Vivekananda Kini is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and over a decade of experience spanning roles at World Financial Solutions, Inc and 1st Alliance Mortgage Company. He has been with Gradient Advisors since 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary model and employing various analytical approaches in portfolio management.

Summer Roberts is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. She holds a Series 65 credential and has worked previously at AE Wealth Management, LLC. Outside of her advisory work, Roberts serves as president and chairman of the board for Lola Business Development, Inc., and is a board member and treasurer at The Galloway School, a private Christian school. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients through close to 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, using local advisers who tailor strategies with discretionary and non-discretionary management supported by model portfolios and third-party sub-advisers.

Jared Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. He previously worked at AE Wealth Management and operated Carlin Financial Group, where he was involved in insurance sales and services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base, utilizing model portfolios, third-party sub-advisers, and a broad range of investment products.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Dhillon Taylor is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Arkadios Capital and Secura Financial LLC. He is also the managing member of DT Financial Services, LLC, a coaching business for financial professionals. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios, sub-advisers, and alternative investments, tailored to clients’ objectives and risk tolerances.

Andres Rodriguez is a financial advisor at Royal Fund Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at AR Financial Group Inc. as a junior partner and insurance agent, where he provided life and health insurance quotes and fixed indexed annuity illustrations. Andres also worked at the University of Houston Clear Lake from 2019 to 2023. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring aligned with documented risk tolerances.

Deborah Jones is a CFP® with 33 years of experience in financial planning and wealth management. She is currently with Avantax Planning Partners, Inc. and has prior experience with Cetera Wealth Services, Cetera, and Avantax Advisory Services. Outside of her advisory work, she serves on the board of the Royal Crest Office Association in Houston. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs tax-intelligent strategies and discretionary management through firm-designed allocation models overseen by an investment advisory committee.

Jesse Dietz is a CFP® with 20 years of industry experience currently serving at Gibbs Wealth Management, LLC. He has worked at Gibbs Wealth Management since 2023 and has been with Retirement Planners Of Texas, LLC since 2014, where he is also the founder and partner of Retirement Planners of TX Insurance Group, Inc. Outside of advising, he manages this insurance business, soliciting insurance products to clients. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

Robyn Honeycutt is a financial advisor at Van Clemens Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Wells Fargo Clearing, Frost Brokerage Service, and BBVA Securities. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios based on client objectives and risk tolerance, using methods such as modern portfolio theory and fundamental and technical analysis, and employs third-party managers as well as an in-house Growth Opportunities model focused on micro- and small-cap equities.

Samara Terrill is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Holm & Cawley Financial Group, Third Seven Capital, ProEquities, and Synergy Advisory Group. Since 2016, she has also been involved in life, health, and accident insurance sales. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a range of active and passive strategies tailored to client objectives.

Joseph Barbour is an investment advisor at Encompass More Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at J.P. Morgan Chase and BBVA-related firms. Outside of investment advising, he is involved in insurance sales and marketing, including Medicare and annuities. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, private placements, and digital-asset-related exposures.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at AE Wealth Management, LLC and Client One Securities, LLC, and has operated his own firm, Matt Carlin & Associates Dba Carlin Financial Group, since 2010. Outside of finance, he is a self-employed playwright. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

David Lee is a financial advisor with Foundations Investment Advisors LLC in Houston, TX. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Edward Jones and LPL Financial. Lee is also involved in insurance sales through Impact Partners Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Walter Decherd Jr. is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 63 and Series 65 designations and has been involved in tax preparation and fixed insurance businesses through his ownership of Apollo Tax Group and R.M.D. Financial Group. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational solutions for other advisers.

Kevin Tyrrell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party services to enhance client offerings.

Kevin Fuller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Waypoint Financial, Bank of America, N.A., and Merrill. Outside of his advisory work, he is co-owner and manager of Aimee Fuller Photography LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to proprietary and third-party investment solutions.

Brian Petrov is a financial advisor with Eagle Strategies (New York Life) based in Pearland, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory program types and delivers predominantly non-discretionary asset management, often integrating advisory services with insurance and annuity products through its affiliation with New York Life.

Christien Hughes is a financial advisor with First Command Advisory Services in Houston, TX, holding a Series 66 license and bringing 10 years of industry experience. He has worked primarily with First Command since 2015, with a brief tenure at Merrill in 2017-2018. Hughes is also a member of C Hughes Holdings LLC, an LLC he established but has not actively managed. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.

Dana Otoole is a financial advisor with Fifth Third Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining Fifth Third Securities, Otoole worked at Frost Brokerage Services, Edward Jones, and JP Morgan Chase bank. Outside of his advisory role, he is a partner in a family real estate venture involving the sale of inherited property. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs and third-party portfolio management options on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer activities.

Sharon Duncan is a CFP® with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Selah Financial Services since 2009. She is also an author of two books, "52 Practical Money Tips" and "Crucial Retirement Questions," and owns Selah Stables, a horse boarding facility. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers diverse investment solutions and model portfolios managed by its Investment Management and Research team.