James O Neill is a financial advisor at Magnolia Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Magnolia Wealth since 2026. His prior experience includes positions at Intrua Financial and Corda Investment Management. Magnolia Wealth serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods and integrates tax services alongside portfolio management.

John Laughlin is a financial advisor at Novodyn Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has served as president and director of Novodyn Capital Corporation since 2001, where he focuses on research, programming, and testing of quantitative trading algorithms. Novodyn Advisors LLC supports a small team of three advisors and works with clients using strategies informed by quantitative analysis tools originally developed for institutional traders.

Brian Koepp is a financial advisor at Sonnet, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sonnet since 2016. Koepp also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, with a focus on business and retirement planning. The firm offers a range of model portfolios that include both passive and actively managed strategies, many based on proprietary quantitative models, and manages most client accounts on a discretionary basis.

Gavin Clarkson is a financial advisor with Trustee Empowerment & Protection, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked with CSSC Investment Advisory Services, Inc. and Cssc Brokerage Services, Inc. since 2012. Outside of financial advising, he is president of a consulting firm, Clarkson and Sons Inc., and serves as a lecturer and associate professor at Rice University and New Mexico State University, respectively. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors, trustees, and individual investors through an internet-based platform that connects clients with a curated network of registered investment advisers. The firm provides a decision-assistance service using a patented application to evaluate and rank investment options, emphasizing non-discretionary, process-driven reviews for plan sponsors and related professionals.

Daryl Lazauskas is a financial advisor with John-Luke Financial, LLC and holds Series 63 and Series 66 credentials. He has 29 years of industry experience, including roles at Proequities, Inc. and MLDL Holdings LLC. He is engaged in insurance sales and investment advisory activities through his firm. John-Luke Financial, operating under MLDL Holdings, manages approximately $89.6 million for around 280 clients, providing portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm uses a goal-driven, customized planning approach and manages accounts on both discretionary and non-discretionary bases with Charles Schwab as custodian.

Michele Lopez Gonzalez is a financial advisor at Mellig Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Mellig Group since 2016. In addition to her advisory role, she is a managing director of Mellig Consulting, Inc, a business consulting firm focused on strategy and private investments, and has equity ownership in Lotark Inc, the holding company of Mellig Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients with portfolio management and financial planning for taxable and retirement accounts, including foreign investment accounts. The firm employs a blend of fundamental, technical, quantitative, and macroeconomic analysis enhanced by machine-learning and AI tools, and offers a range of investment strategies and access to alternative investments and insurance products.

Michael Lakes is a financial advisor at Koinonia Financial with a Series 66 designation and one year of industry experience. Prior to joining Koinonia Financial and LPL Financial LLC in 2025, he held roles with various YMCA organizations in the Houston area. Lakes has been involved with the YMCA of Greater Houston Association and The Woodlands Family YMCA in recent years. Koinonia Financial serves individual investors, including high-net-worth clients, and provides advisory services to retirement plan sponsors and 401(k) administrators. The firm employs a proprietary moderate-growth, contrarian investment model focused on diversification and principal preservation, delivering discretionary portfolio management through LPL Financial’s Strategic Wealth Management platform.

Joshua Steenwyk is a Series 65 licensed advisor with four years of industry experience, currently affiliated with Timothy Craig Steenwyk in Conroe, TX. He shares a professional connection with Joshua Ryan Steenwyk, who has been active in the industry since 2005. The firm manages approximately $32 million for about 22 clients, primarily serving individual investors and related accounts such as trusts, retirement, and charitable accounts. It employs a single deep-value equity strategy focused on publicly traded securities, emphasizing low turnover and long holding periods with discretionary portfolio management.

Dwayne Tidwell is a CFP® professional with 30 years of industry experience, currently serving at Bison Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in The Woodlands, Texas. Bison Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to client goals and risk tolerance, managing assets through separate accounts and proprietary pooled vehicles.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.

Ener Escobar Aguirre is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 credential and has been with Abendstern since 2015. Aguirre has also been self-employed since 2013. Abendstern Wealth Management primarily serves international high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that combines fundamental and technical analysis with proprietary measures and equal-weight portfolio construction.

Luis Martinez is a financial advisor with Abendstern Wealth Management, Inc. in Shenandoah, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Abendstern Wealth Management since 2015 and is also associated with Abendstern Global Investments, Inc. since 2014. Outside of his advisory work, he is involved with A.I.P.T., an educational organization in The Woodlands, TX. Abendstern Wealth Management serves primarily international high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services with a disciplined, diversification-focused investment approach that emphasizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.

Michael Rosman is a financial advisor with Rosman Asset Management, LLC in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been with Rosman Asset Management since 2010. In addition to his advisory role, he is a licensed insurance professional, dedicating less than 1% of his business time to this activity. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs grounded in fundamental analysis with a long-term orientation, emphasizing continuous client contact and bespoke asset allocation under discretionary authority.

Chukwuemeka Uzoukwu is a financial advisor at Dynamique Capital Advisors with 12 years of industry experience. He holds Series 66, 65, and 63 licenses and has previously worked at New York Life and Avendrill LLC. Outside of his advisory role, he serves as a non-compensated member of the Board of Governors at Dover College and as a non-executive director of Guinea PLC. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning with a tactical asset allocation approach that incorporates fundamental, technical, cyclical, and event-driven analysis.

Steven Frueh is a financial advisor at Wealth Management Investment Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Wealth Management Investment Advisors since 2014. He also has an ownership role at Sonnet, LLC, where he provides portfolio management services, and serves as managing member of Galmont, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning, consulting, and third-party money manager selection and oversight. The firm advises on asset allocation and goals, placing assets with external managers, and utilizes negotiated or fixed fee arrangements rather than traditional asset-based fees.

Clifton Mc Millan is a financial advisor at White Wing Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with White Wing Wealth Management since 2015. White Wing Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting primarily to individual clients, including high-net-worth households, and other business entities. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and operates a private fund through its affiliation with White Wing Capital Partners, LLC.

Darian Allizadeh is a financial advisor at Position Wealth with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, T3 Trading Group, and Merrill Lynch. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach is personalized at the adviser level, using a range of securities and strategies tailored to client risk tolerance and objectives.

Roberto Ortega is a CFP® professional with 11 years of experience in the financial services industry. He currently works at NHABLA, where he has been since 2024. Prior to joining NHABLA, Ortega held roles at Charles Schwab and Fidelity. NHABLA LLC provides investment management and comprehensive financial planning to individuals, families, and small businesses. The firm employs a Modern Portfolio Theory framework combined with passive management and rules-based model portfolios, focusing on a low client-to-advisor ratio and offering access to alternative investments alongside proprietary strategies.

Job Louimeus is a financial advisor at Exos Wealth Strategies, LLC with nine years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Exos in 2020, he worked at Centric Advisors, LLC and operated his own consulting practice. Outside of advisory services, he owns a mortgage brokerage business where he assists clients with home loan and refinancing needs. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, offers discretionary and non-discretionary services, and has affiliated private pooled investment vehicles.

Jeffrey Gonzales is a financial advisor at KWM Partners LLC in Austin, TX, holding Series 63, 65, and 66 licenses with 25 years of industry experience. His career includes roles at TIAA-CREF, Advice and Planning Services, Wells Fargo Clearing Services, and Trajan Wealth, L.L.C. Gonzales is also active in insurance sales through Kaia Insurance Group, LLC. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques in its investment approach and manages portfolios on a discretionary basis with quarterly reviews.