Mary Hicks is a financial advisor at Bright Vision Wealth in The Woodlands, TX, holding a Series 65 credential with nine years of industry experience. She has worked at Hicks Management & Financial Services, Bond Wealth Planning & Investments, and RightWay Investments, and concurrently serves as Marketing Director at The Bond Law Firm. Bright Vision Wealth provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, primarily recommending and monitoring third-party investment advisers on a non-discretionary basis while conducting regular portfolio reviews and client meetings.

Lindsey Cooksen is a CFP® with 17 years of industry experience. She is the principal advisor at Cooksen Wealth, LLC, where she has worked since 2019, following a 10-year tenure at Morgan Stanley Private Wealth Management. Lindsey serves as an Independent Director for Targa Resources Corp. since 2020. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm uses a structured investment process focused on asset allocation and security selection, managing over $200 million in assets across a concentrated client base.

Christopher Hughes is a financial advisor at Financial Cornerstones, LLC in The Woodlands, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Financial Cornerstones, he worked in various roles at medical and healthcare organizations from 2014 to 2026. Financial Cornerstones provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers individualized portfolio management and sponsors a wrap-fee program, combining technical, fundamental, and quantitative analysis with an emphasis on fixed-income strategies and discretionary management within client-imposed restrictions.

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.

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.

Zachary Threadgill is a financial advisor with Threadgill Financial, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Threadgill Financial since 2015. Outside of his advisory role, he is involved in insurance sales. Threadgill Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm manages over $400 million in assets, focusing on low-cost ETFs from providers like Vanguard, BlackRock, and Invesco, and operates with a team of two advisors.

Frank Cannon is a financial advisor with Artesa Financial Group in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been involved with Artesa Financial Group since 2010 and Artesa Consulting, LLC since 2011. Outside of his advisory role, he serves as Vice President, Secretary, and Treasurer of an advertising and publishing company and is President and Treasurer of a cattle and hay operation. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, utilizing a risk-first allocation process that incorporates Morningstar Office beta scores to tailor portfolios according to client risk tolerance. The firm combines fundamental and technical analysis, conducts regular monitoring, and offers management of held-away accounts through an online platform.

Juan Puig is a financial advisor at Direwolf Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Direwolf Wealth Management since 2013. Outside of his advisory role, he publishes an online blog called TheFractalStack, providing general financial market and economic commentary. Direwolf Wealth Management offers primarily discretionary portfolio management to high-net-worth individuals, combining top-down market analysis, fundamental security evaluation, and selective technical analysis. The firm serves clients by referral or invitation and employs strategies including fixed income, equities, options, and hourly consulting services.

William Schurig is a financial advisor at Bison Investment Advisors, LLC with Series 65 credentials and over six years of experience, including a prior role at EMA Legal. He has been with Bison since 2025. Bison Investment Advisors offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm manages multi-asset portfolios that incorporate a range of investments, including alternative strategies, and serves as general partner and sponsor of a private fund vehicle.

Jason Mills is a Series 65-licensed financial advisor with Fondren Oaks Capital Management in Montgomery, TX, where he has worked since 2019. He has seven years of industry experience and previously spent 13 years at Retirement Horizons Inc. Fondren Oaks Capital Management serves high-net-worth individuals, trustees, and employer retirement-plan sponsors, focusing on tailored asset management and retirement-plan advisory services. The firm employs an active investment approach combining fundamental analysis, Modern Portfolio Theory, and stress-testing, and provides both 3(21) and 3(38) fiduciary options despite its small size.

Marquis Hammett III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Legacy Capital. His prior roles include positions at Purshe Kaplan Sterling Investments and Merrill Lynch. He also provides tax preparation and planning services through his own firm, Legacy Capital Tax Services, PLLC. Legacy Capital Wealth Management serves individuals, families, trusts, retirement plans, corporations, and charitable organizations with a focus on discretionary and non-discretionary portfolio management combined with integrated financial planning. The firm emphasizes strategic and tactical asset allocation, long-term holdings, and access to alternative investments and third-party managers.

