Cameron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cross Financial Advisors. His prior experience includes roles at Fidelity Investments and Strategic Advisors Inc. Outside of his advisory work, he owns By The Tree Designs, LLC, a business focused on awards and commemoration. Cross Financial Advisors provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, estates, charitable organizations, and other institutions. The firm offers tailored portfolios and a variety of advisory solutions through custodial and model platforms, operating within an ownership structure affiliated with an accounting-firm holding company.

Lucien Craig is a financial advisor with United Advisors America who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several firms, including LPL Financial and Level Four Advisory Services, and is also an insurance agent with Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily employing mutual funds and ETFs.

James Kim is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding the CFP® and PFS™ designations and possessing 14 years of industry experience. He has worked at Calton & Associates, Inc. since 2017 and has been with Westpark Wealth Advisors and IMS Securities since 2012. Outside of advisory roles, Kim is a managing member of JHK Financial, PLLC, providing investment-related securities and insurance services, and a partner at Lee & Kim CPAs, PLLC, where he serves as a tax principal. Westpark Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and business entities. The firm employs a variety of investment strategies and manages approximately $229.3 million in assets as of the end of 2024.

Brandon Arns is a CFP® with 11 years of industry experience and is currently a financial advisor at WJ Interests, LLC. He has been with the firm since 2014. WJ Interests provides tailored financial planning and discretionary investment management primarily for individual and family clients, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and selects third-party money managers to implement security selection, avoiding market timing and leverage unless specifically requested by clients.

Scott Mcclintic is a CFP® professional with 39 years of industry experience. He has been with Early McClintic & McMillan, LLC since 2017 and has a long tenure at Raymond James Financial Services dating back to 1999. Mcclintic is also licensed to sell insurance products through unaffiliated companies, receiving commission-based compensation in this capacity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis and utilizes third-party managers and model portfolios to tailor strategies to client needs.

Richard Early is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Early McClintic & McMillan since 2017 and has a long tenure with Raymond James Financial Services dating back to 1999. Outside of his advisory role, he is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation in that capacity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees with portfolio management, financial planning, pension consulting, and adviser selection. The firm combines quantitative and qualitative analysis for strategic asset allocation and uses third-party managers and model portfolios, managing approximately $570 million across about 632 client relationships.

Melvin Ehlert Jr. is a financial advisor with WESTPARK WEALTH Advisors, Inc. holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has worked at Calton & Associates, Inc., IMS Securities, Inc., and has operated Melvin Ehlert Jr & Associates Inc., a corporate life and health insurance agency, since 1990. He serves as Vice President of the Board of Trustees for the Brenham Independent School District and is a director of St. Paul's Christian Day School. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone financial planning.

Austin James is a financial advisor with WJ Interests, LLC, holding a Series 65 credential and beginning his industry career in 2026. His prior experience includes roles at Inscription Capital and various positions outside the financial sector, including at Texas Tech University and Longhorn Steakhouse. WJ Interests, LLC serves individual and high-net-worth families, trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm focuses on strategic asset allocation using external money managers, emphasizes long-term manager relationships, and offers additional services such as succession and exit planning for closely held business owners.

David Coffee is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 66 credential and bringing 28 years of industry experience. He has worked at Calton & Associates, Inc. since 2018 and has been associated with Westpark Wealth Advisors since 2014. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies including long- and short-term purchases, trading, option writing, and third-party manager arrangements, with many client assets managed on a non-discretionary basis.

Michael Spears is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at WESTPARK WEALTH Advisors since 2004 and also spent time at IMS Securities, Inc. and Calton & Associates, Inc. Spears serves as Chief Compliance Officer for both WESTPARK WEALTH Advisors and IMS Insurance Agency. WESTPARK WEALTH Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, and business entities, employing a variety of investment strategies and offering access to third-party money managers. The firm manages approximately $229 million in assets, with a mix of discretionary and non-discretionary arrangements.

