David Obenberger is a financial advisor with Geneos Wealth Management, Inc. in Deer Park, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Geneos Wealth Management since 2007 and at Rockwell Wealth Management since 2013. Outside of advisory work, he is an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs multiple analytic approaches and offers customizable portfolios, combining continuous account monitoring with discretionary trading authority.

Joey Martin is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services and GWN Securities Inc. In addition to his advisory role, he operates J Martin Financial Services, focusing on life insurance and fixed indexed annuity products. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside offering discretionary portfolio management and a third-party asset management platform.

Scott Blackley is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in charitable activities as a member of the Seabrook Rotary and serves on the board of The Second Wind Foundation, a charity focused on providing books to children worldwide. He also owns and operates insurance and tax planning businesses in the League City, TX area. Rossby Financial offers investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm utilizes multiple analytical approaches to tailor diversified portfolios and provides services including discretionary portfolio management, comprehensive financial planning, and retirement consulting, managing approximately $565 million in discretionary assets.

Steven Neustaedter is a CFP® professional with 29 years of experience in financial advisory services. He has been with Creative Financial Designs, Inc. since 2013 and also operates Steven Neustaedter and Associates, Inc. alongside his role at the firm. His other business activities include independent insurance sales and involvement with Swan Wealth Management LLC. Creative Financial Designs serves a diverse client base, including individual, charitable, corporate, and retirement plan clients, offering investment management and financial planning through a network of advisers. The firm’s investment approach emphasizes asset-class model allocations supported by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Kyle Pledger is a CFP® professional with eight years of industry experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, Avantax Investment Services, and Davis & Associates CPA Firm, where he also provides support for financial planning and research. In addition to his advisory work, Pledger is involved with Integrated Tax and Wealth Strategies as a financial analyst and serves as an associate financial planner at BCOR Administrative Services, focusing on financial plan creation and client relationship management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by a structured investment process overseen by an Investment Advisory Committee.

Nelson Negron Jr. is a financial advisor with OneAscent Financial Services LLC in Houston, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Morgan Stanley. He volunteers at Foundations Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, using both advisor-managed and model-based investment approaches.

Coby Culpepper is a financial advisor with Foundations Investment Advisors LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at AE Wealth Management, Impact Partners Financial, and Edward Jones. Culpepper is also involved in insurance sales as an associate advisor with Impact Partners Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through a network of nearly 300 investment representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Alan Olson is a financial advisor at Royal Fund Management, LLC in Houston, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Fund Management since 2014. Outside of his advisory role, Olson is also an insurance agent operating a separate insurance services business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers unique access to select non-traded REITs and an options-writing overlay for enrolled clients.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.

Paul Brown is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2018, alongside roles at Titan Tax Advisors and RMD Financial. Brown is also the owner of Titan Tax Advisors, a tax preparation business where he conducts seminars and speaking engagements. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a non-discretionary model that requires client approval for transactions and utilizes fundamental, technical, and cyclical analysis in portfolio management.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC based in Houston, TX. He holds the Series 63 and Series 65 licenses and has five years of industry experience. Broome's background includes positions at Fidelity Investments, Purshe Kaplan Sterling Investments, and AE Wealth Management. He is also an associate advisor with Impact Partners Financial, where he is involved in insurance sales. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Cameron Miller is a CFP® professional with six years of experience in financial advisory roles. He is currently with Avantax Planning Partners, Inc. and has previously worked with Cetera Wealth Services and Jones Tax and Financial Services Inc. Miller also serves as a board member for Jones Tax and Financial Services Inc., a family-owned tax and financial service company. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of the end of 2025.

Vivekananda Kini is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and over a decade of experience spanning roles at World Financial Solutions, Inc and 1st Alliance Mortgage Company. He has been with Gradient Advisors since 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary model and employing various analytical approaches in portfolio management.

Matthew Murch is a CFP® professional with 13 years of experience in financial advisory roles. He is currently affiliated with Avantax Planning Partners, Inc. and has held positions with multiple related firms including Cetera Wealth Services and BCOR Administrative Services. His other business activities include consulting and developing tax-smart strategies in collaboration with CPA firms. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and employs tax-intelligent strategies alongside discretionary account management supported by investment policy statements.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. He previously worked at AE Wealth Management and operated Carlin Financial Group, where he was involved in insurance sales and services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, utilizing model portfolios, third-party sub-advisers, and a broad range of investment products.

Brian Stephens is a CFP® and PFS™ credentialed advisor with 29 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, LLC and Integrated Tax and Wealth Strategies. Stephens also serves as a trustee and holds leadership roles in various family and community organizations in Baytown, TX. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm primarily operates through a network of CPA firms and registered advisers, utilizing tax-intelligent strategies and discretionary management with over $7.5 billion in assets under management.

Robert Wilson is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at LPL Financial, Premier America Credit Union, Bank of America, and Merrill. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers overlay services and a Private Wealth Consulting program for clients with $1 million or more.

Dhillon Taylor is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Arkadios Capital and Secura Financial LLC. He is also the managing member of DT Financial Services, LLC, a coaching business for financial professionals. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios, sub-advisers, and alternative investments, tailored to clients’ objectives and risk tolerances.

Andres Rodriguez is a financial advisor at Royal Fund Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at AR Financial Group Inc. as a junior partner and insurance agent, where he provided life and health insurance quotes and fixed indexed annuity illustrations. Andres also worked at the University of Houston Clear Lake from 2019 to 2023. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring aligned with documented risk tolerances.

Joseph Webster is a CFP® with four years of industry experience, currently serving as a financial advisor at Avantax Planning Partners, Inc. He has held roles at several affiliated firms including Cetera and BCOR Administrative Services LLC. Webster also works with CPAs to deliver client service and develop financial solutions. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets for individuals, pension plans, charitable organizations, and businesses, utilizing tax-intelligent strategies and firm-designed style allocation models.