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 11 years of industry experience. He has worked at Lloyds Intrepid LLC since 2020 and previously spent five years at Bank of America Merrill Lynch. Lloyds Intrepid Wealth Management offers fee-only wealth management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes client-specific asset allocation with a mostly passive investment approach, incorporating macroeconomic and technical analysis, and occasionally uses AI tools in research.

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 Series 63 and Series 66 credentials and 23 years of industry experience. He has held roles at multiple firms, including Thornburg Investment Management and Calamar Financial Group. In addition to his advisory work, he serves as a wholesaler for Peerless ETFs and works as a sales consultant for Gore Range Capital. Peerless Wealth serves individuals, families, trusts, business entities, and qualified retirement plans, offering financial planning, investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both customized and model portfolios, and acts as a sub-adviser to an exchange-traded fund employing options strategies.

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Aaron Keys & Associates, Inc. and Wealth Design Group. In addition to 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 through discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts portfolio reviews, and offers private fund investment options while serving in various fiduciary roles.

Benjamin Childs is a financial advisor with Sonnet, LLC and holds a Series 65 credential. He has 14 years of industry experience, including roles at Wealth Management Investment Advisors, LLC and Onyx Wealth Advisors, Inc. Childs is also involved as a managing member in several entities related to insurance and financial services. Sonnet, LLC is a registered investment adviser serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm uses a combination of passive and actively managed quantitative and tactical strategies, offering multiple portfolio management approaches including options-based models, and oversees approximately $148 million in assets across 269 client relationships.

David Turner is a CFP® with 23 years of industry experience and is currently with Bison Investment Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Kestra Financial Services, Arthur J. Gallagher & Co., Robert Baird & Co., Ameriprise, UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he acts as an independent life insurance agent, dedicating a small portion of his time to that activity. Bison Investment Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, qualified retirement plans, and business entities. The firm employs multi-asset portfolios that include traditional and alternative investments and serves as general partner and sponsor of a private fund, offering pooled investment vehicles with performance-based compensation for qualified investors.

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 Series 65-licensed financial advisor with four years of industry experience. He is currently with Centurion Counsel Inc and also serves as a consultant for Presidio Property Trust in San Diego. Centurion Counsel provides a discretionary Strategic Asset Allocation wrap-fee program for individual and institutional investors, utilizing Modern Portfolio Theory and optimization tools to manage portfolios based on client-approved risk and return parameters. The firm manages approximately $57.4 million with a team of three advisory professionals.

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 with eight years of industry experience. He holds a Series 65 designation and has worked at Governing Dynamics, LLC since 2024. Prior to that, he was with IPG Investment Advisors, LLC for five years and has also been self-employed. Direwolf Wealth Management provides discretionary portfolio management primarily to high-net-worth individuals, focusing on listed fixed income, publicly traded equities, and options strategies. The firm’s investment approach combines top-down market analysis with fundamental security evaluation and technical timing, emphasizing diversification and risk monitoring.

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 63 and Series 66 designations and has worked at firms including Morgan Stanley and Banorte-Ixe Securities International. His career also includes a role at XC Innovative Ventures LLC. Avanzza Investments provides wealth advisory and discretionary portfolio management to affluent individuals, families, trusts, and organizations such as corporations and financial institutions. The firm employs a top-down and bottoms-up investment approach focusing on liquidity, risk management, and cost efficiency, offering long-term strategies with occasional tactical reallocations.

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.

Daniel Gimber is an advisor at Koinonia Financial with a Series 66 designation and one year of industry experience. Prior to his advisory role, he has worked at Dow Chemical since 2008. Koinonia Financial serves individual investors, including high-net-worth clients, and provides advisory services to retirement plan sponsors and 401(k) administrators. The firm employs a moderate-growth, contrarian investment approach using a proprietary model focused on diversification and principal preservation, with discretionary portfolio management supported by LPL Financial’s platform.

Arturo Cardenas Chagoya is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Abendstern Wealth Management since 2015. He also has a longstanding role at Aipt S.A. de C.V. since 2004. 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 to U.S.-listed equities with tailored portfolio construction and risk management.