Peter Roth is a CFP® with 42 years of experience in the financial industry. He is the principal at Roth Financial Partners LLC, where he has worked since 2020. Prior to that, he held advisory roles at Raymond James Financial Services Advisors and related entities from 2010 to 2020. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, employing fundamental and technical analysis across various asset classes and utilizing independent managers and wrap programs.

Job Louimeus is a financial advisor at Exos Wealth Strategies, LLC with nine years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Exos in 2020, he worked at Centric Advisors, LLC and operated his own consulting practice. Outside of advisory services, he owns a mortgage brokerage business where he assists clients with home loan and refinancing needs. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, offers discretionary and non-discretionary services, and has affiliated private pooled investment vehicles.

Marc Sony is a financial advisor with Camden Wealth Advisors LLC in Kingwood, TX, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been affiliated with Northeast Securities, Inc. and Camden Wealth Advisors since 2009. Camden Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs customized investment strategies and provides consolidated reporting, third-party manager referrals, and both long- and short-term investment approaches.

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.

Reid Pierson is a Series 65-licensed advisor with FMSA in Conroe, TX, and has two years of industry experience. He previously worked at World Financial Group, Inc. and has provided accounting and bookkeeping services on a contract basis for a nonprofit Baptist church. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Victor Bujanda is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Banorte Asset Management and Banorte Securities International since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through customized portfolios, various investment vehicles, and a wrap-fee digital advisory program.

William Warren is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Texas Dow Employees Credit Union, Starfox Financial Services, PurePoint Financial, and MUFG Union Bank. Outside of his advisory role, he manages Barcelo Legacy LLC, a real estate venture involving single-family rental properties. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing in-house Tactical Asset Allocation models and a range of investment strategies tailored to client objectives.

Samanta Chirico Eliaz is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and approximately one year of industry experience. Prior to joining Rhame & Gorrell, she worked at The Mather Group and held various roles in education and music instruction. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation models and offering services including retirement and estate planning.

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.

Cydney Nash is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management since 2023. She previously worked at Avion Wealth (formerly Efficient Wealth Management) for six years. Outside of finance, Nash is a co-owner of a storage facility business. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management using tactical asset allocation models overseen by an investment committee.

Elsa Cazares is a CFP® professional with 26 years of experience in financial advising. She has been with Outlook Wealth Advisors, LLC since 1996 and also worked at GF Investment Services, LLC from 2011 to 2018. Outside of her advisory role, she owns rental properties. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm offers tailored portfolio construction and fiduciary oversight across multiple offices, managing over $543 million in assets as of December 2024.

Brenda Garcia Ayala is a financial advisor at Banorte Asset Management, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VectorGlobalWMG, Inc. from 2014 to 2021. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international client base with a focus on Latin America.

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.

Jack Freeman is a financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX. He holds the CFP® designation and a Series 65 license, with one year of industry experience. Prior to joining Rhame & Gorrell, he worked at PricewaterhouseCoopers and held positions related to accounting and finance. Rhame & Gorrell Wealth Management is a registered investment adviser team managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation strategies overseen by an investment committee.

Alexander Liepman is a financial advisor with Kingwood Investment Group, holding a Series 66 designation and eight years of industry experience. His career includes roles at Next Financial Group, Inc. and Brooks Brothers. Kingwood Investment Group is a five-advisor SEC-registered team serving individual and high-net-worth clients. The firm manages discretionary portfolios and financial plans tailored to client goals and risk tolerance, using a mix of asset allocation, technical analysis, and trading strategies, with quarterly account reviews.

Aaron Buitron Romero is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2018, also working with Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international clientele with a focus on Latin America.

Nicholas Castellano is a financial advisor with Outlook Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at Morgan Stanley, Primerica Advisors, and multiple wealth management firms. Outlook Wealth Advisors serves individuals, families, and small business owners by providing financial planning, retirement and pension consulting, and portfolio management. The firm employs a mix of investment approaches and utilizes model portfolios, serving approximately $593.7 million in assets under management.