Peter Roth is a CFP® with 42 years of experience in the financial industry. He is the principal at Roth Financial Partners LLC, where he has worked since 2020. Prior to that, he held advisory roles at Raymond James Financial Services Advisors and related entities from 2010 to 2020. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, employing fundamental and technical analysis across various asset classes and utilizing independent managers and wrap programs.

Job Louimeus is a financial advisor at Exos Wealth Strategies, LLC with nine years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Exos in 2020, he worked at Centric Advisors, LLC and operated his own consulting practice. Outside of advisory services, he owns a mortgage brokerage business where he assists clients with home loan and refinancing needs. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, offers discretionary and non-discretionary services, and has affiliated private pooled investment vehicles.

Bryan Powell is a Series 65 licensed financial advisor with Stability Partners Advisory Group, LLC, bringing 15 years of industry experience. He has held roles at Stability Partners since 2010 and is also the managing partner of an insurance sales business. In addition, he owns Stability Partners Property Management, Inc. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, managing approximately $141 million in discretionary assets primarily through model portfolios.

Robert Pascarella is a financial advisor at Peerless Wealth with two years of industry experience. He holds a Series 65 designation and has prior roles at Peerless ETFs, LLC and Entergy Services, Inc., where he is also a licensed professional engineer in Texas for thermal/fluid systems. Peerless Wealth serves individuals, families, trusts, business entities, charities, and qualified retirement plans, providing financial planning, discretionary investment management, and consulting services. The firm uses a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing custom client portfolios, model portfolios, and acting as a sub-adviser to an exchange-traded fund.

Jammie Lowe is a financial advisor with BWS Investment Management, LLC in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining BWS Investment Management in 2021, Lowe worked at Corvee LLC and Cambridge Investment Research Advisors, Inc., among other firms. Lowe also serves as Investment Director at Baker Wealth Strategies, LLC, dedicating significant time to this role. BWS Investment Management provides financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes customized financial planning followed by the selection and oversight of pre-screened third-party investment managers, serving a mix of individual and corporate clients while acting as a limited fiduciary for employer-sponsored retirement plans.

Christo Zgourides is a financial advisor at Redfish Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities and Comcast. He also serves as a board member for AHEPA 29, Inc. and works as an insurance agent with Guardian Life Insurance. Redfish Capital offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs a blend of fundamental and technical analyses and integrates insurance and accounting services through affiliated businesses.

Frank Idrees is a financial advisor with Wealth Benefit Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Grove Point Investments, Grove Point Advisors, Quercus Capital Partners, and H. Beck, Inc. He is also the owner of a life insurance business focused on managing client portfolios and related services. Wealth Benefit Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, offering managed accounts and retirement plan consulting. The firm tailors portfolio management strategies using a mix of turnkey asset management programs and separately managed accounts, serving a diverse client base with customized risk and return objectives.

Shelbie Benitez is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining the firm, she worked at BKD, LLP for five years. Benitez also provides tax preparation services to individuals and business entities as part of the firm's advisory offerings. McAlister, Sweet & Associates serves individuals, families, high net worth clients, and business entities, managing approximately $224 million in client assets. The firm employs a range of analysis methods and investment strategies, primarily managing assets on a discretionary basis, and offers a wrap fee program that includes tax preparation services.

Kaye Riggs is a financial advisor with Saint Francis Capital in Houston, TX, holding a Series 65 designation and 15 years of industry experience. She has been with Saint Francis Capital since 2013. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and develops tailored investment policies according to clients’ objectives, risk tolerance, and liquidity needs.

Adam Threadgill is a CFP® professional with 11 years of experience, serving as an advisor at Threadgill Financial, LLC since 2015. He holds a Series 65 license and operates from The Woodlands, TX. Threadgill is the owner of two dormant LLCs, Liberty Brew Works and Liberty Brewing, both reserved for potential future use. Threadgill Financial, LLC is a registered investment adviser managing over $400 million in discretionary assets for individual and high-net-worth clients. The firm uses a blend of fundamental analysis and low-cost ETFs in its investment approach and operates with a small team of two advisors serving approximately 381 client relationships.

