James Latiolais is a financial advisor at Lifestyle Asset Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including FSC Securities Corporation and Invicta FG. In addition to his advisory role, he is a licensed independent insurance agent specializing in health and life insurance. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and sub-advisory services, using a client-specific approach that incorporates a range of investment strategies and regular portfolio monitoring.

Lotte Optekamp is a financial advisor with Lifestyle Asset Management, Inc. and holds a Series 63 credential. She has 26 years of industry experience and has been with Lifestyle Asset Management since 2011. Outside of her advisory role, she is a licensed insurance agent who occasionally offers insurance products to clients. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs a client-specific approach using a variety of investment strategies and serves both its own clients and other registered investment advisers as a sub-advisor and model provider.

Brian Everett is a CFP® professional with over 42 years of experience in financial planning and asset management. He is currently with Lifestyle Asset Management, Inc. and has held roles at firms including Cetera and First Allied Advisory Services. In addition to his advisory work, he serves as a trustee for family living trusts and is involved with Everett Financial Group, where he provides financial planning and consulting services. Lifestyle Asset Management, Inc. advises a broad range of clients, including individuals, retirement plans, and charitable organizations, with approximately $571 million in discretionary assets under management. The firm offers tailored portfolio management and financial planning services, utilizing fundamental, technical, and cyclical analysis, and serves as a sub-advisor and model provider to other registered investment advisers.

Jesus Pompa is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Lifestyle Asset Management, Inc. He has held advisory roles at multiple firms, including Avantax and Everett Financial Group, and has experience managing insurance services as well. Outside of advising, Pompa participates as an executive producer and agent on a recurring radio show. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers customized portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis across a variety of investment vehicles, and provides sub-advisory services and proprietary and third-party model portfolios to other registered investment advisers.

Steven Stock is a financial advisor with Lifestyle Asset Management, Inc. and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at First Allied Advisory Services and Cetera Advisors. Outside of advising, he is a partner and co-manager of a recreational fishing camp. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm employs a client-specific approach that combines fundamental, technical, and cyclical analysis across various investment vehicles and provides sub-advisory and model portfolio services to other registered investment advisers.

Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

Jared Pitts is an advisor at Lifestyle Asset Management, Inc. with two years of industry experience. He has worked at Lifestyle Asset Management since 2023 and has been an independent insurance agent at GIA Insurance Agency since 2011. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm offers a client-specific approach using a variety of investment strategies and also provides sub-advisory services and model portfolios to other registered investment advisers.

Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.

Ross Wegner is a financial professional at Lifestyle Asset Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Wegner is also involved administratively at Lifestyle Asset Management, Inc. in addition to his advisory role. Lifestyle Asset Management, Inc. advises a broad client base including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm employs a client-specific investment approach that incorporates fundamental, technical, and cyclical analysis, tailoring portfolios using a diverse range of asset types, with regular monitoring and rebalancing, and offers services including portfolio management, financial planning, pension consulting, and sub-advisory arrangements.

Michael Wegner is a financial advisor at Lifestyle Asset Management, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including First Allied Securities and Cetera Advisors. Wegner serves as president of a homeowners association and is the treasurer of a nonprofit organization, Knights of Momus. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm provides tailored portfolio management, financial planning, and ERISA plan advisory services, utilizing a mix of individual equities, ETFs, mutual funds, fixed income, alternatives, and third-party models.

Scott Blackley is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in charitable activities as a member of the Seabrook Rotary and serves on the board of The Second Wind Foundation, a charity focused on providing books to children worldwide. He also owns and operates insurance and tax planning businesses in the League City, TX area. Rossby Financial offers investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm utilizes multiple analytical approaches to tailor diversified portfolios and provides services including discretionary portfolio management, comprehensive financial planning, and retirement consulting, managing approximately $565 million in discretionary assets.

Steven Neustaedter is a CFP® professional with 29 years of experience in financial advisory services. He has been with Creative Financial Designs, Inc. since 2013 and also operates Steven Neustaedter and Associates, Inc. alongside his role at the firm. His other business activities include independent insurance sales and involvement with Swan Wealth Management LLC. Creative Financial Designs serves a diverse client base, including individual, charitable, corporate, and retirement plan clients, offering investment management and financial planning through a network of advisers. The firm’s investment approach emphasizes asset-class model allocations supported by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Nelson Negron Jr. is a financial advisor with OneAscent Financial Services LLC in Houston, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Morgan Stanley. He volunteers at Foundations Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, using both advisor-managed and model-based investment approaches.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.

Paul Brown is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2018, alongside roles at Titan Tax Advisors and RMD Financial. Brown is also the owner of Titan Tax Advisors, a tax preparation business where he conducts seminars and speaking engagements. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a non-discretionary model that requires client approval for transactions and utilizes fundamental, technical, and cyclical analysis in portfolio management.

Cameron Miller is a CFP® professional with six years of experience in financial advisory roles. He is currently with Avantax Planning Partners, Inc. and has previously worked with Cetera Wealth Services and Jones Tax and Financial Services Inc. Miller also serves as a board member for Jones Tax and Financial Services Inc., a family-owned tax and financial service company. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of the end of 2025.

Vivekananda Kini is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and over a decade of experience spanning roles at World Financial Solutions, Inc and 1st Alliance Mortgage Company. He has been with Gradient Advisors since 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary model and employing various analytical approaches in portfolio management.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. He previously worked at AE Wealth Management and operated Carlin Financial Group, where he was involved in insurance sales and services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, utilizing model portfolios, third-party sub-advisers, and a broad range of investment products.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.