Cameron Miller is a CFP® professional with six years of experience in financial advisory roles. He is currently with Avantax Planning Partners, Inc. and has previously worked with Cetera Wealth Services and Jones Tax and Financial Services Inc. Miller also serves as a board member for Jones Tax and Financial Services Inc., a family-owned tax and financial service company. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of the end of 2025.

Amanda Ton is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 credentials and 38 years of industry experience. She previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, utilizing internal and external managers alongside tailored asset-allocation strategies.

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.

Robert Wilson is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Navy Federal Investment Services, LLC and has prior experience at LPL Financial, Premier America Credit Union, Bank of America, and Merrill. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers overlay services and a Private Wealth Consulting program for clients with $1 million or more.

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.

Edward Bautista is a financial advisor with TIAA-CREF in Houston, TX, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at JPMorgan Chase Bank and JPMorgan Securities, LLC for ten years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those with prior employer retirement plan relationships—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Antwan Lambert is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Fidelity. Lambert is based in Houston, TX. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

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.