Nathan Morrell is a financial advisor at John-Luke Financial, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Compass Capital Investments LLC and LPL Financial, LLC. Outside of his advisory work, he is a licensed insurance agent with National Life Group. John-Luke Financial, LLC provides asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm uses a custom “bucket” investment approach focused on client needs and risk profiles, offering both discretionary and non-discretionary management.

Nicole Gale is a financial advisor with Wealth Management Investment Advisors, LLC in Spring, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her current role, she worked at Standard Of Greatness, LLC and Jackson Henry Mortgage, LLC. Outside of advising, she is the managing member of Voice Standard, LLC, a company providing voice-over services. Wealth Management Investment Advisors is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and selecting third-party money managers, typically without taking custody of client assets.

Meredith Stewart is a financial advisor at White Wing Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Coast to Coast Surrogacy and Tomball ISD. White Wing Wealth Management serves individual clients, including high-net-worth individuals, corporations, and other business entities with portfolio management, financial planning, retirement plan consulting, and cash-management services. The firm uses mutual funds and ETFs to construct portfolios tailored to clients’ investment objectives, time horizons, and risk tolerances, providing ongoing monitoring and periodic rebalancing.

Danny Allizadeh is a financial advisor at Position Wealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Position Wealth, he worked at Merrill Lynch for nine years. Outside of his advisory role, he serves as Board Member and Treasurer for the Rotary Club of Harris County Medical Center, a charitable organization. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm operates as a small team managing approximately $242 million in assets, with tailored portfolios that incorporate a range of investment strategies and ongoing monitoring of selected Independent Managers.

Laura Addington is a CFP® with 22 years of industry experience and has been with Addington Financial Group LLC since 1996. She holds Series 63 and Series 65 licenses. Addington Financial Group provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals, businesses, corporations, and charitable organizations. The firm employs a blend of active and passive investment strategies, using quantitative tools to guide asset allocation and rebalancing, and manages approximately $338 million in discretionary assets for about 94 clients.

Daniel Bingham Jr. is a financial advisor with Peirce Capital Management, LLC and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. He has been with Peirce Capital Management since 2020. Peirce Capital Management is a five-advisor team managing discretionary assets for individuals, trusts, retirement plans, charities, and businesses. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using no-load mutual funds and ETFs, and offers services including retirement plan advisory and financial planning consultations.

Ward Molen is a financial advisor at Centric Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centric Advisors since 2019. In addition to his advisory role, he serves as president of Molen & Associates, LLC, a tax preparation and accounting services business, and has experience as a licensed insurance agent. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary portfolio management alongside tailored financial planning.

Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously held roles at Woodstock Financial Group and Raymond James Financial Services. Mercer is also the owner of Covenant Wealth Management, a DBA office of Woodstock Wealth Management that offers non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

Hunter Hernandez is a CFP® professional with 18 years of industry experience, currently serving at CHJ Wealth Management. He has held roles at Carlton Hofferkamp & Jenks Wealth Management and Purshe Kaplan Sterling Investments since 2010. Hernandez also works as an insurance agent, assisting clients with term insurance needs. CHJ Wealth Management is a five-advisor team managing approximately $540 million for individuals, trusts, charities, and business entities. The firm provides tailored portfolio management on a discretionary basis, combining fundamental and technical analysis, and emphasizes individualized account-level service.

George Williamson is a CFP®, ChFC®, and Series 65 credentialed advisor with seven years of industry experience. He has been with Peirce Capital Management, LLC since 2018 and previously worked at Grove Street Fiduciary and LIMLIM Illustration. Outside of his advisory role, he serves as treasurer for the Glen Park Ranch Homeowners Association. Peirce Capital Management is a five-advisor registered investment adviser managing over $534 million for approximately 165 clients, including individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing no-load mutual funds and ETFs and providing additional services such as retirement plan advisory and financial planning consultation.