Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.

Mary Hicks is a financial advisor at Bright Vision Wealth with nine years of industry experience. She holds a Series 65 designation and has worked at Hicks Management & Financial Services, LLC, Bond Wealth Planning & Investments, PLLC, and RightWay Investments, PLLC. In addition to her advisory role, she serves as Marketing Director for The Bond Law Firm, where she organizes seminars and marketing activities. Bright Vision Wealth serves individual and high-net-worth clients, providing primarily non-discretionary financial planning and investment advice. The firm integrates legal and tax services through affiliated practices and supports clients with wealth, tax, and legal matters, while maintaining policies to address related conflicts of interest.

Lindsey Cooksen is a CFP® with 17 years of industry experience. She is the principal advisor at Cooksen Wealth, LLC, where she has worked since 2019, following a 10-year tenure at Morgan Stanley Private Wealth Management. Lindsey serves as an Independent Director for Targa Resources Corp. since 2020. Cooksen Wealth provides financial planning, investment management, and wealth management services primarily to high-net-worth individuals, trusts, and estates. The firm uses a structured investment process focused on asset allocation and security selection, managing over $200 million in assets across a concentrated client base.

Christopher Hughes is a financial advisor at Financial Cornerstones, LLC in The Woodlands, TX. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Financial Cornerstones, he worked in various roles at medical and healthcare organizations from 2014 to 2026. Financial Cornerstones provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm offers individualized portfolio management and sponsors a wrap-fee program, combining technical, fundamental, and quantitative analysis with an emphasis on fixed-income strategies and discretionary management within client-imposed restrictions.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 credential and three years of industry experience. He has held positions at Metamorphic Capital, Magnolia Wealth Advisors LLC, and several other firms in various roles prior to his current position. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm utilizes a blend of analytical methods and integrates tax services alongside portfolio management, and it employs AI-enabled tools and digital estate-planning platforms as part of its investment approach.

Nathan Powell is a financial advisor with Stability Partners Advisory Group, LLC in Spring, TX. He holds the CFP® designation and Series 65 license and has five years of industry experience. Prior to joining Stability Partners, he worked at Tesla Motors and Siemens Energy. Powell is also an associate partner and licensed insurance agent with Stability Partners LLC, spending a significant portion of his time in this role. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, primarily implementing client accounts through model portfolios selected based on clients’ objectives and risk tolerances.

Richard Blair is a financial advisor at Wealth Solutions, Inc. in The Woodlands, TX, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crownbridge Wealth LLC since 2012 while maintaining his role at Wealth Solutions, Inc. since 1994. Outside of his advisory work, he is involved in several non-investment business activities, including serving as managing partner of an automotive resale company and a real estate holding company. Wealth Solutions, Inc. provides investment advisory and financial planning services to individual investors and business entities, managing discretionary accounts through a combination of fundamental and technical analysis. The firm primarily uses mutual funds and ETFs, offers both discretionary and non-discretionary advice, and operates with a single registered principal overseeing approximately $75 million in client assets.

Jennifer Esch is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 65 designation and bringing 11 years of industry experience. She has worked at Bailes Bates & Associates LLP since 2015 and is a partner at Bailes Bates & Associates, LP, where she focuses on accounting and income tax planning. Outside of advising, she is involved in managing a family-owned farm and a development solutions firm. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning and wealth management consulting. The firm advises on goals and asset allocation while utilizing third-party money managers who implement strategies based on fundamental analysis, modern portfolio theory, and technical analysis.

Carlos Alvarez is a financial advisor at Abendstern Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Abendstern since 2014. In addition to his advisory role, Mr. Alvarez works part-time as a realtor with Texas Ally Real Estate. Abendstern Wealth Management serves primarily international clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that utilizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.

Zachary Threadgill is a financial advisor with Threadgill Financial, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Threadgill Financial since 2015. Outside of his advisory role, he is involved in insurance sales. Threadgill Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm manages over $400 million in assets, focusing on low-cost ETFs from providers like Vanguard, BlackRock, and Invesco, and operates with a team of two advisors.

Frank Cannon is a financial advisor with Artesa Financial Group in Conroe, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been involved with Artesa Financial Group since 2010 and Artesa Consulting, LLC since 2011. Outside of his advisory role, he serves as Vice President, Secretary, and Treasurer of an advertising and publishing company and is President and Treasurer of a cattle and hay operation. Artesa Financial Group provides discretionary wealth and portfolio management services to individual clients, utilizing a risk-first allocation process that incorporates Morningstar Office beta scores to tailor portfolios according to client risk tolerance. The firm combines fundamental and technical analysis, conducts regular monitoring, and offers management of held-away accounts through an online platform.

