Christopher Szalay is the sole advisor at Wiseowl Capital, LLC, an independent firm based in The Woodlands, TX. He holds the Series 66 designation and has 16 years of industry experience. Since founding Wiseowl Capital in 2013, he has also operated Find Me Value Investment Research, LLC, an online subscription service that provides investment research. Wiseowl Capital serves a small number of individual clients, trusts, estates, and business entities, offering personalized portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and long-term buying, using options primarily for hedging, with regular account monitoring and rebalancing.

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.

Richard Cull is a CFA® charterholder and principal at Old Beach Investment Advisors, LLC with 19 years of industry experience. He has held investment roles at Centric Advisors, LLC and Pagosa Management LLC, as well as Breen Investors LP. Cull also serves as Chief Investment Officer at Centric Advisors, where he conducts research on individual stocks and makes investment recommendations. Old Beach Investment Advisors provides discretionary portfolio management and supervisory services to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm primarily uses long-term equity strategies based on fundamental analysis, maintaining a concentrated client roster and approximately $66.8 million in discretionary assets.

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 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 at Wealth Management Investment Advisors, LLC with 14 years of industry experience. He holds a Series 65 credential and has held roles at Sonnet, LLC and Onyx Wealth Advisors, Inc. He is also involved in managing insurance-related activities through several agencies and serves as a managing member of multiple entities including Sonnet, LLC and Green Phoenix, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing financial planning, wealth-management consulting, and advisory services that primarily utilize third-party money managers for portfolio implementation. The firm emphasizes negotiated or fixed advisory arrangements and coordinates with affiliated advisers and accounting practices.

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 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 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.

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 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.

James Bailes Jr. is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates a majority of his time. He has also worked at Regal Investment Advisors LLC and currently serves as an advisor at Wealth Management Investment Advisors, LLC since 2014. Additionally, Bailes is a licensed independent insurance agent involved in life, health, disability, long-term care, and group benefits insurance. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, focusing on comprehensive financial planning and wealth management consulting. The firm advises on asset allocation and refers clients to third-party money managers, utilizing fundamental analysis, modern portfolio theory, and technical analysis without charging traditional percentage-of-AUM fees.

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.