Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.

Alexander Liepman is a financial advisor at Kingwood Investment Group with nine years of industry experience. He holds the Series 66 designation and has worked at Next Financial Group, Inc. since 2017 and briefly at Brooks Brothers before joining Kingwood Investment Group in 2025. Kingwood Investment Group is a five-advisor SEC-registered team that serves individual and high-net-worth clients, managing approximately $126.5 million across 244 client relationships. The firm offers discretionary portfolio management and financial planning, employing a range of investment approaches including asset allocation, technical analysis, and trading strategies tailored to client goals and risk tolerance.

Terri Canterbury is a financial advisor with Kingwood Investment Group in Galveston, TX, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, and Alegent Health Care Systems. In addition to her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and risk tolerance. The firm employs a small team approach, managing approximately $120 million in discretionary assets and offering both direct management and third-party sub-advisor services.

Jeremy Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and totaling nine years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and Aurelia Weems, CPA. Outside of advisory work, he serves as an adjunct professor at Lonestar College System and owns Schlanger Capital Management LLC. Onyx Bridge Wealth Group serves individuals, trusts and estates, pension and profit-sharing plans, and corporate clients with a range of services including discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of third-party research and internally developed portfolio models, offering tailored investment solutions that may include ETFs, structured products, alternative investments, and specialized tax-management techniques.

Gary Alden is a financial advisor with Kingwood Investment Group and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including positions at NEXT Financial Group, LPL Financial, and UBS Financial Services. Alden has been with Kingwood Investment Group since 2024. Kingwood Investment Group is an SEC-registered advisory team that serves individual and high-net-worth clients, managing approximately $126.5 million across about 244 relationships. The firm offers discretionary portfolio management, financial planning, and advisory oversight, using tailored investment strategies including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Conor Mullens is a financial advisor at Kingwood Investment Group with a Series 65 license and one year of industry experience. Prior to joining Kingwood Investment Group, he worked for Bruker Scientific LLC for ten years. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering tailored investment recommendations and managing approximately $120 million in assets under management.

Philip Hamilton is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Sws Financial Services and Horter Investment Management, LLC. Outside of his advisory work, he is involved in insurance sales focused on final expense and mortgage protection. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through two platforms that offer a range of investment strategies, including tactical asset allocation, active and passive approaches, and tax-management techniques.

Noor Amirali is a CFP® professional with 28 years of industry experience, currently serving at D.H. Hill Advisors, Inc. since 2009. His prior work includes roles at Wrp Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory role, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides wealth management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, retirement-plan consulting, and access to alternative investments. The firm employs a mix of firm-managed and advisor-managed strategies, utilizing tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Walter Theobald is a financial advisor with Sovereign Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His previous roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Outside of his advisory work, he is involved with Theobald Property Development LLC for tax and investment purposes. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of analytical methods and offers both discretionary and non-discretionary account management, incorporating multiple sponsored programs and third-party managers.

Christopher Alden is a financial advisor with Kingwood Investment Group in Kingwood, TX, holding a Series 66 designation and six years of industry experience. He previously worked at NEXT Financial Group from 2016 to 2024. Kingwood Investment Group is a registered advisory team serving individual and high-net-worth clients, managing approximately $126.5 million across 244 client relationships. The firm offers discretionary portfolio management, financial planning, and advisory oversight, utilizing tailored investment strategies, sub-advisors, and participant account management for defined contribution plans.

Cynthia Elaine Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at SAGEPOINT FINANCIAL, Harman Wealth Management, and Save Advisers LLC. She also operates Schlanger Consulting LLC, providing business development and compliance consulting outside of investment services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Shaundra Patterson is a financial advisor at Dew Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Divine Wealth Strategies, Cetera Investments, Edward Jones, and Hyundai Capital America. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its service approach.

Leslie Kern is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.H. Hill Advisors since 2016 and has operated his own advisory practice since 2008. Outside of his advisory work, Kern is also an insurance agent. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both tactical asset allocation and active and passive strategies across multiple platforms.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Wehrly is also the CEO and founder of Golden Rule Wealth Preservation, an investment-related business involved in insurance product sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing various investment strategies across ETFs, mutual funds, individual equities, options, and private investments.

Michael Fortner is a CFP® professional with 25 years of industry experience. He is currently with Secure Asset Management, L.L.C. and has prior experience at Aurora Securities Inc., SCF Investment Advisors, Inc., and SCF Securities, Inc. Outside of his advisory roles, he serves as a trustee and executor of an estate and owns a wealth services business. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a range of investment strategies guided by written policy statements and frequently utilizes third-party money managers and held-away account management.

Brian Baker is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Pinnacle Capital Securities, McNally Financial Services Corporation, and Triton Pacific Securities, among others. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and utilizes a range of investment strategies, including discretionary asset management and third-party manager due diligence.

James Barksdale is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has been with Symphony Financial since 2023 and concurrently holds a position at Boeing since 2014. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers a multi-family office service model coordinating broad family needs through outside providers.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

Michael Snasel is a financial advisor at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Horter Investment Management, and an ongoing ownership and operational role at Vantage Financial Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, alongside model portfolios and independent managers, while offering technology and operational solutions for advisers.