Michael Thompson is a financial advisor at RWM Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Northwestern Mutual, and MassMutual. Thompson is also active as an insurance agent with Roberts Wealth Management. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations using model portfolios and sub-advisers, supplemented by third-party quantitative algorithms for tactical and strategic rebalancing across multiple offices.

Joseph Allison is a CFP® and ChFC® with 29 years of industry experience. He is an Investment Advisory Representative at Westpark Wealth Advisors, Inc. and has worked at Calton & Associates, Inc. since 2017. In addition to his advisory role, he owns Allison Benefit Consultants, which provides employee benefits services, and is a partner in Alisson P & C LLC, a personal lines insurance business. Westpark Wealth Advisors serves a diverse client base including individuals, trusts, estates, pension plans, and businesses. The firm offers portfolio management, access to third-party money managers, and standalone financial planning using a variety of investment strategies.

Joshua Coughran is a financial advisor with Titan Retirement Advisors LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Titan Retirement Advisors since 2012 and is also involved in real estate brokerage through Coughran Commercial, Inc., which he has managed since 2004. Titan Retirement Advisors serves individuals, high-net-worth clients, corporate retirement-plan sponsors, and trusts, providing portfolio management and a range of retirement-plan services. The firm employs strategic and tactical asset-allocation techniques primarily through ETFs and mutual funds and emphasizes ERISA fiduciary services with a small advisory team managing a large discretionary asset base.

Maria Dembski is a financial advisor with MDX Wealth Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Bournehill Investment Services, Slca Capital, Callaway Financial Services, and Huckin Financial Group. She is also the sole proprietor of Capital Markets Consulting, LLC. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm offers wealth and portfolio management with a fundamental research process, providing both discretionary and non-discretionary services across multiple asset types and maintains a network of independently contracted advisers across nine offices.

Cody Bauer is a financial advisor with WESTPARK WEALTH Advisors, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. His prior work includes roles at Calton & Associates, Inc., Ims Financial Advisors, Inc., and Ims Securities, Inc. Outside of advisory services, he serves as a director for the Winnie Area Chamber of Commerce and owns Bauer's Texas Financial LP, a financial services business. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs and third-party money managers, managing approximately $229.3 million in assets as of December 31, 2024.

Leonard Claus is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Calton & Associates, Inc. and IMS Securities, Inc. Outside of his advisory role, he serves as President and Chairman of the Board for the Alternate Health Decisions Foundation, a nonprofit focused on educating about disease management through diet. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and offers portfolio management through wrap-fee programs and third-party money managers, managing approximately $229.3 million in assets as of December 31, 2024.

John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Encompass, he worked at Lakewood Capital Management, Inc. for 16 years and has been involved with ZB Products, LP since 2019 as Director of Production and Strategic Sales Manager at Zoombang, a company that produces protective performance undergarments for professional sports leagues. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, utilizing both discretionary and non-discretionary portfolio management with allocations across mutual funds, ETFs, individual securities, and private placements.

Daniel Mcmillan is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Raymond James Financial and Raymond James Financial Services since 1999 and joined Early, McClintic & McMillan, LLP in 2017. Outside of his advisory role, he is licensed to sell insurance through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, pension consulting, and adviser selection. The firm employs a combination of quantitative and qualitative analysis for asset allocation and uses third-party managers and model portfolios, managing roughly $570 million across about 632 client relationships.

Ian Mcclintic is a CFP® professional with 13 years of experience, currently serving as an advisor at Early McClintic & McMillan, LLC since 2017. He has a background that includes roles at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. Mcclintic is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for that activity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis to tailor investment strategies and utilizes third-party managers and model portfolios, managing approximately $570 million across about 632 client relationships.

Anthony Ackerman is a financial advisor with United Advisors America in Sugar Land, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Pyxis Capital, North Star Wealth Management, and The Broughton Investment Group. He also works as an independent contractor offering insurance products to individuals through Alliance America. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm employs a Modern Portfolio Theory-based approach, utilizing model portfolios and tailored asset-allocation strategies with a focus on mutual funds, ETFs, and certain exchange-traded products.