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 Series 66-licensed financial advisor with nine years of industry experience. He is currently with Lifestyle Wealth and previously worked at Hobart Wealth and Prudential Financial Planning Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, pension consulting, sub-advisory and third-party manager services, and publishes a monthly market commentary. Portfolios are personalized based on client suitability and may include proprietary and third-party models across various asset classes, with an active role as a model and signal provider to other advisers.

Larry Denson is a CFP® and holds a Series 66 designation, with 29 years of experience in the financial industry. He currently works at MDT Financial Advisors, LLC and has previously been affiliated with Wells Fargo Advisors Financial Network LLC and Merrill. MDT Financial Advisors is a registered investment adviser serving individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth and investment management, financial planning, and fiduciary services, utilizing a combination of active and passive strategies tailored to client objectives and risk tolerance.

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.

Stephen Fougerousse is a financial advisor with Lifestyle Wealth who holds a Series 63 designation and has 38 years of industry experience. He has previously worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he serves as trustee for multiple family trusts. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, with a focus on personalized portfolios that use a mix of proprietary and third-party models along with fundamental, technical, and cyclical analysis.

Paul Jackson is a CFA® charterholder with 29 years of experience in the financial industry. He has worked at several firms, including Sowell Management, Shield Advisors Corp., and Aegis Asset Management Inc., and has been with Lifestyle Wealth since 2011. Jackson serves as an Investment Committee Member at Lifestyle Financial Advisors, Inc. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, using personalized portfolios that incorporate fundamental, technical, and cyclical analysis.

Kaleb Jones is a CFP® and Series 66 holder with 11 years of industry experience. He is currently with Lifestyle Wealth, where he has worked since 2018, and has held roles at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies and model portfolios.

Daniel Thomason is a financial advisor at Lifestyle Wealth with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior firms include Cetera Advisors LLC, First Allied Advisory Services, and Mass Mutual Investors Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and offers market commentary and model services to other advisers.

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.

Chanse Wegner is a financial advisor with Lifestyle Wealth and holds the Series 66 designation. He has accumulated experience through roles at multiple firms since 2021, including Cetera Advisors LLC and FlipCo Financial. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers a range of portfolio management and financial planning services, utilizing a mix of proprietary and third-party models, and acts as a model and signal provider as well as a sub-advisor to other advisers.

Kyle Johnston Sr. is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Asset Management, among others. Johnston is involved with The Johnston Company outside of his advisory work. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, sub-advisory, and third-party manager services. The firm uses a combination of proprietary and third-party models, employing fundamental, technical, and cyclical analysis while actively managing and rebalancing client portfolios.

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.

Juan Medina is a financial advisor at ACP Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Banorte-Ixe Securities International, Ltd., FigTree Financial USA, Inc., and Morgan Stanley. In addition to his advisory role, Medina is the managing member of Artemis Green LLC, a corporate consulting firm focused on sustainability initiatives. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and institutions. The firm offers discretionary and non-discretionary portfolio management using ETFs, mutual funds, and UCITS, and utilizes a combination of in-house and third-party model portfolios, including offshore solutions for non-U.S. investors.

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.

Jamie Staggs is a CFP® professional affiliated with Lifestyle Wealth, with six years of industry experience. Jamie has held roles at firms including Cetera Advisors LLC and First Allied Securities, INC. Outside of advisory work, Jamie serves as an administrative assistant at Lifestyle Asset Management, supporting financial planning activities. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a personalized approach that incorporates proprietary and third-party models.

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.

James Latiolais is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at FSC Securities Corporation and Cetera Advisor Networks. He is also a licensed independent insurance agent providing health and life insurance products. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and provides ongoing portfolio monitoring and rebalancing.

Lotte Optekamp is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms including Lifestyle Asset Management, Inc., Woodlands Wealth Management Group LLC, Shield Advisors Corp., FFP Advisory Services Inc., and Aegis Asset Management Inc. Additionally, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm provides portfolio management, financial planning, pension consulting, sub-advisory services, and issues a monthly market commentary, using a mix of proprietary and third-party models tailored to client suitability.

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.