Courdney Williams is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Noetic Wealth Strategies, Caitlin John Private Wealth Management, and New York Life. Williams also serves as a Wealth Advisor with CPA firms Kirk, Summa & Co and Gold Standard CPA. 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 uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

William Heath is a CFP® with 41 years of experience in the financial services industry. He has been with Advisory Services Network since 2016 and operates his own businesses, including providing real estate and mortgage brokerage services as well as life, health, and long-term care insurance sales. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm’s approach includes a range of portfolio management and financial planning services utilizing various securities and third-party managers.

Michael Alexander is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with PFG Advisors in Houston, TX, and has held roles at firms including CUSO Financial Services, LP, and First Service Credit Union. His career also includes operating under his own name since 1989. 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 top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to multiple third-party money managers and platforms.

Billy Reider Jr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Joann North is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Brookwood Investment Group. She has worked with several firms including Redwood Private Wealth, Horter Investment Management, and Cetera Advisor Networks. In addition to her advisory role, she owns JNorth Financial, LLC, a financial planning and wealth management business. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a range of active, passive, and tactical strategies, and offers both discretionary and non-discretionary management, with ongoing monitoring and due diligence on recommended managers.

Mohammad Hameed is a financial advisor at Ally Invest Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Mutual of Omaha Investor Services and Scottrade. Outside of financial advising, he is also active as a real estate agent with Exp Realty, LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized Financial Advisor-delivered advice using model portfolios based on Modern Portfolio Theory.

James Latimer Jr. is a financial advisor at Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at Stockcross Financial Services, Inc. and Tradestar Investments, Inc., and he has been affiliated with Fiserv Investor Services, Inc. for over two decades. Latimer splits his time evenly between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform and third-party managers to offer ETF/ETN-based allocations, fundamental and technical strategies, and sub-advised solutions, operating primarily within a wrap-fee structure.

Ziaul Khondker is a financial advisor at Gradient Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life Insurance Company, Park Avenue Securities, Allstate Insurance Company, and The Prudential Insurance Co. of America. Khondker is also the owner and Investment Advisor Representative of Navigro Financial, a financial planning firm. Gradient Advisors, LLC provides 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 third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Christopher Conley is a financial advisor at IAMS Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. He also works as an insurance agent with Sterling nfg, focusing on life, health, disability, and long-term care insurance as well as annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and consulting services, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Jeannie Martinez is a financial advisor with Hilltop Securities Inc. in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory work, she has an ownership interest in a real estate investment business. Hilltop Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, featuring an open-architecture platform that incorporates third-party managers and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides access to municipal bond strategies alongside discretionary and non-discretionary management options.

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 with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Transamerica Financial Advisors and World Financial Group. He is also an insurance agent at Experior Financial Group, where he markets and sells life insurance and annuity products. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach focused on technical analysis and manages model portfolios with risk controls, supported by proprietary research and execution infrastructure.

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 with Geneos Wealth Management, Inc., holding a Series 66 designation and bringing 13 years of industry experience. His career includes two separate tenures at Geneos Wealth Management as well as roles at Cox Global Associates Inc. Outside of his 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 is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a mix of fundamental and technical analysis along with long- and short-term strategies.

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 affiliated with 49 Financial. She holds Series 63 and Series 66 licenses and has worked previously at firms including Amegy Bank, LPL Financial, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of her advisory role, she is an author working on a series of books through her venture, Candid Conversations, and is a co-founder of Ate, an app for the hospitality industry. 49 Financial serves a diverse client base, including individuals, institutions, trusts, and retirement plans, offering financial planning, retirement consulting, and discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

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.