Nathan Morrell is a financial advisor at John-Luke Financial, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Compass Capital Investments LLC and LPL Financial, LLC. Outside of his advisory work, he is a licensed insurance agent with National Life Group. John-Luke Financial, LLC provides asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm uses a custom “bucket” investment approach focused on client needs and risk profiles, offering both discretionary and non-discretionary management.

Nicole Gale is a financial advisor with Wealth Management Investment Advisors, LLC in Spring, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her current role, she worked at Standard Of Greatness, LLC and Jackson Henry Mortgage, LLC. Outside of advising, she is the managing member of Voice Standard, LLC, a company providing voice-over services. Wealth Management Investment Advisors is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and selecting third-party money managers, typically without taking custody of client assets.

Kesa Ennen is a financial advisor at Saber Capital Management LLC in Humble, TX. She holds the Series 65 designation and began her advisory role at Saber Capital Management in 2024. Prior to this, she worked as a self-employed contractor from 2019 to 2026. Saber Capital Management LLC provides discretionary investment management to individual clients and entities, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach focused on detailed financial analysis, concentrated holdings, and a long-term horizon.

John Alyo is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harvest Investment Services since 2011, following a prior tenure at Proequities, Inc. He also serves as the designated principal and office manager at Harvest Financial Planning Group. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and operates through a multi-advisor team structure across several offices.

Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.

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.

Jake Ranostaj is a financial advisor at Stenger Family Office, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Cetera Investment Services. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers financial planning, portfolio management, family office services, and pension consulting, utilizing factor analysis and fundamental security analysis to tailor client portfolios.

Alexander Liepman is a financial advisor at Kingwood Investment Group with nine years of industry experience. He holds the Series 66 designation and previously worked at Next Financial Group, Inc. for eight years and Brooks Brothers for one year. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a combination of asset allocation, dollar-cost averaging, technical analysis, and varied investment strategies tailored to client objectives and risk tolerances. The firm also offers managed account programs and participant account oversight for retirement plan assets.

Terri Canterbury is a financial advisor with Kingwood Investment Group, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, Alegent Health Care Systems, and HSBC Securities (USA) Inc. Outside of her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting as a sole proprietor. Kingwood Investment Group offers discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm employs a variety of strategies tailored to client objectives and risk tolerances, including asset allocation and technical analysis, and may utilize third-party sub-advisors to manage client portfolios.

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, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at NEXT Financial Group, LPL Financial, and UBS Financial Services. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing varied strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm operates as an SEC-registered investment adviser and may utilize third-party sub-advisors and platforms to manage and rebalance client portfolios.

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC in Spring, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Stenger Family Office, Simpson worked at Hines Private Wealth Solutions LLC and Hines Securities Inc. Stenger Family Office serves a diverse range of clients including individuals, trusts, estates, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, and family office services, with a distinct subscription content service and a coordinated approach to tax, estate, and pension consulting.

Conor Mullens is a financial advisor at Kingwood Investment Group in Kingwood, TX, holding a Series 65 designation. He has one year of experience in the financial services industry, having joined Kingwood Investment Group in 2025 after a ten-year tenure at Bruker Scientific LLC. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm offers tailored advice based on client objectives and risk tolerances, utilizing a mix of asset allocation, dollar-cost averaging, technical analysis, and various investment strategies, and may engage third-party sub-advisors to manage client portfolios.

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 at Kingwood Investment Group with six years of industry experience. He holds the Series 66 designation and has worked at Kingwood Investment Group since 2024, following five years at NEXT Financial Group. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a variety of strategies including asset allocation and technical analysis. The firm recently transitioned to SEC registration and offers managed account programs and participant account oversight for retirement plan assets.

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 Series 66 licensed financial advisor at Dew Wealth Management with seven years of industry experience. She has previously worked at Divine Wealth Strategies, Cetera Investments, Edward Jones, and Hyundai Capital America. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, with a comprehensive range of wealth services that combine financial planning, investment management, and coordination of outside professionals. The firm offers both discretionary and non-discretionary investment management and utilizes strategies such as direct-indexing and private investment opportunities.