Karl Joern is a financial advisor at BEE Financial Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also involved in nonprofit work as a member and educator with the Association of Financial Consultants and serves as a member of the National Association of Registered Social Security Analysts. BEE Financial Partners Wealth, LLC provides investment advisory, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing, with ongoing account monitoring and financial plan delivery.

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.

John Thompson Sr. is a financial advisor with Novodyn Advisors LLC, holding a Series 65 designation and 13 years of industry experience. He has been associated with Novodyn Advisors since 2011 and also leads C. Thompson Consulting, LLC, which he founded in 2012. Outside of advising, he serves as Vice President of Airtrol, Inc., a manufacturer of air pollution control equipment. Novodyn Advisors is a dual-registered investment adviser and Commodity Trading Advisor that offers separately managed accounts through systematic trading programs. The firm combines futures-based market replication with a rules-based overlay that incorporates machine learning models developed by an affiliated company.

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.

Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.

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.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 credential and two years of industry experience. His prior work history includes roles at Metamorphic Capital, Goode Co, and positions in the retail and automotive sectors. 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 and financial planning alongside portfolio management.

Nathan Powell is a CFP® with four years of industry experience, currently serving as an advisor at Stability Partners Advisory Group, LLC. Prior to his financial advisory career, he worked at Tesla Motors and Siemens Energy. He is also an associate partner and licensed insurance agent affiliated with Stability Partners LLC. Stability Partners Advisory Group, LLC provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, focusing on model portfolio implementation tailored to clients’ objectives and risk tolerances.

Jennifer Baker is a CFP® with six years of industry experience, currently serving as an advisor at BWS Investment Management, LLC. She has held roles at Cambridge Investment Research Advisors and Houston Insurance Group LLC and is the managing member and insurance agent of Baker Wealth Strategies, LLC, an insurance agency. BWS Investment Management provides financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes customized financial plans followed by the selection and oversight of pre-screened third-party investment managers, serving also as a limited ERISA §3(21) fiduciary for employer-sponsored retirement plans.

Richard Blair is a financial advisor at Wealth Solutions, Inc. in The Woodlands, TX, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crownbridge Wealth LLC since 2012 while maintaining his role at Wealth Solutions, Inc. since 1994. Outside of his advisory work, he is involved in several non-investment business activities, including serving as managing partner of an automotive resale company and a real estate holding company. Wealth Solutions, Inc. provides investment advisory and financial planning services to individual investors and business entities, managing discretionary accounts through a combination of fundamental and technical analysis. The firm primarily uses mutual funds and ETFs, offers both discretionary and non-discretionary advice, and operates with a single registered principal overseeing approximately $75 million in client assets.

Carlos Alvarez is a financial advisor at Abendstern Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Abendstern since 2014. In addition to his advisory role, Mr. Alvarez works part-time as a realtor with Texas Ally Real Estate. 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 that utilizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.

Clark Blackman is a CFP®, CFA®, and PFS™ credentialed advisor with 24 years of industry experience. He has been with Alpha Wealth Strategies, LLC since 2006. The firm serves individual investors, high-net-worth clients, trusts, estates, and select corporate accounts, providing discretionary portfolio management, manager selection, and segmented financial planning. Alpha Wealth Strategies follows a long-term, mean/variance optimization approach based on modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.

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.

Juan Puig is a financial advisor at Direwolf Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Direwolf Wealth Management since 2013. Outside of his advisory role, he publishes an online blog called TheFractalStack, providing general financial market and economic commentary. Direwolf Wealth Management offers primarily discretionary portfolio management to high-net-worth individuals, combining top-down market analysis, fundamental security evaluation, and selective technical analysis. The firm serves clients by referral or invitation and employs strategies including fixed income, equities, options, and hourly consulting services.