Joshua Steenwyk is a Series 65 licensed advisor with four years of industry experience, currently affiliated with Timothy Craig Steenwyk in Conroe, TX. He shares a professional connection with Joshua Ryan Steenwyk, who has been active in the industry since 2005. The firm manages approximately $32 million for about 22 clients, primarily serving individual investors and related accounts such as trusts, retirement, and charitable accounts. It employs a single deep-value equity strategy focused on publicly traded securities, emphasizing low turnover and long holding periods with discretionary portfolio management.

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.

Ener Escobar Aguirre is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 credential and has been with Abendstern since 2015. Aguirre has also been self-employed since 2013. Abendstern Wealth Management primarily serves international high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that combines fundamental and technical analysis with proprietary measures and equal-weight portfolio construction.

Luis Martinez is a financial advisor with Abendstern Wealth Management, Inc. in Shenandoah, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Abendstern Wealth Management since 2015 and is also associated with Abendstern Global Investments, Inc. since 2014. Outside of his advisory work, he is involved with A.I.P.T., an educational organization in The Woodlands, TX. Abendstern Wealth Management serves primarily international high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services with a disciplined, diversification-focused investment approach that emphasizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.

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.

Ronald Liston Jr. is a financial advisor with Cantu Tactical Wealth Management, Inc. in Montgomery, TX. He holds a Series 65 designation and has nine years of industry experience. Ronald has been with Cantu Tactical Wealth Management since 2016. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only, fiduciary portfolio management and consulting. The firm employs a Global Tactical Asset Allocation approach using a proprietary “P.R.O.A.C.T.I.V.E.” process, focusing on ETFs and a mix of asset classes with medium–short term swing trading and limited crypto exposure.

Clifton Mc Millan is a financial advisor at White Wing Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with White Wing Wealth Management since 2015. White Wing Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting primarily to individual clients, including high-net-worth households, and other business entities. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and operates a private fund through its affiliation with White Wing Capital Partners, LLC.

Darian Allizadeh is a financial advisor at Position Wealth with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, T3 Trading Group, and Merrill Lynch. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach is personalized at the adviser level, using a range of securities and strategies tailored to client risk tolerance and objectives.

Jeffrey Gonzales is a financial advisor at KWM Partners LLC in Austin, TX, holding Series 63, 65, and 66 licenses with 25 years of industry experience. His career includes roles at TIAA-CREF, Advice and Planning Services, Wells Fargo Clearing Services, and Trajan Wealth, L.L.C. Gonzales is also active in insurance sales through Kaia Insurance Group, LLC. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques in its investment approach and manages portfolios on a discretionary basis with quarterly reviews.

William Paladino Jr. is the principal advisor at Paladino Wealth in Montgomery, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Kms Financial Services, Inc. and concurrently serves as a pilot for United Airlines. Paladino Wealth provides discretionary portfolio management to individual and high-net-worth clients, employing a combination of analytical methods and both short-term and long-term trading strategies. The firm is notable for its use of derivatives within separately managed accounts and manages approximately $144 million in discretionary assets.

Christy Hayes is a Series 65-licensed financial advisor with Artesa Financial Group in Conroe, TX, and has 11 years of industry experience. She has been with Artesa Financial Group since 2016 and is also involved with Asset Guardian, LLC, a licensed insurance agency. Artesa Financial Group provides wealth management and discretionary portfolio management primarily to individual clients, using a risk-first allocation approach that incorporates fundamental and technical analysis, third-party research, and risk-scoring tools. The firm serves both high-net-worth and non-high-net-worth households, offering services that include asset allocation, portfolio construction, and advice on employer-sponsored retirement plans and various investment products.

Rodolfo Oropeza is a financial advisor with Crosswell Family Wealth Advisors in The Woodlands, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Crosswell Advisors, LLC since 2009. Outside of advisory work, Oropeza provides general business management consulting services for a family office and is a member of Crosswell Consulting Services, LLC, dedicating significant time to these consulting activities. Crosswell Family Wealth Advisors serves individuals, business entities, estates, and charitable organizations, managing approximately $80.6 million across about 53 client relationships. The firm offers discretionary and non-discretionary portfolio management and consulting services, emphasizing capital preservation, return maximization, and risk management through experienced judgment and a broad range of investment instruments.

Eduardo Giralt is a financial advisor at Direwolf Wealth Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Forte Securities LLC and Alveo Wealth Management, LLC prior to his current role. Outside of Direwolf, Mr. Giralt provides advisory services to clients of Grupo Bursátil Mexicano in Mexico in an independent capacity. Direwolf Wealth Management primarily serves high-net-worth individuals, offering discretionary portfolio management and hourly consulting. The firm employs a combined top-down market analysis, fundamental security evaluation, and selective technical analysis approach, emphasizing diversification and risk management.

Eduardo Lucca is a financial advisor with Mellig Group, LLC in The Woodlands, TX, holding a Series 65 designation and nine years of industry experience. He has equity ownership in Almansa Holdings LLC, Mellig Consulting, Inc., and Infinity Regional LLC, a consumer discretionary company. Lucca has worked at Mellig Group since 2016 and has additional experience with Mellig Consulting and Mell Investment Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, including accredited and high-net-worth investors, offering portfolio management and financial planning for taxable, retirement, and foreign investment accounts. The firm uses a blend of fundamental, technical, quantitative, and macroeconomic analysis combined with AI tools to guide investment decisions and manages a range of strategies while maintaining capabilities to advise on non-U.S. securities and serve a significant international client base.

Meredith Stewart is a financial advisor at White Wing Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Coast to Coast Surrogacy and Tomball ISD. White Wing Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement consulting to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a modern portfolio theory approach, tailoring asset allocations based on client risk profiles and regularly rebalancing portfolios.

Lauren Shanks is a financial advisor at KWM Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Faykus Financial LLC and Texas Insurance Services. Outside of her advisory role, she is co-owner of Life of Zoebear LLC, a shelter animal passion project. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques to construct portfolios managed on a discretionary basis.

Thomas Balestrery is a CFA® charterholder with six years of industry experience. He is currently an advisor at NovoDyn Advisors LLC and has been involved with Appian Capital since 2003, where he serves as owner and president. NovoDyn Advisors is a dual-registered investment adviser and Commodity Trading Advisor offering separately managed accounts through systematic trading programs that combine futures-based market replication with a rules-based overlay and machine-learning models developed by an affiliated firm. The firm serves individual investors and accounts referred by registered investment advisers without operating pooled vehicles or wrap programs.

Danny Allizadeh is a financial advisor at Position Wealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Position Wealth, he worked at Merrill Lynch for nine years. Outside of his advisory role, he serves as Board Member and Treasurer for the Rotary Club of Harris County Medical Center, a charitable organization. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm operates as a small team managing approximately $242 million in assets, with tailored portfolios that incorporate a range of investment strategies and ongoing monitoring of selected Independent Managers.

Reid Pierson is a Series 65-licensed advisor with FMSA in Conroe, TX, and has two years of industry experience. He previously worked at World Financial Group, Inc. and has provided accounting and bookkeeping services on a contract basis for a nonprofit Baptist church. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Daniel Bingham Jr. is a financial advisor with Peirce Capital Management, LLC and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. He has been with Peirce Capital Management since 2020. Peirce Capital Management is a five-advisor team managing discretionary assets for individuals, trusts, retirement plans, charities, and businesses. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using no-load mutual funds and ETFs, and offers services including retirement plan advisory and financial planning consultations.