William Warrick is a financial advisor with Koinonia Financial in The Woodlands, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Koinonia Financial and LPL Financial since 2018 and was previously involved with Blackshear Realty, LLC from 2015 to 2018. Koinonia Financial provides discretionary investment management and retirement plan consulting to individuals, including high-net-worth clients, as well as plan sponsors and 401(k) administrators. The firm employs a model-driven portfolio construction approach, using a proprietary KFM Model focused on moderate growth and combines fundamental, technical, cyclical, and charting analyses with ongoing financial planning integrated into client relationships.

Donald Maynard is a financial advisor at Cooksen Wealth, LLC with six years of industry experience. He holds the Series 65 designation and has been with Cooksen Wealth since 2019. In addition to his advisory role, Maynard is president and CEO of DG Maynard & Associates, LLC, an oil and gas technology consulting firm. Cooksen Wealth serves primarily high-net-worth individuals, trusts, and estates, focusing on financial planning and wealth management. The firm emphasizes asset allocation using Modern Portfolio Theory and combines fundamental and technical analysis to guide portfolio construction and rebalancing.

Johnny Nobile III is a financial advisor at Novodyn Advisors LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Victor Asset Management, L.L.C. since 2006. Novodyn Advisors LLC is a small firm with three advisors.

Luis Gonzalez Perales is a financial advisor with Crosswell Family Wealth Advisors and holds a Series 63 designation. He has 15 years of industry experience, including 16 years at Crosswell Advisors, LLC. Outside of finance, he serves as a professor at the University Tecnologica de la Rivera Maya and holds management roles in non-investment businesses. Crosswell Family Wealth Advisors manages approximately $80.6 million across around 53 client relationships, serving individuals, business entities, estates, and charitable organizations. The firm emphasizes capital preservation, return maximization, and risk management, with a focus on both domestic and international clients and investment programs that include a broad range of financial instruments.

Nichol Freeman is a financial advisor with Freeman & Freeman Private Wealth Management LLC in Montgomery, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Freeman & Freeman, she worked at Oak River Insurance Group LLC and Oak River Financial Group Inc., and has nearly a decade of experience with Schaefer Oilfield Services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a long-term investment approach using ETFs, mutual funds, REITs, preferred shares, and select equities, with strategies tailored to client-specific tax and legacy considerations.

Tara Roman is a financial advisor at Bison Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Bison Investment Advisors since 2013. Bison Investment Advisors provides discretionary investment management and financial planning for individuals, trusts, estates, charitable organizations, qualified retirement plans, and business entities. The firm employs multi-asset portfolios including alternative investments and serves as general partner and sponsor of a private fund, offering specialized portfolio management and consulting services.

Adrian Llerena Navarro is a financial advisor at Crosswell Family Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Altavista Growth Advisors, LLC, GT International, Inc., and Seale & Associates, Inc. Outside of his advisory role, Adrian serves as Managing Director of Crosswell Consulting Services, LLC, providing general business administration and consulting services. Crosswell Family Wealth Advisors serves individuals, business entities, estates, and charitable organizations, managing approximately $80.6 million across about 53 client relationships. The firm’s investment approach emphasizes capital preservation, return maximization, and risk management, utilizing a broad range of instruments and maintaining an explicit focus on both domestic and international clients.

John Laughlin is a financial advisor at Novodyn Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has served as president and director of Novodyn Capital Corporation since 2001, where he focuses on research, programming, and testing of quantitative trading algorithms. Novodyn Advisors LLC supports a small team of three advisors and works with clients using strategies informed by quantitative analysis tools originally developed for institutional traders.

Timothy Steenwyk is the principal of Timothy Craig Steenwyk, a firm based in Montgomery, TX. He holds a Series 65 designation and has four years of industry experience, with a professional background including self-employment since 1996. The firm manages approximately $32 million for about 22 clients, primarily individual investors and related accounts. It employs a single, fundamental deep-value equity strategy focused on publicly traded securities, emphasizing low turnover, long holding periods, and alignment of the advisor’s personal investments with client holdings.