Juan Puig is a financial advisor at Direwolf Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Direwolf Wealth Management since 2013. Outside of his advisory role, he publishes an online blog called TheFractalStack, providing general financial market and economic commentary. Direwolf Wealth Management offers primarily discretionary portfolio management to high-net-worth individuals, combining top-down market analysis, fundamental security evaluation, and selective technical analysis. The firm serves clients by referral or invitation and employs strategies including fixed income, equities, options, and hourly consulting services.

William Schurig is a financial advisor at Bison Investment Advisors, LLC with Series 65 credentials and over six years of experience, including a prior role at EMA Legal. He has been with Bison since 2025. Bison Investment Advisors offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm manages multi-asset portfolios that incorporate a range of investments, including alternative strategies, and serves as general partner and sponsor of a private fund vehicle.

Marquis Hammett III is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Legacy Capital. His prior roles include positions at Purshe Kaplan Sterling Investments and Merrill Lynch. He also provides tax preparation and planning services through his own firm, Legacy Capital Tax Services, PLLC. Legacy Capital Wealth Management serves individuals, families, trusts, retirement plans, corporations, and charitable organizations with a focus on discretionary and non-discretionary portfolio management combined with integrated financial planning. The firm emphasizes strategic and tactical asset allocation, long-term holdings, and access to alternative investments and third-party managers.

William Warrick is a financial advisor with Koinonia Financial in The Woodlands, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Koinonia Financial and LPL Financial since 2018 and was previously involved with Blackshear Realty, LLC from 2015 to 2018. Koinonia Financial provides discretionary investment management and retirement plan consulting to individuals, including high-net-worth clients, as well as plan sponsors and 401(k) administrators. The firm employs a model-driven portfolio construction approach, using a proprietary KFM Model focused on moderate growth and combines fundamental, technical, cyclical, and charting analyses with ongoing financial planning integrated into client relationships.

Donald Maynard is a financial advisor at Cooksen Wealth, LLC with six years of industry experience. He holds the Series 65 designation and has been with Cooksen Wealth since 2019. In addition to his advisory role, Maynard is president and CEO of DG Maynard & Associates, LLC, an oil and gas technology consulting firm. Cooksen Wealth serves primarily high-net-worth individuals, trusts, and estates, focusing on financial planning and wealth management. The firm emphasizes asset allocation using Modern Portfolio Theory and combines fundamental and technical analysis to guide portfolio construction and rebalancing.

Steven Ruderman is a CFP® with 43 years of industry experience, currently serving as an advisor at Neal Financial Group, L.P. since 2009. His career includes prior roles at LPL Financial, LLC, and Osaic FA, Inc. He also acts as a FINRA arbitrator and sells fixed life insurance and annuities alongside his advisory work. Neal Financial Group L.P. provides financial planning and pension consulting services to employee benefit plans, trusts, estates, charitable organizations, corporations, and individual clients. The firm focuses on advisory and consulting engagements supported by formal pension-consulting practices and uses investment analysis techniques such as Modern Portfolio Theory.

Johnny Nobile III is a financial advisor at NovoDyn Advisors LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Victor Asset Management, L.L.C. from 2006 to 2010. NovoDyn Advisors is a dual-registered investment adviser and Commodity Trading Advisor offering separately managed accounts through a Structural Alpha Trading Program and a Relative Values Program. The firm uses futures-based market replication combined with a rules-based, systematic overlay driven by multiple strategy engines and machine-learning models developed by an affiliated firm.

Luis Gonzalez Perales is a financial advisor with Crosswell Family Wealth Advisors and holds a Series 63 designation. He has 15 years of industry experience, including 16 years at Crosswell Advisors, LLC. Outside of finance, he serves as a professor at the University Tecnologica de la Rivera Maya and holds management roles in non-investment businesses. Crosswell Family Wealth Advisors manages approximately $80.6 million across around 53 client relationships, serving individuals, business entities, estates, and charitable organizations. The firm emphasizes capital preservation, return maximization, and risk management, with a focus on both domestic and international clients and investment programs that include a broad range of financial instruments.

Andrew Huber is a financial advisor with Magnolia Wealth in Spring, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Teamwork Financial, Intrua Financial, LPL Financial, and First Command Advisory Services. He is also a licensed insurance agent and an enrolled agent accountant who provides tax preparation services without charge. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of analytical investment methods and incorporates tax services, insurance activities, and AI-enabled tools as part of its overall approach.