William Schurig is a Series 65-licensed advisor at Bison Investment Advisors, LLC with one year of experience at the firm. His prior experience includes six years at EMA Legal. Bison Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm’s investment approach incorporates multiple asset classes and tailors allocations to clients’ goals, risk tolerance, and time horizon.

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.

Johnny Nobile III is a financial advisor at Novodyn Advisors LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Victor Asset Management, L.L.C. since 2006. Novodyn Advisors LLC is a small firm with three advisors.

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.

Nichol Freeman is a financial advisor with Freeman & Freeman Private Wealth Management LLC in Montgomery, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Freeman & Freeman, she worked at Oak River Insurance Group LLC and Oak River Financial Group Inc., and has nearly a decade of experience with Schaefer Oilfield Services. Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement advice to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a long-term investment approach using ETFs, mutual funds, REITs, preferred shares, and select equities, with strategies tailored to client-specific tax and legacy considerations.

Jean Casagrande is a financial advisor with Stability Partners Advisory Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with Stability Partners in various capacities since 2010. Outside of advising, Casagrande serves as a director of HC MUD 383, an elected taxing agency responsible for local community services including water and sewage. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm primarily implements client accounts through model portfolios selected in partnership with a third-party money manager and manages approximately $141 million in discretionary assets.

Tara Roman is a financial advisor at Bison Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Bison Investment Advisors since 2013. Bison Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to clients’ goals and risk tolerance and serves as general partner and adviser to a proprietary limited partnership available exclusively to its clients.

Adrian Llerena Navarro is a financial advisor at Crosswell Family Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Altavista Growth Advisors, LLC, GT International, Inc., and Seale & Associates, Inc. Outside of his advisory role, Adrian serves as Managing Director of Crosswell Consulting Services, LLC, providing general business administration and consulting services. Crosswell Family Wealth Advisors serves individuals, business entities, estates, and charitable organizations, managing approximately $80.6 million across about 53 client relationships. The firm’s investment approach emphasizes capital preservation, return maximization, and risk management, utilizing a broad range of instruments and maintaining an explicit focus on both domestic and international clients.

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.

Michael Sweet is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors. Outside of his advisory role, he maintains a beekeeping activity for approximately 10 hours per month. McAlister, Sweet & Associates provides financial planning and portfolio management services to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets. The firm employs a range of analytical methods and investment strategies, primarily managing assets on a discretionary basis, and integrates tax preparation services within its advisory offering.

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.

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.