Jennifer Esch is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. She has worked at Bailes Bates & Associates LLP since 2015 and is a partner at Bailes Bates & Associates, LP, where she focuses on accounting and income tax planning. Outside of advising, she is involved in managing a family-owned farm and a development solutions firm. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning and wealth management consulting. The firm advises on goals and asset allocation while utilizing third-party money managers who implement strategies based on fundamental analysis, modern portfolio theory, and technical analysis.

Vicki Joern is a financial advisor at BEE Financial Partners Wealth, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at various firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also a member and educator with the Association of Financial Consultants, a nonprofit organization. BEE Financial Partners Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs a combination of analytical approaches and offers discretionary portfolio management alongside standalone financial plans, serving a compact client base with a focus beyond high-net-worth households.

Zachary Threadgill is a financial advisor with Threadgill Financial, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Threadgill Financial since 2015. Outside of his advisory role, he is involved in insurance sales. Threadgill Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm manages over $400 million in assets, focusing on low-cost ETFs from providers like Vanguard, BlackRock, and Invesco, and operates with a team of two advisors.

Manuel Malvaez is a financial advisor with Camden Wealth Advisors LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Camden Wealth Advisors since 2014 and is also involved in business consulting through Accesum Global Services and Accesum Consulting Services, focusing on market and business development in Mexico and Latin America. Additionally, he consults for several real estate companies. Camden Wealth Advisors provides investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals and institutions. The firm offers customized portfolio strategies, including discretionary and non-discretionary management, and coordinates advanced planning services through affiliated entities.

Timothy Fleming is a financial advisor at Endurance Financial Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Endurance Financial Planning since 2019. Concurrently, he has been involved with the College Park Church of Christ since 2010. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm employs a primarily passive investment strategy using index mutual funds and ETFs to build tax-efficient portfolios tailored to each client's financial situation and risk tolerance.

William Schurig is a Series 65-licensed advisor at Bison Investment Advisors, LLC with one year of experience at the firm. His prior experience includes six years at EMA Legal. Bison Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm’s investment approach incorporates multiple asset classes and tailors allocations to clients’ goals, risk tolerance, and time horizon.

Andrew Huber is a financial advisor with Magnolia Wealth in Spring, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Teamwork Financial, Intrua Financial, LPL Financial, and First Command Advisory Services. He is also a licensed insurance agent and an enrolled agent accountant who provides tax preparation services without charge. 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 range of analytical investment methods and incorporates tax services, insurance activities, and AI-enabled tools as part of its overall approach.

Nichol Freeman is a financial advisor with Freeman & Freeman Private Wealth Management LLC in Montgomery, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Freeman & Freeman, she worked at Oak River Insurance Group LLC and Oak River Financial Group Inc., and has nearly a decade of experience with Schaefer Oilfield 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 employs a long-term investment approach using ETFs, mutual funds, REITs, preferred shares, and select equities, with strategies tailored to client-specific tax and legacy considerations.

Jean Casagrande is a financial advisor with Stability Partners Advisory Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with Stability Partners in various capacities since 2010. Outside of advising, Casagrande serves as a director of HC MUD 383, an elected taxing agency responsible for local community services including water and sewage. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm primarily implements client accounts through model portfolios selected in partnership with a third-party money manager and manages approximately $141 million in discretionary assets.

Tara Roman is a financial advisor at Bison Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Bison Investment Advisors since 2013. 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 serves as general partner and adviser to a proprietary limited partnership available exclusively to its clients.

James O Neill is a financial advisor at Magnolia Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Magnolia Wealth since 2026. His prior experience includes positions at Intrua Financial and Corda Investment Management. Magnolia Wealth serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods and integrates tax services alongside portfolio management.

Brian Koepp is a financial advisor at Sonnet, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sonnet since 2016. Koepp also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, with a focus on business and retirement planning. The firm offers a range of model portfolios that include both passive and actively managed strategies, many based on proprietary quantitative models, and manages most client accounts on a discretionary basis.

Michael Sweet is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors. Outside of his advisory role, he maintains a beekeeping activity for approximately 10 hours per month. McAlister, Sweet & Associates provides financial planning and portfolio management services to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets. The firm employs a range of analytical methods and investment strategies, primarily managing assets on a discretionary basis, and integrates tax preparation services within its advisory offering.

Daryl Lazauskas is a financial advisor with John-Luke Financial, LLC and holds Series 63 and Series 66 credentials. He has 29 years of industry experience, including roles at Proequities, Inc. and MLDL Holdings LLC. He is engaged in insurance sales and investment advisory activities through his firm. John-Luke Financial, operating under MLDL Holdings, manages approximately $89.6 million for around 280 clients, providing portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm uses a goal-driven, customized planning approach and manages accounts on both discretionary and non-discretionary bases with Charles Schwab as custodian.

Evan Withner is a financial advisor with APM Wealth in Jersey Village, TX, holding a Series 65 designation and two years of industry experience. Prior to joining APM Wealth, he worked at Cypress Fairbanks ISD and operated a sole proprietorship focusing on music performance and education, including hosting saxophone summer camps through The Young Saxophonist's Institute, LLC. APM Wealth serves individual and high-net-worth clients, particularly physicians specializing in anesthesiology and pain management. The firm provides discretionary investment management, Personal CFO services, and business consulting, utilizing primarily ETFs and mutual funds with an emphasis on low-cost, broadly diversified, and tax-aware portfolio construction.

Dwayne Tidwell is a CFP® professional with 30 years of industry experience, currently serving at Bison Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in The Woodlands, Texas. Bison Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to client goals and risk tolerance, managing assets through separate accounts and proprietary pooled vehicles.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.

Michael Rosman is a financial advisor with Rosman Asset Management, LLC in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been with Rosman Asset Management since 2010. In addition to his advisory role, he is a licensed insurance professional, dedicating less than 1% of his business time to this activity. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs grounded in fundamental analysis with a long-term orientation, emphasizing continuous client contact and bespoke asset allocation under discretionary authority.

Chukwuemeka Uzoukwu is a financial advisor at Dynamique Capital Advisors with 12 years of industry experience. He holds Series 66, 65, and 63 licenses and has previously worked at New York Life and Avendrill LLC. Outside of his advisory role, he serves as a non-compensated member of the Board of Governors at Dover College and as a non-executive director of Guinea PLC. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning with a tactical asset allocation approach that incorporates fundamental, technical, cyclical, and event-driven analysis.

Steven Frueh is a financial advisor at Wealth Management Investment Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Wealth Management Investment Advisors since 2014. He also has an ownership role at Sonnet, LLC, where he provides portfolio management services, and serves as managing member of Galmont, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning, consulting, and third-party money manager selection and oversight. The firm advises on asset allocation and goals, placing assets with external managers, and utilizes negotiated or fixed fee arrangements rather than traditional asset-based fees.