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.

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.

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.

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.

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.

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.

Frank Cannon is a financial advisor with Artesa Financial Group in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been involved with Artesa Financial Group since 2010 and Artesa Consulting, LLC since 2011. Outside of his advisory role, he serves as Vice President, Secretary, and Treasurer of an advertising and publishing company and is President and Treasurer of a cattle and hay operation. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, utilizing a risk-first allocation process that incorporates Morningstar Office beta scores to tailor portfolios according to client risk tolerance. The firm combines fundamental and technical analysis, conducts regular monitoring, and offers management of held-away accounts through an online platform.

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.

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.

Marquis Hammett III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Legacy Capital. His prior roles include positions at Purshe Kaplan Sterling Investments and Merrill Lynch. He also provides tax preparation and planning services through his own firm, Legacy Capital Tax Services, PLLC. Legacy Capital Wealth Management serves individuals, families, trusts, retirement plans, corporations, and charitable organizations with a focus on discretionary and non-discretionary portfolio management combined with integrated financial planning. The firm emphasizes strategic and tactical asset allocation, long-term holdings, and access to alternative investments and third-party managers.