Edward Hill is a financial advisor at Forthright Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Increase Financial and LPL Financial. He is also involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily utilizes passive investment management with model portfolios and conducts regular portfolio reviews.

Noor Amirali is a CFP® with 27 years of industry experience, currently serving as a financial advisor at D.H. Hill Advisors, Inc. since 2009. His background includes roles at both D.H. Hill Advisors and its affiliated broker-dealer, D.H. Hill Securities. Outside of his advisory work, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of investment approaches, including tactical asset allocation and tax-management strategies, supporting independent Investment Adviser Representatives through distinct operating platforms.

William Graves III is a financial advisor at Outlook Wealth Advisors, LLC with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, Transamerica Capital, and other firms. In addition to his advisory role, he provides employee benefit packages as an independent contractor and supports a tax attorney by gathering and organizing documents for tax planning purposes. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses model portfolios and a variety of investment approaches, offers insurance products through an affiliated entity, and operates multiple offices with educational workshops and local media participation.

Julio Gil Recio is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2013. 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 and model portfolios across various asset classes, serving a predominantly international client base, particularly Mexican citizens, and utilizes both traditional and digital investment platforms.

Walter Theobald is a financial advisor with Sovereign Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC, City National Bank, and RBC Capital Markets, LLC. Outside of advising, he manages Theobald Property Development LLC, a business entity established for tax and investment purposes. Sovereign Wealth Advisors, LLC serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis and provides access to a range of sponsored advisory programs and third-party manager platforms.

Timothy Blanchard is a CFP® with 26 years of industry experience. He is currently with Rhame & Gorrell Wealth Management and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Blanchard is based in The Woodlands, TX. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides discretionary portfolio management and financial planning, utilizing in-house Tactical Asset Allocation models and offering a range of strategies including mutual funds, ETFs, equities, and fixed income.

Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of finance, he has experience with martial arts organizations including Global Martial Arts and Kula Karate. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm offers financial planning, consulting, and discretionary portfolio management using tactical asset allocation models and employs various investment strategies tailored to client objectives.

Tyler Miller is a CFP® registered financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX, bringing four years of industry experience. Prior to joining Rhame & Gorrell, he worked at Deloitte Tax and held positions at the University of the Incarnate Word. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, using tactical asset allocation models and a range of investment strategies tailored to client objectives.

Christopher Alden is a financial advisor with Kingwood Investment Group in Kingwood, TX, holding a Series 66 designation and six years of industry experience. He previously worked at NEXT Financial Group from 2016 to 2024. Kingwood Investment Group is a registered advisory team serving individual and high-net-worth clients, managing approximately $126.5 million across 244 client relationships. The firm offers discretionary portfolio management, financial planning, and advisory oversight, utilizing tailored investment strategies, sub-advisors, and participant account management for defined contribution plans.

Cynthia Elaine Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at SAGEPOINT FINANCIAL, Harman Wealth Management, and Save Advisers LLC. She also operates Schlanger Consulting LLC, providing business development and compliance consulting outside of investment services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Michael Neuenschwander is a CFP® with 25 years of industry experience, currently serving as an advisor at Outlook Wealth Advisors, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and GF Investment Services, LLC. He is also involved as an insurance agent with Outlook Wealth Insurance Services, LLC. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm employs a tailored asset allocation process and portfolio construction techniques, including options strategies and third-party sub-adviser oversight, serving a broad client base with over $543 million in assets under management.

Brecklynn Williams is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. She has been with the firm since 2016. Rhame & Gorrell Wealth Management is a registered investment adviser team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation models and a range of investment strategies tailored to client objectives.

Clayton Hostetter is a CFP® with four years of industry experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management. His background includes roles at Cook, Johnston & Co. CPA's and Deloitte Tax, LLP. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, using in-house Tactical Asset Allocation models and a range of investment strategies tailored to client objectives.

Cameron Judy is a financial advisor at Outlook Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services LLC and New Stone Americas. Outside of his advisory role, he serves as treasurer for The Woodlands College Park High School Golf Booster Club. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses a combination of investment approaches and model portfolios, offers third-party money manager recommendations, and conducts educational workshops while managing approximately $593.7 million in assets.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Austin Manning is a CFP® with six years of industry experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management. His prior experience includes roles at Granite Harbor Advisors, Avion Wealth (formerly Efficient Wealth Management), and positions outside the financial sector at Memorial Hermann The Woodlands Medical Center and The Italian Joint. Rhame & Gorrell Wealth Management is a 15-advisor team managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management with customized asset allocation strategies overseen by an investment committee, incorporating both in-house models and independent managers.

Shaundra Patterson is a financial advisor at Dew Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Divine Wealth Strategies, Cetera Investments, Edward Jones, and Hyundai Capital America. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its service approach.

Darrin Moe is a Series 65-licensed financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX. He has one year of experience at his current firm and has previously worked at Generations Wealth & Tax LLC, FPTW Investment Firm, Haynie & Company CPA Firm, Pipeline Machinery, and Valaris PLC. Rhame & Gorrell Wealth Management is a team-based registered investment adviser managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides discretionary portfolio management alongside financial, retirement, and estate planning, using tactical asset allocation models overseen by an investment committee.

Leslie Kern is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.H. Hill Advisors since 2016 and has operated his own advisory practice since 2008. Outside of his advisory work, Kern is also an insurance agent. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both tactical asset allocation and active and passive strategies across multiple platforms.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He has previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC, and is the CEO and founder of Golden Rule Wealth Preservation, where he has been involved in insurance product sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms, utilizing a mix of proprietary models and third-party managers to manage primarily discretionary accounts.