Jared Pitts is a financial advisor at Lifestyle Asset Management, Inc. with three years of industry experience. He also has 15 years of experience as an independent insurance agent at GIA Insurance Agency. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and sub-advisory services, using a client-specific approach that incorporates a variety of investment strategies and regular portfolio monitoring.

Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.

Michael Gorman is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Partners Financial Services, LLC since 2015 in addition to his role at Modern Capital Advisors since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies using model portfolios or third-party strategists.

Ross Wegner is a financial advisor at Lifestyle Asset Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cetera Advisors and AIG. His roles include serving as an advisory administrative assistant and financial professional within related entities. Lifestyle Asset Management, Inc. provides portfolio management, financial planning, pension consulting, and ERISA plan advisory services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm employs a client-specific approach using a diverse mix of investment strategies and serves as a sub-advisor and model provider to other registered investment advisers.

Michael Wegner is a financial advisor with Lifestyle Asset Management, Inc. in Friendswood, TX, holding a Series 63 credential and bringing 39 years of industry experience. He has held roles at several firms including Cetera Advisors LLC, First Allied Securities, and has been with Lifestyle Asset Management since 2016. Outside of advisory work, Wegner serves as president of a homeowners association and as treasurer for a nonprofit organization. Lifestyle Asset Management, Inc. advises a range of clients including individuals, retirement plans, trusts, and charitable organizations, overseeing approximately $571 million in discretionary assets. The firm customizes portfolios based on client objectives and risk tolerance, employing a blend of fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary management alongside pension consulting and sub-advisory services.

Cesar Olivares is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and SWBC Investment Company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers or wrap programs as part of its investment approach.

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 with Simplicity Wealth, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at American Trust Investment Services, Soar Financial LLC, and GWN Securities Inc. In addition to his advisory work, he operates J Martin Financial Services, where he offers life insurance and fixed indexed annuity products. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology-driven asset management and operational services to other advisers through its managed account 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.

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 at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

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 with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC in Houston, TX, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at several firms including Fidelity Investments and Purshe Kaplan Sterling Investments. Broome is also an associate advisor engaged in insurance sales through Impact Partners Financial. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis within a large affiliated network.

Vivekananda Kini is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and over 30 years of combined experience in finance and mortgage lending. Prior to joining Gradient Advisors in 2026, Kini worked at World Financial Solutions, Inc. for 13 years and 1st Alliance Mortgage Company for 17 years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a variety of clients including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, emphasizing a non-discretionary approach that incorporates client approval for transactions and uses a range of analytical tools in portfolio management.

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, LLC and Carlin Financial Group. Outside of his advisory work, he is involved in insurance sales and services through Carlin Financial Group. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, utilizing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

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.