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 at John-Luke Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including ProEquities, Inc. and MSI Financial Services, Inc. He has served as an owner and Investment Adviser Representative at John-Luke Financial since 2007 and is involved in insurance sales related to equity indexed annuities. John-Luke Financial, LLC provides asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm employs a custom “bucket” investment approach tailored to client needs and offers both discretionary and non-discretionary management with oversight using resources such as Morningstar.

Michele Lopez Gonzalez is a financial advisor at Mellig Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked with Mellig Group since 2016. Michele is also a managing director of Mellig Consulting, Inc., a business consulting firm focused on strategy and private investments, and has equity ownership in Lotark Inc., a holding company for Mellig Group LLC. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, including accredited and high-net-worth investors. The firm combines fundamental, technical, quantitative, and macroeconomic analysis with machine-learning tools to guide investment decisions, offering a broad range of strategies and serving a notable non-U.S. client base.

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 31 years of experience in the financial industry. He has been with Bison Investment Advisors, LLC since 2013 and previously worked at Sunbelt Securities, USF Advisors, Stanford Group Company, and Merrill. Bison Investment Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, qualified retirement plans, and business entities. The firm manages multi-asset portfolios and acts as a private fund adviser and portfolio manager for pooled investment 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 with Dynamique Capital Advisors, holding Series 66, 65, and 63 licenses and having 13 years of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and Citigroup Global Markets, among others. Outside of his advisory work, he serves as a non-compensated member of the Board of Governors for Dover College and a non-executive director for Guinea Plc, an insurance carrier. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a tactical asset allocation strategy using fundamental, technical, cyclical, and event-driven analysis and manages approximately $25 million across ten client relationships.

Ronald Liston Jr. is a financial advisor with Cantu Tactical Wealth Management, Inc. in Montgomery, TX. He holds a Series 65 designation and has nine years of industry experience. Ronald has been with Cantu Tactical Wealth Management since 2016. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only, fiduciary portfolio management and consulting. The firm employs a Global Tactical Asset Allocation approach using a proprietary “P.R.O.A.C.T.I.V.E.” process, focusing on ETFs and a mix of asset classes with medium–short term swing trading and limited crypto exposure.

Clifton Mc Millan is a financial advisor with White Wing Wealth Management, LLC in The Woodlands, TX, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Ameriprise and Investment Professionals, Inc. White Wing Wealth Management serves individual clients, corporations, and other business entities with portfolio management, financial planning, retirement plan consulting, and cash-management services. The firm customizes advice and portfolio construction based on clients’ investment objectives, time horizon, and risk tolerance, primarily using mutual funds and ETFs, and offers ongoing monitoring with annual formal reviews.

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.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Roberto Ortega is a CFP® with 11 years of industry experience and is currently affiliated with Ridgeoak Wealth. His prior roles include positions at Charles Schwab and Fidelity Personal and Workplace Advisors. Ortega is also connected to NHABLA LLC, the corporate entity operating Ridgeoak Wealth. Ridgeoak Wealth is a registered investment adviser serving individual and high-net-worth clients, managing approximately $33.3 million across about 25 clients with a two-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management, employing a blend of Modern Portfolio Theory, passive ETFs, and multiple analytical methods to inform its rules-based core portfolios and blended allocations.

Jonathan Arnold is a financial advisor at RidgeOak Wealth with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Fidelity, and First Command. RidgeOak Wealth is a registered investment adviser serving primarily individual and high-net-worth clients with a two-advisor team managing approximately $33.3 million. The firm offers comprehensive financial planning and discretionary portfolio management using a combination of Modern Portfolio Theory, passive ETFs, and quantitative and fundamental analysis.

Peter Roth is a CFP® with 43 years of industry experience, currently serving at Roth Financial Partners LLC since 2020. His prior experience includes roles at Raymond James Financial Services Advisors and UBS Financial Services. Roth Financial Partners LLC offers discretionary investment advisory services and financial planning to individuals, business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a mix of individual equities, fixed income, mutual funds, and ETFs, and utilizes independent managers through the Raymond James Consulting Services wrap program.

Job Louimeus is a Chartered Financial Consultant (ChFC®) and holds Series 65 and Series 63 licenses with nine years of industry experience. He has worked at Exos Wealth Strategies since 2020 and previously spent four years at Centric Advisors, LLC, as well as one year at JML Consulting. Outside of his advisory role, Louimeus owns a mortgage brokerage, Exos Mortgage Company, LLC, where he assists clients with home loans and refinancing. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, performs due diligence on private placements, and can act in ERISA fiduciary capacities when engaged.

Jeffrey Gonzales is a financial advisor at KWM Partners LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at TIAA-CREF and Wells Fargo Clearing Services. He is also active as an insurance agent with 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 managing portfolios on a discretionary basis.