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.

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.

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.

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.

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.

Crystal Prachyl is a CFP® and Series 66 holder with 19 years of industry experience. She has worked at Legacy Capital since 2024, following five years at Main Street Financial Solutions and 12 years at Merrill Lynch. Legacy Capital Wealth Management, LLC serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations with discretionary and non-discretionary portfolio management, integrated financial planning, and consulting. The firm emphasizes strategic and tactical asset allocation with long-term holdings, incorporates alternative investments when appropriate, and offers model and third-party manager solutions.

Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas. As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about. Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area,

Micala Patschke is a CFP® with three years of industry experience, currently serving as a financial advisor at Legacy Capital. Her prior experience includes roles at Main Street Financial Solutions and Merrill Lynch. Outside of her advisory work, she is a partner in a non-investment rental property business. Legacy Capital Wealth Management serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations with discretionary and non-discretionary portfolio management and integrated financial planning. The firm emphasizes strategic and tactical asset allocation, long-term holdings, and uses model and third-party manager solutions to support client portfolios.

Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.

Mary Hicks is a financial advisor at Bright Vision Wealth in The Woodlands, TX, holding a Series 65 credential with nine years of industry experience. She has worked at Hicks Management & Financial Services, Bond Wealth Planning & Investments, and RightWay Investments, and concurrently serves as Marketing Director at The Bond Law Firm. Bright Vision Wealth provides financial planning and advisory services to individuals, high-net-worth clients, and business entities, primarily recommending and monitoring third-party investment advisers on a non-discretionary basis while conducting regular portfolio reviews and client meetings.

Lindsey Cooksen is a CFP® with 17 years of industry experience. She is the principal advisor at Cooksen Wealth, LLC, where she has worked since 2019, following a 10-year tenure at Morgan Stanley Private Wealth Management. Lindsey serves as an Independent Director for Targa Resources Corp. since 2020. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm uses a structured investment process focused on asset allocation and security selection, managing over $200 million in assets across a concentrated client base.

Christopher Hughes is a financial advisor at Financial Cornerstones, LLC in The Woodlands, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Financial Cornerstones, he worked in various roles at medical and healthcare organizations from 2014 to 2026. Financial Cornerstones provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers individualized portfolio management and sponsors a wrap-fee program, combining technical, fundamental, and quantitative analysis with an emphasis on fixed-income strategies and discretionary management within client-imposed restrictions.