Jeannie Martinez is a financial advisor at Hilltop Securities Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including PNC Investments and BBVA Wealth Solutions. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients, managing approximately $2.25 billion in assets. The firm offers a range of advisory programs through an open-architecture platform and features municipal bond strategies co-advised by Franklin Templeton Group and Western Asset Management.

Jonathan English is a financial advisor with CreativeOne Wealth, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has previously worked at Corda Investment Management and several other firms before joining CreativeOne Wealth. In addition to his advisory role, he is involved with LUCA Financial, focusing on accounting and tax advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a variety of investment strategies, including proprietary ETF-based models and third-party managers, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Rafael Balderrabano is a financial advisor with PFG Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at United Planners, CUSO Financial Services, and CUNA Brokerage Services, among others. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, principally utilizing index-based ETFs with periodic rebalancing, and offers access to various third-party money managers and platforms.

Nicole Smith is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Merit Financial Advisors and has previously worked at firms including Commonwealth Financial Network and OneAmerica Securities. Outside of financial advising, she serves as a board member for United Against Human Trafficking, where she advises on strategic planning and participates in organizational oversight. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Dante Crosa is a financial advisor at Global View Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors and World Financial Group. In addition to his advisory role, he markets and sells life insurance products, including fixed and indexed annuities, as an insurance agent. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house research platform and offers a range of managed account options, including a low-cost ETF-only program.

Donald Blake is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Since 2010, he has been affiliated with Sws Financial Services. Outside of his advisory work, Blake serves as a board member and assistant treasurer for the Harris County Hospital District Foundation, a charitable organization in Houston. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and technology platforms to deliver customized investment programs and account management.

Cody Cox is a financial advisor at Geneos Wealth Management, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been associated with Geneos Wealth Management and Cox Global Associates Inc. since 2012. Outside of advisory work, he serves as Vice President and Managing Director of Pin Oak Atrium Building Ltd. and works as a ranch hand for Cox Excalibur Brangus LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with a range of account management strategies and access to third-party money managers.

Patrick Meraz is a financial advisor at PFG Advisors in Houston, TX, holding a Series 66 designation with two years of industry experience. Prior to joining PFG Advisors, he worked at United Planners, OSAIC, and First Service Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm delivers its investment approach through a network of representatives who utilize model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs and multiple platform offerings.

Hector Luna is a financial advisor at Merit Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MAI Capital Management, LPL Financial, and Fidelity. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Amber Allen is a financial advisor with 16 years of industry experience, currently associated with 49 Financial. She holds Series 63 and Series 66 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Amegy Bank, and LPL Financial. Outside of her advisory role, she is the owner of Candid Conversations, where she co-authors a series of books, and is a co-founder of Ate, a hospitality industry app. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and proprietary model portfolios primarily composed of mutual funds and ETFs.

Johnathan Aelmore is a CFP® professional with 16 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2019. He previously worked at Mariner Wealth Advisors and Mercer Global Advisors. Outside of his financial advisory role, he owns and operates Raider Ranch, a registered Texas Longhorn cattle breeding business. CGN Advisors provides comprehensive advisory services to individuals, families, businesses, and charitable organizations, employing a long-term, globally diversified investment approach that incorporates Modern Portfolio Theory, core‑plus‑satellite, and active management strategies. The firm emphasizes fiduciary duty, regular portfolio reviews, and may utilize institutional third-party managers.

Bruce De Voogd is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has previously worked at Innovation Partners LLC and Sigma Planning Corporation, among other firms. De Voogd is also the managing member of Old Harbor Financial LLC, an insurance agency offering non-variable insurance products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with insurance and risk management offerings, often using discretionary authority and third-party investment advisor referrals.

Kimberly Meade is a CFP® with 10 years of industry experience, currently associated with The Wealth Consulting Group. Her prior roles include positions at LPL Financial and Sovereign Wealth Advisors. She also serves as a notary, a role she has maintained since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support estate-document completion and fiduciary services.

Leon Ren is a financial advisor at Core Planning with a Series 65 designation and two years of industry experience. He has held positions at Rice University as a Financial System Security Analyst and previously worked at XYPN. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, using a mix of in-house advice, third-party money managers, and model portfolios.

Jonathan Bernstein is a financial advisor at Shelton Capital Management with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Bernstein also serves as Vice President and Director of Sales and Marketing at Stringer Asset Management, a registered investment adviser. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors using a multi-disciplinary approach that includes fundamental, technical, and quantitative analysis, along with ESG screening and data-science tools. The firm manages investment companies, sponsors wrap programs, and actively participates in commodity and derivatives markets.

Thomas Bass Jr. is a financial advisor at OneSeven with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nexus Investments and Global Asset Management Group. Outside of finance, he is involved with 423 Productions, LLC, a company focused on music event creation, promotion, and artist management. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management, financial planning, and retirement-plan consulting, employing both discretionary and non-discretionary approaches with access to a range of investment vehicles and third-party platforms.

Robert Bruns is a financial advisor with Strategic Financial Concepts, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2011 and has been with Strategic Financial Concepts since 2018. Outside of his advisory roles, he provides consultation regarding federal employee benefits and life insurance. Strategic Financial Concepts offers personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary portfolio management integrating fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.

Brandon Green is a financial advisor with Gradient Securities, LLC, holding the ChFC® and Series 63 designations and bringing 17 years of industry experience. He has been with Gradient Securities since 2016 and previously operated Green & Associates Financial Services, LLC. Outside of advising, he is active in committee work with the National Association of Insurance and Financial Advisers and the Million Dollar Round Table, and he participates in charitable activities through the Houston Livestock Show & Rodeo. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, plans, trusts, estates, and businesses. The firm employs a non-discretionary investment model, often uses third-party managers, and discloses revenue-sharing arrangements related to its recommended managers and insurance affiliates.

Nomathemba Nkala Hendon is a CFP® professional with four years of industry experience, currently serving as an advisor at AlphaCore Capital LLC. Prior to joining AlphaCore in 2025, she worked at Callan Capital, LLC for three years and Capital Group Private Client Services for eight years. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies.

Erica Hall is a financial advisor at AlphaStar Capital Management with two years of industry experience. She holds a Series 65 license and has previously worked at Institute for Wealth Management LLC, Brookstone Wealth Advisors, and Retirement Risk Advisors. In addition to her advisory role, she is involved in insurance and annuity sales. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and employs a combination of strategic and tactical investment approaches across a wide range of asset types.