and client services. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with internal due diligence and accesses diversified portfolios that may include alternatives and private placements.

Michael Burke is a financial advisor at Bolton Securities Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2020, following five years at Tudor, Pickering, Holt & Co. Securities, Inc. Outside of his advisory role, Burke serves as President and co-owner of Champions Golf Club, a private golf club in Houston, and is a regional board member for First Financial Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and nonprofit clients. The firm offers customized wealth management through independent advisers, utilizing a range of investment vehicles and strategies with a focus on long-term portfolio construction.

Gavin Baxter is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked in education at the University of Oklahoma and two high schools. He also serves as Divisional Vice President at TailorMade Wealth Counsel, an affiliated advisory business. Concurrent Investment Advisors is an enterprise-scale firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets using customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with a generally long-term investment approach.

Phillip Kennemer is a financial advisor with B. Riley Wealth Advisors, Inc. in The Woodlands, TX, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at National Securities Corp and Ameriprise Financial Services, Inc. prior to joining B. Riley Wealth Advisors. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Pardis Ferdosi is a CFP® with three years of industry experience, currently affiliated with Avantax Planning Partners, Inc. She has worked with Cetera Wealth Services, United Healthcare, and several Avantax-related entities. Ferdosi also serves as an independent health insurance agent, writing policies for a CPA firm. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisors. The firm manages approximately $7.57 billion in assets across various client segments using firm-designed allocation models and tax-intelligent strategies.

Christopher Wise is a CFP®-credentialed financial advisor with Mutual Advisors, LLC, based in Kingwood, TX, and has 10 years of industry experience. His prior work includes roles at Mutual Securities, Inc., and Colony NorthStar. Outside of advisory work, he owns and manages several business ventures, including a music production and entertainment company and an SBA loan assistance firm. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a mix of active and passive strategies and supports a broad range of platforms and servicing arrangements.

Stephen Mayor is a financial advisor at Bolton Securities Corporation with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bolton Securities and Bolton Global Capital since 2009. Mayor is also the owner, president, and CEO of Delta Global Investment Services, LLC, where he manages securities and investment advisory businesses alongside his duties at Bolton. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, employing a mix of internal and third-party asset managers with a long-term investment approach that includes mutual funds, ETFs, equities, and fixed income.

Jackson Smith is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Bolton Securities Corporation. His prior roles include positions at Bolton Global Capital, Rover, Bank of America, Merrill, Raymond James & Associates, and UBS. He has also worked with the Houston Astros. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a network of independent advisors, utilizing mutual funds, ETFs, equities, and fixed-income securities with a focus on both long-term and shorter-term investment strategies.

Angela Sanders is a financial advisor at United Capital Financial Advisors with 22 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and previous tenure at United Capital. Outside of her advisory work, she is co-owner and bookkeeper of Sanders Electrical Services, a residential and commercial electrical business. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization including ESG and faith-based options, and supports its advisors with proprietary technology and research.

Morris Monroe is a financial advisor at Avior Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Navigator Securities Ltd and Woodlands Asset Management Inc. Monroe also serves as a director at Woodlands Financial Services and is a co-member of Timberloch Capital LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in assets with about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing fundamental analysis with both long- and short-term investment strategies and offering a range of services including comprehensive financial planning and business consulting.

John Ramirez is a Series 66 licensed advisor with 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and PKS Advisory Services, LLC since 2011. Outside of his advisory roles, he is involved with Woodlands Portfolio Management. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients and customizes portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of fundamental and technical analysis.

Joseph Anderson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at SHP Wealth Management, LLC and SHP Financial, LLC, and also operates as an independent insurance agent providing annuity and insurance solutions. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, utilizing a mix of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers.

Joseph Garcia is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Internal Revenue Service in Research, Applied Analytics and Statistics, the Texas Juvenile Justice Department, and Central Texas College. Garcia also serves as a Human Resources Officer in the U.S. Army. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple advisory platforms to deliver its services.