James Neuenschwander is a CFP® with 39 years of industry experience and serves as Managing Director at Outlook Wealth Advisors, LLC, where he has worked since 2011. Prior to that, he was affiliated with Global Financial Private Capital, LLC and GF Investment Services, LLC. Outside of his advisory role, he co-owns a wholesale and retail consumer products distribution business with his wife, which he has been involved with since 1975. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm employs a tailored investment approach that includes portfolio construction with various strategies and regularly offers impersonal educational workshops across its seven offices.

Gary Alden is a financial advisor with Kingwood Investment Group and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including positions at NEXT Financial Group, LPL Financial, and UBS Financial Services. Alden has been with Kingwood Investment Group since 2024. Kingwood Investment Group is an SEC-registered advisory team that serves individual and high-net-worth clients, managing approximately $126.5 million across about 244 relationships. The firm offers discretionary portfolio management, financial planning, and advisory oversight, using tailored investment strategies including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Ross King is a CFP® professional with one year of industry experience, currently serving at Waterway Wealth Management, L.L.C. He previously worked at Regions Bank for five years and Northern Trust for six years. Waterway Wealth Management provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm offers ERISA plan services, operates a tiered wrap program with a substantial asset base, and utilizes institutional custodial platforms along with held-away account management technology.

Daniel Michalk is a CFP®, CFA®, and ChFC® with 31 years of industry experience. He has been with Waterway Wealth Management, L.L.C. since 2012, where he serves as one of two advisors. The firm provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. Waterway Wealth Management integrates comprehensive financial planning with investment management, operating a tiered wrap program and utilizing institutional custodial platforms to support its client services.

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hines Private Wealth Solutions LLC, Hines Securities Inc, and Eight Eleven Group dba Medasource. Stenger Family Office serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, managing approximately $735 million in assets. The firm provides customized financial planning, portfolio management, and family office services, employing a range of investment strategies and offering multiple service tiers.

Conor Mullens is a financial advisor at Kingwood Investment Group with a Series 65 license and one year of industry experience. Prior to joining Kingwood Investment Group, he worked for Bruker Scientific LLC for ten years. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering tailored investment recommendations and managing approximately $120 million in assets under management.

Kyle McClain is a Certified Financial Planner® with 10 years of industry experience. He has been with Rhame & Gorrell Wealth Management since 2017, following prior roles at Bank of America and Merrill. McClain holds the CFP®, Series 63, and Series 66 credentials. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages approximately $1.44 billion in client assets.

Philip Hamilton is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Sws Financial Services and Horter Investment Management, LLC. Outside of his advisory work, he is involved in insurance sales focused on final expense and mortgage protection. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through two platforms that offer a range of investment strategies, including tactical asset allocation, active and passive approaches, and tax-management techniques.

Antonio Teruggi Pereda is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2014. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios and a range of model portfolios, serving a primarily international client base with a notable presence in Latin America.

John Geresi is a financial advisor at Rhame & Gorrell Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Willis Johnson & Associates, Robertson Investment Management, and Bank of America. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and employs a Tactical Asset Allocation Program overseen by an in-house investment committee, combining fundamental, technical, and cyclical analysis to tailor asset allocations to clients’ needs.

Christopher Melber is a CFP® with 13 years of industry experience, currently serving at Rhame & Gorrell Wealth Management. He previously worked at Fidelity Investments in various roles from 2012 to 2019 and manages a seasonal tax preparation business, The Sum Prep, LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm emphasizes tailored asset allocation and employs a Tactical Asset Allocation Program supported by an in-house investment committee, also providing coordinated tax and estate-planning services.

Noor Amirali is a CFP® professional with 28 years of industry experience, currently serving at D.H. Hill Advisors, Inc. since 2009. His prior work includes roles at Wrp Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory role, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides wealth management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, retirement-plan consulting, and access to alternative investments. The firm employs a mix of firm-managed and advisor-managed strategies, utilizing tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

William Graves III is a financial advisor at Outlook Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, Transamerica Capital, and other firms. In addition to his advisory role, he provides employee benefits consulting and supports tax planning through data gathering for a federal tax attorney and CPA. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses a variety of investment approaches including model portfolios and sub-adviser relationships, and it operates multiple offices while offering educational workshops and local media participation.

Julio Gil Recio is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2019, previously working at Banorte Securities International since 2013. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, primarily focusing on Latin American clients, especially Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through both traditional and digital wrap-fee programs, utilizing customized portfolios that incorporate a range of asset classes and investment vehicles.

Walter Theobald is a financial advisor with Sovereign Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His previous roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Outside of his advisory work, he is involved with Theobald Property Development LLC for tax and investment purposes. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of analytical methods and offers both discretionary and non-discretionary account management, incorporating multiple sponsored programs and third-party managers.

Jessica Mccain is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. She has worked at UBS Financial Services for 12 years and has held positions at Park Avenue Advisors and Guardian Life Insurance Company before joining Waterway Wealth Management, L.L.C., where she has been since 2025. Waterway Wealth Management, L.L.C. provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, and estates. The firm serves a range of clients including high-net-worth individuals and offers ERISA plan advisory services alongside a tiered wrap fee program, managing approximately $675.8 million in assets.

Timothy Blanchard is a CFP® professional with 26 years of industry experience. He is currently with Rhame & Gorrell Wealth Management and previously worked at Charles Schwab Bank and Ameriprise. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a mix of fundamental and technical analysis to manage approximately $1.44 billion in client assets through tailored portfolios and a Tactical Asset Allocation Program.

Ariel Jasso is a financial advisor at Waterway Wealth Management, L.L.C. with nine years of industry experience. He previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., among other firms. Waterway Wealth Management provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm offers ERISA plan services, sponsors a wrap fee investment program, and manages approximately $552.8 million in assets using institutional custodial platforms and third-party held-away technology.

Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Equitable Advisors and involvement with martial arts organizations. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses tailored asset allocations and a Tactical Asset Allocation Program overseen by an in-house committee, and it is affiliated with an accounting practice providing tax return preparation services to certain clients.

Tyler Miller is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Rhame & Gorrell Wealth Management since 2020 and previously gained experience at Deloitte Tax and the University of the Incarnate Word. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and employs a tactical asset allocation program overseen by an in-house investment committee.