Cydney Nash is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. Prior to joining Rhame & Gorrell in 2023, she worked for six years at Avion Wealth (formerly Efficient Wealth Management). Outside of financial advising, Nash has an ownership interest in a storage facility co-managed by her spouse. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets, employing a Tactical Asset Allocation Program and coordinating services with affiliated accounting and legal practices.

Elsa Cazares is a CFP® professional with 26 years of experience in financial advising. She has been with Outlook Wealth Advisors, LLC since 1996 and also worked at GF Investment Services, LLC from 2011 to 2018. Outside of her advisory role, she owns rental properties. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm offers tailored portfolio construction and fiduciary oversight across multiple offices, managing over $543 million in assets as of December 2024.

Brenda Garcia Ayala is a financial advisor at Banorte Asset Management, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VectorGlobalWMG, Inc. from 2014 to 2021. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international client base with a focus on Latin America.

Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.

Jake Ranostaj is a financial advisor at Stenger Family Office, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Cetera Investment Services. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers financial planning, portfolio management, family office services, and pension consulting, utilizing factor analysis and fundamental security analysis to tailor client portfolios.

Jack Freeman is a CFP®-certified financial advisor with Rhame & Gorrell Wealth Management, based in The Woodlands, TX, and has one year of industry experience. Before joining Rhame & Gorrell, he worked at PricewaterhouseCoopers and held various roles including at Tulane University and Fidelity Investments. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a range of analytical approaches and a Tactical Asset Allocation Program overseen by an in-house committee, and it coordinates tax and estate planning services through affiliated accounting and law firms.

Alexander Liepman is a financial advisor at Kingwood Investment Group with nine years of industry experience. He holds the Series 66 designation and has worked at Next Financial Group, Inc. since 2017 and briefly at Brooks Brothers before joining Kingwood Investment Group in 2025. Kingwood Investment Group is a five-advisor SEC-registered team that serves individual and high-net-worth clients, managing approximately $126.5 million across 244 client relationships. The firm offers discretionary portfolio management and financial planning, employing a range of investment approaches including asset allocation, technical analysis, and trading strategies tailored to client goals and risk tolerance.

Aaron Buitron Romero is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2018, also working with Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international clientele with a focus on Latin America.

Nicholas Castellano is a financial advisor with Outlook Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at Morgan Stanley, Primerica Advisors, and multiple wealth management firms. Outlook Wealth Advisors serves individuals, families, and small business owners by providing financial planning, retirement and pension consulting, and portfolio management. The firm employs a mix of investment approaches and utilizes model portfolios, serving approximately $593.7 million in assets under management.

Kyle Nickerson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management. He has been with the firm since 2016, including time during its earlier formation, and previously worked at Sanders Morris LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities, offering financial planning, consulting, and discretionary investment management. The firm employs a Tactical Asset Allocation Program and integrates fundamental, technical, and cyclical analysis to tailor asset allocations based on clients' needs.

Garett Steele is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and no prior industry experience. Before joining the firm, he worked in education and the hospitality industry, including roles at the University of Houston, Sam Houston State University, and Saltgrass Steakhouse. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset allocation approach, using internally generated model portfolios and coordinating with affiliated accounting and legal practices for tax and estate-planning services.

Mario Hank is a financial advisor at Banorte Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Banorte Asset Management since 2021 and Banorte Securities International, Ltd. since 2016. Outside of his advisory role, he manages a home rental property in Houston, Texas. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios, model portfolios ranging from fixed income to global equities, and integrates digital platforms through third-party sub-advisers, serving a primarily international client base with a significant presence in Latin America.

John Hollie II is a Series 65-licensed advisor at Avion Wealth in Shenandoah, TX, with two years of industry experience. Prior to joining Avion Wealth, he worked for nine years at a Chamber of Commerce. He is also a partner at J&M Business Solutions, a consulting firm. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management and comprehensive financial planning. The firm uses a structured approach called the “Avion Wealth Formula,” focusing on long-term, buy-and-hold asset allocation tailored to each client’s objectives and risk tolerance.

Melissa Rudell is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 designation and two years of industry experience. Her work history includes roles at Prime Capital Investment Advisors, Allied Wealth Management, and State Tax Advisors. She has also served in the United States Air Force since 2009. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in assets and employs a tactical asset allocation program supported by an in-house investment committee.

David Hunter Jr. is a CFA® charterholder with 10 years of industry experience. He is currently with Rhame & Gorrell Wealth Management, where he has worked since 2018. Prior to joining Rhame & Gorrell, he was with Kimery Wealth Management and Morgan Stanley. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in assets and employs a mix of fundamental, technical, charting, and cyclical analysis to tailor asset allocations, implementing internally generated model portfolios through a Tactical Asset Allocation Program.

Terri Canterbury is a financial advisor with Kingwood Investment Group in Galveston, TX, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, and Alegent Health Care Systems. In addition to her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and risk tolerance. The firm employs a small team approach, managing approximately $120 million in discretionary assets and offering both direct management and third-party sub-advisor services.

Jeffrey Rhame is a CFP® with 32 years of experience in the financial services industry. He has been with Rhame & Gorrell Wealth Management since 2016 and previously worked at Sanders Morris LLC, SMH Capital Advisors LLC, and Miller-Green Financial Services LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and uses a combination of fundamental, technical, charting, and cyclical analysis to tailor asset allocations through internally generated model portfolios and a Tactical Asset Allocation Program.

Jeremy Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and totaling nine years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and Aurelia Weems, CPA. Outside of advisory work, he serves as an adjunct professor at Lonestar College System and owns Schlanger Capital Management LLC. Onyx Bridge Wealth Group serves individuals, trusts and estates, pension and profit-sharing plans, and corporate clients with a range of services including discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of third-party research and internally developed portfolio models, offering tailored investment solutions that may include ETFs, structured products, alternative investments, and specialized tax-management techniques.

Daniel Trgovich is a CFA® charterholder with four years of industry experience. He has worked at Waterway Wealth Management, L.L.C. since 2025 and previously held roles at Northwestern Mutual Investment Services LLC and UMB Financial. He is based in The Woodlands, TX. Waterway Wealth Management, L.L.C. provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages most assets on a discretionary basis and offers a tiered wrap fee program, servicing a large asset base relative to its team size.

Ricardo Roche Maldonado is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Banorte Securities International, Ltd. since 2013 and with Banorte Asset Management, Inc. since 2019. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base concentrated in Latin America, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through its traditional and digital advisory programs, utilizing a range of investment strategies and products to build customized portfolios.