Leslie Kern is a financial advisor at D.H. Hill Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Planmember Securities Corporation and his own practice, Les H Kern. Kern is also involved as an insurance agent and participates in investment services related to Deferred Sales Trusts. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a mix of internally managed strategies, advisor-managed portfolios, and unaffiliated sub-advisers, using approaches such as tactical asset allocation and tax-aware techniques.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Wehrly is also the CEO and founder of Golden Rule Wealth Preservation, an investment-related business involved in insurance product sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing various investment strategies across ETFs, mutual funds, individual equities, options, and private investments.

Michael Fortner is a CFP® professional with 25 years of industry experience. He is currently with Secure Asset Management, L.L.C. and has prior experience at Aurora Securities Inc., SCF Investment Advisors, Inc., and SCF Securities, Inc. Outside of his advisory roles, he serves as a trustee and executor of an estate and owns a wealth services business. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a range of investment strategies guided by written policy statements and frequently utilizes third-party money managers and held-away account management.

Brian Baker is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at firms such as Invesco AIM Private Asset Management, Equinox Group Distributors, and Triton Pacific Securities. Saxony Capital Management provides portfolio management and financial planning services to individual, high-net-worth, and institutional clients, operating a multi-team model with 38 advisors. The firm offers discretionary asset management alongside hourly or flat-fee consulting and employs a range of investment strategies, including fundamental, technical, and quantitative methods.

James Barksdale is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has been with Symphony Financial since 2023 and concurrently holds a position at Boeing since 2014. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives, and offers a multi-family office service model coordinating broad family needs through outside providers.

Sonia Martinez Trujillo is a financial advisor at Fiduciary Financial Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Maia Wealth and LJA Engineering, Inc. Outside of her advisory role, she teaches Pre-Calculus part-time at Regina Caeli Academy and is a contracted health insurance agent with OpenSi Group. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using various analytical methods, and offers trustee services as well as access to private and non-liquid alternative funds.

Michael Snasel is a financial advisor at Simplicity Wealth with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LifePro Asset Management, Horter Investment Management, and an ongoing ownership and operational role at Vantage Financial Group. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, alongside model portfolios and independent managers, while offering technology and operational solutions for advisers.

Christopher Sewell is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and six years of industry experience. Before joining Mutual Advisors in 2020, he worked at Brownline and Braden Advisors and KPMG. He is also involved with Wise Capital Partners, LLC, focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services using both active and passive strategies tailored to client objectives and is noted for its scale in institutional work and its use of specialized operational features.

Juan Hernandez Ariano is a CFP® and Series 65-licensed advisor at OneSeven with nine years of industry experience. He has held positions at MGO ONE SEVEN LLC dba Studemont Group, Baron Financial Advisers, LLC, and 212 Advisory Group, LLC. Outside of his advisory role, he serves as President and volunteer for the Financial Planning Association of Houston and is involved in college planning workshops and technology advisory through a separate entity, WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on long-term portfolio management with access to diversified investments and alternative strategies. The firm utilizes both discretionary and non-discretionary arrangements, often implementing strategies through independent managers and third-party platforms.

Aaron Boyce is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Mercer Global Advisors and Lake Point Wealth Management, among others. Outside of investment advising, he is president of Boyce Financial Services, an insurance sales business, and serves as a business development consultant for Multiplan/Benefits Science Technologies, a firm providing analytic solutions through software and automation. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual and high-net-worth investors.

Sammy Mc Leod is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. Prior to joining Symphony Financial in 2023, Mc Leod worked at United Airlines for 19 years. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Miriam Angel is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Mutual Advisors in 2019, she worked at Securities America Advisors Inc. and Williams Financial Group of Kingwood. She is also a partner and owner of Wise Capital Partners, LLC, a non-investment related business focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services using a mix of active and passive strategies, and is notable for its scale of institutional management and specialized operational features.

Jared Neven is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sowell Management. He is also co-founder and partner of Bellwether Advisory Group. His prior experience includes roles at Baker Tilly Capital, LLC, Baker Tilly Wealth Management, LLC, and Kestra Investment Services, LLC, as well as service in the United States Army Reserve. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, third-party manager selection, unified managed accounts, and held-away account management.

Wayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He has also operated The Lilly Group LLC since 2011 and has worked at United Airlines since 1998. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach combining fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Daniel Goodwin is a financial advisor at Accurate Wealth Management, LLC with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has a background that includes roles at Quincy Wells Capital, Great Point Capital, and Provident Wealth Advisors. Outside of investment advising, he is a managing member of Goodwin Financial Reality, a non-investment business activity. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing most accounts on a discretionary basis and incorporating alternative investments such as structured notes and private equity.

Kenneth Golden is a financial advisor with The Mather Group, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining The Mather Group, he worked for Exxon Mobil for 34 years and spent a year in retirement. Outside of his advisory role, he is a member of KAG HOLDINGS, LLC, an engineering and management consulting business. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Pamela Ahlers is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2012 and leading Ahlers Financial Group since 2022. She previously worked at Ahlers & Stoll CPA's for 38 years. In addition to her advisory role, she is an independent insurance agent and prepares accounting and tax returns for clients through her CPA firm. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management alongside model-based solutions.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Christopher Wise is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior experience includes roles at Mutual Securities, Inc., WFG of Kingwood, and Jackson National Life. Outside of his advisory work, he owns and manages businesses in personal training, insurance, music production, and marketing for SBA loan services. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm employs a blend of active and passive investment strategies tailored to client objectives and utilizes multiple analytical approaches and third-party platforms to manage portfolios across a wide variety of account types.