Anthony Montano is a financial advisor at Rosman Asset Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rosman Asset Management since 2019. Montano also serves as the CFO of Yofumo Technologies, Inc. since 2019. Prior to his current roles, he was with The Mitchell Group, Inc. from 2011 to 2019. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs based on fundamental analysis with a generally long-term orientation, maintaining continuous client contact and bespoke asset allocation under discretionary authority.

Aaron Freeman is a ChFC® and Series 65-registered advisor with 17 years of industry experience. He is currently a principal at Freeman & Freeman Private Wealth Management LLC, where he has worked since 2023. Freeman also has ties to Oak River Insurance Group LLC and Oak River Financial Group Inc., reflecting a background that includes both financial planning and insurance 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’s investment approach combines ETFs and mutual funds with REITs, preferred shares, and select equities, using fundamental analysis and a long-term orientation tailored to client-specific needs.

Christopher Lloyd is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Lloyds Intrepid LLC since 2020 and previously spent five years at Bank of America Merrill Lynch. Lloyd is based in The Woodlands, TX, and is one of two advisors at Lloyds Intrepid Wealth Management. Lloyds Intrepid Wealth Management provides fee-only wealth management and financial planning to individual and high-net-worth clients. The firm employs a primarily passive investment approach supplemented by macroeconomic, fundamental, and technical analysis, and may use short-term hedging with unlevered inverse ETFs.

Robert Bond is a financial advisor at Bright Vision Wealth with 13 years of industry experience. He holds a Series 65 designation and is also the owner of The Bond Law Firm, where he serves as a board-certified estate planning and probate attorney. Bond’s career includes overseeing family asset management and running several management firms unrelated to investment advisory. Bright Vision Wealth serves individual and high-net-worth clients, managing about $26.7 million for roughly 25 households through a two-advisor team. The firm primarily offers non-discretionary financial planning and investment advice, complemented by affiliated legal and tax-preparation services.

Stephen Jimenez is a financial advisor at Peerless Wealth with 23 years of industry experience and holds the Series 66 and Series 63 designations. His prior experience includes roles at Thornburg Investment Management and Calamar Financial Group. He also works as a wholesaler for Peerless ETFs, LLC and as a sales consultant for Gore Range Capital on a part-time basis. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans, providing financial planning, discretionary investment management, and consulting services. The firm uses a strategic asset-allocation framework and proprietary portfolio construction methodology, offering customized client portfolios, model portfolios, and sub-advisory services to an exchange-traded fund employing options strategies.

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Aaron Keys & Associates, Inc. and Wealth Design Group. Outside of her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. 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 exchange-traded funds, conducts ongoing portfolio reviews, and offers private fund investments to qualified clients.

Benjamin Childs is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 credential and 14 years of industry experience. He has served as an owner of Sonnet, LLC, an affiliated registered investment adviser, since 2016. Childs is also a managing member of Green Phoenix, LLC, where he conducts insurance sales on a limited basis. Wealth Management Investment Advisors, LLC provides financial planning and wealth-management consulting to individuals, high-net-worth households, trusts, small businesses, and churches. The firm advises on investment goals and asset allocation and refers client assets to third-party money managers, utilizing fundamental and technical analysis without charging traditional percentage-of-assets-under-management fees.

David Turner is a CFP® with 23 years of experience in the financial services industry. He has worked at Bison Investment Advisors, LLC since 2019, following roles at Kestra Financial Services, Inc. and Arthur J. Gallagher & Co. He is also an independent life insurance agent, dedicating a small portion of his time to this activity outside of investment-related work. Bison Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to clients’ goals and risk tolerance and acts as general partner and adviser to a proprietary private fund available exclusively to its clients.

Cary Marger is a financial advisor at Position Wealth with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch from 2014 to 2019 before joining Position Wealth. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $242 million across about 215 client relationships, offering tailored portfolios that include mutual funds, ETFs, individual securities, options, and selected Independent Managers.

Roxana Justiniano is a financial advisor at Mellig Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked concurrently at Dintec, LLC, providing IT consulting services. She also has ownership in Lotark Inc, a holding company that owns Mellig Group LLC. Mellig Group, LLC is a state-registered investment adviser serving individuals, trusts, companies, and institutional clients, including non-U.S. investors. The firm employs a multi-disciplinary investment process integrating fundamental, technical, quantitative, and macroeconomic analysis with machine-learning tools, offering a range of strategies and access to alternative investments beyond typical advisory teams.

Larry Dubose is a financial advisor at Centurion Counsel Inc with four years of industry experience. He holds a Series 65 license and has been with Centurion Counsel since 2022. In addition to his advisory role, he serves as a consultant for Presidio Property Trust in San Diego, CA. Centurion Counsel Inc offers a discretionary Strategic Asset Allocation wrap-fee program for individual and institutional clients, managing approximately $58.5 million across about 143 accounts. The firm uses Modern Portfolio Theory and optimization software to build diversified portfolios tailored to client risk and reward preferences, and acts as the portfolio manager for its own wrap-fee program.

As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances. Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program. Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

Jose Chacon Soto is a financial advisor at Direwolf Wealth Management, LLC, holding a Series 65 designation with seven years of industry experience. His work history includes roles at Governing Dynamics, LLC, IPG Investment Advisors, LLC, and prior experience as a self-employed advisor. Direwolf Wealth Management provides primarily discretionary portfolio management to high-net-worth individuals, typically serving clients by referral or invitation. The firm employs a combination of top-down market analysis, fundamental security evaluation, and selective technical analysis, with an emphasis on diversification and risk management, and offers both portfolio management and hourly consulting services.

Douglas Neal is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He has been operating Neal Financial Group, L.P. since 2002 and has served with LPL Financial since 2001. Neal also hosts a radio show called The Money MakeOver Team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage service combinations to meet client needs.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

Xavier Ibarrola is a financial advisor at Avanzza Investments LLC with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Morgan Stanley and Banorte Asset Management. Avanzza Investments provides wealth advisory and discretionary portfolio management services to affluent individuals, families, trusts, and various organizations, including corporations and private equity funds. The firm employs a top-down investment approach combined with bottom-up analysis, focusing on liquidity, risk management, and cost efficiency.

James Bailes is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates over half of his time. He has been with Wealth Management Investment Advisors, LLC since 2014 and also works with Regal Investment Advisors LLC. Additionally, he is an independent insurance agent specializing in life, health, disability, long-term care, and group benefits. Wealth Management Investment Advisors, LLC 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 assisting clients with selecting and monitoring third-party money managers, generally without taking custody or discretionary control of client assets.

Shane Bilski is a financial advisor at Magnolia Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Four Season Development and First National Bank of Bellville. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of analytical techniques and incorporates tax services alongside portfolio management.

Mark Lasseigne is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James Financial Services and Raymond James Financial Services Advisors before founding Financial Cornerstones, LLC in 2019. Financial Cornerstones, LLC serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing comprehensive portfolio management through a wrap-fee program and general financial planning. The firm utilizes multiple analytical methods—including technical analysis, cyclical and quantitative approaches, and fundamental and sector analysis—and implements disciplined fixed-income management and long-term purchase strategies.

Richard Wilson is a financial advisor at Community Financial Group, Inc. in Conroe, TX, holding a Series 65 designation with 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. provides customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $92.9 million in assets on a discretionary basis and employs a variety of investment vehicles, integrating third-party managers and sub-advisors while offering retirement-account advice and insurance consulting through a relationship with DPL Financial Partners.